Investment Rating - The industry investment rating is "Increase" [5][43]. Core Views - OpenAI has launched the full version of the o1 reasoning model and introduced a $200/month ChatGPT Pro subscription, which offers exclusive access to a special version of the o1 model that utilizes more computational resources for complex queries [4][31]. - NVIDIA plans to release the "Blackwell Ultra" GB300 AI server in mid-2025, featuring a fully water-cooled cooling solution and expected to deliver enhanced performance [4][31]. - Google’s DeepMind has introduced the Genie2 model, capable of generating playable 3D worlds based on a single image and text description, with high-quality graphics comparable to AAA video games [4][32]. - Apple has released the visionOS 2.2 RC update for VisionPro users, introducing new widescreen options for Mac virtual displays, indicating an upcoming official release [4][32]. - xAI, a startup by Elon Musk, has ordered $1.08 billion worth of NVIDIA's GB200 AI servers, with priority delivery expected to start in January 2025 [4][32]. Summary by Sections 1. Market Review (Dec 2 - Dec 6, 2024) - Major global indices showed varied performance: Dow Jones (-0.6%), NASDAQ (+3.34%), S&P 500 (+0.96%), and others [15][14]. - Technology indices also performed well, with the TAMAMA Technology Index rising by 5.13% and the NASDAQ 100 increasing by 3.31% [17][18]. 2. Global AI Industry Chain Events 2.1 Key Earnings Disclosure Dates - Notable companies such as Netflix, Microsoft, and Tesla are expected to disclose their earnings on specific dates in October 2024 [26]. 2.2 Other Major Events - NVIDIA's CEO Jensen Huang is scheduled to deliver a keynote speech at CES on January 6, 2025, where the RTX 50 series graphics cards are anticipated to be announced [28]. 3. Core Views and Investment Recommendations - The report emphasizes the strengthening of AI application capabilities, particularly in video generation and continuous upgrades of ChatGPT, recommending a focus on companies like Amazon (AMZN), Meta (META), Google (GOOGL), and Microsoft (MSFT) [4][33].
计算机行业全球AI产业跟踪，OpenAI：完整版o1推理模型登场
Yong Xing Zheng Quan·2024-12-12 00:43