AI产业跟踪：谷歌推出A2A协议，AIagent有望加速落地

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - On April 9, 2025, Google Cloud officially launched the Agent2Agent (A2A) protocol, the first open standard designed for interoperability among AI agents, which is expected to accelerate innovation and transformation in the industry [2][5] - The A2A protocol addresses security communication and trust issues between different agents, enhancing interoperability among AI entities [11] - The introduction of open and standardized communication protocols like A2A and MCP (Model Context Protocol) is anticipated to shift AI agents from isolated systems to an open collaborative ecosystem, thereby accelerating industry transformation [11] Summary by Relevant Sections Event Description - Google Cloud's launch of the A2A protocol allows AI agents within the ecosystem to operate independently of underlying technologies, facilitating secure and standardized collaboration [5] Event Commentary - The A2A protocol is supported by over 50 major companies, including NVIDIA and MongoDB, and is expected to become a universal language for interoperability among AI applications [11] - The A2A and MCP protocols are complementary, addressing different aspects of AI agent connectivity, which may lead to a more integrated AI ecosystem [11] - The report suggests focusing on AI agent-related companies, the Chinese inference computing supply chain, cloud service providers collaborating with DeepSeek, and IDC firms working with major players like Tencent and Alibaba [2][11]