AMD(US:AMD) Century Securities·2025-10-13 02:36Investment Rating - The report provides a positive outlook for the TMT industry, particularly highlighting the advancements made by OpenAI and its strategic partnerships [2][4]. Core Insights - OpenAI has achieved significant breakthroughs in computing power, models, and applications, with a strategic partnership with AMD to procure 6GW of computing power chips, indicating a strong demand for overseas computing infrastructure [4]. - The report emphasizes the importance of OpenAI's new product releases, including the AgentKit toolset and the upgraded ChatGPT, which enhance AI application development and user interaction [4]. - The report suggests that the advancements in OpenAI's models and applications will likely lead to increased investment opportunities in related sectors such as optical modules, PCBs, and liquid cooling systems [4]. Summary by Sections Market Weekly Review - The TMT sector saw varied performance from September 29 to October 10, with the computer sector increasing by 0.59%, while the communication and media sectors declined by 2.21% and 3.70%, respectively [4][9]. - Notable sub-sectors with gains included security equipment (6.62%) and integrated circuit packaging (6.14%), while the film and animation production sector saw a significant drop of 6.48% [4][12]. Industry News and Key Company Announcements - OpenAI's collaboration with AMD is expected to enhance the demand for computing power, with a total investment projection of approximately $1 trillion based on the announced computing power deployment plans [4]. - OpenAI's recent product launches at the 2025 DevDay include the Sora 2 video generation model, which features significant advancements in audio-visual synchronization and multi-scene generation capabilities [4]. - The report highlights various industry events and announcements, including partnerships and product launches from major players like Amazon and Google, indicating a competitive landscape in AI applications [20][22].