人工智能行业专题：大厂Agent来临，MCP拓宽应用边界

Investment Rating - The report maintains an "Outperform" rating for the industry [1][37]. Core Insights - The emergence of general-purpose AI agents, such as ByteDance's "Kouzi Space," marks the beginning of competition among major tech companies, with expectations for rapid advancements from Alibaba and Tencent [2][11]. - The development of Model Context Protocol (MCP) is anticipated to standardize AI applications, enhancing the capabilities of AI agents and accelerating ecosystem expansion [8][11]. - The report emphasizes the potential of AI agents to redefine human-machine collaboration, providing new avenues for AI application development [33]. Summary by Sections ByteDance: Launch of General-Purpose Agent - ByteDance's "Kouzi Space" allows users to interact with AI agents for task completion, featuring a dual mode for exploration and planning [4][11]. - The platform supports the integration of MCP, expanding the capabilities of AI agents and facilitating the addition of various plugins [8][11]. Zhipu: Full-Stack Self-Development and Open Source - Zhipu's AutoGLM "Meditation" model showcases advanced research and operational capabilities, achieving state-of-the-art performance in multiple testing environments [15][19]. - The model's open-source approach is expected to foster ecosystem growth and accelerate application scenarios [20]. Genspark: Integration of Multiple AI Models for Accurate Responses - Genspark's Super Agent utilizes a mixed-agent system, integrating over 80 tools and 10 advanced datasets to enhance task execution efficiency [28][31]. - The platform has demonstrated superior performance in benchmark tests compared to other leading AI products [24][28]. Investment Recommendations - The report suggests that the development of AI agents opens new paradigms for human-machine collaboration, with a positive outlook on the future of AI applications [2][33].