Today’s Point,
A scene of introducing and conversing with one’s pet to GPT-4o. / Photo = OpenAI YouTube, ‘With the release of the new AI model GPT-4o (Poo), which is faster and costs half as much, domestic AI-related stocks are once again on the rise. The commercialization and profitability potential using AI has increased significantly, but caution is advised in investments as the technology is still in its early development stage.’,
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, ‘As of 11:30 a.m. on the 14th, Hancom traded at 35,500 won, up 4950 won (19.34%) from the previous day. Eastsoft also saw a 6.5% increase to trade at 27,850 won, reaching up to a high of over 14% during the trading hours.’,
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, ‘Other companies related to ChatGPT, such as Vibe Company, Issu Feta Systems, Samsung SDS, Inwave Systems, Soltrix, and Polaris Office, are showing more than 3-4% gains. Medical AI companies like Tomato Systems and Deepnoid are also experiencing over a 10-20% increase.’,
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, “The reason for the strong performance of AI-related stocks on this day is attributed to the unveiling of the new AI model, GPT-4o. ChatGPT developer OpenAI introduced GPT-4’s updated version, GPT-4o, through an online streaming event on the 13th (local time). The ‘o’ in GPT-4o comes from ‘omni’, meaning ‘all.'”,
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, ‘GPT-4o is characterized by a processing speed two times faster than the previous model while operating costs are halved. Its voice response speed is 223ms, averaging 320ms, similar to when humans engage in actual conversations. It supports a total of 50 languages and recognizes text, images, and voice.’,
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, ‘Notably, GPT-4o is able to read human emotions through a camera, make jokes, and give users the feeling of conversing with a real person. OpenAI even released videos of people interacting with GPT-4o through its YouTube channel. In one video, when a man sarcastically asked GPT-4o to speak sarcastically, GPT-4o responded with a mocking tone. In another video, upon seeing a pet dog reflected on a smartphone camera, GPT-4o in an excited tone asked, “What’s the name of this cute puppy?”‘,
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On March 21, 2023, the OpenAI logo is shown on a mobile phone in front of a computer screen displaying ChatGPT’s output in Boston. / Photo = AP News, ‘It is analyzed that the utilization of AI as a personal assistant has become more prominent by implementing conversational methods closer to human interactions. With operating costs reduced by half, it is predicted that profitability will increase.’,
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, ‘In the securities industry, the next paradigm of generative AI is seen as AI agents (assistants). This involves enhancing problem-solving capabilities by communicating and collaborating with specialized AIs in various fields. As one of AI’s key functions is productivity enhancement, the role of AI agents in assisting individuals with problem-solving is expected to be highlighted.’,
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, ‘Kim Ha-jung, a researcher at Daol Investment Securities, predicted that “the key technological trend currently is the concept of AI agents” and said, “GPT-5, set to be released next summer, will emphasize this as a core feature.”‘,
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, “For domestic IT companies providing services using AI applications, the emergence of high-efficiency, low-cost AI can present significant opportunities. Hancom, whose stock price surged on that day, is known as the developer of the ‘national program,’ Hancom Office. Recently, they have expanded their business areas to AI and cloud by releasing AI programs such as ‘Hancom Data Loader.'”,
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, ‘Shim Ui-seop, a researcher at NH Investment Securities, explained that “following the release of Hancom Data Loader last month, Hancom will release Hancompedia (Document QA) next month,” and added, “Their self-developed generative AI product, Hancom Assistant, is also set to be released in the second half of the year, continuing the expansion of their AI business.”‘,
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, ‘While expectations are high, it is still cautioned to be careful in investments as the technology is still in its early stages. Lee Eun-taek, a researcher at KB Securities, analyzed, “At present, AI feels like the 1990s when the internet was only used for writing emails,” and said, “Historically, it takes a certain amount of time for the technology (GPT) to lead to productivity enhancements.”‘, ‘article_split’,
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