20240114_华安证券_科技行业：GPT Store正式上线数据要素板块再迎政策催化_22页.pdf

GPT Store Table_IndNameRptType/Table_IndRank 2024-1-14 300:MR VP 2024-01-09:(NVDA)AI 2024-01-04 AMD:24 AI MI300 2023-12-28-W 2023-12-26 MiracleVision4.0 2023-12-6:AI,2023-12-04 23Q3 2023-12-04 S0010521080002 S0010522060002 S0010122070014 Table_Summary 2024-01-08 2024-01-12(2024-01-08 2024-01-12),-1.61%,-0.81%,300-1.35%,1000-1.79%,-3.39%,3.09%;-3.05%,-3.29%,50-1.64%,-3.77%,-4.24%,-4.57%,-4.24%,-4.49%ChatGPT GPT Store 2 300 GPTs OpenAI GPT ChatGPT Explore GPTs iOS GPT GPT GPT Store OpenAI ChatGPT ChatGPT OpenAI VR/MR AI 1 9 VR/MR AI XR2+Gen 2 XR2 Gen2 XR2+Gen 2 90 XR2+Gen 2 10 12 MR 1 11 CES PC AI PC AI PC PC Think Yoga Creator Zone AI AI AI 1.AI GPT Store 300 ChatGPT OpenAI 24 GPT GPT Pika AI 10 60 300-20%0%20%40%60%80%300 Table_CompanyRptType 2/22 1050 3000 5 3 15 Microsoft Nvidia AMD Meta Amazon Unity 2.AI Baichuan-NPC AI API+-SW-S-SW-SW-W-W 3.1 9 VR/MR AI XR2+Gen 2 XR2 Gen2 XR2+Gen 2 90 NOLO MR NOLO SONIC2 Pro NOLO Air Ring CES Apple Google Microsoft Nvidia AMD IBM 4.1 11 1 IT 2 it 1 18 HarmonyOS NEXT 1 8 OpenHarmony 2023 12 2023 12 22 OpenAtom OpenHarmony 6700 26.9 PR 2.4 Star 6.7 Fork 59 SIG 2023 1615 89%132 11%5 5 2023 2023 12 19 467 5.1 9 AI PC1ZDWwPnQsRpOoQmPqNrOpOaQdN6MsQqQsQnRkPmMoPfQmNmR8OqRmMxNpMmRuOtOrOTable_CompanyRptType 3/22 2024 CES 2024 AI PC PC 2024 AI PC PC 6.1 8 DRIVE Thor DRIVE Orin NVIDIA DRIVE Thor 2025 2000 TOPS Orin 8 CES 2024 NVIDIA NVIDIA DRIVE Orin 7.2 1 13 2015 8.2024 100 2023 2023 DAU 2.7 10 9400 52.6%2023 10-W-W 9.SensorTower 2023 12 12 10%66.7 2023 12 37 TOP100 19.5 TOP100 36%-S 10.2023 12 Temu 4.67 26.59 Table_CompanyRptType 4/22 SHEIN 1.723 Temu Amazon Costco eBAY Uber 11.60 8 1 1 7 605537 81854(64053)(51467)(43894)(30203)3-S-W 12.1688 2023 8000 2023 12 1688 2 B 6500 8000 1.5 100 100 50%PLUS 200%76%-SW-SW 13.1 11 CES AI PC AI Agent AI 21 CES AI AI AI Agent AI AI B-SW Table_CompanyRptType 5/22 1.7 2.12 2.1 AI+.12 2.2.15 2.3.16 2.4.17 2.5.18 3.20.21 Table_CompanyRptType 6/22 1.7 2.7 3.7 4.7 5 931071.CSI.8 6 399418.SZ.8 7 980034.SZ.8 8 930851.CSI.8 9.9 10A 2024-01-08 2024-01-12.10 11A 2024-01-08 2024-01-12.10 12 2024-01-08 2024-01-12.11 13 2024-01-08 2024-01-12.11 14 A AI 2024-1-13.12 15 2024-01-08 2024-01-12.20 Table_CompanyRptType 7/22 1(2024-01-08 