Jin Rong Jie·2025-12-31 02:13Group 1 - The AI agent sector is experiencing significant activity, with companies like BlueFocus rising over 12%, Raytheon Technology over 10%, and others showing substantial gains [1] - Meta's acquisition of AI agent company Manus, valued at several billion dollars, marks its third-largest acquisition since inception, aiming to accelerate AI innovation [1] - Manus has processed over 147 trillion tokens and created over 80 million virtual computers, showcasing its capabilities in the AI space [1] Group 2 - The debate at the annual tech sharing event featuring Luo Yonghao highlighted the social value of AI products, potentially leading to a reassessment of the commercialization potential of consumer-grade AI applications [2] - The AI agent platform and application sector is expected to benefit from increased market demand and accelerated commercialization, with platform companies holding technological advantages likely to dominate the industry [3] - The integration of multi-modal perception technologies in AI agents is driving demand for related hardware modules and interactive devices, presenting growth opportunities for manufacturers with core component development capabilities [3] - Companies like Huati Technology are launching AI products focused on urban governance and energy management, with the demand for smart city solutions expected to continue growing [3]