行业研究丨点评报告丨软件与服务 [Table_Title] AI 产业跟踪：OpenAI 发布 Agent 模式，AI Agent 商业化落地与规模化进展有望加速 报告要点 [Table_Summary] 7 月 18 日凌晨，OpenAI 宣布并介绍了即将推出的 Agent 模式，当前 Agent 模式集成于 ChatGPT，目前已向 OpenAI Pro、Plus 和 Team 计划的订阅用户开放，Pro 用户每月 400 次 调用，Plus 和 Team 用户每月 40 次，企业版与教育版预计本月底前上线。我们认为，ChatGPT Agent 把"大模型"升级为"大系统"，为后续 AI Agent 规模化落地提供了可借鉴的技术路径。 分析师及联系人 [Table_Author] 宗建树 SAC：S0490520030004 SFC：BUX668 请阅读最后评级说明和重要声明 丨证券研究报告丨 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title AI 产业跟踪：2]OpenAI 发布 Agent 模式，AI Agent 商业化落地 ...

Core Viewpoint - The article emphasizes that the major theme of AI in 2025 is the emergence of "Agent" capabilities, transitioning from AI merely "talking" to actively "doing" tasks [1][31]. Group 1: Introduction of Agent Mode - OpenAI introduced the Agent mode, allowing users to directly request tasks from ChatGPT, such as purchasing items or generating presentations, with the AI autonomously executing these tasks in a virtual environment [2][5]. - The Agent mode can utilize three tools: text browser, visual browser, and terminal, enabling it to perform complex tasks efficiently [6][7]. Group 2: User Experience and Interaction - Users can interact with the Agent in real-time, providing confirmations and new requirements during task execution, enhancing the collaborative experience [5][12]. - The Agent's ability to autonomously switch between tools and execute tasks significantly improves efficiency compared to traditional methods [6][30]. Group 3: Integration of Previous Tools - The Agent mode is a combination of two previously launched tools, Operator and Deep Research, which were integrated to enhance user experience and task execution capabilities [15][17]. - This integration allows the Agent to perform tasks that require both browsing and in-depth research, streamlining the process of generating comprehensive reports [18][22]. Group 4: Performance Metrics and Comparisons - The Agent mode has shown significant improvements in performance metrics, achieving a score of 42% in the Humanities Last Exam, indicating a substantial enhancement in capabilities compared to previous models [22][30]. - While the Agent mode is still not on par with human performance in certain tasks, it demonstrates a notable advancement in web operation capabilities [30]. Group 5: Future Implications and Challenges - The rise of Agent capabilities raises questions about user trust and the extent of permissions granted to AI, as it begins to handle more complex real-world tasks [36][37]. - The article highlights the potential impact on the workforce, questioning whether AI will empower or threaten jobs as it takes on more responsibilities [37][38].