通信行业周报：Open AI发布会密集催化

Investment Rating - The report maintains a "Buy" rating for the communication industry, with specific companies recommended for "Increase" [2][12]. Core Insights - The report highlights the launch of OpenAI's "12 Days, 12 Events" live streaming series, showcasing new models and features that are expected to accelerate AI application deployment [9][10]. - OpenAI's new reasoning model, o1, has improved accuracy in answering professional questions and supports multi-modal input, with a significant reduction in major error rates [10][11]. - The introduction of the ChatGPT Pro subscription service allows unlimited access to the o1 model for $200 per month, enhancing user experience and capabilities [10]. Summary by Sections Weekly Investment Overview - OpenAI's live streaming event series is set to begin on December 5, 2024, featuring the release of new functionalities and models [9]. - The report recommends companies such as NewEase, Zhongji Xuchuang, Tianfu Communication, and others for investment [12]. Industry Dynamics - The successful launch of the third batch of "Qianfan Constellation" satellites marks a significant milestone in China's satellite network development, with plans for a total of 1,296 satellites [14]. - OpenAI has appointed its first Chief Marketing Officer, Kate Rouch, to enhance its market presence and promote its AI products [14]. Major Events - A schedule of significant events for communication industry companies from December 9 to December 15 is provided, including shareholder meetings and earnings announcements [17].