AgentKit Overview - AgentKit 提供了一套完整的工具，用于构建、部署和优化 agentic 工作流程 [1] - AgentKit 包含 Agent Builder（可视化编排工具）、ChatKit（可嵌入、可定制的聊天 UI）和 Evals（评估能力） [1] Key Components - Agent Builder 是一个基于可视化画布的编排工具，用于设计工作流程 [1] - ChatKit 是一个可嵌入、可定制的聊天 UI，用于部署 agentic 应用 [1] - Evals 提供数据集、跟踪分级和自动提示优化功能，用于优化 agentic 工作流程 [1] Real-World Applications - AgentKit 被 Ramp、Rippling、HubSpot、Carlyle 和 Bain 等公司使用 [1] Resources - AgentKit 文档：https://platform.openai.com/docs/guides/agents/agent-builder [1] - AgentKit Cookbook：https://cookbook.openai.com/examples/agentkit/agentkit_walkthrough [1] - ChatKit Studio：https://chatkit.studio/playground [1]

Group 1 - OpenAI has launched AgentKit, a developer toolkit that simplifies the development of agents through a visual canvas called "Agent Builder" and an embedded chat component known as "ChatKit" [1] - OpenAI aims to establish ChatGPT as an "AI operating system" by promoting the Apps SDK, allowing developers to create interactive applications within ChatGPT, leveraging its strong contextual understanding capabilities [1] - The company plans to attract users through an "entry + ecosystem" strategy, positioning itself as a foundational infrastructure in the AI era [1] Group 2 - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies in software development and information technology services from the A-share market to reflect the overall performance of the computer industry [1] - The index focuses on growth-oriented companies with technological innovation capabilities and market potential, effectively representing the comprehensive development level of quality enterprises within the computer industry [1]

Core Insights - OpenAI has launched AgentKit, a developer toolkit that simplifies the development of agents through a visual canvas called "Agent Builder" and an embedded chat component known as "ChatKit" [1] - OpenAI aims to establish ChatGPT as an "AI operating system" by allowing developers to build interactive applications within ChatGPT using an Apps SDK, emphasizing contextual memory and understanding [1] - The company plans to implement an "entry + ecosystem" strategy to deeply bind users, targeting the goal of becoming the "infrastructure entry point of the AI era" [1] - The growth potential of domestic computing power and AI applications is viewed positively in the context of accelerating global AI application development [1] Industry Overview - The software ETF (515230) tracks the software index (H30202), which selects publicly traded companies involved in system software, application software development, and related services [1] - The software index primarily focuses on the information technology sector, characterized by significant growth and innovation, serving as an important indicator of the software industry's development trends [1]

Core Insights - OpenAI's CEO Sam Altman announced significant updates at the OpenAI DevDay 2025, focusing on AgentKit, Codex, Apps SDK preview, and new APIs [2][3] Group 1: AgentKit - AgentKit is a comprehensive toolkit for developers and enterprises to build, deploy, and optimize intelligent workflows, significantly reducing the time required for integration and development [2][5] - The tool allows developers to create multi-agent workflows visually, manage data connections through a central platform, and embed customizable chat-based interactions [5][8] - Companies like Ramp and LY Corporation have reported drastic reductions in development time, with Ramp completing a procurement agent in hours instead of months, and LY Corporation creating a workflow in under two hours [7][8] Group 2: Codex - Codex has seen a tenfold increase in daily usage since early August, becoming integral to OpenAI's development processes, with a 70% increase in weekly pull requests [11][12] - The tool is now fully available for all coding scenarios, enhancing productivity for developers and allowing even children to utilize its capabilities [11][12] Group 3: Apps SDK - The Apps SDK is now in preview, enabling developers to build and test applications that integrate directly with ChatGPT, with support for various applications like Booking.com and Canva [12][13] - This move positions ChatGPT as a potential new operating system, aiming to be the default interface for users interacting with various applications [13] Group 4: New APIs - Three new APIs were launched, including the powerful reasoning model GPT-5 Pro, which allocates more "thinking time" for complex tasks [14][15] - The Video API introduces Sora 2 and Sora 2 Pro, allowing developers to create and edit short videos, enhancing multimedia capabilities [18][19] - New image and voice models have been introduced, offering cost-effective solutions while maintaining high quality [20]

OpenAI Developer Conference Highlights - OpenAI's Apps SDK aims to transform ChatGPT into an operating system, enabling app creation without coding, with intelligent agents buildable in just 8 minutes [1] - ChatGPT boasts 800 million weekly active users [1] - OpenAI introduces Apps SDK for ChatGPT, ChatKit for easy ChatGPT integration into apps, and AgentKit for building AI agents [1][2] - Software engineering intelligent agent Codex is officially launched [1] - OpenAI plans to release GTP-5 Pro and a small voice model in the API, along with Sora 2 [1] AgentKit Tools - AgentKit includes Agent Builder for visually constructing AI agent workflows via drag-and-drop, Connector Registry for managing data and tool connections, and ChatKit [2] Market Reaction - Following Altman's demonstration of third-party app integration with Apps SDK, Figma (FIG) stock rose over 10% in afternoon trading [1] - Coursera (COUR), one of the first ChatGPT apps demonstrated by OpenAI, saw its stock rise over 8% during the session [1] - HubSpot (HUBS) stock increased by over 10% during the session after Altman mentioned its adoption of AgentKit software [1]