计算机行业周报：OpenAI狂欢12日展望

Investment Rating - The report maintains an "Accumulate" rating for the industry [1] Core Insights - OpenAI is hosting a 12-day event starting from December 5, featuring daily live streams with product launches and demonstrations, including the release of the official version of o1 and the introduction of ChatGPT Pro membership priced at $200 per month [2][14][17] - The report anticipates significant advancements in AI applications due to OpenAI's upcoming releases, which may stimulate competition among other major AI companies like Google and Anthropic [3][36] Summary by Sections OpenAI 12-Day Event - OpenAI's CEO announced a series of live streams for 12 consecutive days, showcasing various product launches and demonstrations [14][15] - The first day featured the official release of o1, which supports multimodal input and shows improved performance in challenging benchmarks compared to its predecessor [17][19] - The second day introduced Reinforcement Fine-Tuning capabilities, allowing the creation of expert models with minimal training data [20] Anticipated Future Releases - The report predicts several exciting releases during the event, including: - Sora, a video generation model, which may be launched based on recent leaks [21] - Operator, an AI Agent tool expected to be released in January 2025 [25] - VideoChatGPT, potentially featuring a video call demonstration [26] - A new AI search browser integrated with ChatGPT for enhanced online information retrieval [27] - DALL·E 4, an updated version of the AI drawing model [28] - Shap-E, a 3D generation model that may be released to compete with Google [31] - Updates on robotics, particularly related to the NEO Beta home robot [32] Investment Opportunities - The report suggests focusing on various sectors within the AI industry, including: - Computing power: companies like Cambrian, Inspur, and others [4] - AI e-commerce: Focus Technology and others [4] - AI office solutions: companies like Fanwei Network and Kingsoft [4] - AI to B efficiency: companies like Dingjie Smart and others [4] - AI creative solutions: companies like Wondershare and Meitu [4] - AI education: companies like iFlytek and others [4] - AI healthcare: companies like RunDa Medical and others [4]