Investment Rating - The report assigns an "Overweight" rating for the industry, consistent with the previous rating [2]. Core Insights - OpenAI has launched four AI agent toolkits, including a new Responses API and open-source Agents SDK, which simplify the development of AI agent applications and enhance product development capabilities [4]. - The introduction of new tools accelerates the diverse application of agents, responding to competitors like Google, Microsoft, and Alibaba, while reinforcing OpenAI's competitive edge established by its first AI agent product, Operator [9]. - Recommended stocks include Dingjie Zhizhi, Foxit Software, and iFlytek, with beneficiaries being Fanwei Network, Maifushi, and Rundamedical [9]. Summary by Sections Investment Highlights - The Responses API features web and document search tools, with the web search tool achieving higher accuracy than competitors, significantly reducing manual search costs [9]. - The computer operation tool, supported by the CUA model, automates tasks like clicking and scrolling, enhancing agent interaction with the external world [9]. - The open-source Agents SDK improves agent collaboration, allowing for customizable LLM models and tools, which simplifies multi-threaded task processing and reduces developer workload [9]. - OpenAI employs a "free API + paid tools" business model, expanding its market through free offerings while recouping R&D costs via paid tools, ensuring a sustainable financial foundation for future growth [9].