2024-01-12),-1.61%,-0.81%,300-1.35%,1000-1.79%,-3.39%,3.09%;-3.05%,-3.29%,50-1.64%,-3.77%,-4.24%,-4.57%,-4.24%,-4.49%1 2 iFinD iFinD 3 4 iFinD iFinD 8,0009,00010,00011,00012,00013,00014,00015,00016,0000100020003000400050006000 15002000250030003500 3500430051005900Table_CompanyRptType 8/22 5 931071.CSI 6 399418.SZ iFinD iFinD 7 980034.SZ 8 930851.CSI iFinD iFinD 31 28 30 TMT 1 3 5007009001,1001,3001,500 25003000350040004500 2000300040005000 3000400050006000Table_CompanyRptType 9/22 9 iFinD 2024-01-08 2024-01-12,(+9.87%),IGG(+7.26%),(+6.12%);(-8.88%),(-8.21%),-SW(-6.65%);(+11.43%),(+9.76%),Shopify(+9.25%);(-53.02%),(-16.67%),(-10.68%)A(+3.63%),(+2.81%),(+2.41%);A(-7.38%),(-7.12%),(-6.84%)A(+15.12%),(+11.09%),(+10.74%);A(-36.03%),(-25.62%),(-25.15%)-8%-6%-4%-2%0%2%4%6%8%Table_CompanyRptType 10/22 10A 2024-01-08 2024-01-12 300251.SZ 243.20 3.63%603000.SH 272.00-7.38%002607.SZ 248.55 2.81%300413.SZ 419.79-7.12%300418.SZ 412.86 2.41%603888.SH 116.00-6.84%603103.SH 111.81 1.91%603466.SH 78.45-6.78%300343.SZ 76.46 1.67%603444.SH 156.33-6.75%603377.SH 31.42 1.63%600640.SH 81.72-6.38%605098.SH 46.18 1.58%002555.SZ 392.78-5.65%002174.SZ 108.99 0.59%002558.SZ 210.18-5.50%002955.SZ 70.11 0.54%002291.SZ 77.05-5.48%002602.SZ 374.86 0.20%300364.SZ 163.51-5.37%iFinD 11A 2024-01-08 2024-01-12 000638.SZ 23.90 15.12%832171.BJ 8.92-36.03%002197.SZ 68.93 11.09%839790.BJ 7.03-25.62%001339.SZ 109.83 10.74%835207.BJ 9.78-25.15%688258.SH 44.78 10.05%430564.BJ 9.74-23.37%300941.SZ 55.08 7.10%837092.BJ 13.32-22.56%003029.SZ 43.53 6.22%835184.BJ 9.87-22.37%300598.SZ 73.70 5.04%430090.BJ 8.79-21.38%002577.SZ 54.96 3.94%430198.BJ 12.76-21.03%300017.SZ 199.61 3.85%300803.SZ 187.84-20.79%300550.SZ 39.91 3.07%839680.BJ 13.39-18.25%iFinD Table_CompanyRptType 11/22 12 2024-01-08 2024-01-12 0772.HK 313.16 9.87%2013.HK 65.95-8.88%0799.HK IGG 40.35 7.26%1357.HK 135.23-8.21%9992.HK 271.00 6.12%9618.HK-SW 3125.62-6.65%0136.HK 194.64 3.07%9626.HK-W 3125.62-5.93%1060.HK 137.12 2.20%1569.HK 10.16-5.49%9899.HK 196.07 1.78%1797.HK 279.55-5.17%0667.HK 56.43 1.57%6169.HK 17.49-4.90%9961.HK-S 2020.51 0.14%2400.HK 43.91-4.89%2390.HK-W 41.36-0.44%8083.HK 33.97-4.63%9616.HK 17.12-0.75%6068.HK 6.75-4.62%iFinD 13 2024-01-08 2024-01-12 NVDA.O 13513.37 11.43%DADA.O 3.88-53.02%UBER.N 1300.57 9.76%DDL.N 2.95-16.67%SHOP.N