GPT 5

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GPT-5强制升级,引发用户群嘲反对?
Hu Xiu· 2025-08-14 03:26
你能想象吗?有一天,你最熟悉的AI朋友,突然被人连根拔起,换成了另一个陌生人。这个周末, Open AI发布了GPT 5。本来应该是值得庆祝的技术升级,但它干了一件出乎所有人意料的蠢事—— 直 接把GPT 4o、4.5、o3……全部下架。全体用户,强制切到GPT 5! ...
X @Crypto.com
Crypto.com· 2025-08-08 10:49
Product Update - Crypto.com AI Agent SDK 现在支持 GPT 5,OpenAI 最先进的模型[1] - GPT 5 提供更高的准确性和可靠性[1] - GPT 5 具备跨领域的专家级推理能力[1] - GPT 5 具有更智能的工具使用和更长的上下文(256K)[1] - Crypto.com 提供可扩展的 GPT 5 mini 和 nano 变体,以提高成本效益[1] Web3 & AI - Crypto.com 致力于构建下一代 AI Agents [1] - 该产品与 Web3 技术相关[1]
【兴证计算机】Agent:数据和场景为王,大模型加速驱动
兴业计算机团队· 2025-07-06 13:49
Group 1 - The article focuses on leading companies in the AI sector and those with positive mid-term report forecasts, highlighting the importance of these companies in the current market context [2][3] - The AI industry is expected to experience a significant release of catalysts, with notable developments such as the acceptance of initial public offerings by companies like Muxi and Moore Thread, and substantial investments in major models like GPT-5 [2][4] - The Beijing government has announced 12 AI application scenarios with a total budget of 110 million, indicating a strong push for AI applications and investment opportunities in the sector [4] Group 2 - The article emphasizes the importance of data and scenarios in the Agent sector, suggesting that companies with advantages in these areas should be prioritized for investment [3][4] - The current adjustments in the Agent sector have improved investment cost-effectiveness, making it a favorable time to invest in leading companies across various sub-sectors [4]
发令枪响前的预备期——申万宏源2025年夏季A股投资策略
申万宏源研究· 2025-06-11 01:58
Group 1 - The article emphasizes the systemic and practical aspects of the current economic landscape, highlighting the shift in global trade dynamics due to the weakening of direct economic ties between China and the U.S. and the strengthening of China's relationships with emerging markets [1][2] - China's trade connections with emerging markets are becoming increasingly robust, while its trade ties with major U.S. allies have declined, indicating a strategic pivot in China's economic diplomacy [2] - The article suggests that the current "strategic stalemate" between China and the U.S. is a foundational expectation, with an optimistic outlook for China's strategic opportunities beginning to take root among investors [2] Group 2 - The A-share market is seen as having the potential to develop into a bull market due to increasing household asset allocation towards equities, driven by a decline in risk-free interest rates and an upcoming peak in deposit reallocations in 2025 [3][4] - Improvements in corporate governance and shareholder returns are expected to elevate the return baseline for A-shares, while the encouragement of mergers and acquisitions aligns with a turning point in the primary market [4][5] - A significant supply clearing cycle is anticipated, which could lead to a long-term increase in profitability for Chinese enterprises, particularly in high-value sectors [5][6] Group 3 - The current market conditions are not yet signaling the start of a bull market, with various factors influencing demand and supply dynamics, including uncertainties in domestic fiscal policies and real estate [6][7] - The technology sector is undergoing a mid-term adjustment, with breakthroughs in foundational technologies necessary for significant advancements in AI applications [7] - New consumption trends are emerging as a separate industrial trend, but the broader economic transition towards consumption-driven growth is expected to be gradual [7][8] Group 4 - A forecast for A-share profitability in 2025 indicates a likely decline in demand in the latter half of the year, with a projected net profit growth rate of 4.6% for the entire A-share market [8] - The asset management industry is not yet prepared for a bull market, as the accumulation of a profitable effect is necessary for public funds to re-enter the market [9][10] - The potential bull market is expected to be driven by structural trends in new economic industries, with significant catalysts needed for a broader market rally [10][12] Group 5 - The article discusses the conditions necessary for a bull market to emerge, emphasizing the importance of breaking out of the current trading range and the historical context of market behavior following bear markets [11][12] - The potential for a "Chinese-style slow bull" market is highlighted, with expectations for a longer duration of market optimism despite weaker elasticity in fundamental improvements [12][13] - Key sectors such as AI, embodied intelligence, and defense are identified as having the potential to drive structural bull trends, with a focus on high-value opportunities in the technology space [13][14] Group 6 - The Hong Kong stock market is positioned to lead the market rally, serving as a critical link in China's financial external circulation and benefiting from the convergence of domestic and foreign capital [15]
