①OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input the desired scene, and Sora will provide high-definition video clip results. ② China Galaxy suggests continuously focusing on the growth and monetization capability of domestic AI applications.
OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input the desired scene, and Sora will provide high-definition video clip results.
China Galaxy believes that, on one hand, the core AI application companies in the US stock market are experiencing rapid performance growth, further strengthening the AI narrative logic. Currently, the monetization capability of AI applications mainly exists in the upstream data sector, primarily in advertising and data services. AppLovin owes its success to the AI-driven AXON 2.0 advertising engine, which enhances the precision of ad placement and monetization ability. On the other hand, domestic AI application scenarios are broader, with good application results already achieved in various fields such as education and office work. It is recommended to continue focusing on the growth and monetization capability of domestic AI applications.
According to the Financial Data Center, among related listed companies:
Beijing Zhidemai Technology is undertaking multimodal projects, specifically including "image generation from images" and "text generation from images" models, as well as the generation of short video scripts and automatic generation of short videos. The AI shopping assistant "Xiao Zhi", developed based on the "Beijing Zhidemai consumer large model", will officially launch in February 2024.
Kunlun Tech's AI short drama platform SkyReels integrates script generation, character customization, storyboarding, plot development, dialogue/BGM, and film synthesis, allowing creators to "create a drama with one click" and easily produce high-quality AI videos.