Sora 2热度高涨 AI算力需求强劲

Group 1 - OpenAI has launched its latest flagship video and audio generation model, Sora2, which shows significant improvements in physical simulation, realism, controllability, audio-video synchronization, and multi-camera storytelling compared to its predecessor [1] - The initial Sora model, released in February 2024, is considered a "GPT-1 moment" for the video field, while Sora2 represents a leap to a "GPT-3.5 moment" [1] - The Sora App, powered by Sora2, is currently in an invite-only phase, allowing users to create audio-visual content and features a customizable feed for video browsing, achieving the top position on the US App Store free chart within three days of launch [1] Group 2 - CITIC Securities indicates that the demand for AI computing power remains strong across applications and hardware, with sustained capital expenditure in AI computing power [2] - The AI computing sector encompasses advanced processes, GPU/ASIC, optical modules, PCBs, servers, switches, optical devices, copper connections, IDC, and supporting infrastructure, indicating a sector-wide market trend with opportunities for individual stocks [2] - The market capitalization in the AI computing sector still has room for growth, suggesting potential investment opportunities [2]