电子行业算力周跟踪：AI Agent密集发布，AI操控屏幕的时代来临

Investment Rating - The industry is rated as "Outperform the Market" [6] Core Insights - The report highlights the rapid development and integration of AI agents across various platforms, indicating a significant shift towards AI-driven functionalities in consumer electronics [3][4] - The collaboration between Apple and OpenAI to integrate ChatGPT into Apple Intelligence is seen as a pivotal move that could enhance the ecosystem of intelligent agents and drive further adoption in the industry [4][5] - The report emphasizes the importance of user preference data being stored on-device for privacy and security, suggesting that mobile manufacturers will play a crucial role in the AI agent landscape [4] Summary by Sections AI Agent Development - The report notes the recent surge in AI agent releases, including new functionalities from Claude 3.5 and various mobile brands like Xiaomi and Apple, which are enhancing user interaction and task execution capabilities [3][4] - Claude 3.5's new features allow for more intuitive computer use, while other brands are launching AI assistants that integrate across multiple applications [3] Market Performance - The report tracks the performance of key companies in the semiconductor and AI sectors, noting significant fluctuations in stock prices, such as a 43.06% increase for SMIC in October [2][6] - Advanced packaging companies like Huada Technology have seen a notable increase of 17.96% following strong quarterly results [2] AI Model Tracking - The report provides data on the increasing traffic to AI model websites, with Perplexity reaching 100 million queries weekly, indicating a growing interest in AI applications [5][6] - The launch of new AI models, such as iFlytek's Starfire 4.0 Turbo, which reportedly surpasses GPT-4 Turbo in several capabilities, reflects the competitive landscape in AI development [6] Investment Recommendations - The report suggests focusing on domestic computing power chains and data center hardware companies, including Cambrian, Haiguang Information, and Zhongji Xuchuang, as potential investment opportunities [7]