--- title: "Open Source Securities: Chinese and American tech giants actively embrace MCP, expected to accelerate the expansion of AI application scenarios" description: "KaiYuan Securities released a research report indicating that Chinese and American tech giants are actively laying out the MCP protocol, which is expected to accelerate the expansion of AI application" type: "news" locale: "en" url: "https://longbridge.com/en/news/236531862.md" published_at: "2025-04-18T07:19:05.000Z" --- # Open Source Securities: Chinese and American tech giants actively embrace MCP, expected to accelerate the expansion of AI application scenarios > KaiYuan Securities released a research report indicating that Chinese and American tech giants are actively laying out the MCP protocol, which is expected to accelerate the expansion of AI application scenarios. The MCP protocol was proposed by Anthropic and aims to reduce the technical costs of Agent development and improve the efficiency of configuration with external tools. Since April, companies such as Alibaba, Alphabet, and Tencent have successively launched MCP services, promoting it to become the open standard of the AI Agent era According to the Zhitong Finance APP, Kaiyuan Securities has released a research report stating that it remains optimistic about the rise of the AI Agent industry in 2025. Chinese and American tech giants are intensively laying out the MCP protocol, which still uses the concept of Function Call at its core but has a higher degree of industrialization, stimulating the emergence of unified tools for the protocol. The firm believes that the MCP protocol is expected to significantly enhance the configuration efficiency of AI Agents with external tools and accelerate the expansion of AI application scenarios. ## **Key Points from Kaiyuan Securities:** **Since April, Alibaba, Google, Tencent, and others have announced the launch of MCP services.** On April 9, Alibaba Cloud launched the industry's first full lifecycle MCP service, significantly lowering the development threshold for Agents. The Bailian platform has initially launched over 50 MCP services from Alibaba Group and third parties, including Amap, Wuying, Fetch, and Notion, to meet the development needs of Agent applications in different scenarios. On April 10, Google Deep Mind CEO Demis Hassabis announced that support for the MCP context protocol led by Anthropic would be added to its Gemini model, calling it "an excellent protocol that is rapidly becoming the open standard of the AI Agent era." On April 14, Tencent Cloud announced an upgrade to its large model knowledge engine to support the MCP protocol, allowing users to call selected MCP plugins from the platform or insert custom MCP plugins when building applications. **Chinese and American tech giants are intensively laying out the MCP protocol.** MCP is a standard protocol designed to address the high technical costs of calling external tools in Agent development. It allows developers of various applications to provide tools for large models through a unified protocol. MCP was initially proposed and open-sourced by Anthropic, aiming to create an open and standard specification that enables large language models to interact quickly with various external data sources and tools (such as business software, databases, code repositories, etc.). With the support of major players like OpenAI and Google, as well as domestic companies like Alibaba and Tencent, MCP is accelerating its acceptance as a widely recognized standard. **Investment Recommendations** The firm continues to be optimistic about the rise of the AI Agent industry in 2025, recommending applications such as Kingsoft Office, iFlytek, Zhuoyi Information, Tonghuashun, Zhongke Chuangda, Hehe Information, Dingjie Smart, Tuolsi, Kingdee International, Focus Technology, Tax Friend Co., Ltd., Shanghai Steel Union, Zhiyuan Interconnection, and Puyuan Information. Beneficiary targets include Shiji Information, Hand Information, Fanwei Network, Yonyou Network, Daily Interaction, Highgreat, Hanvon Technology, Jinqiao Information, Hanyi Co., Ltd., 360, Wanxing Technology, Runda Medical, Caixun Co., Ltd., Foxit Software, and Xingtuxinke. In the computing power sector, beneficiary targets for cloud vendors include Shensanda A, Qingyun Technology-U, Youke De-W, Capital Online, and Kingsoft Cloud. For integrated machines, recommendations include Shunxinfu and Ruantong Power, with beneficiary targets including Newzhisoft, Yongxin Zhicheng, Loongson Technology, Cloudwalk Technology, Kirin Trust, and Hengwei Technology. Recommendations also include Chunzong Technology, Haiguang Information, Zhongke Shuguang, and Inspur Information, with beneficiary targets including Cambrian, Unisplendour, Industrial Fulian, Jingjia Micro, and Far East Holdings Huawei Ascend ecosystem recommends Digital China and others, with beneficiaries including High-tech Development, Guangdian Yuntong, Fenghuo Communication, and Tuowei Information. **Risk Warning:** Industry implementation may fall short of expectations; risks of intensified market competition; risks of company R&D falling short of expectations, etc ### Related Stocks - [GOOGL.US - Alphabet](https://longbridge.com/en/quote/GOOGL.US.md) - [TCEHY.US - Tencent](https://longbridge.com/en/quote/TCEHY.US.md) - [TCTZF.US - Tencent Holdings Limited](https://longbridge.com/en/quote/TCTZF.US.md) - [00700.HK - TENCENT](https://longbridge.com/en/quote/00700.HK.md) - [BABA.US - Alibaba](https://longbridge.com/en/quote/BABA.US.md) - [09988.HK - BABA-W](https://longbridge.com/en/quote/09988.HK.md) - [300634.CN - RICHINFO](https://longbridge.com/en/quote/300634.CN.md) - [603019.CN - Sugon](https://longbridge.com/en/quote/603019.CN.md) - [300229.CN - TRS](https://longbridge.com/en/quote/300229.CN.md) - [603039.CN - Weaver Network](https://longbridge.com/en/quote/603039.CN.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 摩尔线程快速完成对 Qwen3.5 模型全面适配 | 摩尔线程宣布已在旗舰级 AI 训推一体全功能 GPU MTT S5000 上完成对阿里最新大模型 Qwen3.5 的全方位适配。此次支持充分展示了摩尔线程 MUSA 生态的成熟度与完备性，开发者可通过 MUSA C 编程语言及 Triton | [Link](https://longbridge.com/en/news/276153560.md) | | 为什么苹果现在悄然押注于视频播客 | 苹果正在将其播客策略从音频转向视频，宣布将在春季扩展 Apple Podcasts 以支持视频内容。此次更新将为创作者提供新的发布和广告工具，使听众能够在观看和收听之间无缝切换。这一举措是在 YouTube 在美国播客消费中占据领先地位的背 | [Link](https://longbridge.com/en/news/276076729.md) | | 美股盘前：黄金股、科技股普跌，纳斯达克 100 指数期货跌 0.55% | 美股盘前，科技股和黄金股普遍下跌。美光科技、谷歌 A 和英特尔均下跌约 1%；金罗斯黄金、哈莫尼黄金和 AngloGold Ashanti 分别下跌约 3% 和 4%。纳斯达克 100 指数期货下跌 0.55%。 | [Link](https://longbridge.com/en/news/276107688.md) | | Klarna 现已在英国成为 Google Pay 的支付选项 | Klarna 现在在英国作为 Google Pay 选项可用 | [Link](https://longbridge.com/en/news/276117579.md) | | TFB Advisors LLC 出售了 8,020 股谷歌-A $GOOGL | TFB Advisors LLC 已将其在 Alphabet Inc. 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