计算机：智能助理潜力从苹果开始扩散

Investment Rating - The report maintains an "Overweight" investment rating for the industry [1] Core Insights - The launch of AutoGLM by Zhiyuan Technology marks a significant advancement in intelligent assistants, enabling users to operate mobile applications through simple text or voice commands [2][8] - The industry is witnessing a shift towards Agent technology, with leading companies like OpenAI and Google investing in this direction, indicating a clear industry trend [3][26] - The future of intelligent assistants is promising, with terminal manufacturers and inference-side computing power expected to benefit significantly from the development of AI Agents [4][33] Summary by Sections AutoGLM Launch - Zhiyuan Technology introduced AutoGLM, which allows users to control mobile applications on Android devices using voice or text commands, enhancing user interaction with technology [2][8] - AutoGLM can operate various applications, including WeChat, Taobao, Meituan, and more, providing a seamless user experience [10][30] Agent Technology as an Industry Direction - The report highlights the importance of Agent technology, with major players like Anthropic launching advanced features that allow AI to interact with computers similarly to humans [3][14] - Zhiyuan's rapid development of the "Phone Use" feature following Claude's "Computer Use" demonstrates the company's leading position in AI technology [3][26] Future Outlook for Intelligent Assistants - The report anticipates that mainstream smartphone manufacturers will likely develop their own Agent applications, either independently or in collaboration with large model companies [4][33] - The demand for inference-side computing power is expected to rise significantly as AI Agents become more prevalent, driving hardware upgrades and innovations [4][35] Investment Opportunities - The report suggests potential investment opportunities in hardware companies such as Edifier, Transsion Holdings, and Zhongke Chuangda, as well as companies involved in computing power like Cambricon and Inspur [39]