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]