计算机行业点评报告：OpenAI day2更新发布，强化微调计划扩展

Investment Rating - The report maintains a "Buy" rating for both Microsoft (MSFT.O) and Google (GOOGL.0) [19] Core Insights - OpenAI has launched a Reinforcement Fine-Tuning technology that enhances model customization for specific tasks, showing significant improvements in accuracy for specialized applications [7][9] - The technology is expected to benefit various sectors, including law, insurance, healthcare, finance, and engineering, by enabling the creation of expert models tailored to complex tasks [9][10] - The rapid updates in AI technology, as demonstrated by OpenAI's recent activities, are anticipated to drive long-term growth for certain tech companies [10] Summary by Sections Investment Recommendations - Microsoft (MSFT.O) is rated as "Buy" with a target price of 435.25 and an EPS forecast of 11.80 for 2024 [19] - Google (GOOGL.0) is also rated as "Buy" with a target price of 194.63 and an EPS forecast of 7.91 for 2024 [19] Market Performance - The computer industry has shown a performance of 1.1% over the last month, 49.0% over the last three months, and 12.3% over the last year, compared to the Shanghai Composite Index's performance of 1.8%, 17.4%, and 17.9% respectively [5] Technology Developments - OpenAI's Reinforcement Fine-Tuning technology allows developers to create expert models using reinforcement learning, significantly improving the model's reasoning capabilities in specific domains [7][9] - The initial testing of this technology demonstrated a top-1 accuracy of 31% for predicting genetic diseases, compared to 17% for the initial model [7]