电子周跟踪：OpenAI推出高速版Sora，字节跳动将举办原动力大会

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the electronic industry [1]. Core Insights - OpenAI has launched the Sora Turbo version, enhancing AI model performance and commercial applications, which is expected to drive demand for high-performance AI hardware [5][74]. - The semiconductor industry is experiencing significant growth, with Broadcom reporting a 44% year-over-year increase in revenue, driven by AI-related products [74]. - The report suggests focusing on domestic substitution in equipment, materials, and components, as well as opportunities arising from AI technology-driven hardware upgrades [5]. Market Overview - The overall market saw declines during the week of December 9-13, 2024, with the Shanghai Composite Index down 0.36% and the Shenzhen Component Index down 0.73% [2][19]. - The semiconductor sector showed mixed performance, with the Wind Semiconductor Index declining by 1.23% while the Philadelphia Semiconductor Index increased by 1.75% [2][19]. - Among sub-sectors, "Other Electronics" (+4.97%), "Digital Chip Design" (+2.43%), and "Optical Electronics" (+2.05%) were the top performers [2][19]. Stock Performance - Top gainers included Runxin Technology (+76.89%), Lexin Technology (+50.20%), and Puran Technology (+37.22%) [31]. - Major decliners were Chicheng Technology (-21.00%), Yabo Xuan (-18.92%), and Hongchang Electronics (-15.06%) [31]. Industry News - OpenAI's Sora Turbo can generate realistic videos based on text prompts and existing media, marking a significant advancement in AI video generation [5][74]. - ByteDance's Volcano Engine is set to host the FORCE2024 conference, showcasing new AI models and fostering developer engagement [5][74]. - Broadcom's fiscal report highlighted a 220% increase in AI revenue, contributing significantly to its semiconductor income [74].