计算机行业周报：AIAgent加速落地，商用节点渐行渐近

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Insights - The AI Agent market is experiencing significant commercial evolution, with a broad market space driven by major players like Microsoft, Google, and domestic companies such as Baidu and Alibaba [4] - The global AI Agent market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, with a compound annual growth rate (CAGR) of 44.8% [4] - Recent developments in AI Agent products from major companies indicate a trend towards enhanced usability and integration within existing ecosystems, such as ByteDance's Coze Space and Tencent's Yuanbao [3][4] Market Review - In the past week (April 21-25), the Shanghai Composite Index rose by 0.56%, the ChiNext Index increased by 1.74%, and the CSI 300 Index went up by 0.38%. The computer (Shenwan) index increased by 0.99%, outperforming the Shanghai Composite by 0.43 percentage points and the CSI 300 by 0.61 percentage points, ranking 17th among all industries [2] Investment Recommendations - Suggested companies to focus on include: - AIDC: Runjian Co., Kehua Data, Data Port, Hongxin Electronics, Huafeng Technology, Taijia Co., Shenling Environment [5] - All-in-one machines: iFLYTEK, Deepin Technology, Digital China, Softcom Power, Cloudwalk Technology, Xiechuang Data, New Wisdom Software [5] - State-owned cloud: Operators, Shensanda, Taiji Co., Yihualu, Yunsai Zhili, Digital Government, Guangdian Yuntong [5] - AI applications: Jinqiao Information, Bosi Software, Fanwei Network, Dingjie Zhizhi, Xinghuan Technology, Tonghuashun, Meiansen [5]