Core Viewpoint - The emergence of AI Agents, such as SwiftAgent by Shushi Technology, provides a solution for enterprises to enhance data analysis and decision-making capabilities, enabling business personnel to access insights easily and make informed decisions [3][6][34]. Group 1: Industry Challenges and Trends - The current industry faces challenges in effectively utilizing AI for enterprise-level applications, which are more complex than simple integrations like Excel and Chat [1][3]. - Three key trends are accelerating a new data consumption paradigm: "data right shift," "decision decentralization," and "management backshift," which emphasize the need for timely and accurate data access [14][15]. Group 2: AI Agent Development - Shushi Technology has launched the SwiftAgent platform, which aims to empower non-technical business personnel to quickly access data and insights, thereby enhancing decision-making processes [6][23]. - The platform addresses four core issues: enabling quick data access, generating intelligent insights, providing decision recommendations, and linking decision actions [23][24]. Group 3: Market Applications - SwiftAgent has been successfully implemented in various sectors, including finance and retail, demonstrating its capability to provide real-time data insights and support critical business decisions [28][33]. - The platform has been utilized in commercial banking projects, allowing branch managers to access insights and generate decision reports based on industry analysis paradigms [28][33]. Group 4: Future Outlook - The cost of foundational models is expected to decrease significantly, which will further facilitate the adoption of enterprise-level AI applications [15][18]. - The industry anticipates that the integration of AI Agents will transform data analysis and decision-making processes, making them more efficient and accessible for all business personnel [34][35].

伴随着 AI Agent 正逐渐成为应用层的核心产品形态，AI 时代的很多基础设施也在发生变化，之前介绍过的一个核心 针对 AI 而非人类构建的 AI 搜索 就是 这个需求逻辑《 又一 AI 搜索拿了 2200 万美金，但它是给 AI 构建的而非人类 》。 同理，AI Agent 时代可能也需要新的浏览器基础设施。随着 AI 的快速发展，尤其是大型语言模型（LLMs）的兴起，前 Twilio 员工 Paul Klein 意识到 AI Agent 在执行网页任务时对浏览器的需求日益增长，于是决定创建 Browserbase 这个为 AI Agent 量身定制的浏览器平台，很快成为投资人追逐的一个标 的。 仅过去一年时间，Browserbase 就完成了 3 轮融资，总计达到了 2750 万美金 ，投资人包括了 CRV、KP、AI Grant 以及 Okta Ventures 等。与此同时， 根据我了解到的最新消息， Browserbase 已经再次完成了新的 B 轮融资，估值达到了 3 亿美金，由 Notable Capital 领投 。 Browserbase 解决的问题很简单，就是让 AI 能够真正"使用" ...

Investment Rating - The industry investment rating is "Positive" and is maintained [7] Core Insights - On April 18, ByteDance's technology team announced the internal testing of its new AI collaborative office platform "Coze Space," which aims to become the best environment for users to collaborate with AI Agents, providing comprehensive services from answering to solving problems, thereby enhancing work efficiency [2][5] - The report suggests focusing on three types of industry opportunities: (1) The maturation of AI Agents, with attention to the ongoing development of companion robots, personal assistants, and enterprise assistant scenarios; (2) Vertical vendors with both scene and technical advantages, benefiting from the gradual improvement of technology and tools; (3) Technology-advantaged vendors, represented by multi-modal capabilities, expected to deepen into more scenarios and expand business boundaries [2][12] Summary by Sections Event Description - The internal testing of "Coze Space" aims to facilitate user collaboration with AI Agents, offering a full range of services to help users complete tasks more efficiently [5] Event Commentary - The development threshold for AI applications is significantly lowered, allowing for accelerated deployment. Coze Space can automatically analyze user needs and break them down into sub-tasks, enabling users to submit requests without programming knowledge, as the platform automates the entire task process [12] - Coze Space supports the MCP protocol, allowing various Agent functions to be modularized, with developers able to integrate and call MCP directly. The platform currently supports multiple tools, including Feishu spreadsheets and voice synthesis [12] - An expert-level Agent ecosystem is built into Coze Space, which may become a key component for the commercialization of Agents. The platform offers specialized AI assistants in various fields, which can generate daily reports and answer stock analysis questions [12] - As AI technology continues to evolve, Coze Space is expected to expand its functionalities and application scenarios, facilitating the rapid deployment of AI applications [12]

