Investment Rating - The report maintains an "Overweight" rating for the computer industry [1] Core Viewpoints - The launch of OpenAI's "GPT-4o" represents a significant advancement in AI multimodality, enhancing user interaction through improved capabilities in processing audio, visual, and text inputs [1] - GPT-4o can handle 50 different languages, significantly increasing speed and quality compared to its predecessor [1] - The model's response time to audio input is approximately 232 milliseconds, allowing for near real-time conversations with users [1] - The release of GPT-4o is expected to enhance user experience dramatically, with the potential for rapid application of edge AI technologies [1] Summary by Sections Event - OpenAI launched its new flagship model "GPT-4o" during a spring update event, which can reason in real-time across audio, visual, and text formats [1] - The model's capabilities include multimodal input acceptance and output generation across various media forms [1] Investment Recommendations - The report suggests focusing on companies such as Kingsoft Office, iFlytek, and Softcom Power [1]
计算机行业点评报告：Open AI发布“GPT-4o”，人工智能板块或将受益
Yong Xing Zheng Quan·2024-05-15 11:00