Shanxi Securities: Sora officially launched the AI video generation tool, which continued to iterate. Shanxi Securities Research Report pointed out that 1) On December 10th, OpenAI officially launched Sora. Compared with the version released by OpenAI in February, the new Sora launched this time added Storyboard, Remix, Re-cut and other functions, which greatly improved the video re-creation ability and optimized the video generation speed and generation method. 2) Since the beginning of this year, domestic enterprises have begun to accelerate the research and development and iteration of AI video generation products, and the product capabilities have been continuously improved and the application scenarios have been continuously broadened. Sora was officially launched, and the video creation ability was significantly improved, and it began to change from a creative tool to a productivity tool. With the continuous iteration of AI video generation tools represented by Sora, its penetration into various application scenarios is expected to accelerate in the future. On the one hand, the application layer suggests focusing on creative, design, education and other multi-modal fields, especially video generation. On the other hand, the demand for computing power in video generation model is significantly higher than that in text, focusing on AI computing power related targets.Food stocks fell at the beginning of the day, and food stocks fell at the beginning, and food stocks fell at the beginning, and Jialong shares, Anji Food, Huang Shanghuang, three squirrels, and Barbie Foods followed suit.The three major stock indexes opened lower, with the Shanghai Composite Index down 0.54%, the Shenzhen Component Index down 0.74% and the Growth Enterprise Market down 0.87%.
Guosheng Securities: AEC heavy-duty computing industry chain has entered the era of Lian Heng. Guosheng Securities Research Report pointed out that AEC(Active Electrical Cable) is an active cable interconnection scheme, which is mainly used in short-distance high-speed data transmission scenarios in data centers. 1)AEC is expected to become the first step for optical module manufacturers to penetrate downwards. Optical modules need to master photoelectric conversion and high-speed data communication, and DAC/AEC/AOC products have relatively mature technical requirements compared with single-mode/multimode optical module products with longer transmission distance. 2) Copper interconnection is widely used by large CSP not only in NVIDIA. NVIDIA used a large number of high-density copper interconnects in B series products, which made the industry re-recognize the reliability and price advantage of copper interconnects in short-distance scenes. 3) In the era of Lian Heng, domestic manufacturers still have obvious advantages. Chip manufacturers, represented by NVIDIA, have been hoping to conduct a comprehensive industry consolidation and provide customers with a complete set of solutions. What CSP manufacturers want more is the decoupling of the industrial chain, and every link such as GPU, copper connection, optical module and switch can find corresponding suppliers. The heavy volume of AEC and the rise of CSP manufacturer's independent scheme indicate that the computing power industry chain has entered the era of Lian Heng, and we are firmly optimistic about the domestic related computing power industry chain.The 28th meeting of the China-ROK Joint Economic and Trade Commission was held in Seoul, South Korea. On the 12th, Vice Minister of Commerce Li Fei co-chaired the 28th meeting of the China-ROK Joint Economic and Trade Commission with Vice Minister of Foreign Affairs Jiang Renxian in Seoul, South Korea. The two sides exchanged views on deepening China-ROK industrial chain supply chain, trade and investment, regional and multilateral cooperation, pragmatically promoted related matters, and reached broad consensus.Lianxiang Co., Ltd. and others set up a new digital technology company. The enterprise search APP shows that recently, Zhejiang Lianxi Digital Technology Co., Ltd. was established, with Li Xiaoliang as the legal representative and a registered capital of 10 million yuan. Its business scope includes: the first type of value-added telecommunications services; The second kind of value-added telecommunications services, etc. Enterprise investigation shows that the company is jointly held by Lianxiang and others.
Texas, the United States, launched an investigation into technology platforms for the protection of minors. Texas Attorney General Ken Paxton said on Thursday that the attorney general's office launched an investigation into more than a dozen technology platforms, covering practices on the privacy and safety of minors. Paxton added that the surveyed platforms include artificial intelligence chat robot startups such as Character.AI, Reddit, Instagram and Discord. Social media companies said that they will cooperate with officials to protect young users, and said that they have launched new tools aimed at protecting teenagers from surfing the Internet, including parental controls.The Nikkei 225 index fell to 1%.Affected by martial law, the support rate of South Korean President Yin Xiyue fell to a record 11%.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide
Strategy guide
12-14