Group 1 - The core viewpoint of the article highlights that AI video tools have undergone multiple rounds of technological upgrades since 2024 and are gradually entering the commercialization phase [1] - On the tool side, the DiTs architecture has become mainstream, and model tools are beginning to commercialize [1] - Domestic video generation technology has caught up with international standards [1] Group 2 - In B-end applications, there are diverse scenarios, with a focus on the integration of AI workflows and tool upgrades [1] - AI video tools have achieved significant scale and results in B-end content production [1] - In C-end applications, creators and platforms are actively engaged, with attention on the breakout of AI video content [1] Group 3 - C-end users have already created and published a considerable volume of AI-generated videos, which have a small but notable influence on social media [1] - It is recommended to focus on the implementation of AI video applications on both B and C ends, particularly on two types of companies: those leveraging their technological capabilities and content platform advantages for dual circulation [1] - The second type of company to watch is those continuously advancing in AI tool applications, workflow integration, and industrial upgrades in content production [1]
中金公司:关注AI视频应用在B、C两端落地情况 关注两类公司