计算机行业周报：AIAgent生态持续拓展，关注AI产业投资机会

Investment Rating - The report maintains a "Recommended" rating for the computer industry [1][3]. Core Insights - The AI Agent ecosystem is continuously expanding, with companies like Zhiyu and Baidu making significant advancements. Recent updates include the Auto GLM and GLM-PC, which enhance AI capabilities for both consumer and enterprise applications [1][20][24]. - The report emphasizes that B-end AI applications are likely to establish mature business models first, while C-end applications have substantial growth potential due to network effects [3][24][25]. - The ongoing iteration of large models both domestically and internationally is expected to enhance AI application technologies and drive the growth of AI computing power [3][25]. Summary by Sections 1. Weekly Market Performance - From November 25 to November 29, 2024, the Shenwan Computer Index rose by 3.94%, with notable gainers including Huijin Technology and Huasheng Tiancai [13]. 2. Industry News - On November 27, 2024, the People's Bank of China and six other departments issued an action plan to promote the high-quality development of digital finance, focusing on enhancing digital technology capabilities and building a digital financial service ecosystem [18]. 3. Key Company Announcements - Newguo announced plans to invest 1.2 billion RMB in an intelligent manufacturing and AI headquarters project [18][19]. 4. Weekly Perspective - The report highlights the ongoing expansion of the AI Agent ecosystem, with significant developments from companies like Zhiyu and Microsoft, which are enhancing their AI assistant capabilities [20][23]. 5. Investment Recommendations - The report suggests focusing on domestic AI application and computing power-related companies, including Kingsoft Office, iFlytek, and Inspur Information, among others [3][25][28].