山西证券：Sora正式上线 AI视频生成工具持续迭代

Core Insights - OpenAI launched Sora on December 10, which features enhanced video recreation capabilities including Storyboard, Remix, and Re-cut, significantly improving video generation speed and methods compared to the version released in February [1] - Domestic companies have accelerated the development and iteration of AI video generation products this year, with continuous improvements in product capabilities and expanding application scenarios [1] - The launch of Sora marks a shift from a creative tool to a productivity tool, with the potential for accelerated penetration into various application scenarios as AI video generation tools continue to evolve [1] Industry Focus - Attention is recommended on fields closely related to video generation, such as creativity, design, and education, with relevant companies including iFlytek and Hikvision [1] - The computational power demand for video generation models is significantly higher than that for text, suggesting a focus on AI computing-related companies, including Cambrian, Haiguang Information, and Zhongke Shuguang [1]