计算机行业周报：OpenDay，展示Agent全新进展

Investment Rating - The report maintains a "Buy" rating for key companies in the AI sector, including 科大讯飞 (002230.SZ), 寒武纪-U (688256.SH), and 鼎通科技 (688668.SH) [51][52]. Core Insights - The AI intelligent agents are expected to collectively explode in 2025, with an estimated 15% of daily work decisions being autonomously made by AI agents by 2028 [4][51]. - The report emphasizes the importance of AI hardware and software opportunities, recommending focus on leading companies in the AI sector [4][51]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remain stable, with a week-on-week decrease of 5.56% for 恒源云's 13-core + 128G configuration [19][21]. - Specific pricing details include 腾讯云 at 28.64 CNY/hour and 阿里云 at 31.58 CNY/hour for various configurations [19][21]. 2. AI Application Dynamics - Kimi's search traffic increased by 5.05% week-on-week, indicating growing interest in AI applications [21][22]. - The report highlights the advancements presented by 智谱 at the Agent OpenDay, showcasing the capabilities of AutoGLM in executing complex tasks and enhancing human-machine interaction [23][24][26]. 3. AI Financing Trends - Anthropic secured 4 billion USD in funding, reaching a valuation of 40 billion USD, focusing on AI safety and responsible development [3][36]. - The report notes that Anthropic's business model differs from leading companies like OpenAI, primarily adopting a B2B approach [3][36]. 4. Market Review - The AI computing index and AI application index showed fluctuations, with notable gains and losses among key players in the market [39][42]. - The report provides insights into the performance of various companies within the AI sector, highlighting significant movements in stock prices [39][42]. 5. Investment Recommendations - The report suggests a strong outlook for AI hardware and software, recommending companies like 科大讯飞, 金桥信息, and 鼎通科技 for potential investment opportunities [4][51].