Xin Lang Cai Jing·2025-10-09 00:04Core Insights - The release of Sora2 and its accompanying social application signifies the integration of AI video generation and social interaction, potentially reshaping the content creation and distribution ecosystem, akin to a "ChatGPT moment" for AI video generation [1] Industry Trends - Continuous enhancement of multimodal AI large model capabilities is expected to drive efficiency improvements and business model transformations across various sectors, including video, social media, gaming, advertising, and e-commerce [1] Investment Opportunities - Companies involved in the following areas are recommended for attention: 1) AI video and film content and tools manufacturers 2) AI advertising and marketing 3) AI e-commerce 4) AI gaming-related companies [1]