计算机行业周报：AI Agent持续落地，端侧智能加速发展

Investment Rating - The industry investment rating is maintained at "Overweight" [7][13]. Core Viewpoints - The AI Agent industry is accelerating both domestically and internationally, with significant advancements in AI products and applications from major companies like Microsoft, Google, OpenAI, and domestic players such as Zhizhu [4][5]. - The performance of the computer sector has outperformed major indices, with a 3.94% increase in the computer index over the past week, surpassing the Shanghai Composite Index by 2.12 percentage points [3]. Market Review - In the past week (November 25-29), the Shanghai Composite Index rose by 1.81%, the ChiNext Index increased by 2.23%, and the CSI 300 Index went up by 1.32%. The computer sector outperformed these indices, ranking 8th among all industries [3]. Weekly Insights - The report highlights the rapid development of AI Agents, with various new products and services being launched by both international and domestic companies, indicating a robust growth trajectory in the AI sector [4][5]. - The integration of AI capabilities into various smart devices, such as headphones and glasses, is creating new opportunities for human-computer interaction [5][6]. Investment Recommendations - The report suggests focusing on companies involved in AI computing, such as Haiguang Information, Cambricon, and others, as well as those in AI applications like iFlytek and Kingsoft Office [7].