Galaxy Securities believes that Sora is a “milestone” in the development of artificial intelligence, driving the advent of the AGI era at an accelerated pace, demand for computing power will continue to explode, and it will continue to be optimistic about investment opportunities in the industrial chain. The proposal focuses on domestic listed companies: 1. Domestic multi-modal models: iFLYTEK, Hikvision, Dahua; 2. Computing power infrastructure: IFF, Zhongke Shuguang, Softcom, Shenzhou Digital, Runze Technology, Topway Information; 3. AI applications: Wanxing Technology, Jinshan Office, Chaotu Software, Caixun Co., Ltd., Torx, Weining Health, Jiahe Meikang, etc.
银河证券：Sora是人工智能发展进程中的“里程碑” 算力需求将持续爆发
Galaxy Securities: Sora is a “milestone” in the development of artificial intelligence. Demand for computing power will continue to explode
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