ultimatefishing| [Minsheng Electronics] From GPT-4o to AI terminals

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Highlights of the 🤔 launch:

Multimodal → upgrade: text, audio and image # are fully connected and directly generated from each other

More favorable price for →: for users, it is open for free; for developers, the price of API is half that of GPT-4T.

→ voice and video interaction: add voice interaction function, camera to recognize handwritten content

→ AI Terminal: # the macOS computer version of the ChatGPT,Windows version is released later.

✔️ viewpoints and recommendations:

1 ️apple AI ecology

OpenAI launched the Apple ChatGPT this time. In addition, recently Bloomberg reported that Apple is close to reaching an agreement with OpenAI to use its technology on iPhone, and the layout of Apple's AI is becoming clearer.UltimatefishingWe have previously organized and experienced a number of AI terminals and received market feedback. At present, the biggest pain point of AI terminals is that the perception of user experience is not strong. Apple is the company that is best at laying out the end-user experience, and the collision between Apple and OpenAI is expected to revolutionize AI terminals.

🎁 core target: Apple (US stock); Lixun Precision; Pengding Holdings.

2 ️changes in AIOT

Compared with PC and IOT products such as mobile phones and speaker headphones, the ecological importance of AI will also be more prominent in the future, becoming a more convenient portal for voice interaction, and is expected to be fully reassessed in the future.

→ OpenAI filed the Voice Engine patent application on March 19, 2024 and was accepted on April 29.

→ Altman said in a previous blog that "voice interaction may be an important clue to the way we interact in the future." The GPT-4o fully upgraded multi-mode to get through the generation of text audio images.

🎁 suggests following: Guoguang Electric Appliance, Walker, Golden Harvest Intelligence, Huiwei Technology

3 ️ecosystem and hardware support

Looking to the future, whether the upgrade of AI phones or the outbreak of AIOT sales will promote the performance of the chip supply chain.

🎁 US stocks pay attention to hardware water seller ARM; A shares pay attention to Heng Xuan, Jingchen Lanxun and torch core of headphone ecology; Jingchen and Lexin of IOT ecology