The AI landscape is transitioning from a 'competition in model capabilities' to a stage focused on the 'commercialization of Agents (AI agents)'. Data indicates that, as of the market's close on October 8, AI agent concept stocks have, on average, seen a 20.63% decline this year, markedly underperforming the Shanghai Composite Index during the same timeframe. Nevertheless, seven concept stocks—Xiechuang Data, Supcon Technology, Dian Diagnostics, Siitech Information, Hisense Visual Technology, IAT Automobile Technology, and Runjian Co., Ltd.—have defied this downward trend, experiencing increases of over 10%. In terms of institutional interest, 39 concept stocks have been rated 'positively' by five or more institutions, with Hisense Visual Technology leading the pack, being cited in 28 institutional research reports. Presently, Hisense Visual Technology has developed a comprehensive 'end-to-cloud-to-chip' AI capability framework and has rolled out several proprietary AI applications, including the Xiaoju Super Agent and the multimodal Xiaoju Q&A Screen, for deployment across display terminals.