【兴证计算机】Agent：数据和场景为王，大模型加速驱动

Group 1 - The article focuses on leading companies in the AI sector and those with positive mid-term report forecasts, highlighting the importance of these companies in the current market context [2][3] - The AI industry is expected to experience a significant release of catalysts, with notable developments such as the acceptance of initial public offerings by companies like Muxi and Moore Thread, and substantial investments in major models like GPT-5 [2][4] - The Beijing government has announced 12 AI application scenarios with a total budget of 110 million, indicating a strong push for AI applications and investment opportunities in the sector [4] Group 2 - The article emphasizes the importance of data and scenarios in the Agent sector, suggesting that companies with advantages in these areas should be prioritized for investment [3][4] - The current adjustments in the Agent sector have improved investment cost-effectiveness, making it a favorable time to invest in leading companies across various sub-sectors [4]