Core Insights - Vidu Technology has officially launched ViduQ2, which features an upgraded core function called "Reference Image" along with new text-to-image and image editing capabilities [1] - On its first day, ViduQ2's reference image and text-to-image usage reached 500,000 times, with hundreds of enterprises, including PhotoGrid, integrating the service [1] - The upgrade establishes a comprehensive multi-parameter workflow that connects image creation to video production, catering to major clients across eight sectors including internet, advertising, e-commerce, short films, animation, film and television, cultural tourism, and education [1] - Vidu's client base spans over 200 countries and regions, serving more than 40 million users and 6,000 developers and enterprises globally [1]

Group 1 - The core viewpoint is that overseas AI commercialization paths are clear, with model iteration and application explosion resonating together, leading to significant growth in user engagement and revenue for both model and application vendors [1][2] - North American tech companies are experiencing excess revenue growth compared to the macro economy and other industries, benefiting from the hardware computing power supply chain and accelerated cloud business revenue due to strong AI demand [2] - In the domestic B-end market, AI commercialization is first reflected in the Pre-AI stage, with rapid revenue generation in vertical scenarios like HR and finance that have clear cost-reduction and efficiency-improvement needs [3] Group 2 - The domestic C-end AI market is dominated by major companies, which adopt a free model to capture market share, while those achieving commercialization faster are primarily targeting overseas markets, focusing on image editing and video generation products [4] - The recommendation includes focusing on Pre-AI revenue in OA and ERP segments, faster AI revenue in specific vertical scenarios, and the gradual increase in local inference [1]