TMT行业周报（10月第2周）：OpenAI达成算力、模型、应用三重突破

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10/13

（以下内容从世纪证券《TMT行业周报（10月第2周）：OpenAI达成算力、模型、应用三重突破》研报附件原文摘录）行业观点：周度市场回顾。TMT板块内一级行业9/29-10/10涨跌幅为：计算机（0.59%）、电子（0.07%）、通信（-2.21%）、传媒（-3.70%）。板块内涨幅靠前的三级子行业分别为安防设备（6.62%）、集成电路封测（6.14%）、其他电子Ⅲ（2.85%），跌幅靠前的三级子...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101310075394c57952&s=b><strong>世纪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从世纪证券《TMT行业周报（10月第2周）：OpenAI达成算力、模型、应用三重突破》研报附件原文摘录）行业观点：周度市场回顾。TMT板块内一级行业9/29-10/10涨跌幅为：计算机（0.59%）、电子（0.07%）、通信（-2.21%）、传媒（-3.70%）。板块内涨幅靠前的三级子行业分别为安防设备（6.62%）、集成电路封测（6.14%）、其他电子Ⅲ（2.85%），跌幅靠前的三级子...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101310075394c57952&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVD","symbol_name":"GraniteShares 2x Short NVDA Daily 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Agent，并将AI功能整合到自有产品中，降低了AI应用开发的技术门槛。ChatGPT升级内置应用功能，用户无需跳转外部平台，即可在对话界面直接调用Figma、Zillow、Coursera、Canva等第三方应用，并通过ChatGPT进行功能交互。通过MCP协议，ChatGPT由单纯的对话工具转变为集成多应用的流量入口，提升了用户使用的便捷性，同时扩大了第三方应用的流量覆盖范围。模型方面，OpenAI发布新一代视频生成模型Sora2及Sora AppSora2实现一系列核心突破：①物理定律遵循程度大幅提升②首次实现音频与画面同步生成；③高可控性:遵循复杂的多镜头指令，保持物体一致性，并适用于电影、写实和动漫等多种风格；④“Cameo”功能：支持用户上传影像将自身数字形象嵌入生成场景。此外Sora App作为社交应用上线，具备类似TikTok的UGC创作玩法、信息流分享功能以及邀请推广机制。我们认为OpenAI模型能力与应用形态迎来重要突破，国内头部厂商也有望跟进产品形态，建议关注国内AI应用中Agent构建、多模态、教育、办公等领域相关标的。风险提示：算力建设进展不及预期、AI应用不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}