传媒：AI Agent适应多场景有望推动智能化转变

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [2][5] Core Viewpoints - The recent OpenDay event by Zhiyu showcased three AI agents designed to replace human tasks: AutoGLM for mobile, GLM PC for computers, and GLM-Web for web applications [2] - AI agents are expected to drive a transformation towards intelligent automation across various devices, including smartphones, PCs, cars, and smart home devices [2] - The report emphasizes the importance of a comprehensive approach that includes chip adaptation, computational power assurance, and integrated cloud-edge solutions [2] - The capabilities of AI agents have expanded significantly, enabling complex tasks such as web browsing, software operation, decision analysis, and payment execution, showcasing their adaptability and flexibility [2] - The evolution towards intelligent and autonomous automation is marked by the ability of large language models (LLMs) to autonomously select tools and execute tasks based on specific scenarios [2] Summary by Sections Investment Highlights - AI agents are positioned to create integrated applications that benefit the industry, with a focus on companies such as Blue Cursor, Talking Tom, Kunlun Wanwei, Tianyu Digital Science, and others [2] Market Performance - The report indicates a relative performance with a 14.34% increase for 1M, 29.8% for 3M, and a 12M increase of 15.82% [2] Analyst Information - The analysis is conducted by an experienced analyst with a professional qualification in securities investment consulting [2][6]