计算机行业点评报告：OpenAI day1更新发布，新产品o1与ChatGPTPro面世

Investment Rating - The report maintains a "Buy" rating for Microsoft (MSFT.O) and Google (GOOGL.0) [11][9] Core Insights - OpenAI's launch of the full version of the reasoning model o1 and the new ChatGPT Pro subscription service indicates rapid technological advancements in AI, which are expected to drive long-term growth for certain tech companies [9] - The o1 model has shown significant performance improvements, with a 34% reduction in major error rates and a 50% increase in response speed compared to its preview version [4][9] - The ChatGPT Pro subscription, priced at $200 per month, offers users expanded access to all OpenAI models and features, including the optimized o1 pro version [5][8] Summary by Sections Industry Performance - The computer industry has shown a relative performance of 1.1% over the past month, 49.0% over the past three months, and 12.3% over the past year, compared to the Shanghai Composite Index [2] Key Developments - OpenAI's o1 model is now capable of multi-modal input, allowing it to process both images and text, enhancing its application scope [4] - Future plans for the o1 model include adding features like web browsing and file uploads to further diversify its usage [4] Company Focus - The report highlights the strong growth potential for tech giants like Google and Microsoft in the AI and cloud computing sectors, driven by their leading positions in the information industry [9]