On October 25, 2024, Zhipu AI launched the autonomous intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. At present, it can adapt to 8 well-known application software including WeChat, Taobao, Meituan, and Xiaohongshu.
On October 25, 2024, Zhipu AI launched the autonomous intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. At present, it can adapt to 8 well-known application software, covering daily life functions such as online chatting, online shopping, social networking, maps, hotel and train ticket booking.
Open Source Securities believes that Zhipu AutoGLM significantly improves the practicality of AI Agent, or promotes the penetration rate of AI Agent users and opens up commercial space. It is recommended to increase investment in multi-modal AI application companies.
Related component stock information:
1) Dou Shen Education
Reason for selection: On October 24, 2024, the company's board of directors agreed to sign a Strategic Cooperation Framework Agreement with Zhipu Huazhang and Hainan Hezun to establish a joint venture company focusing on the technological research and development and sales of AI education products.
2) Dark Horse Technology Group
Reason for selection: In February 2024, the company signed a Strategic Cooperation Agreement with Beijing Zhipu Huazhang Technology Co., Ltd., and the two parties will deepen their cooperation on the application and service projects of generative artificial intelligence models in the fields of digital government affairs and enterprise services.
3) Hunan TV & Broadcast Intermediary
Reason for selection: Its subsidiary Dacheng Venture Capital led the Series A financing of Zhipu AI in early 2021 and further invested in multiple rounds.
4) Simei Media
Reason for selection: Since May 2023, the company has maintained close cooperation with Zhipu Huazhang by signing a strategic cooperation agreement.
5) Zhenghe Ecology
Reason for selection: In terms of innovative smart water affairs, Zhenghe Ecology has joined hands with Zhipu AI, Wuwen Xi Qiong, Inteli as well as other leading technology companies to promote the innovative application of AI large models in water security and ecological environmental protection fields, providing scientific decision-making support for water safety and water environmental governance using advanced techniques such as numerical traceability, hydrological and water quality monitoring.
6) Transmission Intelligent Education
Reason for selection: The company has jointly developed large model application development courses with iFlytek Co., Ltd., Alibaba Cloud, Zhipu Huazhang, and other leading domestic large model companies, and comprehensively enhances students' technical comprehensive application abilities and typical industry problem-solving capabilities through AI enterprise-level projects.
Capital online data service
Selected reason: In September 2024, the company officially announced a strategic cooperation relationship with Huazhang Tech, clearly stating that they will engage in deep cooperation in multiple key areas such as intelligent computing power cluster, large model commercialization, all-in-one machine research and development, domestic GPU adaptation, and local intelligent computing center construction.
Lingyun Guang
Selected reason: In the field of AI large models, the company invested in Huazhang Tech of Zhi Pu, combining ChatGLM large models with knowledge graphs, industrial intelligent manufacturing, and digital human business.
Zhejiang Huace Film & TV
Selected reason: The company invested in Beijing Huazhang Tech of Zhi Pu and signed a strategic cooperation agreement to jointly develop intelligent body for film and television content generation and vertical models for film and television content review, jointly create a leading AI research platform in the domestic film and television industry, and jointly promote the industry application standards of the jointly launched Wen Sheng video standard.
Hangzhou Anysoft Information Technology
Selected reason: The wholly-owned subsidiary signed a strategic cooperation agreement with Beijing Huazhang Tech of Zhi Pu, stipulating that the two parties will jointly research multi-modal embodied large model applications, explore the fusion of large models in deep learning, robotics, and visual language, empower large model developers with large models, and jointly develop the MaaS market.
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