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OpenAI's video generation model Sora has exploded, and institutions have investigated these related listed companies in the past two weeks

OpenAI's video generation model Sora has exploded, and institutions have investigated these related listed companies in the past two weeks

Finance Associated Press, February 18 (edited by Sunrise) According to Choice statistics, as of Sunday, a total of 55 listed companies in Shanghai and Shenzhen have been surveyed by institutions in the past two weeks. According to the industry, the electronics, mechanical equipment and power equipment industry has the highest frequency of receiving surveys from institutions. In addition, the research attention of the pharmaceutical biology and computer industries has declined.

OpenAI's video generation model Sora has exploded, and institutions have investigated these related listed companies in the past two weeks

In terms of subdivisions, general equipment, software development and battery sectors ranked among the top three in terms of institutional attention. In addition, the attention of institutions in industries such as auto parts and semiconductors has declined.

OpenAI's video generation model Sora has exploded, and institutions have investigated these related listed companies in the past two weeks

In terms of specific companies, according to Choice statistics, Medicilon and Concentrating Technology have received the most surveys, reaching 2 times. According to the statistics of the number of visits from institutions, a total of 1 listed company received more than 100 institutions for research, and Xiechuang Data, Putailai and Shengyi Electronics ranked the top three, with 135, 63 and 55 respectively.

OpenAI's video generation model Sora has exploded, and institutions have investigated these related listed companies in the past two weeks

Among the listed companies surveyed in the past two weeks, the three stocks with the largest northbound capital inflows were Huaming Equipment, Angel Yeast and Baiyunshan, with net purchases of 100 million yuan, 86 million yuan and 59 million yuan respectively.

OpenAI's video generation model Sora has exploded, and institutions have investigated these related listed companies in the past two weeks

In terms of market performance, OpenAI's recent release of the Wensheng video model Sora has sparked heated discussions in the industry, and the concept of artificial intelligence has once again become the focus of institutional research. Among them, Xiechuang Data said in an institutional survey on February 6 that the company will adhere to the Internet of Things cloud platform as the business foundation, with audio and visual technology as the core feature, and continue to strengthen the integration and connection of its own video and audio AI capabilities and ChatGPT technology.

Xiechuang Data also said that the number of access devices and users of the company's video cloud platform has continued to grow, and a small amount of revenue has been generated. Among them, the number of online users of the smart camera cloud service has reached one million.

According to the research minutes released by Torch Core Technology on February 7, the company will launch the latest generation of high-end AI audio chip ATS286X upgraded to CPU+DSP+NPU three-core heterogeneity, and is expected to provide sample chips to downstream customers in the middle of this year.

Foxit Software said in an institutional survey on February 5 that the overseas version of the company's core product PDF Editor has realized the AI assistant function in all product forms (including Editor PC, Mobile and Cloud). In addition to the integration of AIGC on the company's core product PDF editor, the company also attaches importance to the application of large model capabilities in the company's new product line of intelligent document solutions.

(Finance Associated Press, Rising Sun)

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