计算机行业周报：AI Agent，从API到GUI交互，Operator重塑流程化

Investment Rating - The report maintains an "Outperform" rating for the computer industry [2][9]. Core Insights - The report highlights the emergence of AI Agents as a significant trend, with the market expected to reach $5 billion by 2024 and grow to$47 billion by 2030, reflecting a compound annual growth rate (CAGR) of 44.8% [5]. - OpenAI's launch of the Operator, powered by the Computer-Using Agent (CUA) model, demonstrates advancements in AI capabilities, achieving task success rates of 38.1% on OSWorld, 58.1% on WebArena, and 87% on WebVoyager [5]. - The report emphasizes the increasing involvement of major tech companies in AI Agent development, indicating a robust competitive landscape and potential for rapid technological evolution [5]. Summary by Sections Market Performance - The computer sector has shown a performance trend against the CSI 300 index, with fluctuations observed from January to September 2024 [3]. Related Research - Several related reports are mentioned, focusing on advancements in AI capabilities and the implications for the computing sector, including the launch of low-altitude cloud services and the impact of AI regulations [4]. Investment Recommendations - The report suggests focusing on companies such as BoRui Data, Fanwei Network, Kingdee International, and others, which are positioned to benefit from the growth in AI and computing technologies [5].