计算机行业定期报告：智谱AI Agent全面升级，合肥举办量子科技和产业大会

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating that the overall return of the industry is expected to exceed the market benchmark by more than 5% over the next 6 to 12 months [33]. Core Insights - Google has launched a commercial AI Agent using System 1/2 thinking technology, enhancing the efficiency of AI operations and supporting businesses in reducing costs and improving efficiency. A significant market expansion for commercial AI Agents is anticipated by 2025 [3][17]. - The 2024 Quantum Technology and Industry Conference was successfully held in Hefei, focusing on quantum communication, computing, and precision measurement, showcasing major technological achievements and fostering regional development [18][20]. - The AutoGLM product from Zhizhu AI has undergone significant upgrades, enabling it to perform complex tasks and operate across applications, thus enhancing automation and user experience [21][23]. Summary by Sections Google AI Agent Launch - Google has integrated System 1/2 thinking into its AI Agent, significantly improving task execution efficiency. The company is promoting commercial AI Agents through various incentive programs and has launched a global marketplace for developers [14][15][17]. Quantum Technology Conference - The conference highlighted advancements in quantum technology, including major achievements in quantum communication and computing. It serves as a platform for collaboration and innovation in the quantum sector [19][20]. Zhizhu AI Agent Upgrade - The AutoGLM product can now execute over 50-step tasks autonomously and supports cross-application operations. The GLM-PC, based on a visual multimodal model, is also in internal testing, offering functionalities like meeting participation and document processing [21][23]. AI Application Updates - Recent data shows stable download rates for AI applications such as ChatGPT and Gemini, with domestic applications like Doubao and Kimi also experiencing growth. The overall market for AI applications remains robust [24][26].