10月9日每日研选丨节后资产怎么配？左手AI，右手黄金

Group 1: AI Video Development - The development of AI video is accelerating, leading to diverse innovations in PGC (Professionally Generated Content) and UGC (User Generated Content) applications [2] - In PGC, Sora2 enhances character control and explores revenue-sharing models, providing new opportunities for IP holders and creators, and promoting the upgrade of short dramas and interactive dramas [2] - In the UGC sector, AI video is being applied across various scenarios including entertainment, social media, e-commerce marketing, and education [2] Group 2: AI Industry Trends - The AI industry is witnessing clear trends, with significant advancements in the AI supply chain, including the release of Sora2 and partnerships between AMD and OpenAI [3] - There is a notable explosion in demand for AI infrastructure, particularly in IaaS (Infrastructure as a Service) providers, both domestically and internationally [3] - The demand for databases and data governance in the inference stage is increasing, highlighting key participating firms [3] Group 3: Content and Platform Opportunities - Technological breakthroughs represented by models like Sora2 are expected to drive new enthusiasm for AI applications, creating new opportunities in the content sector [4] - The valuation increase of leading companies like OpenAI benefits their ecosystem partners indirectly, while AI technology is reshaping content production paradigms [4] - Key areas of focus include micro-short dramas, films, animations, and the digital marketing sector, particularly mainstream community platforms like Douyin and Xiaohongshu [4] Group 4: Manufacturing Sector Recovery - The global manufacturing cycle is on the rise, which is expected to be a key variable influencing major asset trends [5] - Factors driving this recovery include a dual easing of fiscal and monetary policies globally, along with accelerated capital expenditures related to AI [5] - Investment recommendations include high-probability assets such as large-cap tech stocks, precious metals, and non-ferrous metals [5] Group 5: Gold Market Insights - The long-term support for gold remains solid due to factors like the restructuring of the global monetary credit system and ongoing central bank purchases [6] - Short-term dynamics indicate that while upward momentum may have been absorbed, continued investment demand and geopolitical risks will support gold prices [6] - The current expansion of dollar credit cracks is seen as a long-term driving force for gold prices, suggesting that gold is entering a new phase of long-term upward movement [7]