传媒行业快报：Vidu发布，国内视频生成持续突破

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the industry [1] Core Viewpoints - The report highlights significant breakthroughs in domestic video generation technology, particularly the launch of Vidu, which is China's first fully self-developed long-duration, high-consistency, and high-dynamic video model [1] - The report emphasizes that advancements in AI technology, coupled with important policy releases, are expected to catalyze the commercial application of AI [1] - The report notes that the Tele-FLM model, a low-carbon, high-performance open-source multilingual model, has significantly reduced training costs compared to competitors [1] - The report indicates that ongoing policy support is likely to accelerate the commercialization of AI, with measures proposed to enhance core technology development and data sharing [1] Summary by Relevant Sections Investment Highlights - The report mentions the successful conclusion of the 2024 Zhongguancun Forum, which featured an AI-themed day [1] - Vidu can generate 16 seconds of high-quality video based on text descriptions, showcasing its ability to simulate real-world physics and understand Chinese elements [1] - The report suggests that the advancements in AI technology will lower barriers for content creation and stimulate continuous development in niche AI sectors [1] Policy Developments - The report outlines that Beijing's measures to accelerate the development of general AI include support for key technology breakthroughs and financial backing for innovative projects [1] - It highlights that the government encourages the sharing of high-quality training data and supports the validation and iteration of AI applications in key sectors such as robotics and education [1] Investment Recommendations - The report recommends focusing on companies such as Century Tianhong (300654.SZ), Chinese Online (300364.SZ), and others, as multi-modal technology continues to evolve and policy signals remain positive for AI commercialization [1]