计算机行业点评报告：OpenAI day4更新发布，Canvas与ChatGPT深度整合

Investment Rating - The report maintains a "Buy" rating for Microsoft (MSFT.O) and Google (GOOGL.0), with expected price increases of over 20% for both companies [31][39]. Core Insights - OpenAI's recent event showcased rapid technological updates, particularly with the upgraded Canvas, which is expected to drive long-term growth for certain tech companies as AI technology becomes more deeply integrated [25]. - The upgraded Canvas introduces three main features: it is now accessible to all ChatGPT users, allows direct execution of Python code, and incorporates customizable GPTs for enhanced user interaction [3][14][25]. - The integration of Canvas with ChatGPT has transformed the user interface into a dual-view format, facilitating document editing alongside chat interactions, which enhances user experience and productivity [18]. Summary by Sections Market Performance - The report highlights the performance metrics of the computer industry, with a 1M, 3M, and 12M performance of 1.1%, 49.0%, and 12.3% respectively, compared to the CSI 300's performance of 1.8%, 17.4%, and 17.9% [3]. Investment Recommendations - The report suggests that the advancements in AI technology, particularly through the Canvas platform, will likely contribute to the sustained growth of tech companies, emphasizing the importance of monitoring developments in AI and cloud computing sectors [25][37]. Company Focus and Earnings Forecast - The report indicates a focus on major tech companies like Google and Microsoft, which are expected to benefit from their leading positions in AI and cloud computing, suggesting a positive outlook for their future performance in the information industry [37].