AI产业跟踪：openAI更新AgentSDK，AI智能体持续演进

Investment Rating - The industry investment rating is "Positive" and is maintained [8] Core Insights - On March 27, OpenAI announced a significant update to its Agent SDK, officially supporting the Model Context Protocol (MCP) service, which allows developers to connect various third-party tools through a unified interface, greatly enhancing the efficiency of developing complex automation applications [2][5] - The report suggests focusing on three types of industry opportunities: (1) The maturation of AI Agents, particularly in companion robots, personal assistants, and enterprise assistant scenarios; (2) Vertical vendors with both scene and technical advantages that will benefit from the upgrading of scenarios as technology and tools improve; (3) Technology-driven companies, particularly those representing multimodal capabilities, which are expected to expand their business boundaries by penetrating more scenarios [2][11] Summary by Sections Event Description - OpenAI's update to the Agent SDK includes support for the MCP service, which standardizes interfaces for AI models to connect to various data sources and tools, reducing development costs and accelerating AI Agent development [5][11] Event Commentary - The MCP is seen as a potential standard interface solution, with over 1,000 community-built MCP servers available as of February this year. The widespread application of MCP is expected to accelerate the development of the AI Agent industry [11] - Major tech companies like Apple, Google, and OpenAI are prioritizing AI Agents as a key focus for 2025, which may mark the year of significant growth for the AI Agent sector [11]