Investment Rating - The report provides a relative rating system for the covered companies, categorized as Outperform, Neutral, or Underperform, indicating expected performance over the next 12-18 months compared to relevant market benchmarks [28][44][70]. Core Insights - The report highlights significant advancements in AI technology, particularly OpenAI's ChatGPT, which now includes features such as voice search and real-time information retrieval, enhancing user interaction and accessibility [19][29][36]. - OpenAI has reduced the pricing for its GPT-4o audio services by 60%, making it more cost-effective for users, with new models introduced to cater to different pricing needs [20][21]. - The focus of OpenAI has shifted towards practical functionality and ease of use for developers, suggesting that the deployment of AI applications will drive industry growth rather than just the evolution of foundational technologies [21][29]. Summary by Sections Industry Overview - The report discusses the information services industry, emphasizing the integration of conversational AI and real-time data access, which are transforming user experiences [9][11][19]. Technological Developments - Key features of the ChatGPT search include natural language processing, follow-up questions, real-time data access, and visual results, which collectively enhance the search experience [12][19][36]. - The introduction of preference fine-tuning allows for better model customization based on user preferences, improving the performance of AI in subjective tasks [38]. Market Opportunities - The report suggests potential investment opportunities in companies such as Kingsoft Office, Newtouch Software, and others that are positioned to benefit from advancements in AI technology and information services [13][39].
信息服务行业跟踪报告:OpenAI直播跟踪(六):ChatGPT新增语音搜索服务,多项实时API更新发布
2024-12-26 08:05