AI 产业速递：OpenAI 正在进行哪些布局？

Investment Rating - The investment rating for the industry is "Positive" and maintained [8] Core Insights - The AI application sector has gained significant attention recently, with North American model leader OpenAI making new moves across various subfields of "AI+" [2][5] - The current acceleration in AI applications is expected to continue, with a strong outlook for companies like Zhipu and Minimax following their IPOs. Key marginal factors include (1) model capability improvements and release event catalysts; (2) advancement of business models (C-end traffic entry logic & B-end labor substitution logic). A paradigm shift in models by 2026 is anticipated to bring excess opportunities, with a long-term positive outlook on AI industry upgrades [2][11] Summary by Relevant Sections - AI Medical Applications: OpenAI launched ChatGPT Health, a dedicated section within ChatGPT for healthcare, collaborating with b.well to manage users' health throughout their lifecycle. This signifies a shift towards a specialized, privacy-focused product in the medical field [11] - E-commerce and Payments: OpenAI has formed strategic partnerships with major e-commerce platforms like Shopify and Etsy, allowing consumers to use ChatGPT for product selection. Additionally, OpenAI plans to take a share of sales completed through ChatGPT, which could become a significant revenue source given its large user base [11] - AI Coding: OpenAI is building a ubiquitous developer infrastructure by decoupling account systems and embracing third-party ecosystems. The introduction of a one-stop platform for developers aims to leverage the OpenAI ecosystem [11] - Hardware Developments: OpenAI is focusing on audio AI and plans to release new audio models and hardware. A new AI headset, developed by a team led by Apple's former chief designer, is expected to launch in September 2026, with projected sales of 40-50 million units in the first year [11]