Financial Association February 24th (Editor Yu Qi Rising Sun) Openai Video Dama model Sora detonated the new round of AI hype in the first week after the Spring Festival.As of Fridays close, Vitida Harvest Harvest of 6 consecutive 20cm daily limit , which has a video image detection and analysis AI technology , its software InsightGPT has the functions such as diagram video recent 5 transactionsRealize 4 20cm daily limit within the day , which can build a full AI video work process and the national pulse culture of the national pulse culture of film and television materials such as pictures and video materials such as pictures and videos. /strong>.
Pu Yin International Securities Zhao Dan and others stated in the research report on February 21 that compared with similar models such as Runway and PIKA in the previous market, the generation effect of SORA has the effect of Sora.The great improvement has greatly reduced the threshold and cost of video production. The most direct impact of is mainly to cause impact on the video industry .According to CITIC Securities Liu Yi and others in the research report on February 23, the Sora model is expected to accelerate the penetration rate of Wensheng video application in various industries.According to its estimates, Domestic Video Application in the short video field in the field of short video in 2025 reached 8 billion yuan .
According to incomplete compilation of the Finance News Agency, including Iwama Technology, Huaze Film, Giant Network, Wanxing Technology, SDIC Smart, Mango Super Media, Lingnan Co., Ltd.Fashion Fashion, Capital Communications, , Beixinyuan, Chuangyuan, Donggang Co., Ltd., Shifeng Culture, Hongshu Soft Technology, Palm Reading Technology, Ling Yunguang, Icai Group, Capital Online Online Nearly 20 listed companies, including the interactive platform, replied to about Sora (Video Video) related business conditions , as shown in the figure below:
▌ Demystifying the "gold content" behind the five leaders of the Sora concept: Double the leader, it is expected to develop the ability to develop Wensheng video related to the end of March
In the concept sector of the same flower Shunshun Sora, a total of includes Incai Group, Annoqi, Danghong Technology, SDIC Intelligence, Capital Communications, Guai Culture, Easy to Dian World, Wanxing Technology, Heaven, Heaven, Heaven, Heaven, Heaven,Entertainment Digital, Digital Video, Xinhuanet, Ling Yunguang, Huace Film and Television, Jincai Connected, Huayang Lianzhong, Hongshou Technology, and Zhongguangtian selected 17 listed companies.According to calculations, the Icai Group, Danghong Technology, Annuoqi, Huichang Communication and Guoqi Culture this week have the largest increase in stock prices this week, ranking the top five, which are 123%, 98%, 95%, and 89%.And 83%.
Specifically, The stock price has been the first and doubled stock price this week.Wentongwen, video intelligent editing, Tu Sheng video and other functions, currently can generate more than 20 seconds of videos .Incai Groups stock price of 20cm on Monday, and accepted media interviews on the same day, will develop Wensheng video function in March, waiting for the time to enter the public beta .It disclosed the investor relationship activity record table on Thursday that It is expected to open the experience map -related marketing products by the end of February this year, and it is expected to develop the ability to realize Wensheng video related capabilities by the end of March And open experience explosion video related marketing application products.
For the relationship with Sora, the Groups group further responded that InsightGPT is currently a multi-mode vertical vertical in the marketing industry.Models, underlying large models such as Sora and do not belong to direct competition relationships , instead the company can combine universal models such as Sora to enrich its own video element library and improve video generating efficiency and quality.In addition, the threshold and difficulty of using the Sora big model are more suitable for professional designers.choose.
The cumulative increase of the stock price this week is close to double , The company has a self -developed AIGC tool set, released a solution to generate three -dimensional volume videos with static photos, and achieves 800 times visual lossless compression through point cloud model conversion and compression algorithm to achieve different moldsSwitch each other.
Danghong Technologys daily limit of two consecutive 20cm panels on Monday and Tuesday.According to a reporter from the Financial News Agency on Monday, the companys tool set has a variety of technologies and functions such as Wenshengtu, Tu Sheng video, Wensheng video, etc. .However, insiders of the company also admitted that other multi -modal systems related to AI are currently optimizing and debugging. specifically to the form of product or even release time, etc. .
Another stock price of another stock price this week has doubled Annoqi, the front foot across borders and feet.It is reported that Annos main business development, production and sales of high -end dye dyes, which announced on February 6 before the Spring Festival holiday, announced the signing of an equity purchase intention to acquire the transferor in Shanghai.Cong 100%equity.According to the data, Shanghai Jicong is a high -tech enterprise focusing on computing power acceleration services and computing power management. AI provides AI painting, AI photo, AI photo (video) content creation social platform.At present, AI supports the ability to input text to generate a dynamic video , with 20 million C -end users.
Annoqi issued a cross-border announcement the next day 20cm daily limit, three 20cm daily limit
