HAITONG INT'L: ChatGPT hotline released. In the future, the focus of the AI industry will shift towards commercial implementation.
24/12/2024
GMT Eight
Haitong International released a research report stating that the launch of the ChatGPT hotline will further deepen ChatGPT's penetration, leading to an expansion of the potential customer base. The integration with Mac further highlights OpenAI's focus on "usability," by seamlessly integrating AI models into users' daily workflows, further enhancing the "usability" and user stickiness of AI.
In general, these measures highlight OpenAI's current focus on the implementation of AI. Haitong International predicts that in the future, the focus of participants in the AI industry will gradually shift from iterative basic models to commercial implementation. In terms of individual stocks, Haitong International recommends focusing on Beijing Kingsoft Office Software, Inc(688111.SH), Shanghai Newtouch Software(688590.SH), Hand Enterprise Solutions(300170.SZ), Intsig Information(688615.SH), Wondershare Technology Group(300624.SZ), etc.
Haitong International's main points are as follows:
The launch of the ChatGPT hotline allows users to interact with ChatGPT via phone/WhatsApp. On December 18th (the tenth day of the live broadcast), according to Tencent Technology's official WeChat account, OpenAI officially announced on the tenth day of its 12-day launch event that, in order to popularize artificial intelligence globally and further expand the coverage of its flagship product, users can interact with ChatGPT via phone or WhatsApp messages without the need for an account. Users in the United States can call 1-800-CHATGPT (1-800-242-8478) to interact with ChatGPT through OpenAI's real-time conversation feature - advanced voice mode for 15 minutes of free calls to this popular chat. Siasun Robot&Automation; users in other countries can use WhatsApp to send messages to the same number and interact with ChatGPT. Currently, ChatGPT has reached 300 million weekly active users.
Interacting with ChatGPT via WhatsApp does not require data usage. This chat Siasun Robot&Automation can answer user questions and perform tasks such as language translation, topic explanation, and direction guidance. Global users can now add 1-800-CHATGPT (1-800-242-8478) as a contact on WhatsApp to enjoy a seamless conversation experience with artificial intelligence. This is OpenAI's first integration of ChatGPT into the WhatsApp platform, and this service is completely free for users. This innovative feature allows users to interact with ChatGPT just like with a real person, regardless of whether they have sufficient data. OpenAI is developing additional features for WhatsApp integration, including image analysis and web search capabilities, but has not announced a timeline for the release of these new features.
Integration of ChatGPT with Mac software. On December 19th (the eleventh day of the live broadcast), according to Tencent Technology's official WeChat account, OpenAI released a MacOS desktop application and its interoperability features with various applications. Users can now use the MacOS desktop application to view and automate their ChatGPT work. Although there will be similar versions released by 2025, OpenAI has taken the lead in launching the following three major functions:
First, with the "Work with Apps" feature, users can now integrate ChatGPT into more coding applications, including BBEdit, MatLab, Nova, Script Editor, TextMate, Android Studio, AppCode, CLion, DataGrip, GoLand, IntelliJ IDEA, PHPStorm, PyCharm, RubyMine, RustRover, WebStorm, Prompt, and Warp.
Second, for users who use ChatGPT for writing, OpenAI announced that the MacOS desktop application now supports Apple Notes, Quip, and Notion. Through this new feature, ChatGPT can seamlessly collaborate with Notion, etc. The live demonstration focused on specific text paragraphs in documents and set the task as "supplement the main points of this conversation". In addition, users can use ChatGPT's search function to generate responses.
Third, in addition to the traditional operations of text selection, copy and paste, the MacOS desktop application supports advanced voice mode and can work collaboratively with other applications. In this mode, users can set a "holiday party playlist" in Apple Notes and consult Santa Claus on the selection of songs through ChatGPT. ChatGPT can even point out the user's errors, such as writing the Christmas song "Frosty the Snowman" as "Freezy the Snowman".
We believe that the launch of the ChatGPT hotline will further deepen ChatGPT's penetration, expanding the potential customer base. The integration with Mac further emphasizes OpenAI's focus on "usability" by seamlessly integrating AI models into users' daily workflows, strengthening the "usability" and user stickiness of AI. Overall, these measures highlight OpenAI's current focus on the implementation of AI. We believe that in the future, the focus of participants in the AI industry will gradually shift towards commercial implementation.The focus will gradually shift from iterating basic models to commercial implementation.Suggested companies to pay attention to: Beijing Kingsoft Office Software, Inc, Shanghai Newtouch Software, Hand Enterprise Solutions, Intsig Information, Wondershare Technology Group, ArcSoft Corporation, XGD INC., Hangzhou Arcvideo Technology Co., Ltd., Hithink RoyalFlush Information Network, Fujian Foxit Software Development Joint Stock, Weaver Network Technology, Beijing Seeyon Internet Software Corp., 360 Security Technology Inc., SENSETIME-W, Iflytek Co.,ltd., MARKETINGFORCE, Digiwin Co.,Ltd., Guangzhou Sie Consulting, CHINASOFT INT'L, Hangzhou Hikvision Digital Technology, Zhejiang Dahua Technology, Range Intelligent Computing Technology Group, Inspur Electronic Information Industry.
Risk warning: AI technology development is not as expected, AI application landing is not as expected.