①OpenAI's 12-day event opened. On the first day of the event, OpenAI founder Sam Altman stated that the "full-version" inference model o1 and ChatGPT Pro are being launched today. ②Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more AI blockbuster products will emerge in the future, continuously driving the growth of the media market.
OpenAI's 12-day event has begun. On the first day of the event, OpenAI founder Sam Altman stated that the "full-version" inference model o1 and ChatGPT Pro (with a monthly subscription fee of $200) are being launched today. It is reported that o1 is the smartest model in the world, smarter, faster, and with more functions (for example, multimodal) than o1-preview. It has now been launched in ChatGPT and will soon be available in the API. The newly launched ChatGPT Pro will be able to fully leverage the model and tools, including unlimited access to OpenAI o1 and a Pro version-exclusive o1.
Since the launch of Sora, video generation models have flourished. From the Kuaishou Keling, RunwayGen-3, and LumaDreamMachine in the first half of the year to the Vidu from Shengshu Technology, Zhipu Qingying, ByteDance's PixelDance, and MiniMax Hai Luo in the second half of the year, the emergence of these products has attracted widespread market attention. Recently, there have been continuous new developments in video generation models. On December 3, Tencent's Hun Yuan model announced the launch of video generation capabilities, officially joining the fiercely competitive video generation track. On the same day, the China Telecom AI Research Institute (TeleAI) released its first large video generation model based on the Starry Sky model at the "TeleAI Developer Conference" held on the 3rd. Minsheng Securities pointed out that overseas multimodal large models are opening up the "capability circle" of AI applications, further expanding the space for AI applications. Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, there will be more AI blockbuster products in the future, continuously driving the growth of the media market.
According to the Financial Data Center, among related listed companies:
Kunlun Tech has formed a matrix of six AI businesses: AI large models, AI search, AI games, AI music, AI animation, and AI social. On August 19, the company launched SkyReels, the world's first AI short play platform that integrates video large model and 3D large model.
Col Group Co., Ltd. has achieved commercial serialization and paid operation in AI-generated comics and dynamic comics. Multiple AI comic works have been simultaneously developed into AI dynamic comic productions and released through overseas channels, and the company has signed agreements with Japanese and Korean comic companies to implement the technology of AI dynamic comics overseas.