SIASUN(SZ:300024)2026-01-20 03:54Summary of Conference Call on AI Applications and Multimodal Models Company and Industry Overview - The conference call focused on the AI applications and advancements in multimodal models, particularly in the context of the computer and technology industry, with specific emphasis on companies like Google, OpenAI, and domestic players like ByteDance and Minimax [1][21][30]. Core Points and Arguments 1. Transition to AI 2.0: The industry is entering a 2.0 phase characterized by a focus on scalable AI application scenarios, particularly in multimodal models [1][3]. 2. Key Growth Areas: Two primary areas identified for growth are AI in finance and taxation, and AI video applications, with a notable emphasis on the latter due to its larger global market potential [2][3]. 3. Rapid Growth in AI Video: There has been explosive growth in AI-generated short dramas and videos, with expectations of significant increases in production and quality over the next year [3][21]. 4. Technological Advancements: The evolution of large models is shifting from text-based to multimodal capabilities, with significant developments in dynamic understanding and generation [5][20]. 5. Emergence of World Models: The concept of world models is gaining traction, which could enhance applications in robotics and autonomous driving, although it is still in the experimental phase [18][28]. Additional Important Insights 1. Cost Reduction in AI Video Production: The cost of producing high-quality AI videos has significantly decreased, with estimates suggesting costs for 1080P quality videos are now in the range of 1,000 to 3,000 yuan [23][30]. 2. Domestic Model Development: Domestic models are expected to catch up with international counterparts by mid-2024, with companies like ByteDance and Minimax leading the charge [22][27]. 3. Investment Opportunities: Key investment opportunities identified include companies involved in AI video production, such as Zhaochi and Kunlun Wanwei, as well as those developing AI tools and platforms [25][30]. 4. Market Growth Projections: The AI video market is projected to experience exponential growth, with estimates suggesting it could exceed 1 trillion yuan, driven by both supply and demand factors [24][30]. 5. Focus on Multimodal Applications: The emphasis on multimodal applications is expected to drive significant advancements in AI technologies, particularly in video generation and understanding [29][30]. This summary encapsulates the key discussions and insights from the conference call, highlighting the transformative potential of AI applications and the strategic focus on multimodal models within the industry.