行业周报：AIAgent迎来布局时间-20250505

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The AI Agent sector is entering a critical phase for investment, with significant attention from top-level authorities on the development of the AI industry, highlighted by recent visits and discussions by key political figures [4][12] - Domestic large models are rapidly emerging, with notable advancements in capabilities, establishing a solid technical foundation for the flourishing AI application ecosystem [4][12] - The commercialization of AI applications is accelerating, leading to a sustained demand for AI computing power, as evidenced by substantial revenue growth from major companies in the sector [5][13] Summary by Sections Weekly Perspective - The market review for the week (April 28-30, 2025) shows the CSI 300 index decreased by 0.43%, while the computer index increased by 2.47% [11] Company Dynamics - Notable earnings reports were released by companies such as Foxit Software, with significant profit growth rates reported [15][16] Industry News - Tencent announced a restructuring of its mixed Yuan model research system to increase AI investment, focusing on core areas such as computing power, algorithms, and data [20] - Major advancements in AI models were reported, including the release of new models by Alibaba and Xiaomi, showcasing competitive capabilities against leading models [4][12] Investment Recommendations - The report suggests focusing on the rising trend of the AI Agent industry, recommending companies such as Kingsoft Office, iFlytek, and others as potential beneficiaries [6][14]