电子行业先进科技主题周报-周观点：微软更新开源AI Agent，谷歌提出Titans新架构

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Insights - Microsoft has released version 0.4 of its open-source AI Agent AutoGen, which enhances code stability, robustness, generality, and scalability, addressing developer needs for observability and control [7][8] - Google's research team has proposed the Titans architecture, which supports a context window of around 200K and can scale to 2M, significantly improving efficiency over traditional models [7][8] - The report highlights the potential of AI hardware to lead the market, with a focus on various sectors including AI new consumption scenarios, PCB, optical modules, and satellite internet [9] Market Overview - The Shanghai Composite Index closed at 3241.82 points, with a weekly increase of +2.31%, while the Shenzhen Component Index rose by +3.73% to 10161.32 points [3] - The AI sector index reported a weekly increase of +3.57%, aligning with the overall market trend [3] Industry Dynamics - The report emphasizes the growing demand for AI technologies and the competitive landscape among major players like Microsoft and Google, with significant advancements in AI architectures and applications [7][8] - The performance of key companies in the technology sector is compared, showcasing revenue growth and profitability metrics [14]