Workflow
AI产业跟踪:扣子空间内测开始,AIAgent或将重塑生产力
Changjiang Securities·2025-04-22 02:58

Investment Rating - The industry investment rating is "Positive" and is maintained [7] Core Insights - On April 18, ByteDance's technology team announced the internal testing of its new AI collaborative office platform "Coze Space," which aims to become the best environment for users to collaborate with AI Agents, providing comprehensive services from answering to solving problems, thereby enhancing work efficiency [2][5] - The report suggests focusing on three types of industry opportunities: (1) The maturation of AI Agents, with attention to the ongoing development of companion robots, personal assistants, and enterprise assistant scenarios; (2) Vertical vendors with both scene and technical advantages, benefiting from the gradual improvement of technology and tools; (3) Technology-advantaged vendors, represented by multi-modal capabilities, expected to deepen into more scenarios and expand business boundaries [2][12] Summary by Sections Event Description - The internal testing of "Coze Space" aims to facilitate user collaboration with AI Agents, offering a full range of services to help users complete tasks more efficiently [5] Event Commentary - The development threshold for AI applications is significantly lowered, allowing for accelerated deployment. Coze Space can automatically analyze user needs and break them down into sub-tasks, enabling users to submit requests without programming knowledge, as the platform automates the entire task process [12] - Coze Space supports the MCP protocol, allowing various Agent functions to be modularized, with developers able to integrate and call MCP directly. The platform currently supports multiple tools, including Feishu spreadsheets and voice synthesis [12] - An expert-level Agent ecosystem is built into Coze Space, which may become a key component for the commercialization of Agents. The platform offers specialized AI assistants in various fields, which can generate daily reports and answer stock analysis questions [12] - As AI technology continues to evolve, Coze Space is expected to expand its functionalities and application scenarios, facilitating the rapid deployment of AI applications [12]