


Core Insights - OpenAI's recent release of GPT-5 has garnered significant attention in the capital markets due to its notable advancements in reasoning capabilities and competitive pricing compared to other leading models like Gemini2.5Pro [1] - GPT-5 has demonstrated strong performance in specialized applications such as programming and healthcare, indicating substantial potential for market expansion [1] - The rapid updates and iterations from model developers like OpenAI are influencing a competitive landscape among tech giants in the frontier model sector, leading to explosive growth in computing power and the unlocking of complex application scenarios [1] Industry Recommendations - The technology sector in the U.S. stock market is advised to focus on infrastructure and AI applications, particularly in areas such as AI computing chips, HBM, AI networking equipment, IDC, foundational and application software, and internet services [1]