Sora Concept Gains Momentum: What Are the AI Sora Concept Stocks?

[baoshi.rao]

On February 19th, the Sora concept became active, with multiple related stocks hitting the daily limit-up; sectors such as virtual humans, ChatGPT, AIGC, AI applications, short drama games, and Douyin platform in the media industry also rose simultaneously.

According to reports, OpenAI officially released its first video generation model, Sora.

CITIC Securities research report pointed out that if Sora becomes a super application in the field of video creation, it will bring huge demand for network equipment upgrades.

At the same time, Google's latest multimodal large model Gemini 1.5 and NVIDIA's local chatbot Chat with RTX have also been released recently.

This is expected to alleviate market concerns about the sustainability of investments in computing equipment such as optical modules, thereby opening up valuation space for leading manufacturers.

So, what are the Sora-related concept stocks? Let's take a closer look. 1. Sora-Related Concept Stocks

Sora-related concept stocks include Wanxing Technology, Kunlun Tech, BlueFocus, Danghong Technology, Yidian Tianxia, Focus Technology, Insig Group, Chinese Online, Shengtian Network, Silkroad Visual, Hikvision, ArcSoft, SDIC Smart, Jebsen Group, etc.

1. Wanxing Technology

A company specializing in AI software development, with products covering AI image recognition, speech recognition, and natural language processing.

2. Kunlun Tech

Primarily a game development company that also has strategic deployments in the AI field.

3. BlueFocus

A digital marketing-focused company that creates more creative and attractive marketing strategies for clients to enhance brand influence.

4. Danghong Technology

Has practical applications in AIGC, providing clients with AI-supported video production/processing solutions. 5. Yeahmobi

A company specializing in global marketing. Through Yeahmobi's global marketing platform, video content generated by Sora can deliver brand stories to consumers worldwide.

6. Focus Technology

An e-commerce focused company that can create more attractive product displays and promotional strategies to improve conversion rates.

7. Insig Group

An integrated marketing communications company. With Sora-generated video content, Insig Group can help clients enhance brand image and expand market share.

8. Chinese Online

A digital content creation company. Leveraging Sora's technology, Chinese Online can launch more distinctive original content to meet user needs.

9. Shengtian Network A company focused on online gaming and digital entertainment. By utilizing video content generated by Sora, Shengtian Network can enhance product appeal and expand business areas.

10. Silk Road Visual

A company specializing in visual arts. With Sora's technology, Silk Road Visual can achieve breakthroughs in visual design and animation production, providing higher-quality services to clients.

11. Hikvision

A technology company dedicated to innovation, committed to applying IoT sensing, artificial intelligence, and big data technologies to serve various industries, leading the new future of intelligent IoT.

12. ArcSoft

A provider of computer vision algorithm services and solutions, offering one-stop visual solutions for smart devices such as smartphones, smart cars, and IoT globally.

13. SDIC Intelligence

Focused on four major business areas: "electronic data forensics, public safety big data, new cyberspace security, and digital government and enterprise digitization," dedicated to applying digital and information technologies. 14. Jiecheng Shares

Adhering to the strategy of 'dual-wheel drive of content and technology, becoming an internationally innovative digital cultural media giant', it aims to build a new cultural industry group.

II. AI Computing Power Industry Chain

1. Chip-related

In terms of computing power chips, there are companies such as Cambricon, Hygon Information, Loongson Technology, and Sugon;

In the optical module sector, stocks include Cambridge Technology, InnoLight Technology, Eoptolink, and TFC Optical Communication;

Optical chip stocks include Yuanjie Technology, Shijia Photon, Accelink, and Changguang Huaxin.

2. Servers and Components

AI server stocks include ZTE, Foxconn Industrial Internet, Unisplendour, TOWIN Information, Inspur Information, Digital China, and Sugon;

In the storage sector, there are companies like GigaDevice, Montage Technology, Dongxin Semiconductor, and Ingenic. Power supply sector stocks include China Great Wall, Xinleineng, and Oulutong.

PCB stocks include Huatian Technology, Shennan Circuits, Xingsen Technology, and Shengyi Electronics.

3. Data Centers and Equipment

Data center sector stocks include Guangshen New Network, Kehua Data, Chengdi Xiangjiang, Aofei Data, Shuguang Shuchuang, and Runze Technology.

Liquid cooling manufacturer stocks include Juhua Co., Ltd., Gaolan Co., Ltd., Shenling Environment, and Invic.

Edge computing sector stocks include Aojie Technology, Chuling Information, Meige Intelligence, and Yuanyuan Communication.

Chip testing-related stocks include Changchuan Technology, Huafeng Test Control, and Shenke Technology.

The above is an introduction to Sora-related concept stocks. When considering investments in these companies, investors need to pay attention to industry development trends, industrial chain layout, and policy directions to seize investment opportunities.