人工智能行业点评报告：国产多模态AI应用生态爆发式增长，AI Agent时代加速来临

Investment Rating - The industry investment rating is "Positive" (maintained) [6][9] Core Insights - The domestic multimodal AI application ecosystem is experiencing explosive growth, with local companies launching various AI Agent applications aimed at enhancing efficiency across different sectors [2][4] - Major international companies like Microsoft and Google have introduced AI Agent applications that assist users in solving complex problems and improving operational efficiency [3] - The rapid increase in the usage of domestic multimodal AI applications lays a solid foundation for the future deployment of AI Agent applications [4] Summary by Sections Domestic Multimodal AI Applications - The usage of domestic multimodal AI applications has surged, with significant increases in web traffic for platforms like Hai Luo AI, which saw an 860% month-on-month growth in September [4] - The launch of models such as Minimax's video generation model has contributed to this growth, indicating a notable enhancement in the capabilities of domestic multimodal AI models [4] AI Agent Applications - Domestic companies are accelerating the penetration of AI Agent applications across various scenarios, with notable launches such as Cai Xun's Rich AIBox platform and iFLYTEK's AI assistants for education and healthcare [5] - These applications are expected to significantly empower enterprises in specific work scenarios, enhancing operational efficiency [5] International Developments - Microsoft has integrated 10 autonomous AI Agents into Dynamics 365, which can automate complex tasks across various business functions, potentially saving significant operational costs for enterprises [3] - Google's NotebookLM, a new AI assistant, can process extensive information and is designed for users dealing with large datasets or complex topics [3]