申万宏源2025年夏季A股投资策略:发令枪响前的预备期
Shenwan Hongyuan Securities· 2025-06-09 08:46
Group 1 - The report highlights the transition from a "China-US strategic stalemate" to a "China strategic opportunity period," indicating that China's economic and trade connections with emerging markets are strengthening while ties with US allies are declining [3][24][25] - The A-share market is positioned to potentially enter a bull market phase, driven by increasing household asset allocation towards equities as traditional investment returns decline [3][41][50] - The report suggests that the current market has not yet signaled the start of a bull run, emphasizing the need for careful timing in investment decisions [3][4][5] Group 2 - The report notes that the supply-side improvements are clear, but the demand-side factors remain complex and uncertain, impacting the stability of economic expectations for 2025 [4][5] - It discusses the ongoing mid-term adjustments in the technology sector, indicating that breakthroughs in applications depend on foundational technological advancements [4][5] - The new consumption trend is identified as an independent industry trend, with cautious optimism about its potential to drive consumer spending in the future [4][5] Group 3 - The report updates the profit forecast for A-shares, predicting a mixed performance with a significant drop in net profit growth in the latter half of 2025 [4][5] - It emphasizes that the asset management industry is not yet prepared for a bull market, as the necessary conditions for a significant inflow of capital have not been met [5][6] - The potential for a "China-style slow bull market" is discussed, with expectations for a longer duration of market improvement despite weaker elasticity in fundamental improvements [5][6] Group 4 - The report identifies key sectors such as domestic AI, embodied intelligence, and defense as having the potential to become core industry trends driving structural bull markets [5][6] - It highlights that the Hong Kong stock market is likely to lead the market, benefiting from its role in China's financial external circulation [5][6] - The report maintains a cautious stance on the expansion of new consumption trends, suggesting that significant profit effects in this area may indicate a short-term market correction [5][6]
申万宏源2025年夏季A股投资策略概要:发令枪响前的预备期
Shenwan Hongyuan Securities· 2025-06-08 14:11
Group 1 - The report highlights the ongoing restructuring of global trade dynamics, with China's economic ties to emerging markets strengthening while its direct trade with the US is diminishing. This shift is seen as a potential opportunity for China amidst a "strategic stalemate" with the US [4][5][6] - The A-share market is positioned to potentially enter a bull market phase, driven by increasing household asset allocation towards equities, particularly as 2025 marks a peak for deposit reallocations. The report anticipates a gradual shift in asset allocation as residents seek diversified investment options [7][8] - The report suggests that the current market has not yet signaled the start of a bull run, with supply-side improvements clear but demand-side factors remaining complex. The timing for a market rally is still uncertain, with expectations for a clearer picture emerging in 2026 [9][10] Group 2 - A-share earnings forecasts for 2025 indicate a year-on-year growth of 4.6% for non-financial companies, with significant fluctuations expected throughout the year. The second quarter is projected to be a critical window for export recovery, while the latter half of the year may see a decline in demand [12] - The asset management industry is not yet prepared for a bull market, as historical patterns show that a cycle of capital inflow is necessary for a bull market to take hold. The report emphasizes the need for a sustained accumulation of profit effects to trigger a significant shift in public fund dynamics [13] - The report anticipates that the next potential bull market may evolve into a "slow bull" unique to China, characterized by prolonged but gradual improvements in fundamentals and a higher value attribute in the market [18][19]