信息服务行业跟踪报告：OpenAI直播跟踪（七）：ChatGPT热线发布，ChatGPT完成与Mac软件集成

Investment Rating - The report provides a rating distribution for Haitong International's equity research as of September 30, 2024, with 91.8% rated as Outperform, 7.8% as Neutral, and 0.4% as Underperform [52][53]. Core Insights - The launch of the ChatGPT hotline allows users to interact via phone or WhatsApp without an account, expanding accessibility and user engagement. As of December 18, 2023, users can call 1-800-CHATGPT for 15 minutes of free monthly calls, with a reported 300 million weekly active users [38][43]. - The integration of ChatGPT with Mac software enhances usability, allowing seamless interaction with applications like Apple Notes, Quip, and Notion. This integration emphasizes OpenAI's focus on usability and user retention, indicating a shift towards commercial application of AI technologies [35][44]. - The report suggests potential investment opportunities in companies involved in AI and software development, including Beijing Kingsoft Office Software, Shanghai Newtouch Software, and others, highlighting a trend towards the commercialization of AI applications [38][69]. Summary by Sections - Investment Highlights: The report emphasizes the significance of the ChatGPT hotline and its integration with Mac software, which enhances user experience and expands the potential customer base [33][35]. - Market Trends: The report notes a shift in focus within the AI industry from basic model iterations to practical commercial applications, suggesting a growing market for AI technologies [35][38]. - Company Recommendations: The report recommends monitoring specific companies in the AI and software sectors, indicating a strategic focus on firms that are likely to benefit from the ongoing AI commercialization trend [69].