Sora App 海外出圈，AI 应用迎来关键时刻 20251009 摘要 Sora 2 通过模拟物理世界规律，提升了 AI 视频的真实性，并具备音视 频同步输出能力，降低了用户生成 AI 视频的门槛，结合 Camel 和 Remix 功能创新社交玩法，可能对传统社交媒体和短视频平台产生冲击。 ChatGPT 接入第三方应用标志着 AI 技术融入日常工具生态，推动企业 采用 AI 技术提升产品功能。国内企业需加速布局 AI 生态，通过创新 AI 解决方案切入市场，推动算力、数据处理及终端设备产业链发展。 中国互联网公司在产品从 1 到 N 的发展能力上表现出色，电商零售规模 和手游市场份额均超越海外。国内公司在 AI 生成图片和视频方面取得进 展，如抖音的"给豆包一张平平无奇的照片"话题热度超过 1,400 万。 Sora 的爆火培养了用户使用 AI 视频的习惯，对国内短视频平台是增量 而非颠覆。国产视频模型如可灵定价较低，更具性价比优势，且已全量 放开首尾帧功能，并即将上线整合全工作流的"灵动画布"支持多人协 作。 OpenAI 正从追求模型先进性转向产品化和变现，类似于 App Store 模 式，预计未 ...

Core Insights - The Hong Kong stock market saw a net inflow of 30.43 million HKD from northbound trading on October 9, with a net buy of 48.53 billion HKD from the Shanghai Stock Connect and a net sell of 18.1 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - Kuaishou-W (01024) received the highest net buy of 10.85 billion HKD, driven by positive sentiment regarding its AI video capabilities and expected revenue growth of 13% year-on-year to 35.3 billion RMB in Q3 [4][5] - ZTE Corporation (00763) had a net buy of 4.57 billion HKD, supported by the launch of its SuperPod solution aimed at enhancing AI training capabilities for enterprise clients [5] - Xiaomi Group-W (01810) saw a net buy of 2.31 billion HKD, with a reported increase in electric vehicle deliveries to over 40,000 units in September, up from 36,000 in August [5] Group 2: Notable Sell-offs - Alibaba-W (09988) faced a net sell of 7.5 billion HKD, influenced by negative news regarding Oracle's server rental performance, which impacted global cloud computing stocks [6] - Semiconductor stocks experienced significant net sell-offs, with SMIC (00981) and Hua Hong Semiconductor (01347) seeing net sells of 23.96 billion HKD and 11.41 billion HKD respectively, attributed to changes in margin trading regulations [6][7] - Tencent (00700) and CNOOC (00883) also experienced net sells of 4.63 billion HKD and 1.55 billion HKD respectively [7]

来源：市场资讯 （来源：亨特hunter） 国庆期间消息面整体比较平淡，没什么宏观层面的大消息，港股整体先涨后跌波动不大。 行业方面OpenAI搞了一些花活，先是发布了sora2，又去和英特尔搞合作，还搞了一个OpenAI 的 appstore。 越来越像为了融资而活着的公司，这让我想起了互联网泡沫时期的AOL（美国在线），互联网泡沫破 灭的标志就是AOL并购时代华纳，最后AOL也成为了互联网时代的殉道者。 我感觉OPEN AI正在走向同样的路，虽然现在看不到破灭的迹象，但大概率会走向和AOL一样的路，这 也是我认为当下资本市场最重要的一个潜在风险。 说回视频模型生成这个领域在当下属于比较小众的专业领域，能用可用的地方太少了，除了做一些短视 频以外没有长期使用的场景。 但视频模型很可能会在未来的元宇宙，MR时代里大放异彩，视频模型的进步还是值得关注的，我觉得 在这个领域中国企业一定是有竞争优势的，无论是抖音还是快手，他们都是拥有最多视频数据的玩家。 OpenAI 的appstore这个事如果大家还有记忆去年OpenAI就搞过类似的花活了，去年搞了一个类似的玩 意儿，最终无疾而终。 我不认为对话类应用可以替代现 ...

