计算机行业：OpenAI新品发布追踪系列（二）：易用性与实用性为主，释放大模型能力加速AI应用落地

Investment Rating - The report rates the computer industry as "Buy" for several key companies including Cambrian, Unisoc, Fourth Paradigm, and others [3][4][98]. Core Insights - OpenAI is conducting a 12-day live event showcasing product releases and updates, focusing on enhancing usability and practicality of AI applications [3][21]. - The updates from Day 4 to Day 9 emphasize user-friendly features and practical applications, aiming to attract more users and facilitate commercialization [3][4][83]. Summary by Sections Day 4 to Day 9 Highlights - Day 4: Canvas upgrade allows Python code execution, enhancing writing and programming collaboration [3][21]. - Day 5: Deep integration of ChatGPT with Apple systems for seamless user interaction [3][36]. - Day 6: Introduction of real-time video and screen sharing in advanced voice mode [3][43]. - Day 7: Launch of the Projects folder system for better organization of user content [3][51]. - Day 8: Improvements in ChatGPT search functionality, including faster speeds and new map features [3][55]. - Day 9: Launch of o1 API with enhanced capabilities for developers [3][66]. User Side: Focus on Usability and Practicality - OpenAI's updates aim to make AI capabilities more accessible and practical for users, enhancing their daily lives [3][83]. - Features like Canvas and Projects provide structured tools for managing tasks and improving productivity [3][84]. Developer Side: Accelerating AI Application Deployment - The report highlights significant cost reductions in using AI technologies, making it more accessible for developers [3][92]. - New APIs and SDKs simplify the development process, allowing for broader adoption of AI solutions [3][94]. Investment Recommendations - The report suggests focusing on companies in the AI application sector such as Fourth Paradigm, SenseTime, and others, as well as AI computing companies like Cambrian and Unisoc [3][98].