行业周报：AI应用向Agent进化，Robotaxi市场化进程提速

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The AI application is evolving from Chat to Agent, which is expected to accelerate commercialization and benefit cloud computing expansion [4][18] - The Robotaxi market is showing significant progress towards commercialization, with key breakthroughs achieved in major Chinese cities [21][23] Summary by Sections Internet Sector - AI applications are transitioning from Chat to Agent, which is anticipated to enhance commercialization speed. The industry is entering a second growth cycle focused on user engagement and scenario implementation [14][17] - The number of active Agents is projected to grow from approximately 28.6 million in 2025 to 2.216 billion by 2030, with a compound annual growth rate (CAGR) of 139% [18] - The market value of AI Agents is expected to rise from $5.1 billion in 2024 to $47.1 billion by 2030, with a CAGR of 44.8% [17] Autonomous Driving Sector - The Robotaxi market is poised for rapid commercialization, with significant operational milestones achieved by companies like Pony.ai in major cities [21][22] - The average daily paid orders for Robotaxi in Shenzhen reached 26 during the 2026 Spring Festival, significantly higher than the 15 orders per day in 2025 [21] - The average net income per Robotaxi per day reached 338 yuan, indicating strong market traction [21] Investment Recommendations - In the internet sector, companies such as Alibaba-W, Pinduoduo, and Baidu Group-SW are recommended due to their potential benefits from AI commercialization [35] - In the computer sector, companies benefiting from IT spending by state-owned enterprises are highlighted, including Kingdee International and BaiRong Cloud [35] - In the automotive and autonomous driving sectors, companies like XPeng Motors-W, Xiaomi Group-W, and Tesla are recommended as beneficiaries of advancements in high-level autonomous driving [35]