第七次谈自定义Agent

Investment Rating - The report maintains an "Accumulate" rating for the industry [3] Core Insights - The emergence of ChatGPT Pulse marks a significant shift towards proactive and personalized AI interactions, transforming ChatGPT from a passive responder to an active assistant [1][18] - Alibaba Cloud is positioning itself as a full-stack AI service provider, aiming to develop a custom agent platform that supports the evolution towards Artificial Super Intelligence (ASI) [2][19] - The report highlights the potential for custom agents to serve as personal work and life assistants, particularly in the financial sector, enhancing efficiency and decision-making [6][30] Summary by Sections ChatGPT Pulse Release - ChatGPT Pulse, released on September 25, 2025, acts as a super personal assistant, providing users with tailored content based on their interactions and preferences [1][14] - Users can manage the research content and connect their Gmail and Google Calendar for more contextual updates, enhancing the personalization of the service [14][18] Alibaba Cloud's ASI Development Path - Alibaba's strategy involves three phases towards ASI: emergence of intelligence, autonomous action, and self-iteration [19][20] - The company is investing heavily in AI infrastructure, with a plan to increase global data center energy consumption by ten times by 2032 compared to 2022 [24] Custom Agent Outlook - The report outlines various applications for custom agents in the financial sector, including personal research knowledge bases, intelligent mass messaging assistants, and personalized work assistants [6][32] - The potential for users to create and monetize their custom agents through platforms like MuleRun is also discussed, indicating a shift towards AI as a tradable digital asset [43][30] Industry Trends - The report notes a significant growth trend in the computer industry, with projections indicating a 70% increase from September 2024 to September 2025 [4] - The rapid iteration of large models and their increasing reasoning and tool usage capabilities are expected to drive the adoption of custom agents [6][30]