研报掘金丨中金：Seedance 2.0将带动视频模型推理需求，关注AI基建及IDC企业

Core Insights - ByteDance's Seedance 2.0 shows significant improvements in generation quality, complex actions and storyboarding, consistency and instruction adherence, as well as audio-visual synchronization compared to previous versions [1] - The new base model Seed 2.0 has made comprehensive advancements in multi-modal, reasoning, and programming scenarios [1] Industry Focus - Suggested areas of focus include AI infrastructure and IDC-related companies such as GDS Holdings, Century Internet, and Dongyangguang [1] - The report recommends monitoring the multi-modal video-related AI application ecosystem and companies within the ByteDance supply chain [1] Ratings and Targets - GDS Holdings and Century Internet are rated "outperform" with target prices set at $60 and $15 respectively [1]