360 Security Technology (SH:601360) Jin Rong Jie·2026-01-26 06:03Core Insights - The core viewpoint of the articles revolves around the evolution of artificial intelligence from "large models" to "intelligent agents," predicting that by 2026, the world will enter an era of "100 billion intelligent agents" with China positioned to seize this strategic opportunity [1][5]. Group 1: AI Evolution and Market Predictions - 2024 is identified as the year for pursuing large models, while 2025 will be a transition period. Large models, primarily functioning as "chatbots," struggle to address complex business problems directly. The upgrade to intelligent agents is essential for practical application [3]. - The "Five Forces Model" is introduced, emphasizing the transformation of general computing power into specialized intelligence through the integration of industry expertise and human oversight, which is crucial for solving real-world issues [3]. - The distinction between "training computing power" and "inference computing power" is highlighted, with the latter expected to drive significant demand growth. The consumption of computing power may increase by 1 billion times over the next decade, leading to a bifurcation in the chip market [3][4]. Group 2: Intelligent Agent Economy - The upcoming release of a "short drama intelligent agent" by 360 aims to democratize content creation, allowing users to generate extensive media content simply by inputting scripts or novels, thus enhancing individual productivity [4]. - The concept of the "intelligent agent economy" is discussed, predicting a fundamental change in how humans interact with software and the internet, leading to a division into two types of internet: one for human use and another for intelligent agents [4]. - The traditional "human finds goods" model in e-commerce is expected to shift to an intelligent agent proxy model, where agents will autonomously handle tasks such as price comparison and transactions, resulting in agent-to-agent interactions [4]. Group 3: Trust and Settlement Systems - New trust and settlement systems will emerge in the intelligent agent economy, focusing on verifying agent identities and ensuring transaction security, which will leverage technologies like blockchain and smart contracts [5]. - The construction of identity authentication, contract signing, and payment settlement systems based on intelligent agents is identified as a core direction for the infrastructure of the intelligent agent economy [5]. - China is noted to have a robust power infrastructure and a complete industrial system, positioning it well to capitalize on the strategic opportunities presented by the era of 100 billion intelligent agents [5].