自 AI 工具开源以来，这大半年的时间，我们持续分享了很多 AI 工具的运用技巧。就在上周，社群里还系统的讲解了豆包、即梦、可灵以及 recraft 等工 具的使用方法，这些工具切实解决了互联网从业者面临的诸多难题。 其实大家都清楚 AI 工具的强大之处，但不会使用就跟没有一样。 | | 四大AI的使用方式 | | --- | --- | | | 国学报 2025-09-17 14:08 过期时间: 永久有效 | | | 返回上一级 全部文件 > 四大AI的使用方式 | | 197 文件名 | | | A | 1.1、如何给豆包提示词让它生成我们想要的文章_batch.mp4 | | 5 | 1.2、如何让豆包把别人的爆款文章改写成自己的_batch.mp4 | | (2) A | 1.3、怎样让AI根据要求生成通真的图片_batch.mp4 | | | 1.4、豆包的倒推提示词功能_batch.mp4 | | (조) A | 2.1、即梦怎样根据提示词生成高清图片_batch.mp4 | | 0079 A | 2.2、用即梦来复活照片上的人物_batch.mp4 | | D | 3.1、用提示词让可灵生成漂 ...

文 | 窄播，作者 | 李威 国庆假期刚开始，Sora 2就引爆了整个AI圈子。 这个新的视频模型带来了对现实世界更精准的呈现，有更强的可控性，能创造出复杂的音频，并且能够 轻松地将现实世界中的人和物插入到AI生成的视频内容中，完成一场现实里很难实现的高难度客串 （Cameo）。 于是，我们在这两天看到了大量由OpenAI CEO Sam Altman参演的AI视频作品，他会与瑞克、莫蒂对 谈，和同事一起撞翻充满彩色泡泡球的浴缸，在一个播客中参与讨论。这些内容发布在与Sora 2同步推 出的Sora App上，被看作是「AI抖音」将要到来的体现。 很多人相信，人们会被客串激发出更多AI视频的创造行为。但我们认为，即便有完整的内容推荐功 能，当下的Sora App本质也还是一个工具，而不是平台，它与另一个近期大火的AI视频生成产品 Higgsfield是同类——都是在利用AI提供更高级的滤镜，激发出人们跟风和模仿的冲动。 Sora 2带来的模型能力的提升，更可能会加快To B方向的落地，推动整个视频大模型行业的技术更新， 让AI更好地服务于有创作冲动的人。我们不知道To C层面的AI抖音什么时候能够出现，以及A ...

以下文章来源于窄播 ，作者窄播 窄播 . 关注消费、互联网、AI，聚焦公司、产业、案例，提供信息、趋势、洞察。 来源丨 窄播（ID：exact-interaction） 作者 | 李威 图源丨Midjourney 国庆假期刚开始，Sora 2就引爆了整个AI圈子。 这个新的视频模型带来了对现实世界更精准的呈现，有更强的可控性，能创造出复杂的音频，并且能 够轻松地将现实世界中的人和物插入到AI生成的视频内容中，完成一场现实里很难实现的高难度客串 （Cameo）。 于是，我们在这两天看到了大量由OpenAI CEO Sam Altman参演的AI视频作品，他会与瑞克、莫蒂 对谈，和同事一起撞翻充满彩色泡泡球的浴缸，在一个播客中参与讨论。 这些内容发布在与Sora 2 同步推出的Sora App上，被看作是「AI抖音」将要到来的体现。 很多人相信，人们会被客串激发出更多AI视频的创造行为。但我们认为，即便有完整的内容推荐功 能， 当下的Sora App本质也还是一个工具，而不是平台 ，它与另一个近期大火的AI视频生成产品 Higgsfield是同类—— 都是在利用AI提供更高级的滤镜，激发出人们跟风和模仿的冲动。 ...

