电子行业算力周跟踪：OpenAI实现突破性进展，加速推进AI浪潮

Investment Rating - The industry is rated as "Strongly Outperforming the Market" [7] Core Insights - The report highlights a significant surge in the self-controlled chain sector, with notable increases in stock prices for companies such as Cambrian (up 10.95%), Haiguang Information (up 7.52%), and Longxin Zhongke (up 9.52%) during the week of November 4-6 [2] - The report emphasizes the rapid iteration of OpenAI's o series models, particularly the full version of o1, which is expected to be a major breakthrough with capabilities such as function calls and structured outputs, potentially leading to the emergence of no-code software agents [3][4] - ChatGPT's integration of search capabilities is set to disrupt the search engine market, posing challenges to competitors like Google and Perplexity by providing a more intuitive and efficient search experience [4] Summary by Sections Self-Controlled Chain Sector - The self-controlled chain sector saw a broad increase in stock prices, with Cambrian, Haiguang Information, and Longxin Zhongke showing significant gains [2] AI Model Developments - The full version of OpenAI's o1 model has been leaked, showcasing advanced features that enhance its functionality and user interaction [3] - OpenAI's focus on reasoning models aims to drive technological advancements, with the Scaling Law expected to remain effective for the foreseeable future [4] Search Engine Market Impact - ChatGPT's new search feature is anticipated to redefine the search engine landscape, improving user experience by filtering out irrelevant information and providing high-quality results [4] Market Performance - The report suggests monitoring key players in the domestic computing chain and data center hardware sectors, including Cambrian, Haiguang Information, and Zhongji Xuchuang, among others [5]