要说折腾，现在特朗普称第二，没人敢称第一。之前用对等关税，差点把美债打到崩盘。上周特朗普说 考虑撤换美联储主席，使美联储的独立性受到质疑，投资者对美国经济的信心再次受到打击，对冲基金 大举抛售美元兑几乎所有货币，导致美元指数暴跌100多点，一度跌破98关口。 | 序号 代码 t | | 名称 | . 最新 | 淵鉄 | 涨幅% | 买一个 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | USDX | 美元指数 | 98.02100 | -1.21400 | -1.22 | | -9.64 | | 2 | USDSGD | 美元兑新加坡元 | 1.30158 | -0.01007 | -0.77 | 1.30152 | -4.30 | | 3 | USDJPY | 美元兑日元 | 140.56750 | -1.61150 | -1.13 | 140.56450 | -10.38 | | ব | USDHKD | 美元兒港币 | 7.76105 | -0.00082 | -0.01 | 7.76100 | -0.08 | | ...

每经记者 肖芮冬 每经编辑 赵云 4月21日，市场全天低开后震荡反弹，创业板指领涨，沪指录得7连阳。截至收盘，沪指涨0.45%，深成指涨 1.27%，创业板指涨1.59%。 板块方面，黄金、电商、机器人、影视等板块涨幅居前，银行、白酒、港口等板块跌幅居前。 3）科技股人气回暖。全天来看，A股成交额榜上，科技股数量较此前明显增多；拓维信息、寒武纪成交额分列第 一、第二位。 有观点认为，3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 上周五盘后及周末，先后发布财报的寒武纪、中际旭创等多只个股，今天也纷纷上涨。正如市场此前所预期，经 历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 个股涨多跌少，全市场超4300只个股上涨。沪深两市全天成交额1.04万亿元，较上个交易日放量1267亿。 消息面上，4月以来，阿里、谷歌、腾讯等宣布上线MCP服务（Model Context Protocol），即模型上下文协议。开 源证券表示，看好2025年AI Agent产业崛起趋势，中美科技巨 ...

Core Viewpoint - The article discusses the challenges faced by XR Vision's company, Xihongxian Technology, founded by Luo Yonghao, highlighting significant layoffs and a shift in focus towards AI software development while facing financial difficulties [2][4]. Group 1: Company Overview - Xihongxian Technology was established in June 2022 with the ambition to create the "next-generation personal computing platform" and successfully raised $50 million in angel funding, achieving a post-investment valuation of $200 million [4]. - The company initially focused on the AR sector and even applied for patents related to optical display systems, but faced technical bottlenecks in developing its self-developed AR OS [4]. Group 2: Financial and Operational Challenges - The company has not achieved product commercialization in three years, and its high personnel costs have been depleting its financial reserves, raising concerns about its ability to support full-scale AI product production and market promotion [4][6]. - The peak employee count exceeded 150, but the entire hardware team has been laid off, leaving only about 20 software engineers to work on AI software products [2][4]. Group 3: Strategic Shifts - Following the explosive growth of ChatGPT in 2024, the company pivoted its core resources towards developing AI Agents [4]. - Luo Yonghao announced a "disruptive technology product" named "Jarvis" AI assistant, set to launch in January 2025, priced between $199 and $299, which combines AI aggregation software with customized hardware [5]. Group 4: Market Positioning - The decision to launch the product in overseas markets instead of leveraging Luo Yonghao's strong domestic fan base has raised questions within the industry [5].

