【CITIC Construction Investment: AI Agents Accelerate Implementation, Recommended to Focus on Domestic Computing Power Industry Chain Related Targets】Jin10 Data, January 27th - CITIC Construction Investment Securities released a research report stating that in Q4 2024, the fund's heavy holdings in computers accounted for 2.76%, a decrease of 0.19 percentage points compared to Q3 2024, which is below the historical 3-year average of 3.71% and lower than the computer sector's market capitalization proportion of 4.07% in the Shenwan first-level industry classification, marking four consecutive quarters of underweight. Recently, AI Agents have been intensively released, with the update of Zhipu GLM-PC v1.1 and OpenAI Operator providing a more natural AI interaction experience, which is expected to accelerate the development of AI applications. CITIC Construction Investment is optimistic about AI applications as a new generation of productivity tools in B-end commercialization; they are bullish on the development of the underlying AI computing power industry supported by the government and recommend focusing on domestic computing power industry chain related targets. (Source: Jin10 Data)