Shopify 1045.82 9.25%WB.O 21.24-10.68%CRM.N 2632.28 8.29%GDS.O 13.51-8.52%DBX.O Dropbox 109.16 8.26%U.N Unity 131.45-8.44%AMZN.O 15978.48 6.46%FUTU.O 66.73-7.22%META.O Meta 9623.88 6.40%SE.N 203.41-5.33%TME.N 161.14 5.86%IQ.O 42.67-4.90%MSFT.O 28872.11 5.63%YY.O 19.38-4.18%ADSK.O 518.62 5.63%ATHM.N 32.00-3.99%iFinD Table_CompanyRptType 12/22 2 2.1 AI+1.AI ChatGPT GPT Store 2 300 GPTs OpenAI GPT ChatGPT Explore GPTs iOS GPT GPT GPT Store GPT GPT Store OpenAI ChatGPT ChatGPT OpenAI Pika 1 7 AI Pika Labs 10 60 300 1050;3000 Chill 5 3 15 1 Chill 0.01 ITSoul 2.AI Baichuan-NPC Baichuan-NPC AI API ITSoul 3.A AI 9 14 A AI 2024-1-13 AIGC 1 AI+300364.SZ 9 25 AIGC ChatGPT ChatGPT 10 13 10 14 10 15 AI 10 16 10 20 10 21 AIGC 20 12 19 AIGC 300418.SZ 9 7 AI AI AIGC ChatGPT Table_CompanyRptType 13/22 9 8 Aria 180 50 100;GPT-4 3.5 AI 9 7 AI APP;AI AI AI AI AI AI AI OperaGX Opera OperaOne ChatGPT ChatSonic AI AI Aria Opera 9 8 AI;AI OperaGX GameMakerStudio GX.games 10 19 AI APP 10 30 130 0 Llama 2 11 4 11 9 12 1 SkyAgents AI 12 4 2023 AI CEO 12 8 AIGC 12 21 AI 12 25 SkyAgents Beta 12 26 AI 1 6 AI AI 300624.SZ 9 6 2023 Adobe AIGC,AIGC AI,AI ChatGPT 9 8 AI AI AIGC 9 11 AI VirtuLook AI AI AIGC/PDF/AIGC 9 12 IT AI SpiceWorld2023 9 15 AIGC 9 19 Adobe AI WondershareKwicut 9 22 AI 9 27 10 11 AI PDFelementV10 AI AIGC 10 19 AI Adobe 10 30 AI Filmora13 AI 11 6 AI AI Media.io 10 AI 11 24 AI AI 12 1 12 7/Filmora 12 10 girl 12 20/12 26 1 2 AI AI 1 8 wondershare Filmora 1 11 AIGC 600986.SH 9 15 AIGC Diffusion 9 15;11 10 AR 12 18 AIGC AIGC 300002.SZ 10 12 AI 11 8 NLP 2022 11 13 transformer 11 20 transformer NLP 12 4 Agent 12 13 UltraHub AI 1 8 688039.SH 9 1 AI IPTV;AIGC;9 7 AIGC AI 9 25 6G 8K/16K VR/XR 8K+Vivid 12 4 AIGC,12 7 AIGC 6DOF Table_CompanyRptType 14/22 5G+4K/8K/VR AI VR/AR/XR 3D 3D 2 16 6 9 AI 3D XR 2 AI+300459.SZ 9 3 AI 8 27 ChatGPT Diffusion 9 4 AI 9 11 23 AI AGI 9 25 Google Meta Facebook ironSource Smaato 9 28 IP 10 19 11 15 IP 11 23 AI Talking Ben AI 12 4 AI AI 12 11 AI OpenAI Google 12 18 AI AI AI Google VertexAI Google AI 002558.SZ 9 5 AI AI 11 2+AI 300315.SZ 9 18 300 NS 11 10 AI LayaAir3.1 11 15 AI 12 5 AI AI LayaAir3 1 9 AI 300494.SZ 9 15 AI AI 9 22 Z AI 9 27 2500 11 24 APP AI+12 27 APP AI AI AI 24 1 AI AI AI MusicFX openAI MuseNet Boomy 11 300133.SZ 9 