Source: Heart of the Rock Talks about Investment

After DeepSeek became popular all over the world, on the evening of March 5th, an AI agent product called Manus suddenly became popular, it is said that unlike GPT and DeepSeek, which can only output results according to the user's instructions, Manus can achieve more detailed AI empowerment work, on its official website, the founder made a demo explanation with a video, which can realize meticulous work such as screening resumes and stock analysis, and achieve complete and automated delivery.

To put it simply, Manus is closer to the application than the basic large model, so the AI agent-related stocks have a large area of daily limit. The product is believed to have helped the AI model achieve real implementation, although they do not develop the large model.

The following are a few issues that netizens are concerned about, and the author will introduce them to you by integrating online materials and answering questions and answers.

Q1: Who founded Manus?

A: Manus was founded by Xiao Hong, a post-90s serial entrepreneur who graduated from Huazhong University of Science and Technology with a bachelor's degree in software engineering. In 2015, Nightingale Technology was founded and B-end products such as One-Companion Assistant and Microcompanion Assistant were launched; In 2022, he founded Butterfly Effect Inc. to develop Monica, an AI browser plug-in; In 2024, Manus, the world's first general-purpose AI agent product, will be launched.

Q2: How is Manus different from large AI models such as GPT and DeepSeek?

A: The first is functional positioning: Manus is an "all-round executor" who can independently plan and complete complex tasks (e.g., resume screening, stock analysis) and deliver complete results directly and usably.

GPT/DeepSeek, on the other hand, is more of a "knowledge advisor", providing answers or suggestions that require users to manually perform the next steps.

Second, the technical architecture is different. Manus uses multi-AI large model collaboration, also known as "shell", which integrates multiple models (such as Claude, DeepSeek, GPT) to achieve end-to-end task closure through toolchain call browser, Excel and other software. The specific AI model used has not been announced, or it may be that multiple large models from open source are used as the underlying inference and analysis tools.

DeepSeek, on the other hand, is a single language model developed with an open-source large model, focusing on code generation and inference efficiency, while greatly saving computing power.

Q3: Who are the investors in Manus?

A: Xiao Hong is a serial entrepreneur, after graduating from Huazhong University of Science and Technology in 2015, he founded Nightingale Technology (Xiao Hong's early startup) and received hundreds of millions of yuan of investment from Tencent, Zhen Fund, Leyi Venture Capital and other institutions.

Since then, he has founded the Butterfly Effect (the parent company of Manus), and it is not known whether he will receive another investment from the above-mentioned investment institutions.

Q4: What is the impact of Manus on listed companies in China's stock market?

Answer: AI agent concept stocks rose sharply, including 15 related stocks such as Lifang Holdings, Hand Information, and Zhongyi Technology, and the AI agent index rose by more than 5% in a single day.

In addition, the computing power sector was once again relayed by this news, and the stock prices of server companies such as Inspur Information and Sugon rose sharply. At the same time, some ERP companies and office software stocks on the verge of loss also rose sharply, such as Yonyou Network, Kingdee Software, Kingsoft Office, etc.

Internet companies such as Tencent and Alibaba in Hong Kong stocks also rose sharply as a result.

Since Manus only released a video showing several application scenarios. The specific situation of this AI agent product cannot be experienced for the time being. However, with the open source of more AI large models, it is believed that various applications based on AI large models will emerge, so in 2025 or the year when AI agents begin to become popular, many jobs will be assisted or replaced by AI agents. $Kingsoft Office (SH688111) $$ Hand Information (SZ300170) $$ Yonyou Network (SH600588) $