计算机行业点评：AI Agent—人机交互新范式

Investment Rating - The industry investment rating is "Increase" [3][5] Core Insights - The report highlights the emergence of AI Agents as a new paradigm in human-computer interaction, utilizing the CogAgent and AutoGLM-Web architecture to enable AI to autonomously control devices, aiming to mimic human-like feedback loops [2] - The report emphasizes the advantages of Visual Language Models (VLM) over traditional large language models in executing GUI interactions, noting significant improvements in efficiency and effectiveness [2] - The trend towards lightweight AI models is expected to enhance the demand for cloud computing power, suggesting a focus on companies related to AI computing power [2] Summary by Sections Event Overview - The report discusses the launch of AI Agents by various companies, including Microsoft and Anthropic, which aim to improve task completion in various sectors [2] AI Agent Underlying Principles - VLMs are noted for their ability to perceive visual signals directly, leading to enhanced reading and programming capabilities, with CogAgent's VLM having 18 billion parameters compared to Huawei's LiMAC model with 500 million parameters [2] Market Trends - The report indicates a clear trend towards the penetration of AI into end-user applications, with expectations for more intelligent applications to emerge, bridging the gap between user commands and terminal execution [2] Investment Recommendations - The report suggests focusing on companies related to AI computing power, specifically mentioning Cloud Sai Zhilian and Runze Technology as potential investment targets [2]