国产智能助手Manus出圈，AI应用有望加速落地

Investment Rating - The industry investment rating is "Overweight" indicating that the growth level of the industry is expected to be higher than that of the CSI 300 index in the next six months [30]. Core Insights - The launch of the domestic AI agent Manus is expected to accelerate the application of AI, showcasing its ability to autonomously complete tasks such as resume screening, real estate research, and stock analysis, with a first-time completion rate of 78% for complex tasks [2][18]. - Manus is recognized as the world's first general-purpose AI agent, utilizing a multi-agent architecture that allows it to execute tasks from goal setting to result delivery, outperforming competitors like GPT-4Turbo by 7% in benchmark tests [3][19]. - The demand for domestic C-end AI applications has been validated, with significant user growth in products like Doubao and Deepseek, driving rapid upgrades in the domestic AI competition [8][23]. Summary by Sections Market Review - The social service sector index experienced a weekly increase of 4.14%, ranking 6th among 31 first-level industries in terms of weekly performance [6][11]. - The top-performing sub-industries included Sports II (4.94%) and Professional Services (2.16%), while the Hotel and Catering sector saw a decline of 1.69% [6][11]. Industry News Dynamics - The rise of the "She Economy" is noted, with significant consumer potential among women, particularly in e-commerce and travel sectors [24]. - The integration of digital technology with traditional culture is highlighted as a means to enhance cultural outreach and engagement globally [27].