The birth of SORA has added another fire to the A-share AI sector.
As of February 19, the reporter issued a press release, Huichang Technology, Yidian World, Danghong Technology, Insai Group, Wanxing Technology 20cm daily limit, Digital Video rose by more than 13%, Oriental Guoxin rose by more than 11%, Huayang Lianzhong, Guomai Culture, and Xinhuanet rose by the daily limit.
The reason for the above-mentioned **collective** is that a "revolutionary" AI tool - SORA was born in the AI circle.
SORA has shaken up the AI industry
On February 16, Beijing time, OpenAI released the first Wensheng ** model SORA. According to OpenAI's official profile, users can generate ** for up to 1 minute by entering natural language prompt words into Sora.
The SORA model has a deep understanding of language, which allows it to accurately understand prompts and generate convincing characters, and can create multiple shots in a single generated shot that accurately maintains character and visual style consistency in those shots.
OpenAI released 48 samples ranging in length from 9 seconds to 60 seconds on social platforms, and the effect is very amazing, and the level of picture delicacy even surpasses that of the previously popular AI companies such as Runway and Pika.
From a single text model, to an image model, to today's multi-largest model, AI has refreshed people's cognition again and again, and has also provided development opportunities for relevant domestic listed companies.
Guotai Junan pointed out that the current application of large models in various fields is mainly Wensheng Wen and Wensheng diagrams, and the progress in the field of Wensheng is relatively slow, and this time SORA has achieved an important breakthrough, and its generation has a long time, and the previous PIKA, Gen and other ** generated are within 20 seconds. In addition, the ** generated by SORA also has features such as high resolution, following user instructions, multi-camera switching, and world model (following certain physical laws and a high degree of realism). Analysts believe that although SORA still has certain limitations, the model has been opened to some experts, and it is expected to be further improved and improved in the future. With the development of multi-modal large models, it may be expected to promote the downstream application direction to "bloom".
Computing power and other sectors may benefit
In fact, at the end of November last year, the influence of AI** spread to the A-share circle.
Because Guo Wenjing, the founder of PIKA, was revealed to be the daughter of the actual controller of Xinyada, Xinyada was popular with shareholders and funds, and the stock price also soared all the way.
Subsequently, many listed companies such as Guomai Culture, Yuanlong Yatu, and Insai Group also began to disclose the progress of their AIGC projects. Among them, Wondershare Technology also released China's first large-scale model of multi-creative vertical - Wondershare "Tianmu".
Wu Taibing, chairman of Wondershare Technology, believes that the large model is changing from the first era 10, accelerate into the 20 times. And 2In the 0 era, the large model must move from globalization to localization, and it is impossible to expect a large model to solve the problems of the world.
In the future, Wondershare Skylight will continue to consolidate its strength in the three levels of computing power, data and application. ”
There are also some brokerages who coincide with the idea of Wondershare Technology, and they believe that sectors such as computing power will become good targets for investment.
Tianfeng** research report pointed out that driven by the improvement of the core productivity of downstream AIGC, companies that are firmly optimistic about upstream AI computing hardware opportunities and AI to B have high barriers, have sufficient capital and R&D capabilities, and can fully absorb overseas advanced technologies to achieve commercial landing, and have clear downstream application scenarios.
Guosheng** pointed out that in the recent AI industry news, the fierce battle is raging at the model level, and at the same time, under the fact that ScalingLaw continues to be fulfilled, the previous optimistic view of the demand for computing power will continue to be verified, and AI computing power is expected to continue to become a popular investment direction in the new year after 2023.
Ping An believes that the release of SORA means that AI has made a breakthrough in the field of technology. With the rapid development of AI in the multimodal field, related fields and industries will also usher in profound changes. It is expected that many related industries with AI as the core are expected to be driven in 2024.
CICC said that the breakthrough related sectors of artificial intelligence applications in the field may have some performance, and the technology growth sectors that have been relatively sluggish since the beginning of the year, electronics, computers, and communications are expected to prevail.
Xiaoxiang Morning News reporter Gigi Hao.
Breaking news and rights protection channel: the application market **"Chen**" client, search for "help" and go directly to the "Chenyi Help" platform with one click; Or call **0731-85571188. Special 19176699651 for government and enterprise content services.