Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to rise more than 5% over the next 3-6 months compared to the benchmark index [22]. Core Insights - The recent upgrade of the AutoGLM AI agent by Zhiyuan is expected to broaden the operational capabilities of AI assistants, enabling them to perform over 54-step tasks autonomously across different applications [2]. - The introduction of the GLM-PC AI agent marks a significant exploration in the field of unmanned PC operations, with capabilities to handle various tasks such as information processing and meeting summaries [2]. - The advancements in AI agent models are anticipated to reshape the AI industry chain and create new investment opportunities, particularly in sectors like education, e-commerce, gaming, advertising, and film [2]. Industry Overview - The media industry comprises 141 listed companies with a total market capitalization of 1,601.25 billion and a circulating market value of 1,428.02 billion [3]. - The absolute performance of the media industry over the past month, six months, and twelve months is 9.5%, 29.9%, and 7.2% respectively, while the relative performance is 9.7%, 21.5%, and -5.1% [3].
智谱发布AIAgent更新,有望推动AI应用和AI原生设备进展
Huachuang Securities·2024-12-02 00:15