计算机行业深度研究：软件大革命深度：AI Agent投资宝典

证券研究报告12025年05月12日维持评级[Table_Author]吕伟执业证书：S0100521110003lvwei_yj@mszq.com杨立天执业证书：S0100524100001yanglitian@mszq.com研究助理白青瑞执业证书：S0100124010021baiqingrui@mszq.com1.计算机周报20250510：华为“根”技术初露锋芒-2025/05/102.计算机行业事件点评：鸿蒙重磅产品即将发布，PC有望成为下一个“主战场”-2025/053.计算机行业动态报告：重估数据库：未来软件=Agent+数据库-2025/05/064.计算机周报20250504：计算机行业24年报及25年一季报分析：拐点已现-2025/05/5.计算机周报20250426：计算机行业2025Q1持仓分析：机构持仓处历史底部，集中度进一步提升-2025/04/26 推荐分析师邮箱：分析师邮箱：邮箱：相关研究/1004 目录1 Al Agent：AI时代的软件革命................................................................................................................................41.1模型+工具+编排层构建AI Agent的认知和交互底座..............................................................................................................41.2黎明即将到来，AI Agent商业化稳步推进..................................................................................................................................71.3 AI Agent的“摩尔定律”指引未来发展路径.................................................................................................................................202十年未见的“无限战争”：互联网巨头争夺Agent超级入口....................................................................................222.1腾讯的野望：元宝抢占流量入口+MCP打通底层协议+多元AI Agent拓宽覆盖面........................................................232.2字节的布局：扣子空间流量导入+MCP模块化扩展+飞书工具切入B端场景...................................................................302.3阿里的构想：阿里云构建云端开放平台+全周期MCP服务+多款细分AI Agent抢占C端流量..................................342.4百度的规划：心响APP打开流量入口+MCP实现多智能体协作+AI搜索推动商业落地...............................................402.5三六零的路径：纳米搜索构筑平台能力+MCP推动AI平权+个性化服务创造价值闭环.................................................422.6飞书：项目开放平台进一步构建开放生态..................................................................................................................................442.7钉钉：钉钉AI助理商业化模式清晰............................................................................................................................................452.8企业微信：AI化进程稳步推进......................................................................................................................................................463 AI Agent打开万亿企业级数字劳动力市场............................................................................................................473.1微软：用AI Agent定义“前沿企业”............................................................................................................................................503.2谷歌：Agentspace构建生态闭环，加速企业部署..................................................................................................................523.3 Meta：Meta AI有望打造全新AI社交平台...............................................................................................................................543.4 Salesforce：Agentforce重塑企业服务新范式.........................................................................................................................553.5 ServiceNOW：将AI与Workflow有机结合............................................................................................................................573.6金蝶国际：苍穹企业级AI Agent为企业重塑业务场景..........................................................................................................593.7金山办公：WPS365打造一站式AI办公平台...........................................................................................................................623.8用友网络：用友BIP企业AI加速企业数智化...........................................................................................................................643.9合合信息：TextIn智能文档解决方案切入企业刚需.................................................................................................................653.10福昕软件：PDF领军人，AI助手极具商业化潜力.................................................................................................................663.11泛微网络：大模型+专业小模型+智能体构建数智大脑........................................................................................................673.12致远互联：Agent家族CoMi Family打造AI-COP.............................................................................................................684 AI Agent是工业4.0“皇冠上的明珠”....................................................................................................................694.1从海外工业巨头布局展望工业AI趋势........................................................................................................................................694.2中控技术：AI Agent+机器人有望打开估值天花板.................................................................................................................704.3鼎捷数智：鼎捷MACP让AI Agent之间无缝沟通.................................................................................................................724.4赛意信息：赛意AI平台赋能工业全链路智能化.......................................................................................................................744.5能科科技：携手华为，打造工业AI新一代平台.......................................................................................................................754.6汉得信息：得·灵生态全面支撑企业构建AI能力体系.........................................................................