关于 OpenAI 开发者大会与 Sora 优势的互联网行业思考-Internet Thoughts on OpenAI DevDay & Sora Strength

J P M O R G A N North America Equity Research 07 October 2025 Internet Thoughts on OpenAI DevDay & Sora Strength OpenAI product launches, partnerships, & newsflow continue at a rapid pace, and we wanted to provide some quick thoughts on OpenAI DevDay app integration into ChatGPT and the recent release of video and audio generation model Sora 2, along with early implications across the Internet space. See page 3 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business wi ...