20230423-国海证券-海外行业动态研究_OpenAI创始人展示GPT-4新功能_AGI雏形初现_11页_798kb

OpenAI GPT-4 New Features and AI Investment Analysis Summary

• Event Overview: OpenAI Co-founder Greg Brockman demonstrated GPT-4's new features at the 2023 TED conference, showcasing capabilities that hint at AGI development.

  • Cross-platform automation: Involved integrating multiple plugins for end-to-end tasks, e.g., generating meal plans, creating visualizations, and purchasing ingredients.
  • Web search correction: Ability to fact-check and correct answers by querying the internet.
  • Data visualization: Recommends and adapts visualization schemes based on user feedback.

• Key Investment Points:

  • AI advances to new stages, moving towards AGI, with AIGC driving innovation in human-AI interaction.
  • Strong recommendations for AI and AIGC sectors due to progress by major players.
  • Upstream beneficiaries: Cloud and computing companies.
  • Midstream: Companies like SenseTime and iFlytek with specialized AI capabilities.
  • Downstream: Firms in productivity, e-commerce, and media reaping efficiency gains.

• Risk Assessment:

  • Potential risks: AI development delays, AIGC setbacks, technical hurdles, commercial challenges, intensified competition, and geopolitical tensions.

• Rating: Maintain "Strong Recommend" for AI and AIGC industries; emphasize opportunities in diverse sectors.