AI应用行业点评：智谱端侧Agent升级，继续看好AI应用

Investment Rating - The report maintains a "Positive" outlook on the AI application industry [2] Core Insights - The report highlights the recent advancements in AI Agent technology, particularly the launch of AutoGLM and its capabilities in executing complex tasks across various platforms [2][7] - It emphasizes the potential for AI Agents to significantly enhance user interaction and automate multi-step tasks, marking a shift from simple dialogue generation to more sophisticated operational capabilities [20][24] - The report anticipates that 2025 will be a pivotal year for AI Agents, predicting that at least 15% of daily work decisions will be autonomously made by AI by 2028 [25] Summary by Sections Recent Developments - On November 29, 2024, the launch of AutoGLM showcased new interaction methods for AI Agents on mobile, web, and PC platforms, with a large-scale internal testing phase underway [2][7] - AutoGLM's upgrades allow for the execution of longer and more complex tasks, including cross-app collaboration and customizable short commands [3][8] Technical Capabilities - The report details the AI's ability to perform tasks such as understanding and executing lengthy instructions and making autonomous decisions in a "casual mode" [9][20] - It discusses the underlying technology, including the CogAgent visual language model, which integrates high-resolution image and language features to navigate and interact with user interfaces [15][18] Market Outlook - The report identifies key players in the AI application sector, including companies focused on AI education, office applications, and financial services, suggesting potential investment opportunities [27] - It notes that the current stage of AI Agent development is still early, with significant room for improvement in product capabilities and user experience [4][24]