传媒：Canvas深度集成，AI生产力再进阶

Investment Rating - The industry investment rating is "Leading the Market" which indicates an expected outperformance of over 10% relative to the benchmark index in the next 6-12 months [5]. Core Insights - OpenAI has released an upgraded version of Canvas, integrating it deeply with major models like ChatGPT, which is expected to enhance productivity in education, creative industries, and application development [2]. - The integration of Canvas with ChatGPT allows users to utilize AI for various tasks, significantly improving efficiency in content production and collaboration [2]. - The upgrade includes enhanced coding capabilities, allowing Python code to be run directly within Canvas, and supports cross-language development [2]. - The collaboration features of Canvas have reportedly reduced team collaboration time by 40%, indicating a significant boost in work efficiency [2]. Summary by Sections Investment Rating - The report maintains a "Leading the Market" rating for the industry, suggesting a strong growth outlook [5]. Key Developments - OpenAI's Canvas is now fully open and integrated with ChatGPT, enhancing its functionality for users [2]. - The new features include improved editing, reviewing, and coding capabilities, which are expected to empower content production [2]. Market Opportunities - The report suggests that leading AI model manufacturers are likely to gain efficiency improvements through deep integration with practical tools [2]. - Recommended stocks to watch include Tencent Holdings, NetEase, and several others in the media and technology sectors [2].