计算机行业点评报告：智能体Manus震撼发布，开启自主执行与跨领域协同新纪元

Investment Rating - The report maintains a "Buy" rating for Microsoft (MSFT.O) and Google (GOOGL.0) [10][12]. Core Insights - The launch of Manus, an AI Agent product by Monica.im, marks a significant advancement in AI technology, enabling autonomous execution and cross-domain collaboration [5][10]. - Manus surpasses traditional AI by independently thinking, planning, and executing complex tasks, demonstrating capabilities such as report writing and data processing, akin to human performance [5][6]. - The efficiency and user experience are enhanced through Manus's unique architecture, allowing for full-process automation and asynchronous cloud-based task execution, which optimizes time management for users [6][10]. - The report highlights a growing trend among global tech giants investing in AI agents, with notable developments from companies like Google and Microsoft [7][9]. Summary by Sections Investment Recommendations - The report suggests that the integration of AI technology, particularly through Manus, is expected to drive long-term growth for certain tech companies, with a focus on Microsoft and Google [10]. Company Focus and Earnings Forecast - Microsoft (MSFT.O) is projected to have an EPS of 12.79 in 2025, with a PE ratio of 30.71, while Google (GOOGL.0) is expected to have an EPS of 8.93 and a PE ratio of 19.24 for the same year [12].