Investment Rating - The report maintains a "Buy" rating for Microsoft (MSFT.O) and Google (GOOGL.0) based on their strong earnings growth and leadership in AI and cloud computing sectors [21][23]. Core Insights - OpenAI has integrated ChatGPT with Apple's iOS and Mac OS, enhancing user experience across various applications, including Siri and writing tools [3][6]. - The introduction of real-time video and screen sharing features in ChatGPT's advanced voice mode allows for more natural interactions, supporting over 50 languages [4][6]. - The rapid technological updates from OpenAI are expected to drive long-term growth for certain tech companies as AI technology becomes more deeply integrated [6]. Company and Earnings Forecast - Microsoft is projected to have an EPS of 11.80 in 2024, with a PE ratio of 33.62, while Google is expected to have an EPS of 7.91 in the same year, with a PE ratio of 23.85 [23]. - The report highlights the potential for steady growth in the information industry due to the leading positions of tech giants in AI and cloud computing [21].
计算机行业点评报告：ChatGPT与苹果系统深度集成，实时视频和屏幕共享加入高级语音模式
Huaxin Securities·2024-12-24 07:37