计算机：OpenAI发布Agent开发组件，Agent应用开发周期有望明显缩短

Investment Rating - The industry investment rating is "Leading the Market" and the rating change is maintained [3][14]. Core Viewpoints - OpenAI has released a new Agent development component that automates the Agent development process, significantly shortening the application development cycle [7]. - The Agent development component includes four parts: Responses API, built-in tools, Agents SDK, and monitoring tools, which simplify the development process [9]. - The report suggests that Agent applications will penetrate various industries rapidly, with a focus on companies like Kingsoft Office, Yonyou Network, Fanwei Network, and Hand Information [9]. - The demand for reasoning computing power is expected to increase due to the longer reasoning processes of Agent applications compared to general Q&A assistants, with a focus on companies like Cambrian, Haiguang Information, Unisplendour, and Inspur [9]. Summary by Sections Industry Performance - The computer industry has shown a performance increase of 3.46% over the last month, 7.42% over the last three months, and 36.73% over the last twelve months, outperforming the CSI 300 index [5]. Related Reports - Previous reports highlight the active promotion of AI applications by state-owned enterprises and government units, as well as significant breakthroughs in AI applications and computing power [6].