Galaxy Securities: The Rise of AI Agents is Reshaping the AI Industry Chain and Bringing New Investment Opportunities

1AI learned that Galaxy Securities research report that the big model from the "training" to "reasoning" deduction, AI Agent (AI Agent) will become the road to the AGI era. the rise of AI Agent is reshaping the AI industry chain and bring new investment opportunities. The rise of AI Agent is reshaping the AI industry chain and bringing new investment opportunities. It is expected that China's AI Agent market size will surge to 852 billion yuan by 2028, with a compound annual growth rate of 72.7%. The rapid development of AI Agent technology marks the transition from training-based to reasoning-based, and enterprise capital expenditures will show a shift from R&D capital expenditures to operating capital expenditures, and the AI application ecosystem will usher in the prosperous period. The industry chain is a diversified and highly synergistic ecosystem, and the future market space is vast.

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