With the release of GPT4, the vertical collar or application of related multi-modal large models may be further developed

Microsoft $Microsoft(MSFT.US)$ (office currently has nearly 400 million users, OficARPU increases after the acquisition of OpenA and Azurez-related businesses are expected to contribute incremental revenue),

Nvidia, TSMC $NVIDIA(NVDA.US)$ $Taiwan Semiconductor(TSM.US)$and other semiconductor companies (search and related AIGC content creation will drive GPU-related piracy expenses and will increase the revenue and performance of the semiconductor industry)

1) Customer service chatbot: With the addition of technology, it can improve extensive data analysis and interaction capabilities, and multi-modal applications can quickly respond to various content forms. Overseas suggestions pay attention to [Google][SNAP][Twilio] $Alphabet-C(GOOG.US)$ $Alphabet-A(GOOGL.US)$ $Snap Inc(SNAP.US)$ $Twilio(TWLO.US)$

2) Information search and content retrieval: The efficiency of information retrieval has been dramatically improved, and the scope of recovery is broader. Overseas, it is recommended to pay attention to [Microsoft][ShitPixy], $Microsoft(MSFT.US)$ $ShiftPixy(PIXY.US)$

3) Commodity and content recommendation: Overseas recommends paying attention to [Jasper] [Shopify] $Jasper Therapeutics(JSPR.US)$ $Shopify(SHOP.US)$

4) Point-to-point analog digital human: the application scenarios of virtual human beings are expected to expand, and it is recommended to pay attention to [WIMI Hologram] [Unity] $WiMi Hologram Cloud(WIMI.US)$ $Unity Software(U.US)$

6) Game design: drive the original painting design, social gameplay innovation, overseas suggestions, pay attention to [Unity] [Rblox] $Unity Software(U.US)$ $Roblox(RBLX.US)$