计算机行业跟踪周报370期：全球首款通用AIAgentManus发布，政府工作报告中“人工智能+”成重点-2025-03-10

Investment Rating - The investment rating for the information services industry is "Outperform the Market" and is maintained [2]. Core Insights - The release of Manus, the world's first general AI Agent, signifies that China's AI research capabilities have reached a world-class level, indicating that AI Agents are at a critical point of commercial explosion [8]. - The government work report emphasizes the importance of technology sectors, including artificial intelligence, smart driving, and quantum technology, which are expected to benefit from favorable policies [8]. - The report suggests that 2025 is likely to be the year of significant commercial breakthroughs for AI Agents, with major tech companies like Google and Microsoft actively developing AI Agent applications [8]. Summary by Sections Industry Overview - The report highlights the launch of Manus, which outperforms OpenAI's Deep Research in benchmark tests, showcasing its capabilities as a powerful general assistant capable of executing complex tasks independently [6][8]. - Manus is positioned as a versatile assistant that can perform various tasks, including HR functions, educational content creation, and financial report analysis, demonstrating its advanced learning and adaptability [6]. Government Policy and Economic Outlook - The government aims for a GDP growth of around 5% in 2025, with a focus on implementing proactive fiscal policies and increasing government debt to stimulate economic activity [6]. - The report outlines the government's commitment to advancing the digital economy and supporting the widespread application of large models in various sectors [6]. Investment Opportunities - The report recommends focusing on companies such as Kingsoft Office, Hongsoft Technology, and Runze Technology, which are expected to benefit from the growth in the AI sector [8].