“吉卜力病毒”席卷全球，微软是最大赢家？

Core Viewpoint - The surge in ChatGPT user numbers is expected to benefit Microsoft, driving growth for OpenAI, increasing computational demand, and enhancing valuation [2][4]. Group 1: ChatGPT User Growth - OpenAI's recent launch of ChatGPT-4o has led to a record increase in user numbers, particularly in the context of creating images in the style of Studio Ghibli [2]. - ChatGPT has become widely recognized since its launch in November 2022, with a recent trend causing demand to spike [5]. - OpenAI's CEO, Sam Altman, reported that ChatGPT gained 1 million users in just one hour, a feat that took five days during its initial launch [6]. Group 2: Financial Implications for Microsoft - Analysts from Jefferies suggest that the increase in ChatGPT users likely indicates a corresponding rise in ChatGPT+ users, which would contribute to OpenAI's revenue growth [4]. - OpenAI recently completed a record private funding round, raising $40 billion and achieving a valuation of $300 billion, up from $157 billion in October of the previous year [4]. - Jefferies has given Microsoft a buy rating with a target price of $500, noting that the stock closed at $382, down 9.3% over the past year [4]. Group 3: Impact on GPU Manufacturers - The demand surge from the Ghibli trend is also expected to benefit GPU manufacturers such as Nvidia, AMD, and Intel [8]. - Analysts estimate that any deals with OpenAI could generate $1 billion to $2 billion in annual revenue for GPU suppliers [10].