芯片股走强 Sora 2相较前代提升幅度巨大 AI算力国产替代需求升温

金吾财讯
Oct 09

金吾财讯 | 芯片股普升,ASMPT(00522)涨11.10%,华虹半导体(01347)涨8.46%,晶门半导体(02878)涨5.08%,芯智控股(02166)涨4.50%,中芯国际(00981)涨4.13%,上海复旦(01385)涨3.29%,美佳音控股(06939)涨3.28%,宏光半导体(06908)涨1.61%,中电华大科技(00085)涨1.11%,贝克微(02149)涨0.67% 。A股方面,华虹公司(688347)20cm涨停,中芯国际(688981)涨8.39%。据《每日经济新闻》报道,虽仍存在生产效率偏低、分享到其他平台后清晰度下降等问题,但相比2024年推出的Sora 1,Sora 2在物理逻辑、画面一致性和真实感上均有显著提升,尤其是在物理引擎、物理引擎方面大幅改进,运动轨迹、重力、碰撞反应、液体流动和人物动作更加符合真实物理规律,提升约80%物理准确度,Open AI称之为“视频生成的GPT-3.5时刻”。东莞证券表示,随着海外AI Infra需求持续高企,叠加国内AI芯片国产替代与两存扩产持续推进,算力、存储需求有望继续加大。建议关注算力芯片、存储芯片设计、存储模组、DDR5等相关受益环节。

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