金吾财讯 | 中国银河证券表示，9月30日，OpenAI发布视频生成模型Sora 2，并同步推出独立iOS社交应用Sora App，该应用由Sora 2提供支持。Sora 2的核心价值在于打破AI视频技术可用但商业难落地的僵局，通过三大创新构建“创作+社交+商业”全链路生态，具体体现为：1、技术破壁，从“像素生成”到“世界模拟”；2、生态破壁，激活“用户共创”社交裂变；3、商业破壁，衔接OpenAI“智能OS”变现链路。该机构指，Sora 2视频模型发布与AMD算力深度合作，并非孤立布局，而是围绕生态闭环构建及算力主权掌控的顶层战略展开，二者形成“内容端引爆需求+算力端支撑供给”的协同效应，标志着AI行业从技术单点突破进入生态与算力协同进化的新阶段。1、内容端将被“AI原生”模式重构；2、算力格局从垄断竞争到多元适配，低功耗及边缘算力需求将激增；3、“AI原生生态”对社交与电商传统平台形成降维冲击。全球AI范式跃迁下的按图索骥，该机构依然建议把握三条投资主线：主线一，智能算力基建的马拉松式大成长周期；主线二，智能终端的入口之争；主线三，垂直应用的数据飞轮。
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