通信：Sora模型震撼发布，通信网络需求提升

Investment Rating - The report maintains a "Buy" rating for companies such as Zhongji Xuchuang (300308.SZ), Runze Technology (300442.SZ), and Xinyi Technology (300502.SZ) [1] Core Insights - The release of OpenAI's Sora model on February 16, 2024, is expected to significantly enhance demand for communication networks due to its ability to generate realistic and imaginative videos from text prompts [1] - The Sora model can produce videos up to 60 seconds long, featuring detailed backgrounds and emotionally rich characters, showcasing advanced capabilities in understanding physical existence and generating complex scenes [1] - The model's development is based on the DALL·E 3 technology and utilizes Transformer architecture, leading to unprecedented performance in video generation [1] Summary by Sections Event Analysis - OpenAI's Sora model demonstrates a breakthrough in AI video generation, capable of creating multiple characters and complex scenes with emotional depth [1] - The model can fill in missing frames in existing videos and generate high-resolution images up to 2048x2048 pixels [1] Market Implications - The report suggests that the rapid advancement in AI capabilities will drive upgrades in hardware, particularly in network equipment, to support increased computational demands [2] - Recommended companies to watch include ZTE Corporation, Unisplendour, and others involved in computing infrastructure and connectivity [2] Future Outlook - The report anticipates that the acceleration of AI infrastructure investments will lead to significant advancements in the communication sector, particularly in high-bandwidth and low-latency solutions [2]