计算机行业：OpenAI新品发布追踪系列（一）：OpenAI积极探索商业化，Sora正式上线，从创作工具向生产力工具转变

Investment Rating - The report rates the computer industry as "Buy" indicating an expected performance that will exceed the market by more than 10% over the next 12 months [70]. Core Insights - OpenAI is actively exploring commercialization, with the launch of new products such as the Sora video generation tool and the ChatGPT Pro subscription, reflecting a shift from creative tools to productivity tools [4][55]. - The introduction of the o1 model and the ChatGPT Pro subscription at $200 per month demonstrates OpenAI's commitment to high-end subscription services to drive revenue amid profitability pressures [4][55]. - The Sora tool enhances video generation capabilities, allowing users to create content more efficiently and at lower costs, marking a significant transition in video generation technology [5][57]. Summary by Sections OpenAI Live Event Highlights - OpenAI is conducting a 12-day live event showcasing new products and features, with significant announcements made on each day [3][11]. - Day 1 featured the release of the o1 model, which shows improved performance in complex problem-solving and programming tasks, alongside the launch of the $200/month ChatGPT Pro subscription [12][14]. - Day 2 introduced Reinforcement Fine-Tuning (RFT), a new model customization method that enhances reasoning capabilities with minimal data [28][35]. - Day 3 marked the official launch of Sora, a video generation tool that offers various editing modes and a new user interface, enabling efficient video content creation [39][57]. Commercialization Efforts - OpenAI faces significant financial pressures, with estimated operational costs reaching $700 million daily, and projected annual losses of $5 billion [55]. - The company is focusing on expanding its user base for direct subscriptions, which are more profitable compared to API services [55]. - Future plans may include the introduction of advertising services to diversify revenue streams [55]. Investment Recommendations - The report suggests monitoring companies in the AI application sector such as Fourth Paradigm, SenseTime, and Kingsoft Office, as well as those in the AI computing sector like Cambricon and Unisoc [61].