计算机行业周报：超级模型带来超级应用

西部证券01-10

OpenAI 推出ChatGPT Health 布局医疗健康领域，开启超级入口的垂直化实践。我们认为这一垂直化布局或体现了超级入口向高频场景渗透的战略意图，旨在通过多维数据整合与隐私保护设计输出更个性化回答以抢占“第一触点”，为构建个人超级助手奠定基础。1 月8 日，OpenAI 宣布推出ChatGPTHealth，正式踏入医疗健康领域。OpenAI 数据显示，每周有超过2.3 亿人在公司平台上...

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日，OpenAI 宣布推出ChatGPTHealth，正式踏入医疗健康领域。OpenAI 数据显示，每周有超过2.3 亿人在公司平台上询问健康和保健问题，医疗健康市场需求庞大。据OpenAI 介绍，ChatGPT Health 由OpenAI 和全球医生携手开发，旨在提供清晰、实用的健康信息。过去两年间OpenAI 已与超过260 名医生展开合作，围绕30个重点领域累计收集超过60 万次针对模型输出的反馈，以持续优化回答的专业性与适用性。OpenAI 已与健康数据连接基础设施提供商b.well 合作，b.well 与约220 万家医疗服务提供商存在合作关系，将为OpenAI 用户上传医疗记录提供后端集成。此外，用户还可连接Apple Health、MyFitnessPal、Weight Watchers 和实验室检测初创公司Function 等服务。ChatGPT Health能帮助用户分析化验结果、就诊结果和临床病史，为下一次就诊做好准备以及提供饮食运动建议。OpenAI 应用业务CEO Fidji Simo 在Substack 发文称，ChatGPT Health 是将ChatGPT 转变为个人超级助手的又一步，能够为用户生活的任何方面提供信息和工具支持。大模型厂商步入资本化新阶段，智谱、Minimax 接连上市，市场反响热烈，Minimax 市值破千亿。1 月8 日，智谱在港交所主板挂牌上市，截至1 月9日收盘，总市值接近700 亿港元。1 月9 日，MiniMax 登陆港交所，收盘时上涨109%，市值突破千亿港元。AI 板块有望迎来重大催化，DeepSeek 或将于今年2 月发布新一代旗舰模型V4。The Information 报道，DeepSeek 将于2 月发布新一代旗舰模型V4。V4 是DeepSeek 继2024 年12 月发布的V3 模型之后的最新版本。根据TheInformation，DeepSeek 内部的初步测试表明，V4 在编程能力上超过了目前市场上的其他顶级模型，如Anthropic 的Claude 和OpenAI 的GPT。同时，V4 在数据模式的理解上也有所改进，能够在整个训练过程中保持高效稳定，避免了以往模型在长时间训练下性能衰退的情况。DeepSeek 计划在2025年春节前后发布V4 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