大模型再降价 AI+应用或迎爆发期

Group 1 - OpenAI has officially released GPT-5, with its API pricing structure being a significant focus [1] - The trend of decreasing costs for AI large models is driven by three main factors: technological advancements, economies of scale, and market competition [1] - The continuous reduction in large model costs is expected to positively impact industry development by facilitating the scaling of intelligent agents and lowering the barriers for AI applications across various sectors [1] Group 2 - China's AI industry is experiencing rapid growth, with a significant number of generative AI patents being filed, accounting for 61.5% of the total in 2024 [2] - By April 2025, China's AI patent applications are projected to reach 1.576 million, representing 38.58% of the global total [2] - The AI sector is anticipated to maintain a growth rate of over 20%, with the market size expected to exceed 700 billion yuan in 2024 and reach 811 billion yuan by 2028 [2] Group 3 - Investors interested in AI can consider the Sci-Tech Innovation Board AI ETF and its associated funds, which track emerging AI companies across the industry chain [2]