Core Viewpoint - The acquisition of Manus by Meta signifies a shift in the AI landscape, emphasizing the importance of underlying algorithms and the ability to effectively utilize them for complex tasks, rather than merely providing tools without depth [1] Group 1: Company Insights - **MaiFuShi (02556.HK)**: Transitioning from "selling software" to "selling results," MaiFuShi's stock has shown strong performance post-Manus acquisition, highlighting a renewed recognition of its "end-to-end business loop" by investors [1] - **Kingsoft Office (688111.SH)**: Positioned as a dominant player in the Agent space, Kingsoft's WPS is evolving into an "operating system" for Agents, leveraging vast private document data and frequent office entry points to automate tasks and enhance productivity [3] - **Cooltech Intelligent (300840.SZ)**: Demonstrating the practical application of Agents in industrial settings, Cooltech has successfully integrated Agent technology to automate complex production processes, making it a valuable asset in the physical economy [4] - **Toriss (300229.SZ)**: Specializing in vertical industries, Toriss utilizes its industry knowledge base to enhance Agent capabilities, focusing on specific sectors rather than competing with general models, thus creating a secure niche in AI applications [5] Group 2: Market Trends - The market is witnessing a re-evaluation of Agent concept stocks as the focus shifts from mere conversational AI to practical applications that deliver measurable results [1][2] - The acquisition of Manus indicates a decline in the "big model supremacy" narrative, suggesting that companies capable of packaging AI as plug-and-play productivity tools will dominate the future landscape [6]