The first trading week after the Spring Festival of the Dragon (February 19th to 23rd), A -share reciprocating 3,000 points, Shen Wan Wan Wan Wanlis first -level industries all received red.A strong related industry (media, computer, and communications) with a multi -mode model that burst into fire leads the market.
At the beginning of the dragon year, institutional investors quickly opened the research mode.As of 18:00 on February 23rd, more than a hundred A -share companies have disclosed investigations records during the week.In the context of the market opening, more than 90 % of the listed companies have risen throughout the weekly investigating stocks, especially the performance of Soras hotspot concept stocks.The weekly increase of nearly 123%.
Market chasing hot spots, institutional investors also "physical efforts" stepped up investigations.According to the incomplete statistics of the Securities Times · E company reporters, many companies such as the Sora Group, Chinese Online, SDIC Intelligence, and Jincai Interconnection this week involved the theme of Sora concept in the investigation.
Sora is a large model of artificial intelligence Wensheng video released on February 15.It is understood that through text instructions, Sora can directly output videos of up to 60 seconds, and contain highly detailed background, complex multi -angle lens, and multiple emotions.Following text and images, OpenAI has expanded AI technology to the video field.
Incaria Group disclosed the research activity information on February 22. On February 20 and February 21, the company held a research meeting one after another, attracting a total of 141 institutions, a total of 155 people. The Group has increased the application of AI technology in brand content marketing since last year, and has developed its own marketing AIGC application large model InsightGPT.Faced with the launch of the Sora General Video Model, the INSIGHTGPT currently belongs to the multi -mode vertical model of the marketing industry.The model enriches its own video prime material library and improves the efficiency and quality of video generation.
Investigation, the Group also revealed that the company is expectedEssenceInsightGPT plans to develop and analyze the products such as product selling points, crowds, pain points, scenes and other data, and develop online to help brands automatically generate explosive videos on Douyin, Xiaohongshu and other traffic platforms.Essence
Sora popular concept stocks Chinese online and SDIC Smart also received more attention.On February 21, Chinese online received 4 batches of institutions within a day, with a total of more than 70 people. The companys stock price rose by more than 50%throughout the week.SDIC Intelligence ushered in 63 institutional investors on February 22, and the stock rose nearly 40 % a week.
Talking about Sora, Chinese said online that the company has a large amount of text IP and a mature commercial chain developed by IP derived.Judging from the current public information, Sora will further improve production efficiency and reduce production costs to a fairly extent.Commercial paths such as short video marketing are metaphysical and commercialized.However, the company claims that the current AI technology is still uncertain, and investors are requested to pay attention to risks.
Sinthosa Intelligence introduced Soras technical principles and differences with other platforms in the survey.According to SDIC Intelligent earlier, the companys AI-3300 "Huiyi" video imagery workstation supports SORA generating video recognition and identification.In the latest research activity, the company also stated that the AI-3300 "Hui Eye" video imagery workstation has supported the diffusion model, the detection and identification of video and images generated by the network, etc., and has the ability to issue an appraisal report.
Responsible editor: Peng Bo
School countermeasures: Su Huanwen
