计算机行业研究：OpenAI Shipmas Day3：Sora Turbo正式发布，视频版GPT-1时刻到来

Investment Rating - The report suggests a positive outlook for the industry, indicating a potential increase in value exceeding the market by more than 15% in the next 3-6 months [8]. Core Insights - OpenAI's latest release, Sora Turbo, allows users to generate videos with a maximum resolution of 1080p and a length of up to 20 seconds, enhancing video usability significantly [1][2]. - The new UI offers various editing features such as Remix, Re-cut, Storyboard, Loop, Blend, and Style presets, which empower users to create and customize videos more effectively [2]. - Sora operates on a diffusion model built on DALL・E and GPT, ensuring that the generated video adheres closely to user text instructions [2]. Summary by Sections Event Overview - OpenAI launched Sora Turbo, a video generation tool capable of producing high-quality videos with advanced editing capabilities [1]. Investment Logic - The report highlights the innovative features of Sora, which include the ability to remix and edit videos, thus improving user engagement and creativity [2]. - The pricing model for Sora is set at approximately $0.4 per video, with different subscription tiers for users, allowing for varying levels of video generation [3]. Investment Recommendations - The report recommends focusing on companies that are at the forefront of AI technology, such as iFlytek and SenseTime, which are expected to benefit from advancements in large model training and application [4]. - It also suggests monitoring companies like WPS Office and Kingsoft, which are integrating AI technology into office and educational sectors [4].