Guotai Junan: OpenAI releases o1 official version to promote the commercialization of AI. It is recommended to pay attention to domestic AI large model enterprises, innovative companies in the multi-modal interaction field, and so on.

Guotai Junan released a research report stating that the official release of o1 by OpenAI at the event on December 12, 2024, along with other technological innovations such as Sora Turbo and advanced speech and visual functions, as well as tools like Canvas, Projects, and search functions, have significantly improved AI performance and user experience, further driving the commercialization process. It is recommended to pay attention to domestic AI model companies, innovative companies in the multimodal interaction field, and computing power suppliers in the AIGC industry chain upstream, as these companies will gain significant advantages in future market competition. o1, along with RFT technology innovation, has comprehensively improved AI performance. The official version of o1 released by OpenAI has significantly improved reasoning abilities and response speed, meeting the needs of high-end industries. In mathematical and programming tasks, the accuracy of o1 has increased from 50% in the preview version to 78%, and further optimization of reasoning performance in high-end scenarios is achieved through the Pro mode. Additionally, OpenAI has introduced Reinforcement Fine-Tuning (RFT) technology, which customizes training on specific datasets using reinforcement learning, giving O1 higher reasoning abilities and adaptability in professional fields such as healthcare, finance, and law. RFT greatly improves the model's accuracy and learning efficiency, providing personalized AI solutions for the industry and opening up new paths for commercialization. Sora Turbo and advanced speech and visual functions drive the development of multimodal technology. OpenAI's Sora Turbo accelerates the iteration of video generation technology, supporting multimodal creation from text to video, significantly improving the efficiency and freedom of video creation. Sora allows users to generate high-quality video content through natural language, suitable for fields such as advertising, entertainment, and education. At the same time, advanced speech and visual functions combine speech, vision, and text, promoting the application of ChatGPT in intelligent assistants and real-time task processing. Through video and screen sharing, users can interact in real-time with AI to solve complex problems. The enhancement of such multimodal technology not only improves AI interaction experience but also brings great development potential for cross-domain applications. Canvas, Projects, and search functions optimize user experience, while Apple's ecosystem accelerates commercial expansion. OpenAI's Canvas and Projects functionalities further enhance user experience, providing powerful creation and collaboration tools, particularly in document creation, programming debugging, and project management. Canvas supports real-time editing and code execution, helping users to efficiently create and modify; Projects integrates conversations, files, and Canvas functions to optimize multitasking collaboration and information management. Meanwhile, OpenAI's collaboration with Apple deeply integrates ChatGPT into Siri and Apple Intelligence ecosystems, further expanding its application scenarios on mobile and PC platforms. This collaboration accelerates ChatGPT's penetration in the global market and promotes OpenAI's commercialization process. Risk warning: Technology breakthroughs pose security and privacy risks; commercialization process may fall short of expectations; industry regulatory policies are uncertain; high research and development investment may weigh down short-term profits; market competition may dilute profit margins.