Source: Picture Worm

On March 6, the software and Internet indices broke out, with AI agents leading the rise, and Lifang Holdings (833030. BJ) opened for one second "30cm" daily limit, Kute Intelligent (300840. SZ), Zhewen Internet (600986. SH), Nanxing Co., Ltd. (002757. SZ) "one-word" limit, New Cape (300248. SZ), Hand Information (300170. SZ), Zhiyuan Internet (688369. SH), blue cursor (300058. SZ) "20cm" daily limit, Shunwang Technology (300113. SZ) and other companies were among the top gainers.

Source: Oriental Fortune Network

At the news level, in the early morning of March 6, Manus, an AI agent product released by Monica, a domestic large-scale model team, swiped the screen on the whole network.

According to its website, Manus is a general-purpose AI agent that connects thinking and action: it not only thinks, but also delivers. Manus excels in a variety of tasks at work and in life, and is able to get everything done while you are resting.

Source: Manus official website

According to reports, Manus can not only provide simple suggestions or answers, but also directly complete and deliver complete results of complex tasks, reflecting its strong autonomy and task execution capabilities. This ability makes it more efficient and adaptable in the face of complex and changing tasks. In the authoritative GAIA benchmark, Manus has achieved SOTA (State-of-the-Art, that is, the current optimal level), indicating that its performance has surpassed OpenAI's large models of the same level.

Source: Manus official website

According to the research report of Zheshang Securities, the application of large models is shifting from Copilot to Agent. An AI agent can be called an AI agent, which is an AI system with autonomy, situational awareness, and continuous learning capabilities. Its core feature is to collect data by interacting with the environment, independently plan task paths, invoke tools, and execute decisions, ultimately achieving preset goals without human intervention. 2025 may be the first year of AI Agent, and B-end enterprise service Sass vendors are the most direct beneficiaries of the AI Agent wave.

Judging from the daily limit of individual stocks in the direction of AI agents on March 6, according to Wind data, Lifang Holdings is a technological innovation enterprise committed to providing customers with overall solutions for personnel and vehicle management; New Cape is an industry informatization enterprise based on school informatization, multi-industry application and coverage; Hand Information is an enterprise digital integrated service provider; Zhiyuan Internet is a leading provider of collaborative management software; BlueFocus is a marketing technology company that empowers enterprises to operate intelligently.

Among them, the open source securities research report pointed out that in September last year, Zhiyuan Internet released the Al-COP A9 pilot version for large and extra-large organizations, the Al-COP A8 voyage version for medium and large organizations, the Al-COP A6 sailing version for small and medium-sized organizations, and the Al-COP G9 integrated intelligent government platform for large and medium-sized government organizations. Products and solutions jointly created by China Unicom and other ecological partners. Therefore, the business value brought by AI to the company will also be gradually released.

For BlueFocus, Huaxin Securities Research Report said that its external company's AI ecosystem partners continue to expand, following the in-depth cooperation with Zhipu, Microsoft China, etc., and with ByteDance Volcano Engine, Ali Tongyi Qianwen, MiniMax, Shengshu Technology and other platforms to jointly deepen AI applications and build an AI large model ecology, and will carry out more in-depth cooperation with Adobe in AI content management and creation, so that BlueFocus will move towards multimodal, The direction of multi-scenario intelligent twins (AIAgent) continues to evolve. Based on the technical barriers built by the new paradigm of AI, the establishment of BlueX and BlueTurbo DSP has helped the company's overseas business to become technology-driven.

In addition, Focus Technology (002315. SZ) said in its recently disclosed 2024 annual report that the global market size of AI Agent has great growth potential, especially to help cross-border e-commerce enterprises improve operational efficiency, reduce costs, and enhance competitiveness. The main business of Focus Technology includes a full-link foreign trade service integrated platform, foreign trade AI application business, cross-border e-commerce business, online and offline integrated insurance agency business, and comprehensive services related to each platform business.

In this regard, the Great Wall Securities Research Report believes that Focus Technology will establish an AI business department in 2024, and has launched and continues to operate three AI products, AI Michael, Mentarc, and Sourcing AI, driving the company's AI-related revenue to maintain rapid growth, and it is recommended to pay attention to the progress of its AI Agent.

For Manus to detonate the capital market, Kaiyuan Securities believes that Manus has achieved a new state-of-the-art (SOTA) performance across all three difficulty levels of the GAIA benchmark. Since October 2024, a number of leading large model manufacturers at home and abroad have competed to launch AI Agent products. At the same time, with the support of AI, a number of overseas technology companies have performed well. "Under the dense layout of giants, we are optimistic about the commercialization of AI Agent B-end and the sea of stars."