AI系列跟踪（79）：openAI举办2025开发者大会，ChatGPT有望成为超级操作系统

Investment Rating - The report maintains a "Positive" investment rating for the industry [7] Core Insights - OpenAI's third annual developer conference (DevDay) was held on October 6, revealing that ChatGPT has surpassed 800 million weekly active users and 4 million developers. A series of product and model updates were announced, including the launch of Apps SDK, AgentKit for building AI agents, and an upgraded API [2][4] - The report highlights promising segments within the AI industry, including interactive tools and toys, major internet companies with traffic, model, and data advantages, verticals with proven business models overseas that can be replicated domestically (such as advertising, e-commerce, and education), and AI+ gaming companies [2][10] Summary by Sections Event Description - The developer conference showcased significant operational data, including ChatGPT's weekly active users and developer count, along with new product launches [4] Event Commentary - The Apps SDK allows seamless integration of external applications within ChatGPT, enhancing user experience. Initial applications include Booking.com, Canva, and Spotify, with plans for more integrations in the future. The report anticipates ChatGPT evolving into an AI super operating system as more developers utilize the SDK [10] - AgentKit, a platform for building and optimizing AI agents, was launched, featuring a user-friendly interface for constructing agents and enhanced evaluation capabilities [10] - Codex, a coding collaboration tool, has seen a tenfold increase in daily active users since its preview, with significant token processing achievements. New features include Slack integration to facilitate task assignment [10] - The report suggests focusing on specific AI segments, including companies with strong IP and operational capabilities, major firms leveraging traffic and data advantages, and verticals with successful overseas business models [10]