传媒行业：OpenAISora正式发布，关注AI多模态应用

Investment Rating - The industry investment rating is "Buy" [5] Core Viewpoints - The report highlights the official release of OpenAI's Sora Turbo on December 10, which supports multi-modal applications including video generation at 1080p and various aspect ratios. ChatGPT Plus/Pro users can generate videos with specific limitations based on their subscription tier [5] - The new Sora Turbo offers enhanced video generation capabilities and a range of editing features, which are expected to empower industries such as IP, film, and gaming. The report emphasizes the potential of AI multi-modal applications to drive further advancements in AI gaming, film, and marketing [5] - The report recommends focusing on companies involved in AI marketing, AI toys, AI emotional companionship, and AI film, suggesting specific companies for investment [5] Summary by Sections Industry Overview - The report discusses the advancements in AI video generation and editing tools, which are expected to significantly enhance content creation efficiency and reduce costs for companies in the film and gaming sectors [5] Company Recommendations - AI Marketing: Recommended companies include 易点天下 (Easy Point), 蓝色光标 (BlueFocus), and others [5] - AI Toys: Companies to watch include 上海电影 (Shanghai Film), 汤姆猫 (Tom Cat), and 奥飞娱乐 (Alpha Group) [5] - AI Emotional Companionship: Recommended companies include 恺英网络 (Kying Network) and others [5] - AI Film: Recommended companies include 华策影视 (Huace Film) and 芒果超媒 (Mango Excellent Media) [5] Financial Analysis - The report provides a detailed financial analysis of key companies in the media sector, including their latest closing prices, target prices, and expected earnings per share (EPS) for 2024 and 2025 [8]