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国产“Sora”火了,机构看好的多模态AI股出炉

Domestic “Sora” is popular, and multi-modal AI stocks that institutions are optimistic about are released

Breakings ·  Apr 29 08:56
On April 27, at the 2024 Zhongguancun Forum Annual Meeting Future Artificial Intelligence Pioneer Forum, Tsinghua University Joint Student Digital Technology officially released China's first large-scale video model with long duration, high consistency, and high dynamics - Vidu. At the beginning of this year, after OpenAI released Sora, it set off a global boom in competition for AI video generation, and also caused the outside world to shift the focus of attention on large models from single mode to multiple modes. The release of Vidu is the first major video model in China with characteristics such as “long duration, high consistency, and high dynamism.” Judging from concept stock performance data, of the 75 multi-modal AI concepts that have already published their 2023 annual reports, 33 shares achieved performance growth or reversed losses. Among them, Dahua Co., Ltd., Yunding Technology, Zhejiang Internet, Zhouming Technology, Wanxing Technology, and Maxvision Technology doubled their performance in 2023, while Leo shares, Xindu Technology, and Qianfang Technology turned losses into profits. Among concept stocks, the ones with the highest institutional attention are Mango Supermedia, Hang Seng Electronics, and Zhongke Chuangda, all covered by research reports from 30 or more brokerage firms. According to the unanimous forecast of more than 5 institutions, the net profit growth rate of the 12 concept stocks is expected to exceed 30% this year and next. Among them, China Science and Technology Chuangda, Zhouming Technology, and Guanglian retraced by more than 30% during the year. (Data treasure)

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