集成电路ETF（159546）回调超6.5%，OpenAI 重磅发布 Sora 2，回调或可布局

Group 1 - OpenAI has launched Sora 2, a significant advancement in AI video generation, which is expected to revolutionize the industry similar to the impact of GPT-3.5 [1] - Sora 2 features enhanced capabilities in physical simulation, realism, and controllability, allowing for complex action scenes and multi-angle storytelling [1] - The new iOS application, Sora App, is described as an "AI version of TikTok," introducing unique features like Cameo and Remix, potentially transforming short video social media interactions [1] Group 2 - The introduction of Sora App is anticipated to increase user engagement with AI content and explore new business models for AI video, including monetization beyond creation costs [2] - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), reflecting the performance of publicly listed companies in the semiconductor industry, which is characterized by high technology content and growth potential [2] - The index primarily focuses on sectors such as electronics and information technology, representing the development level and trends of China's integrated circuit industry [2]