开源证券表示，国内外多模态大模型迎来快速突破。OpenAI于2024年2月推出的初代Sora模型，堪称视 频领域的GPT-1时刻，2025年9月底，OpenAI推出Sora 2，视频领域有望迎来GPT 3.5式突破时刻。Sora 2 在物理模拟、真实感和可控性方面显著提升，还能同步生成对话、背景音效和声音效果，创造出从逼真 到动漫风格的统一视听体验。10月16日，谷歌在Gemini API中发布了Veo 3.1和Veo 3.1 Fast付费预览版， 在Veo 3基础上进行了重大升级，带来更丰富的音频支持、更强的叙事控制及更逼真的质感还原。 科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 截至14点，科创人工智能ETF（589010）日内回调2.14%，价格回踩至1.326元附近。尽管指数短期承 压，但结构性亮点十足：持仓股星环科技爆发力惊人，逆势上涨19.99%，天准科技大涨超7%，显示核 心个股依然具备极强的弹性。流动性方面，成交额已超4700万元，交投活跃。当前板块经历调整后 ...

Group 1 - The core viewpoint is that the AI sector is experiencing short-term adjustments, with the Sci-Tech Innovation Artificial Intelligence ETF (589010) down by 1.91% and only 2 out of 30 component stocks showing gains [1] - Microsoft has formed a super-intelligent team within its Microsoft AI division, focusing on affordable AI companions, expert-level medical diagnostics, and clean energy management [1] - The trading volume for the AI sector is approximately 23.94 million yuan, indicating moderate market turnover [1] Group 2 - OpenAI is set to launch its first Sora model in February 2024, marking a significant breakthrough in the video domain, akin to the GPT-1 moment [2] - The Sora 2 model, expected in September 2025, will enhance physical simulation, realism, and controllability, offering a unified audiovisual experience [2] - The Gemini API by Google has released a paid preview of Veo 3.1, which includes significant upgrades for richer audio support and improved narrative control [2]

Product Updates - Veo 3.1 and Veo 3.1 Fast are introduced as the latest video models [1] - The new models feature richer native audio [1] - Improved cinematic styles are included in the update [1] - The models support reference to video [1] - Transitions between frames are enhanced [1] - Video extensions are now available [1]