全球科技行业周报：微信灰度测试“送礼物”功能，OpenAI发布新一代AI模型o3

Investment Rating - The industry investment rating is "Overweight" [2] Core Insights - The report highlights the resilience of performance in the technology sector and suggests focusing on valuation recovery opportunities [2] - Recent developments in AI, including OpenAI's new model releases and features, are expected to drive growth in the sector [5][6][11] - The low-altitude economy is gaining attention, with new products like flying cars being introduced and upcoming forums discussing industry trends [5] Summary by Sections Market Performance - From December 16 to December 20, 2024, the Shanghai Composite Index decreased by 0.7%, the ChiNext Index fell by 1.15%, and the CSI 300 Index declined by 0.14% [2] - The Hang Seng Technology Index increased by 0.79%, while the Nasdaq Index dropped by 1.78% [2] AI Developments - OpenAI announced that all users can now use ChatGPT for search as of December 17, 2024, based on the GPT-4o model [11] - The release of the new AI model o3 and its mini version o3-mini is expected to showcase capabilities comparable to top programmers [11] - Kimi launched the visual thinking model k1, which supports end-to-end image understanding [6] AI Hardware - Microsoft has become the largest buyer of Nvidia's Hopper chips, purchasing 485,000 units this year [7] - Nvidia introduced the Jetson Orin Nano Super, a generative AI supercomputer [7] International Technology Investments - Amazon Web Services announced a $10 billion investment to expand its data centers in Ohio to meet the growing demand for cloud computing and generative AI [8] Low-altitude Economy - The report notes the successful launch of the Long March 6 rocket, which deployed multiple satellites, indicating growth in the commercial space sector [5]