GuShiio.com ① Manus, the world’s first general-purpose agent, was born, and 2025 is expected to become the first year of AI agent acceleration. On the market, Cube Holdings, which built its own agent Agent, closed on Friday at 30cm for two consecutive boards.
② The agency predicts that the global agent market will reach US$47.1 billion in 2030, and sorted out the list of beneficiary listed companies (attached shares).
Cailian News, March 8 (Editor’s Square)The concept of AI agents has surged. As of Friday’s close, the development of self-built agent agentsCube Holdings 30CM two-connected board, launched the smart campus agent service AI product XiaomeiNew Cape 20CM Two Connecting Boards。Focus on the two major product directions of digital intelligence ecology and smart experience spaceZhenghe EcologyThere is artificial intelligence assistant Xiao LuNanxing StockBuild an AI Agent that is deeply involved in community elderly care and home elderly care scenariosguomai technology, has released universal products such as intelligent assistants based on frameworks such as agents and human-computer interactionUFIDA Network Two Connected Boards。Smart platform is rich in featuresyunsai zhilianDevelop a Ruyi AI shopping guide agentRebate technology trading limit。
On the news front, on March 6,Manus, the world’s first universal intelligent agent, was born, related topics continue to be popular and have attracted widespread attention. Previously,Google launched 3 AI agent products on January 23General model assistant Project Astra, browser assistant Project Mariner, and programming assistant Jules mark the initial transformation of Google AI into the era of agents. OpenAI announced its January 24The latest agent Operator has been opened to some users for trial。
Huaxi Securities analysts Liu Zejing and Zhao Yuyang pointed out in a research report on February 7 that AI agents refer to systems that can independently perceive the environment, make decisions and perform actions. They have autonomy, interactivity, responsiveness and adaptability. They have basic characteristics such as nature and can independently complete tasks in a complex and ever-changing environment, including four main modules: memory, planning, tools, and action.
Although LLMs such as ChatGPT have always been the focus of AI news, people are gradually beginning to realize their limitations, such as hallucinations and short memory. Salesforce CEO Mark Benioff even bluntly said that the future development of AI does not lie in LLM, butis to develop AI agents。Against this background, according to media reports such as the Science and Technology Innovation Board Daily,Leading domestic and foreign model manufacturers such as Google, OpenAI, Anthropic, and ByteDance have pointed to the development of agents, released Project Astra, Operator, Computer Use, UI-TARS and other products,2025 is expected to be the first year of AI agent acceleration。
According to McKinsey and other authoritative reports, driven by diversified needs,The intelligent agent market is experiencing explosive growth, the global intelligent agent market in 2024 will be approximately US$5.1 billion.It is expected to soar to US$47.1 billion in 2030, with a compound annual growth rate of 44.8%。
According to reports, from the perspective of the industrial chain,The upstream of AI agents includes large models and computing power suppliers, they are like “water sellers” in the AI era, standing at the top of the technology pyramid. It is reported that the more complex the agent, the exponential increase in computing power consumption. Training Manus-level AI may require thousands of A100 graphics cards, creating a billion-dollar market.The midstream is an agent development platformFor example, low-code tools (similar to the App Store in the AI era) allow companies to use drag-and-drop methods to train dedicated agents.Downstream are various application sites, including major application areas such as customer service, medical care, financial services, and intelligent manufacturing.
According to Liu Zejing, an analyst at West China Securities, the benefits of AI agent applications includeMadi Technology, Energy Technology, Runda Medical, Cape Cloud, Xinzhi Software, Weimeng Group, Caixun, Hand Information, Tuorsi, Tonghuashun, Fortune Trend, Entrepreneurship Black Horse and Wanxing TechnologyWait.
Zheshang Securities analyst Liu Wenshu pointed out in a research report on December 1, 2024 that in terms of application matrix, manufacturers such as iFlytek, Caixun, and Dingjie Digital Intelligence have successively released AI Agent product applications, which are expected to be used in office, finance and taxation, customer service, and intelligent marketing and other scenarios are accelerating and opening up space. AI Agent application recommendations focus on the following:iFlytek, Focus Technology, Dingjie Digital Intelligence, Tors, Maifushi;AI vertical application recommendations focus onJinshan Office, Caixun, Wanxing Technology, Kunlun Wanwei, Hongruan Technology, Runda Medical, Meitu Company and Shangtang-W。
