计算机行业点评：明年有望成为AI Agent应用爆发元年

Investment Rating - The report maintains an "A" rating for the computer industry, indicating an expectation of outperforming the market [2][12]. Core Insights - The report highlights that 2024 is anticipated to be a breakout year for AI Agent applications, driven by significant advancements in generative AI and increasing demand from enterprise clients [2][6]. - Key companies such as Applovin and Palantir have shown impressive financial performance, with Applovin's revenue growing by 39% year-over-year and net profit increasing by 300% in Q3 [2][6]. - The report emphasizes the shift from traditional AI applications like Chatbots to more advanced AI Agents, which can autonomously complete complex tasks with minimal human intervention [5][6]. Summary by Sections Market Performance - The computer sector has seen strong stock performance, with notable increases in share prices for companies like Applovin (344% increase) and Palantir (169% increase) since August [2][6]. - Duolingo's new AI video call feature has led to a 40% revenue increase year-over-year, with net profit soaring by 732% in Q3 [2][6]. AI Agent Development - AI Agents are becoming the focal point for major AI application developers, with companies like Salesforce and Microsoft launching platforms to create and deploy AI Agents [2][6]. - The report notes that the capabilities of AI Agents are expanding, allowing for multi-agent collaboration and complex task execution, which enhances automation in various industries [5][6]. Future Outlook - The report suggests that the rapid development of underlying AI models, such as OpenAI's o1 model, will facilitate the broader adoption of AI Agents across different sectors [6]. - Investment opportunities are identified in various segments, including AI-driven decision-making, office applications, education, enterprise services, finance, creative design, e-commerce, healthcare, and big data [6].