4 AIGC Web AIGC AIGC ChatGPT 9 28 AIGC 300251.SZ 9 27 AI 4-5 ChatGPT Diffusion 4 AI+600228.SH 9 4 ChatGPT 12 28 002315.SZ 9 4(MIC)AI AI AI B2B AI 3.0 ChatGPT 11 3 AI 002803.SZ 9 5 2023 6 5 AIGC ChatGPT 12 8 002280.SZ 9 19 NeweggMedia TikTok;NeweggLogistics B2C B2B 3PL ChatGPT 9 28 YouTube TikTok 10 13 Newegg 12 15 2023 AI 688365.SH 10 9 10 18 11 1 11 300592.SZ 12 12 AIGC 300785.SZ 9 6 AIGC H100 9 26 12 25 301171.SZ 9 6 Qcon AIGC ChatGPT 9 13 KreadoAI 10 13 AIGC AIGC 10 19 zMaticoo x BidSwitch 10 24+10 30 AIGC 11 27 AIGC KreadoAI&12 7 AI 300058.SZ 9 5 2023 AI Table_CompanyRptType 15/22 9 12 AI Blue AI ChatGPT 9 19 X AIGC 10 12 AI 2023 10 17 10 26 Blue AI 603466.SH 9 8 ChatGPT 9 28 2023WDCC 12 7 1 8 VisionPro MR 002131.SZ 9 11 AI Agent ChatGPT Diffusion DALL-E2 6 002354.SZ 9 1 ChatGPT DALL-E2 9 22 2022 MetaSurfing-9 27 10 29 AI 11 8 3D AI 11 20 11 21 1 4/Vision Pro 300182.SZ 9 25 AR ChatGPT 11 7 AIGC 002291.SZ 10 9 DALL-E2 Stable Diffusion GPT4 Whisper 10 17 12 25 X27PARK 12 26 X27PARK 600880.SH 9 20 7 AI 603888.SH 12 6 SToBToC MAGIC ToB 12 11 AI AI AIGC 8 AI+601900.SH 9 25 2023 8 19 AI E 301231.ZS 11 20 AI AI 300654.SZ 9 25 AI Transformer AI 10 16+12 4 APP 12 25 AI 1700 2.2 VR/MR 1 9 VR/MR AI XR2+Gen 2 XR2 Gen2 XR2+Gen 2 90 XR2+Gen 2 GPU 15%CPU 20%XR2+Gen 2 10 12 MR ISP 12 Table_CompanyRptType 16/22 XR2+Gen 2 Wi-Fi 7 Wi-Fi 6e 5.3 5.2 XR HawkInsight NOLO MR NOLO SONIC2 Pro NOLO MR NOLO SONIC2 Pro NOLO Air Ring CES NOLO SONIC 2 Pro VST 3200 90Hz NOLO SONIC 2 Pro Pancake 4560*2280 PPI 1512 NOLO SONIC 2 Pro NOLO 10mm 2mm RMS 2.3 1.1 11 OpenHarmony 1 8 OpenHarmony 2023 12 2023 12 22 OpenAtom OpenHarmony 6700 26.9 PR 2.4 Star 6.7 Fork 59 SIG 2023 1615 89%132 11%5 5 2023 2023 12 19 467 IT 2.AI 1 9 AI PC 2024 CES 2024 AI PC PC 2024 AI PC PC 3.1 8 Table_CompanyRptType 17/22 DRIVE Thor DRIVE Orin IT 2025 NVIDIA DRIVE Thor NVIDIA DRIVE Thor 2025 2000 TOPS Orin 8 CES 2024 NVIDIA NVIDIA DRIVE Orin 2.4 1.60 8 164%7 1 12 2024 1 12 15 164%-1 11 2 8 2 17 2 7 2019 2.1688 8000,2 1688 2023 8000 2023 12 1688 2 B 6500 8000 1.5 100 100 50%PLUS 200%76%1 2-8 GMV 71%GMV 30%1 5 1688 GMV 1000 3.1 12 2024 100 Table_CompanyRptType 18/22+4.Temu 4.67 2023 12 Temu 4.67 26.59 SHEIN 1.723 6 Temu 2.263 23.45 Aliexpress 4.218 Shein 2.513 5.AI AI 1 12 CES AI PC AI AI Salesforce 1 12 