2025年第4周计算机行业周报：OpenAI发布Operator，AI Agent元年将至

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7]. Core Insights - The computer sector experienced a significant rebound, rising by 4.37% after a period of adjustment, ranking second among major industries in the Yangtze River region [2][4][9]. - The release of OpenAI's AI Agent application, Operator, marks a pivotal moment in the AI landscape, with expectations for 2025 to be the year of AI Agent applications [6][40][48]. - The report emphasizes the importance of public data resource development, with a newly established "1+3" policy framework expected to accelerate the utilization of public data resources [16][20]. Summary by Sections Market Performance - The computer sector's overall performance was strong, with a 4.37% increase, contributing to 10.88% of total market turnover [2][4][9]. - Key stocks in the sector saw substantial gains, with notable increases in companies like HanDe Information (+61.12%) and PuLian Software (+32.48%) [13][14]. AI Agent Development - OpenAI's Operator is designed to automate various online tasks without relying on APIs, showcasing advancements in AI interaction capabilities [40][41]. - The report suggests that the continuous exploration of AI Agent applications will not only enhance large model development but also transform user interaction paradigms in the AI era [48]. Public Data Policy - The establishment of the "1+3" policy framework aims to facilitate the legal and operational aspects of public data resource development, potentially leading to significant advancements in 2025 [16][20]. - The report highlights the importance of a pricing mechanism for public data resources, which is expected to enhance their effective utilization [19][20]. Model Performance and Innovations - Kimi's k1.5 model has achieved state-of-the-art (SOTA) performance in multimodal reasoning, indicating significant advancements in domestic AI capabilities [22][26]. - DeepSeek-R1 has been released, demonstrating competitive performance against OpenAI's models while offering a cost-effective alternative [30][36][38]. Investment Recommendations - The report recommends focusing on leading domestic AI model companies, particularly iFLYTEK, and the domestic AI chip industry, especially Cambricon, as key investment opportunities [48][38].