20241028-德邦证券-计算机_智谱AutoGLM开启全终端_iPhone4时刻_关注算力及应用厂商_3页_487kb
报告摘要
中国政府积极推动人工智能发展，报告聚焦2024年10月28日计算机行业点评。分析师陈涵泊等评估，AI代理技术（Agent）在云、端同步进步，智谱AI的AutoGLM产品能模拟人机操作，如浏览器助手和手机应用，至2025年或进入全终端代理爆发期。投资建议关注推理算力股如工业富联、新易盛等，及终端企业如联想集团、科大讯飞。风险包括技术商业化不及预期。报告强调AI算力建设和应用放量潜力，规模优于大市。
Summary Key Points:
- AI Progress: ZhiPu's AutoGLM enables automated web and phone tasks via SelfPlay-RL, with advancements in cloud (OpenAI's o1模型) and mobile (荣耀AI手机) agents.
- Market Outlook: 2025 as start of full AI agent era, driven by increased inference demand; Agent networks may form with consumer devices leading early adoption.
- Investment Recommendations: Focus on companies like industrial富联、新易盛 for compute; consumer brands like联想、科大讯飞 for UX enhancements; software firms for AI application upgradation.
- Risks: Possible delays in tech advancement or AI commercial use.
- Analyst Notes: Based on 10/28/24 report, recommending buy/invest with caveats.
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