A few days ago, OpenAI, the American open artificial intelligence research center, released the first generation model "SORA", which has attracted widespread attention inside and outside the industry. Today, A-shares ushered in the first trading day of the Year of the Dragon, the three major indexes opened higher across the board, and in terms of sectors, due to the emergence of the SORA large model, which detonated the market, multimodal AI concept stocks also set off a round of "rising tide". In addition to the production field, what new changes will SORA bring?
Guosheng ** Computer Industry Chief Analyst Liu Gaochang:We believe that the emergence of SORA is a very big leap compared to other "Wensheng**" models, and it has reached the stage of actual productivity tools. "One minute generation" can make a huge difference in short creations. With the widespread application of Wensheng models like SORA in industries such as film and television creation and game creation, the efficiency of creation should be greatly improved, and it will also bring many opportunities in the industrial chain. At the same time, the scale of its model parameters will be further expanded, and the demand for the computing power industry chain will also be improved.
Liu Wang, Co-Chief Analyst of Internet and Overseas of Cinda ** Media:If the SORA model is fully promoted, it will directly promote the development of upstream AI servers, AI chips, optical communications and other industries, and promote the infrastructure construction of cloud vendors. For downstream applications, the positive impact is all-encompassing. It will also have a profound impact on the production of short, medium, and long content. On the B side, SORA can quickly generate high-quality ** content, greatly improve the efficiency of content production, film and television, advertising and marketing, games, IP and other content industries are likely to benefit, and in the long run, SORA will also have a promoting effect on education, e-commerce and other industries.
*: CCTV Finance & Economics.
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