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Live Updates  >  Live Update Details

2025-10-29 11:13:37

[Hualong Securities: Accelerated Commercialization of AI Agents Expected to Expand Application Scenarios; "Recommended" Rating Maintained for the Computer Industry] Hualong Securities released a research report stating that AI agents may succeed chatbots as the next mainstream AI product form. From the perspective of the ultimate form of AI, the ability for AI to participate in decision-making and execute operations based on recognition, understanding, and reasoning is an essential path for the development of AGI. Agents are driving a shift in corporate budgets from "buying tools" to "buying results," global computing power capex continues to rise, and basic models are iterating rapidly, creating favorable conditions for the prosperity of the agent ecosystem. The "Recommended" rating is maintained for the computer industry.

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