2024年第48计算机行业周报：从智谱发布会看AI Agent应用落地

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [5]. Core Insights - The computer sector has rebounded, with an overall increase of 4.39%, ranking 5th among primary industries in the Yangtze River region, accounting for 13.00% of total trading volume in the two markets [6][16]. - Key developments include the nationwide promotion of digital electronic invoices starting December 1, 2024, and the "Quantum Leap, Future to Expect" conference held in Hefei, focusing on quantum technology advancements [7][8]. Summary by Sections Weekly Review - The computer sector experienced a rebound with a 4.39% increase, while the Shanghai Composite Index rose by 1.81%, closing at 3326.46 points [6][16]. Key Topics 1. Digital Electronic Invoices: The State Administration of Taxation announced the nationwide promotion of digital electronic invoices, which will enhance the electronic voucher system [22][23]. 2. Logistics Cost Reduction: The central government issued a plan to lower logistics costs, emphasizing the potential of low-altitude economy and autonomous driving in logistics applications [28][33]. 3. Quantum Technology Conference: The 2024 Quantum Technology and Industry Conference showcased significant technological advancements, indicating a shift towards industrial application of quantum technologies [38][40]. Focus Recommendation: AI Agent - The report highlights the potential of AI Agents, particularly following the recent conference where advancements in AI applications were discussed. The focus is on three opportunities: the maturation of AI Agents, vertical manufacturers with scene and technology advantages, and technology-driven companies like iFlytek [8][62].