Core Viewpoint - Fubo Group (03738) has seen a stock increase of over 5%, currently up 5.61% at HKD 6.97, with a trading volume of HKD 522 million, driven by the release of OpenAI's new audio-video generation model Sora2 and its associated iOS app Sora, which has topped the iOS free chart in the U.S. since October 3 [1] Group 1 - OpenAI's Sora2 model and the Sora app are expected to significantly lower the barriers for video creation, allowing users to participate in content creation and benefit from a revenue-sharing mechanism, which may increase the demand for AI-generated content copyright [1] - Huachuang Securities believes that Fubo Group, as a leader in copyright protection, may directly benefit from the popularity of Sora2 [1] - Minsheng Securities indicates that the rapid development of AIGC (AI-Generated Content) is likely to drive a swift increase in the demand for IP copyright protection [1] Group 2 - Fubo Group's VDNA video fingerprint recognition technology is one of the leading video content verification technologies in the industry [1] - The company is among the few independent copyright protection service providers globally that have deep API access to platforms such as YouTube, Facebook, Instagram, and SoundCloud, maintaining industry-leading identification efficiency and accuracy [1]
阜博集团涨超5% 公司作为版权保护龙头有望受益Sora2出圈