Tianfeng Securities released a research report saying that OpenAI launched an iterative version of GPT-4, GPT-4o, at the May 14 spring press conference. The model has stronger real-time voice functions and faster operation speed, and is open to the public free of charge. The bank believes that GPT-4O released by OpenAI has achieved significant improvements in user ease of use and experience. As future models are upgraded and iterated, demand for computing power and connectivity will continue, and domestic optical module manufacturers are expected to further benefit from AI development. Recommended: Zhongji Xuchuang (300308.SZ), Tianfu Communications (300394.SZ), Xinyisheng (300502.SZ), Yuanjie Technology (688498.SH), Bochuang Technology (300548.SZ), Shijia Photonics (688313.SH), etc.
天风证券：OpenAI发布新模型GPT-4o 光模块厂商有望进一步受益
Tianfeng Securities: OpenAI Releases New GPT-4O Model Optical Module Manufacturers Expected to Further Benefit
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