计算机周报20250420：AIAgent的关键拐点：MCP堪比互联网TCP/IP时刻-20250420

Investment Rating - The report maintains a "Recommended" investment rating for the AI Agent industry, highlighting the potential of the MCP protocol to revolutionize the sector, akin to the TCP/IP protocol in the internet era [3][42]. Core Insights - The MCP protocol is positioned as a transformative element for AI applications, enabling systems to provide contextual information to AI models and facilitating interoperability across various integration scenarios [3][42]. - Major internet companies like Tencent, ByteDance, and Alibaba are engaged in intense competition to develop universal AI Agents, which is expected to usher in a new era for the domestic AI Agent industry [3][42]. Summary by Sections Market Review - During the week of April 14-18, the CSI 300 Index rose by 0.59%, while the SME and ChiNext indices fell by 1.15% and 0.64%, respectively. The computer sector (CITIC) saw a decline of 0.98% [50]. Industry News - OpenAI launched the GPT-4.1 series models, which are seen as a significant upgrade with enhanced multimodal processing capabilities and a larger context window [43]. - NVIDIA announced the domestic pricing for the RTX 5060 graphics card, starting at 2499 RMB, set to launch in May [44]. Company News - Inspur Software plans to repurchase its shares for an amount between 20 million and 40 million RMB, with a maximum price of 24.99 RMB per share [2]. - Keda Control received a patent for a method and system for detecting oil abrasive particle size [2]. Weekly Insights - The report discusses the evolution of the AI Agent paradigm from the MCP protocol to Manus, emphasizing the importance of unified data interaction protocols and agent-based decision-making paths [8][9]. - The competition among internet giants is highlighted, with Tencent's "AI Friend" and ByteDance's Coze platform leading the charge in market education and ecosystem integration [27][31]. Investment Recommendations - The report suggests focusing on companies across various sectors, including programming (Zhuoyi Information, Puyuan Information), office software (Kingsoft Office, Hehe Information), ERP (Kingdee International, Yonyou Network), and AIGC (Wondershare Technology, Meitu) [42].