生成式人工智能行业专题研究：海外大模型篇：生成式AI加速创新，行业迎历史性机遇

Investment Rating - The report maintains a "Buy" recommendation for the generative AI industry, highlighting a historic opportunity driven by innovations in generative artificial intelligence [2]. Core Insights - The generative AI industry is experiencing rapid development, with significant technological advancements expected to lead to a technological singularity [3]. - Major overseas companies are leading innovation in generative AI technologies, with a focus on large language models (LLMs) and multimodal capabilities [3]. Summary by Sections Section 1: Rapid Development of Generative AI - The generative AI industry is evolving quickly, with foundational algorithms like Generative Adversarial Networks (GANs) and Transformer models driving advancements [7][10]. - The market size for AI in China reached 205.8 billion RMB in 2022, with a projected compound annual growth rate (CAGR) of 28.2% from 2023 to 2027, potentially reaching 711.9 billion RMB by 2027 [24][25]. Section 2: Technological Innovations Led by Overseas Giants - OpenAI has been at the forefront of LLM technology, with models like GPT-4 and the upcoming GPT-5 aiming for enhanced multimodal capabilities and improved performance metrics [39][53]. - The report outlines the evolution of OpenAI's models, emphasizing the transition from GPT-1 to GPT-4, showcasing significant increases in model parameters and capabilities [42][48]. - The introduction of multimodal models, such as GPT-4V and Sora, indicates a shift towards integrating various data types (text, images, video) for more comprehensive AI applications [27][57].