【#微软或与Kimi进行Agent级合作#，Office产品或实现自动化】 据科创板日报报道，12月18日，在本月初微软Azure宣布接入Kimi k2模型后，双方合作有望下探至应用 层。记者获悉，微软或将在本月与Kimi合作上线新的Agent功能，以应对本土厂商的激烈竞争。据了 解，该合作将利用AI的Agent能力，实现Office产品的自动化。 阿里云的目标是让Qwen模型成为产业的默认依赖，就像linux之于服务器，MySQL/HAdoop之于数据， Kubernetes之于云原生，开源为了成为标准。 AWS和微软缺少自研模型，两者已经明显加速了模型自研节奏，两大巨头并非失去竞争力，而是正处 在一次关键的自我修正期，如何在保持平台中立与生态开放的同时，补齐模型层的确定性；如何在外部 模型合作之外，建立真正属于自己的第一梯队能力，决定了它们 AI 云叙事是否能够闭环。 在业界看来，阿里云作为市场份额更少的一方，全方面开源是一个颇有魄力的选择，闭源模型可以保证 自己的核心竞争力，开源很大程度上会削弱模型竞争力，如果可以追赶上头部云厂商，牺牲短期利益去 博得更多的用户群体，那就值得。 通义千问Qwen衍生模型 ...

Core Viewpoint - OpenAI has launched a new AI browser, ChatGPT Atlas, targeting Google's core search business, which has led to fluctuations in Google's stock price, reflecting market uncertainty about the impact of this new product [5][11]. Group 1: Product Features - ChatGPT Atlas is positioned not just as a browser but as a step towards an agent-based internet, allowing users to interact with the web through conversation [5][6]. - The browser integrates a range of functionalities, including a Context Engine and an Agent Mode, enabling users to execute complex tasks like planning trips and making reservations directly within the browser [7][9]. - Atlas allows real-time interaction with AI, enabling users to summarize or rewrite text on the same page, bridging the gap between traditional browsers and AI tools [6][11]. Group 2: Market Context - The introduction of Atlas comes at a time when existing AI search functionalities struggle to develop mature business models, prompting OpenAI to target the lucrative traditional search market [13]. - As of September 2025, Google Chrome holds approximately 70.25% of the global desktop browser market share, while Microsoft Edge holds 11.8%, indicating a significant competitive landscape [13]. - Other AI browsers like Comet, Dia, and Fellou are also exploring agent functionalities, but Atlas differentiates itself by incorporating traditional search capabilities alongside AI features [11][12]. Group 3: Industry Implications - The launch of Atlas has sparked discussions about its potential to disrupt Google's dominance in the browser market, with industry experts observing a cautious yet optimistic outlook on the competition [11][13]. - OpenAI's integration of payment functionalities through partnerships, such as with Stripe, indicates a broader trend towards leveraging AI for retail transformations [10].

Core Viewpoint - OpenAI has launched a new AI browser named ChatGPT Atlas, directly targeting Google's core search business, causing fluctuations in Google's stock price [2][8]. Group 1: Product Features - Atlas is positioned not just as a browser but as a step towards an agent-based internet, allowing users to interact with the internet through dialogue [2]. - The browser integrates ChatGPT's search functionality, enabling users to find real-time information online, which has become one of the most used features since its introduction [2]. - Atlas includes a complete framework consisting of an open-source web browser (Chromium), a Context Engine for perception, a sidebar for interaction, and an Agent Mode for decision-making and execution [2][3]. Group 2: Agent Functionality - The agent feature allows users to perform complex tasks such as planning trips, making restaurant reservations, writing emails, online shopping, and summarizing reports directly within the browser [3][5]. - Demonstrations showed that ChatGPT can automatically search for ingredients based on user-provided recipes, add items to a shopping cart, and place orders [5]. - The agent mode is still in its early stages and may encounter errors when handling complex workflows, with limitations on executing code or accessing sensitive systems [5]. Group 3: Market Position and Competition - OpenAI's Atlas aims to capture market share from traditional search engines, as existing AI search functionalities struggle to develop mature business models [8]. - The browser includes traditional search capabilities such as web, image, video, and news searches, effectively integrating a version of Chrome within an AI browser [6][8]. - Despite the introduction of Atlas, Google's Chrome maintains a dominant market share of approximately 70.25% in the global desktop browser market, with Microsoft Edge at 11.8% [8].