计算机行业点评：Sora正式上线，多模态模型的里程碑

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating expected performance exceeding the benchmark index by over 10% [2][7]. Core Insights - The launch of Sora marks a significant milestone in AI video generation, enhancing creative capabilities and expanding its application potential across various sectors [2][3][7]. - The report highlights the rapid development and iteration of AI video generation products by domestic companies, with notable advancements in features and capabilities [2][7]. - The increasing demand for computational power in AI video generation is emphasized, suggesting a focus on companies involved in AI computing [7]. Summary by Sections Industry Performance - The computer industry has shown strong market performance over the past year, with significant advancements in AI applications [2]. Key Developments - Sora's new features include Storyboard, Remix, Re-cut, Loop, Blend, and Style presets, significantly improving video creation speed and quality [2][3]. - Other companies like Kuaishou, Zhipu AI, and ByteDance have also launched competitive AI video generation products, indicating a growing market [2][7]. Investment Recommendations - The report suggests focusing on sectors closely related to video generation, such as creativity, design, and education, with specific companies highlighted for potential investment [7]. - Additionally, it recommends monitoring AI computing-related companies due to the increased computational demands of video generation models [7].