TMT行业周报（4月第4周）：MCP协议有望加速Agent产品落地

Investment Rating - The report does not explicitly state an investment rating for the industry [2]. Core Insights - The rapid promotion of the MCP (Model Context Protocol) is expected to accelerate the deployment of Agent products, enhancing the AI industry development and creating opportunities for leading domestic model manufacturers [3][5]. - The TMT sector showed varied performance in the week of April 21-25, with telecommunications leading at 1.32% growth, while media experienced a slight decline of 0.11% [3][5]. - Key stocks in the electronics sector saw significant weekly gains, with Zhishang Technology rising by 44.76% and ST Yushun by 27.66% [3][5]. Weekly Market Review - The TMT sector's performance from April 21 to April 25 showed the following changes: telecommunications (1.32%), computers (0.99%), electronics (0.83%), and media (-0.11%) [3][5]. - The top-performing sub-industries included telecommunications network equipment and devices (5.62%), consumer electronics components and assembly (4.06%), and telecommunications cables and accessories (3.82%) [3][5]. - Notable individual stock performances included: - Electronics: Zhishang Technology (44.76%), ST Yushun (27.66%), and Aobi Zhongguang-UW (17.34%) - Computers: Xincheng Technology (37.25%), Jinqiao Information (19.46%), and ST Huijin (19.25%) - Media: Shiyinbao (21.10%), Xingfu Lanhai (15.12%), and Hengdian Film (14.30%) - Telecommunications: Shijia Photon (66.54%), Wuhan Fanggu (28.87%), and Xinyi Sheng (22.22%) [3][5]. Industry News and Key Company Announcements - The MCP protocol, introduced by Anthropic in November 2024, aims to standardize interactions between large language models and external applications, reducing fragmentation and interaction costs [3][5]. - Major companies like Alibaba Cloud and Tencent Cloud have launched MCP services, significantly lowering the development barriers for Agent products [3][5]. - ByteDance's Agent product "Kouzi Space" began internal testing, allowing users to create complex task flows without coding [3][5]. - Baidu's AI Developer Conference introduced the "Baidu Search Open Platform·AI Open Plan," offering billions of precise search traffic for quality AI applications [3][5].