计算机行业周报：AI Agent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 viable business models first, while C-end applications have substantial growth potential once they achieve scale [3][25]. Summary by Sections 1. 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 released an action plan to promote high-quality development in digital finance, focusing on enhancing digital capabilities and infrastructure [18]. 3. Key Company Announcements - Newguo announced plans to invest 1.2 billion RMB in an AI headquarters project in Dongguan, with the first phase costing 600 million RMB [18]. 4. Weekly Perspective - The report highlights the ongoing expansion of the AI Agent ecosystem, with significant developments from both domestic and international players. The focus is on the practical applications of AI in business settings [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].