CRM Salesforce 1 10 CRM Salesforce 2.5 1.1 13 2015 2021 COO NBA 2.SensorTower 2023 12 Table_CompanyRptType 19/22 12 10%66.7 2023 2 1 10%Sensor Tower 2023 12 37 TOP100 19.5 TOP100 36%2023 12 12 13%SensorTower Table_CompanyRptType 20/22 3 15 2024-01-08 2024-01-12 01-12 19:16 002555.SZ 01-12 19:16 002555.SZ 01-12 19:05 002607.SZ 01-12 19:05 002739.SZ 01-12 19:03 300459.SZ 01-12 18:12 603466.SH 01-12 15:32 600556.SH 01-12 20:00 000034.SZ 01-12 18:45 688296.SH 2024 2022 2024/2025/2026 25%/60%/100%01-12 18:17 688568.SH 46.36%01-12 18:03 688251.SH 5%01-12 17:10 002177.SZ 2023 2023 1000-1500 72.31%81.54%600 900 60.73%73.82%01-12 21:26 2400.HK 01-11 17:01 002602.SZ 01-11 16:27 603000.SH 01-11 15:51 605168.SH 01-12 18:49 300830.SZ 01-11 20:34 002180.SZ 2024 2023 2024/2025/2026 A 15%/32%/52%2024/2025/2026 B 15%/147%/299%01-11 19:25 688326.SH 01-11 18:35 002236.SZ 2023 2023 322.31 5.45%73.71 217.10%29.61 87.35%01-11 18:06 003005.SZ 2023 7 1 2023 12 31 635 01-11 17:10 603496.SH 2023 583.88 01-11 17:21 300058.SZ 01-10 18:13 002517.SZ 2022 01-10 18:13 002517.SZ 2020 2022 01-10 18:12 002517.SZ 2020 01-10 17:11 002607.SZ 01-10 19:57 300552.SZ 01-10 18:33 002990.SZ 01-10 20:18 000665.SZ Y-4-4 2023()01-10 19:09 300792.SZ 1%01-10 18:36 2400.HK 280,000,000 2026 1.25%01-10 18:01 300251.SZ 01-09 17:59 003032.SZ 01-09 17:50 601949.SH 01-09 16:44 002624.SZ Table_CompanyRptType 21/22 01-09 19:39 002230.SZ 01-10 17:04 6880186.SH 2023 2023 14.36 12.94%1.28 31.67%0.92 38.36%01-09 18:33 300270.SZ 5%01-09 18:26 002990.SZ 01-09 17:04 688038.SH 100 2022 11.84%01-09 16:31 002212.SZ 01-09 16:04 603003.SH 2023 01-09 19:38 300343.SZ 01-08 17:57 002624.SZ 2023 01-09 20:24 300366.SZ 01-09 18:42 301178.SZ 2024-002 01-09 18:39 301185.SZ 2023 2023 7300-7900 46.42%-58.46%6900-7500 95.42%-112.42%01-09 18:07 301337.SZ 01-09 17:21 300096.SZ ST ST 01-09 16:25 301378.SZ 01-09 11:45 002405.SZ 01-08 20:37 300078.SZ 01-08 19:00 300846.SZ 01-08 18:55 002212.SZ 2024 2022 2024 182.35%2022 2024 49.59%01-08 19:52 300792.SZ 01-08 17:55 300459.SZ 01-08 20:07 300036.SZ 2023 19 20 19.07%25.34%1.8 2.3 153.15%167.92%01-07 20:01 300459.SZ 2024 1 4-1 5 iFinD Table_CompanyRptType 22/22 Table_Reputation 2015 2017 S0010521080002 7 2022 2022 6 A 300 500 6 5%;6-5%5%;6 5%;6-12 15%6-12 5%15%6-12-5%5%6-12 5%15%6-12 15%