On January 24th, the collective climax of the concept of AI agents, Chuling Information (300250. SZ), Century Tianhong (300654. SZ), Dingjie Digital Intelligence (300378. SZ) rose 20%, and Thundersoft (300496. SZ) rose 17.69%, and Cloudwalk Technology (688327. SH) rose 13.75%, and Transsion Holdings (688036. SH), Kunlun Wanwei (300418. SZ) also rose.

On the news side, on January 23, local time, OpenAI released the first AI agent Operator. According to reports, this intelligent body can use a web browser like a human, and click buttons, type content, etc., and can automatically complete complex tasks such as booking travel accommodation, restaurant reservations, and online shopping.

From the perspective of technological development, most AI systems are still limited to information processing and Q&A interaction, and lack practical capabilities. At present, the operator has broken through this limitation and successfully achieved a complete closed loop from cognition to execution, becoming a veritable "AI assistant", which is an important milestone in the development of AI technology to a higher level.

According to industry insiders, people's lives are filled with a large number of repetitive, mechanical digital operation tasks, which are not only time-consuming and labor-intensive, but also prone to errors. AI agents can significantly improve work efficiency, and their future technical potential and commercialization space should not be underestimated.

OpenAI President Brockman called Operator and emphasized that "2025 is the year of agents." OpenAI was previously exposed to an internal AGI roadmap, which divides the realization of this ultimate goal into five levels, and is currently moving towards AI agents, that is, L3 level.

Coincidentally, on January 23, the domestic AI unicorn Zhipu launched the computer agent GLM-PC. It is reported that GLM-PC is the world's first public-oriented, ready-to-use computer agent. Similar to the Operator, it can "observe" and "operate" the computer in the same way as a human, and assist the user in completing various computer tasks efficiently.

For example, the Spring Festival is approaching recently, after giving the computer agent the task of "sending New Year greetings to everyone in the group", AI customized a different congratulatory message for everyone in the WeChat group, and "carefully" attached the other party's name, and completed the sending without manual operation, which quickly sparked heated discussions on social media, and many netizens tried it.

In addition to the above two companies, other technology giants have also launched AI agents, Huawei Yu Chengdong revealed that Huawei will launch Xiaoyi APP during the Spring Festival, including a variety of agents. Tencent Ma Huateng also said that products including WeChat, QQ, input methods, browsers and other products will launch AI agents.

In the American blockbuster "Iron Man", AI butler Jarvis can help deal with various daily chores and take care of Iron Man's diet and daily life by simply giving voice commands. At present, the major giants are collectively working on the AI agent track, and in the long run, it is even expected to make the dream of "Jarvis" a reality.

The prospect of AI technology is always tempting, which also drives the hype in the capital market, and A-share related concept stocks have risen wildly.

Tianfeng Securities said that looking forward to 2025, the exponential growth of AI agent and inference demand is expected to lead the first year of large-scale AI applications, continue to promote the expansion of software product capabilities, and empower enterprises to achieve more efficient operations and cost optimization.

Hua Chuang Securities also said that with the continuous progress of AI technology, AI Agent is no longer limited to simple task execution, and is gradually realizing leapfrog innovation from 0 to 1. The relevant industrial chain and ecosystem are gradually improving. According to Root analysis, the global AI agency market size is expected to grow from USD 5.29 billion in 2024 to USD 216.8 billion by 2035, registering a CAGR of 40.15% during the forecast period 2024-2035.

Author: Flying Fish