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Let's talk about why the AI Agent track is so hot.
Compared to the market surge in 2019, this year's intensity is simply on a different scale. But this isn't a sign of decline; on the contrary, it might be just the opposite—perhaps this round of the AI bull market is inherently enormous.
Looking at it from another perspective: the overall volume of the last bull market was much smaller than now. What does this mean? It means that the current market appetizer stage already has a scale comparable to the main upward phase of previous years. In other words, our current market space and imagination can already accommodate significant growth.
The AI Agent track is at the core of this wave. From infrastructure to application layers, from technological validation to commercial implementation, the entire industry chain is accelerating its evolution. The market's optimism reflects a revaluation of the potential of this new track.