OpenAI发布AI浏览器，美团公测AIAgent产品“小美”

Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Insights - The report highlights significant advancements in AI applications, particularly with OpenAI's release of the AI-driven browser ChatGPT Atlas and Meituan's AI Agent product "Xiao Mei" [5] - The report anticipates that the evolution of AI applications and agents will deepen and innovate user interactions with AI, suggesting a positive outlook for related companies in the industry [5] Recent Industry Performance - Over the past 12 months, the industry has shown a relative return of 5.83% compared to the CSI 300 index, with an absolute return of 25.6% [2] - The industry experienced a relative decline of 4.09% over the past month and 4.75% over the past three months [2] Notable Events - OpenAI launched the Sora 2 model and the AI browser ChatGPT Atlas, marking a significant entry into the browser market [3] - The release of DeepSeek-V3.1 and ongoing AI investments by Alibaba indicate a thriving AI industry [3] - The introduction of Huawei's Harmony OS for computers represents a breakthrough in domestic operating systems [3] Investment Recommendations - The report suggests monitoring companies within the AI application and agent ecosystem, including Kingsoft Office, iFlytek, Wondershare, Alibaba, and Meituan [5]