Moonshot AI is offering its agent runtime framework as a cloud service. Brokerages believe that improvements in practical task capabilities and deployment in enterprise workflows are driving the commercialization of agents.
Western Securities believes that a new generation of agents can carry out tasks continuously with authorization, opening up potential new opportunities for AI applications. Oracle has launched an agent platform for implementing and upgrading cloud applications, while Chinese companies are also developing products for office work, model access and R&D management.
The policy connects supply and demand through technological-upgrade funding, computing-power vouchers and procurement for application scenarios. Guotai Haitong believes software vendors with industry experience, reliable agent capabilities and delivery capabilities have a better chance of turning technology investment into revenue growth and improved profitability.
