AI周观察：OpenAI发布会o3压轴，iOS18.2正式版发布

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights that overseas AI application popularity has declined due to the Christmas holiday, while domestic applications continue to grow rapidly [10][46] - OpenAI's recent release of the o3 series model demonstrates significant improvements in reasoning capabilities, although at a high cost, indicating the ongoing relevance of scaling laws in model performance [8][13] - The report notes that Micron Technology's Q1 FY2025 results were driven by strong demand in AI-driven storage and data center products, despite challenges in traditional consumer storage markets [51][27] Summary by Sections AI Applications - The report indicates a decrease in overseas AI application usage, with Sora experiencing a significant drop of 53.7% week-over-week due to lower-than-expected generation quality and competition [10][46] - In contrast, domestic AI applications, such as Byte's Doubao, are seeing growth, with a 26.5% increase in weekly active users [46] Data Center and Storage Market - The storage market is undergoing a structural shift, with AI-driven storage demand becoming a primary growth driver, particularly in high-bandwidth memory (HBM) and high-performance DRAM products [27][51] - Micron's data center business revenue grew by 400% year-over-year, accounting for over 50% of total revenue, highlighting the strong performance in this segment [51][27] Apple Intelligence - The release of iOS 18.2 and related operating systems marks a significant step in Apple's AI capabilities, enhancing user experience and increasing acceptance of AI smartphones [31][29] - Apple's focus on privacy and self-built data centers is expected to create investment opportunities within the related supply chain [31]