OpenAI recently released the Wensheng **AI model SORA, which once again sparked heated discussions about artificial intelligence. Boosted by this, in the trading days after the Spring Festival in the Year of the Dragon, thematic ETFs and related concept stocks related to artificial intelligence all showed varying degrees of gains. According to the analysis of a number of research institutions, 2024 will be a year of rapid development of multimodal large models, and as AI continues to achieve leapfrog development in the multimodal field, related fields and industries will usher in deep changes driven by it, which is also expected to usher in new investment opportunities.
SORA's technological breakthroughs and application potential may be seen by the market as a favorable factor to promote the further development of the AI field, which in turn will stimulate the enthusiasm of the capital market. In the past few days, the rise of AI, gaming and other thematic ETFs reflects investors' optimistic expectations for the future development prospects of related industries. Jiang Han, a senior researcher at Pangu Think Tank, said in an interview with a reporter from China ** Daily that the release of SORA may start a new round of market ** like last year's ChatGPT, especially if SORA can show strong functions and commercial value in practical applications, then it will undoubtedly become a new growth point for the AI industry and attract more funds to flow into related industries.
The reporter observed that in recent years, AI has been the main line of technology investment, and AI large models and applications have also maintained a fast iteration speed. soraćgemini1.After the release of large models such as 5 Pro, the application scenarios will be further broadened, which will drive investment in computing infrastructure, including optical modules, ICT infrastructure and other sectors.
Guotai Junan** released a research report saying that the SORA model will promote the leapfrog development of AI multimodality, AI creation and other related fields will usher in deep changes, the scope of AI empowerment will be further expanded, and multimodality-related training and inference applications will further increase the demand for computing infrastructure.
The research report also pointed out that although SORA does not need too many parameters in the training model, it will involve a large amount of data in the process of inference production, and at the same time, in order to pursue a higher generation effect, the training and inference processes need to be calculated as many times as possible, which will release a large amount of computing power demand and benefit the computing power base industry chain.
Some analysts believe that SORA is another milestone in the development process of artificial intelligence, which indicates that AGI will accelerate and subversive changes will occur in thousands of industries in the future. In this regard, SDIC ** pointed out that the launch of SORA is expected to drive a new round of prosperity in related industries, covering enterprises that can use algorithms such as Wensheng ** to create creative tools, computing power-related enterprises and enterprises with existing AI products.
Huatai** research report focuses on the main industries that may be affected at the moment: for the film and television industry, SORA is expected to significantly reduce the production threshold and cost, and can greatly enrich the creativity of film and television works, the emergence of SORA will also reshape the film and television industry, and it is expected that companies with core directors or creative talents and IP resources will benefit more; In the marketing industry, it is expected that SORA will improve the efficiency of advertising-related creation, provide inspiration, enhance the attractiveness of advertising, and is expected to partially replace low-creative, reproducible content. In the field of games, SORA's understanding and simulation of the physical world can be highly adapted to the development of game scenarios, which can help create characters or backstories and reduce development costs.
However, those companies that have benefited from the SORA launch have also shown cautious optimism about the future. Recently, Insai Group publicly stated that the company's AIGC project team will carry out the development of Wensheng** function in March, and wait for the time to be put into public testing when the time is ripe. As of press time, Insai Group has closed 3 consecutive daily limits to 4242 yuan, turnover rate 884% with a volume of 717180,000 shares. Insai Group also reminded that since Wensheng ** technology has just been launched, it is not yet known what changes it will bring to the industry, and it is impossible to quantify how much impact it will have on the company's business. Danghong Technology said in a briefing on ** that Wensheng ** technology has made some progress, and it is gradually breaking through in terms of generating ** time and effect. Some listed companies also said that SORA-related products and applications are in the initial stage and need to be further studied, and will find breakthroughs in the implementation of Wensheng ** technology and SORA applications according to their own business characteristics.
The subsequent impact of SORA on investment still needs to look at the driving force of market funds, and the short-term depends on funds, and the medium and long-term still depends on the company's fundamental performance. "The future of AI-themed ETFs will depend on a number of factors, including the actual progress of SORA and other AI technologies, market acceptance of these technologies, macroeconomic conditions, and other market dynamics. If SORA and related technologies can continue to demonstrate innovation and commercialization success, thematic ETFs are likely to continue to be favored by investors. Jiang Han said.
*: China ** News Author: Zhang Weilun.