Recently, the field of AI agents has ushered in an unprecedented boom. A number of listed companies have seen their stock prices soar due to their involvement in the field, including Chuling Information (300250. SZ), Century Tianhong (300654. SZ) and Dingjie Digital Intelligence (300378.SZ), which each gained 20% on January 24. At the same time, Thundersoft (300496. SZ) rose 17.69%, and Cloudwalk Technology (688327. SH) rose 13.75%, and Transsion Holdings (688036. SH) and Kunlun Wanwei (300418.SZ) also showed an upward trend.

The direct trigger for this round of stock price rise is the AI agent Operator released by OpenAI on January 23. According to the official introduction, this agent can simulate the behavior of humans using a web browser, such as clicking buttons, entering text, etc., and can independently complete complex tasks such as booking travel accommodation, restaurant reservations, and online shopping. This innovation breaks through the limitations of traditional AI systems in terms of practical capabilities, and realizes a closed loop from cognition to execution, which is regarded as an important milestone in the development of AI technology.

Industry experts pointed out that the advent of Operator solves the problem of repetitive, mechanized digital operation tasks that people face in their daily lives. According to user test feedback, the Operator can even complete the complex work of searching, reading, and organizing reviews on the academic platform arXiv. This breakthrough means that AI agents have great potential to improve work efficiency, and their business prospects should not be underestimated.

OpenAI President Brockman is full of confidence in Operator and declares that "2025 is the year of agents". It is reported that OpenAI has formulated an AGI (Artificial General Intelligence) roadmap internally, dividing the realization of the ultimate goal into five levels, and is currently moving towards L3 AI agents. On the same day, the domestic AI unicorn Zhipu also launched the world's first public-facing computer agent GLM-PC, which can "observe" and "operate" computers like humans, and efficiently complete various computer tasks for users.

With the Chinese New Year approaching, the intelligent performance of the GLM-PC has sparked heated discussions on social media. Users only need to give a task to the computer agent, such as "send a New Year greeting message to everyone in the group", and the AI can customize a personalized congratulatory message with the other person's name, and complete the sending without manual operation. This phenomenon quickly attracted a large number of netizens to try and pay attention.

Technology giants such as Huawei and Tencent have also deployed in the field of AI agents. Huawei's Yu Chengdong revealed that Huawei will launch a Xiaoyi APP containing a variety of agents during the Spring Festival. Tencent Ma Huateng also said that WeChat, QQ, input methods, browsers and other products will introduce AI agent functions. The addition of these giants will undoubtedly further promote the development and application of AI agent technology.

Looking back at the American blockbuster "Iron Man", AI butler Jarvis can handle all kinds of daily chores and take care of Iron Man's diet and daily life. Now, with the collective efforts of major giants in the AI agent track, this sci-fi scenario is expected to gradually become a reality. The rapid development of AI technology is not only full of expectations, but also triggers heated speculation in the capital market, and related concept stocks have benefited a lot.

The market is generally optimistic about the future of AI agents. Tianfeng Securities believes that 2025 will be the first year of large-scale AI applications, and the growth of AI agents and inference demand will promote the expansion of software product capabilities and help enterprises achieve more efficient operations and cost optimization. Hua Chuang Securities predicts that the global AI agency market will grow from US$5.29 billion in 2024 to US$216.8 billion in 2035, with a compound annual growth rate of 40.15%.