Core Viewpoint - The release of Sora 2 by OpenAI signifies a transformative shift in content production methods, contrasting with platforms like TikTok by automating the creative process through generative AI, thus lowering content creation barriers and challenging traditional user-generated content logic [2]. Group 1: Comparison with TikTok - Sora 2 differs from TikTok by emphasizing algorithm-driven content generation rather than user-generated short videos, representing a new paradigm in content creation [2]. - TikTok relies on a "human + algorithm" collaboration, while Sora 2 automates the creative process, allowing users to generate high-quality videos simply by inputting text prompts [2]. Group 2: Features of Sora 2 - Sora 2 enhances the storytelling aspect of video generation, integrating sound effects, voiceovers, and dialogues, moving beyond merely generating a sequence of image frames [2]. - User testing indicates that Sora 2 performs well in understanding text prompts and generating corresponding characters, significantly improving upon previous video generation tools [13]. Group 3: User Testing Results - In user tests, prompts like "Ronald McDonald and Colonel Sanders are dancing Latin dance together by the seaside" yielded satisfactory results, although some elements were not perfectly represented [3][6]. - Another prompt involving "Pikachu battles Ultraman" showed that while the overall performance was good, there were minor issues with consistency, such as Pikachu turning into a Pokémon egg [7][11]. - The integration of story elements, sound, and voice in the generated videos was noted to be much better in Sora 2 compared to previous tools, indicating a significant advancement in video generation capabilities [13].

Core Viewpoint - OpenAI has launched Sora 2, an AI-generated video platform that functions similarly to TikTok, allowing users to create and share AI-generated content with enhanced realism and control [1][33]. Group 1: Sora 2 Features - Sora 2 is an upgraded model that generates videos with improved adherence to physical laws, resulting in more realistic movements and interactions [7][11]. - The platform allows for complex scene generation while maintaining logical consistency within the virtual environment [11]. - Users can inject real-world elements into the generated videos, enabling the integration of specific individuals into various AI-created scenarios [14][15]. Group 2: User Interaction and Control - The Sora app provides users with tools for content creation, customization of information feeds, and the ability to engage in secondary creation of AI content [15][37]. - Users have complete control over their likeness in the "cameo" feature, allowing them to authorize or revoke the use of their image in generated videos [24][38]. - The app aims to enhance user experience by utilizing a new recommendation algorithm based on OpenAI's existing language models [37]. Group 3: Market Position and Comparison - Sora 2 is positioned as a competitor to existing AI video applications, such as Kuaishou's Keling, with users comparing the performance of both platforms under similar prompts [42]. - The initial rollout of the Sora iOS app is focused on the North American market, indicating a strategic entry point for OpenAI [33].

Core Viewpoint - Kuaishou-W (1024.HK) has seen a rapid increase in stock price, rising over 6% to HKD 83.95, marking a new high since July 2022 [1] Group 1: Company Overview - Kuaishou is the second-largest short video platform in China, boasting over 700 million monthly active users [1] - The company stands out due to its decentralized distribution, strong user engagement, and community-driven ecosystem [1] Group 2: Growth Potential - Kuaishou has structural growth opportunities, particularly in lower-tier cities and non-standardized e-commerce categories [1] - The utilization of vast proprietary datasets to train advanced AI models, such as OneRec and Kegui, enhances user engagement and opens new revenue streams while reducing costs for merchants [1] Group 3: Analyst Rating - DBS Bank has resumed coverage of Kuaishou, assigning a "Buy" rating with a target price of HKD 98 [1]

用户付费在大语言模型中尚未跑通，但正悄然在AI视频生成赛道中生根发芽。 今年6月，AI视频生成初创公司Runway的年化营收超过9000万美元（约合人民币6.4亿元）；同年第二 季度，快手（1024.HK）旗下的AI视频生成应用"可灵"创收超过2.5亿元。 国内初创公司纷纷涌上牌桌。 北京生数科技有限公司（下称"生数科技"）的"Vidu"、北京爱诗科技有限公司（下称"爱诗科技"） 的"拍我"用户数均已突破千万；作为"杭州AI六小龙"首个IPO，Manycore Tech Inc.（下称"群核科技"） 年内亦计划发布针对C端消费者的AI视频生成产品。 市场对于AI视频的商业化前景不仅是局限于个人创作者生成一段短视频，还有影视创作、具身智能等 更多领域。 但由于空间一致性、内容拼接的崩坏等问题的存在，亦让AI视频生成模型陷入"卖家秀"和"买家秀"的争 议中。 尽管属于AI视频生成行业的DeepSeek时刻尚未到来，但在各家大厂的加码下，市场有理由相信未来的 发展路径会愈发清晰。 拼时长 2024年2月，OpenAI推出了Sora 1.0，较此前Runway只能生成3-4秒的视频来说实现了突破性的进展，成 为全球首 ...