在阅读文章前，辛苦您点下"关注"，方便讨论和分享。作者定会不负众望，按时按量创作出 更优质的内容 文|昕昕 前言 国庆假期刚过，创投圈的瓜比国庆堵车还堵——OpenAI带着Sora2炸了场，国产AI视频公司反手就甩出 融资成绩单，这波操作简直像"你扔王炸我出四个二"，火药味隔着屏幕都飘出来了。 AI视频 先说说OpenAI这波"王炸"有多顶，9月30号放出来的Sora2，直接把AI视频干到了"GPT-3.5时刻"，物理 效果逼真到能当科普片，音画同步精准得不像AI亲儿子。 这玩意儿首周下载量比当年ChatGPT还猛，网友直接调侃："TikTok看了要连夜改BP，Meta高管怕是国 庆没睡过好觉。" 就在大家哀嚎"国产玩家还玩不玩了"的时候，国内公司直接用真金白银回怼。 LiblibAI掏出1.3亿美元B轮融资，堪称2025年AI圈"融资天花板"，红杉、CMC这些大佬全扎堆了，被问 是不是蚂蚁投的，还装神秘说"没披露"，这波低调凡尔赛我给满分。 隔壁爱诗科技更狠，40天内连融两轮，累计超5.2亿元，顺便晒出成绩单：用户破亿，年收入4000万美 元，商业化不到一年涨10倍，这增速比坐火箭还快。 网友吐槽："前几天 ...

Core Insights - The article discusses the competitive landscape of AI video startups in China, particularly in light of recent significant funding rounds and the launch of OpenAI's Sora2 model, which has raised concerns among entrepreneurs about the viability of their businesses [3][4][5]. Funding Developments - LiblibAI announced a $130 million Series B funding round on October 23, marking the largest single financing in China's AI application sector since 2025, led by Sequoia China and CMC Capital [3]. - A week prior, Aishi Technology completed a 100 million RMB Series B+ funding round, with its products PixVerse and PaiWo AI surpassing 100 million users and achieving an annual recurring revenue (ARR) of over $40 million [3][9]. - The rapid funding activity reflects a response to the competitive pressures introduced by Sora2, which has reinvigorated interest in AI video applications [5]. Sora2's Impact - OpenAI's Sora2 model, released on September 30, represents a significant advancement in video generation capabilities, achieving near-perfect synchronization of voice, sound effects, and lip movements [4][7]. - Sora2's launch has been likened to a "GPT moment" for video, creating a surge of interest and activity in the AI video sector [4][6]. - The SoraApp, associated with Sora2, allows users to create videos easily and remix others' works, positioning it as a potential disruptor in the content creation space [7][8]. Market Dynamics - The emergence of Sora2 has prompted a wave of new AI video startups in China, with many entrepreneurs now actively pursuing opportunities in this space [8][10]. - Companies like Sand.ai have introduced new models like GAGA-1, which focus on audio-visual synchronization, indicating a shift towards consumer-oriented applications [10][11]. - The competitive landscape is characterized by a mix of established players and new entrants, with ByteDance being identified as a significant competitor for Chinese AI video startups [10][12]. Future Outlook - The article suggests that the narrative around AI video models is evolving, with a growing belief that the model capabilities will increasingly overshadow traditional product offerings [13][14]. - Entrepreneurs are encouraged to focus on user experience and innovative applications rather than directly competing with large companies on foundational models [17][18]. - The potential for AI video to transform into a community-driven platform is highlighted, with the possibility of redefining content consumption and creator engagement [16][17].

截至2025年10月17日 11:04，恒生科技指数下跌2.34%。成分股方面涨跌互现，蔚来-SW领涨2.48%，海尔智家上涨0.08%，同程旅行上涨0.00%；比亚迪电子 领跌5.65%，地平线机器人-W下跌5.14%，中芯国际下跌4.53%。恒生科技指数ETF(159742)下跌1.09%，最新报价0.81元。拉长时间看，截至2025年10月16 日，恒生科技指数ETF近3月累计上涨10.92%，涨幅排名可比基金2/11。 流动性方面，恒生科技指数ETF盘中换手5.24%，成交2.34亿元。拉长时间看，截至10月16日，恒生科技指数ETF近1月日均成交8.56亿元。 据报道，10月15日，阿里云宣布其位于迪拜的第二座数据中心正式投入使用，以满足中东地区日益增长的云和AI需求。这是今年以来，阿里云继泰国、韩 国、马来西亚、墨西哥及中国北京、上海、杭州等地，在全球落地的又一新数据中心。至此，阿里云全球布局已扩展至29个地域、92个可用区。 消息面上，近期，全球AI视频生成技术迎来关键突破，OpenAI发布Sora2模型并推出独立社交应用SoraApp，标志着AI从内容生成向社交生态构建迈进。 美国科技巨头Me ...