传媒：Apple加码AIGC，国内多模态再迎突破

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the industry, indicating an expected investment return exceeding 10% over the next six months compared to the CSI 300 Index [1]. Core Insights - The report highlights that major technology companies are increasingly focusing on AIGC (AI-Generated Content), with Apple recently shifting its resources from electric vehicles to AIGC, reflecting a strategic pivot towards AI technologies [1]. - The emergence of new AI models, such as Sora and EMO, signifies significant advancements in multi-modal AI applications, enhancing productivity and content creation capabilities [1]. - The report emphasizes that the breakthroughs in domestic multi-modal video generation technology are likely to catalyze iterative changes in production methods and enrich content creation [1]. Summary by Sections Industry Performance - The report notes that as of February 28, 2024, Apple has acquired 32 AI startups, leading the tech industry in AI acquisitions, surpassing competitors like Google and Meta [1]. - The global market share of iPhone exceeded 20% in 2023, positioning Apple favorably for integrating new AI functionalities into its ecosystem, potentially impacting billions of devices [1]. Key Developments - The launch of the EMO framework by Alibaba's research team represents a breakthrough in AI video generation, allowing for expressive audio-driven portrait video creation from a single photo [1]. - The report mentions that the EMO technology can generate videos up to 1 minute and 30 seconds long, maintaining character consistency and supporting multiple languages, which enhances its application in various fields [1]. Investment Recommendations - The report suggests focusing on companies such as 蓝色光标 (300058.SZ), 世纪天鸿 (300654.SZ), and others, which are positioned to benefit from the advancements in AIGC and multi-modal technologies [1].