Investment Rating - The industry investment rating is "Outperform the Market" [2][42]. Core Insights - OpenAI announced a 12-day live streaming event to showcase various new technologies, including the launch of the o1 model and the new ChatGPT Pro subscription plan [2][21]. - The o1 model is designed to excel in programming, mathematics, and writing, with improved response speed and the ability to process visual data [2][23]. - The o1 Pro version, available through a $200/month subscription, outperforms previous versions in benchmarks related to mathematics, science, and programming [2][26]. - OpenAI introduced a fine-tuning feature that allows users to create expert models with minimal data, achieving an 80% score improvement over the o1 model [2][28]. Summary by Sections OpenAI Live Streaming Event - OpenAI's live streaming event consists of 12 sessions, starting on December 4, 2024, to introduce new products and features [2][21]. - The first day featured the launch of the o1 model and the ChatGPT Pro subscription plan [2][23]. AI Application Updates - During the period from November 29 to December 5, 2024, the download volumes for ChatGPT and Gemini remained stable at approximately 1.6 to 1.7 million and 600,000 to 650,000 per day, respectively [2][31]. - Domestic applications such as Doubao, Xinghuo, Wenxin Yiyan, and Tongyi maintained stable download volumes, while Kimi's downloads dropped to around 750,000 per day [2][37].
计算机:OpenAI开启为期12天的直播盛宴
Huafu Securities·2024-12-08 14:30