计算机行业周报：2025剑指智能体开发

Investment Rating - The industry rating is "Recommended" [4] Core Insights - 2025 is projected to be the year of intelligent agent systems, marking a significant advancement in artificial intelligence towards higher levels of autonomy [1][13] - Major tech companies are increasingly focusing on the development of intelligent agents, with notable advancements from companies like Anthropic, OpenAI, and Google [2][25] - The global intelligent agent market is expected to grow from approximately $5.1 billion in 2024 to $47.1 billion by 2030, with a compound annual growth rate (CAGR) of 44.8% [23] Summary by Sections Intelligent Agent Systems - Intelligent agents are systems capable of autonomous perception, decision-making, and execution, characterized by autonomy, interactivity, reactivity, and adaptability [1][17] - The emergence of intelligent agents signifies a shift from simple AI models to more advanced autonomous intelligence [1][17] Domestic Developments in Intelligent Agents - Multiple new products have been launched in the domestic market, with major players like Zhiyuan, ByteDance, and Huawei actively participating [3][15] - Zhiyuan's GLM-PC is touted as the world's first public-facing computer intelligent agent, capable of assisting users with various computer tasks [15][41] - ByteDance has introduced the Doubao 1.5Pro model and the UI-TARS intelligent agent, enhancing automation and interaction capabilities across platforms [15][46] Investment Recommendations - Beneficial targets for investment include companies related to intelligent agent software, categorized into various sectors such as IT services, cultural media, and healthcare [7][16] - Specific companies highlighted for potential investment include Yonyou Network, HanDe Information, and Keda Xunfei among others [7][16] Market Performance - The computer industry has shown a weekly increase of 3.95%, outperforming the broader market index [71] - The overall valuation of the computer industry has risen, with the price-to-earnings (P/E) ratio increasing from 37.60 to 68.49, indicating a higher valuation compared to historical averages [88] Key Company Announcements - Companies like HanDe Information and Zhongke Chuangda are expected to report significant earnings growth, reflecting the positive outlook for the intelligent agent sector [91][92]