20240129-德邦证券-计算机行业周报_Leonardo再增Motion功能_跃居流量第一_7页_1mb

报告摘要

AI and Computer Industry Weekly Report Summary

Investment Highlights

The computer industry report maintains an "Outperform" rating for AI-focused areas. Key themes include rapid AI advancements, increased applications, and growing market demand, with analysis showing positive momentum in AI technologies.

AI News Update

Microsoft AI朗读助手: Launched an AI tool that generates articles at different difficulty levels, featuring character and scene selection.
OpenAI-ASU Collaboration: OpenAI is partnering with Arizona State University to provide full ChatGPT Enterprise access for educational purposes starting in February.
Microsoft TaskWeaver: Open-sourced framework for AI agents, aiming to enhance data analysis and industry customization.
Tusent Delisting: Company announces withdrawal from NASDAQ, citing strategic shifts.
Copilot's GPTs Feature: Free version now supports basic GPT modules for applications like fitness, design, and cooking.
Poe Chat Robot Promotion: Rewards users $50 for each subscriber brought in, incentivizing chatbot creation and sharing.
Altman funding: Secured significant investment for an AI chip startup.

AI Application Experiences

Focus on Leonardo AI's Motion feature (Image2Motion): All users can access the tool; Premium users only upload images. Cost: 25 tokens per image. Supported formats: PNG, JPEG/JPG, WEBP (up to 5MB); videos available in MP4. Key observation: Generated videos have smaller resolution but unchanged aspect ratios. The feature allows adjustments for motion intensity and public sharing options.

AI Traffic Data

Runway dominates AI video generation traffic, with a recent feature update driving increased daily visits.
Leonardo AI surpasses Midjourney in daily visits for image generation applications, highlighting its growing popularity based on SimilarWeb data.