AI应用行业点评：智谱端侧Agent升级，继续看好AI应用-241201

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to outperform the overall market in the next six months [47]. Core Insights - The report highlights significant advancements in AI applications, particularly with the launch of AutoGLM and GLM-PC, which demonstrate human-like computer usage capabilities across various platforms [10][16]. - The AI Agent market is anticipated to grow substantially, with 2025 expected to be a pivotal year for AI applications, as Gartner lists AI Agents among the top ten technology trends for that year [14][34]. - The report emphasizes the ongoing evolution of AI capabilities, moving from simple dialogue generation to executing complex multi-step tasks, showcasing the potential for broader integration into daily work and life [33][34]. Summary by Sections AI Application Developments - AutoGLM has been upgraded to support more complex tasks, including executing long commands and cross-app collaboration, which enhances its usability [11][17]. - The introduction of a UI Agent visual base model marks a significant step in AI interaction, allowing for automated operations on various websites [19][20]. Market Outlook - The report predicts that by 2028, at least 15% of daily work decisions will be autonomously completed by AI Agents, reflecting a growing reliance on AI in professional settings [14][34]. - The current phase of AI Agents is still in its early stages, with further product iterations expected to enhance underlying model capabilities and application ecosystems [12][34]. Key Companies and Investment Targets - The report identifies several companies positioned to benefit from the AI Agent trend, including 泛微网络, 鼎捷数智, 科大讯飞, 金山办公, and 新致软件, among others [37].