Core Viewpoint - ByteDance has launched the internal testing of "扣子空间" (Kouzi Space), a general-purpose AI agent platform that allows users to interact with AI to complete tasks, featuring an invitation-only access model [1]. Features Summary - **Task Management**: The platform can automatically analyze user needs, break them down into sub-tasks, and execute them using various tools, producing comprehensive reports in formats like web pages, PPTs, and documents [1]. - **Expert Agent Ecosystem**: The platform includes specialized agents, such as the Huatai A-share observation assistant, which can generate daily reports and provide stock analysis [1]. - **Dual Modes**: Users can choose between "exploration mode" for direct output or "planning mode" for step-by-step control over the task execution [1]. - **MCP Integration**: The platform supports the integration of various tools and services through the Model Context Protocol (MCP), enhancing the capabilities of the AI agents [2]. User Experience - **Execution Process**: Users can see the thought process at each step, with a structured output in Markdown format, although the execution time may be longer due to multiple planning steps [2][3]. - **Expert Mode**: In expert mode, the platform can browse more web pages per task, improving the depth of output and user experience [4]. - **Multi-tasking Capability**: Users can run multiple tasks simultaneously, enhancing productivity in multi-task scenarios [4]. - **Future Expansion**: The integration of MCP allows for the addition of mainstream applications like Moji Weather and GitHub, providing users with more options to meet their needs [4].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights the increasing adoption of the MCP protocol by major tech giants in China and the US, which is expected to accelerate the deployment of AI Agent scenarios [4][12] - The demand for AI computing power remains strong, with TSMC reporting a net profit of 361.6 billion TWD in Q1 2025, a year-on-year increase of 60.3%, and expectations of a doubling of AI-related revenue in 2025 [6][14] - The MCP protocol is anticipated to significantly enhance the efficiency of AI Agent configurations with external tools, facilitating the expansion of AI applications [5][13] Summary by Sections Market Review - During the week of April 14-18, 2025, the CSI 300 index rose by 0.59%, while the computer index fell by 0.84% [3][11] Investment Opportunities - The report recommends focusing on companies benefiting from the rise of the AI Agent industry, including Kingsoft Office, iFlytek, and others, as well as companies in the computing power sector like Sugon and Inspur [7][15] Company Dynamics - TSMC's Q1 2025 net profit and revenue growth indicate a robust demand for AI computing power, validating the industry's positive outlook [6][14] - The report also mentions various companies' performance, including Hikvision, which reported a net profit of 11.977 billion CNY in 2024, reflecting a decline of 15.10% [17] Industry News - Major developments include OpenAI's release of new models and the collaboration between WeChat Pay and Stripe to enhance international payment capabilities [20][25]

Core Viewpoint - The article discusses the emergence of AI Agents as a significant focus in the AI field, highlighting the launch of the Eureka platform by Zhihuiya, which aims to enhance technology innovation through AI-driven solutions [1][12]. Group 1: AI Era and Business Model Transformation - The interest in AI has shifted from casual discussion to serious investment and implementation across various industries since the Chinese New Year [2]. - The SaaS business model is evolving due to AI, moving from traditional account-based pricing to usage-based models, where customers pay based on the value delivered [3][4]. Group 2: Vertical Opportunities in AI Agents - There is a need for specialized AI Agents in vertical fields, as general models may not adequately address specific industry requirements [5][6]. - The development of vertical Agents allows for more precise task execution, such as patent analysis, by breaking down complex requests into manageable tasks [6][7]. Group 3: AI Agent Development and User Interaction - The interaction between users and AI Agents is crucial for building trust, with a gradual approach to increasing user control and confidence in AI capabilities [8]. - Current AI Agents can significantly reduce the time required for tasks, such as generating reports, demonstrating clear ROI for users [9]. Group 4: Zhihuiya's AI Strategy and Future Directions - Zhihuiya's AI Agent platform, Eureka, focuses on four main areas: Intellectual Property, General R&D, Biomedicine, and Materials [12]. - The company aims to maintain a competitive edge by continuously improving the accuracy of its Agents and addressing user needs effectively [18].

Agent （智能体） 已成为AI领域的下一个重点。日前，作为AI驱动的科技创新与知识产权信息服务领域的领军企 业，智慧芽宣布即将发布更懂技术创新的AI Agent平台Eureka，开启全新AI战略。 近期， 智慧芽创始人兼CEO张济徽与未尽研究创始人周健工围绕AI时代SaaS商业模式转型，垂直领域AI Agent 发展机遇，智慧芽AI战略，以及AI对企业研发和科学研究所产生的深远影响等话题，展开深度对话。 以下是精选对话实录： 以下文章来源于未尽研究 ，作者未尽研究 未尽研究 . AI，新能源，合成生物，地缘X AI大时代真正来临 " DeepSeek后AI万众期待 周健工： 春节前，我遇到各行各业的人，都在谈AI，但都是以一种看热闹的方式在谈。但春节之后再谈 AI，各行各业都是真的想真金白银，拿点钱去试一把，拥抱AI。 张济徽： 是的。春节回来之后，过去一两个月约不上的企业客户高管，现在都约得上了。很多客户的高管 都很愿意说，你们过来给我们讲讲这个AI怎么用。 " AI时代的商业模式和SaaS创新 周健工： B2B SaaS，B端的订阅制，主要看卖多少个账户。AI时代，SaaS的服务模式，还有获客的方式， ...