计算机行业：近期生成式AI重要事件盘点240519

Investment Rating - The report maintains a "Positive" investment rating for the industry [1]. Core Insights - The generative AI sector is entering a new phase of multimodal interaction, with significant advancements from major players like OpenAI, Google, and Apple [3][7][27]. - OpenAI's GPT-4o model supports multimodal input and output, significantly improving response times and interaction quality [7][21]. - Google's Gemini models are enhancing their capabilities, with Gemini 1.5 Pro allowing for longer document analysis and more efficient processing [22][24]. - ByteDance's Doubao model has drastically reduced pricing in the market, making it a competitive player [30][32]. - China Mobile's new AI computing center project indicates a growing demand for domestic AI infrastructure [35]. Summary by Sections 1. Overseas Developments - OpenAI launched the GPT-4o model, which can process audio, visual, and text inputs with a response time comparable to human interaction, achieving an average response time of 320 milliseconds [7]. - The model sets new benchmarks in text evaluation and audio recognition, outperforming previous models [12][15]. - Google introduced Gemini 1.5 Pro, which can handle up to 2 million tokens, enhancing its application across various platforms [22][24]. - Apple's new M4 chip in the iPad Pro significantly boosts AI processing capabilities, executing 38 trillion operations per second [27][29]. 2. Domestic Developments - ByteDance's Doubao model is now the most widely used in China, with a pricing strategy that is 99.3% lower than industry standards, making it highly competitive [30][32]. - China Mobile's AI computing center project has a total bid amount of approximately 191 billion yuan, indicating a robust demand for AI infrastructure [35][36]. 3. Investment Recommendations - The report suggests focusing on AI server manufacturers, domestic AI chip companies, and hardware firms that are closely collaborating with chip manufacturers [38]. - Companies in the AI application space, particularly those leveraging large models, are expected to benefit from industry growth [38].