OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？_老虎社区_美港股上老虎

OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？

格隆汇02-19

马斯克“坐不住”了！2024伊始，OpenAI 最新发布的文本生成视频模型Sora再度震惊世界。无疑，这是继ChatGPT之后的又一大阶段性的突破。今日作为A股节后开市的第一天，AI概念股为之一振掀起了全线狂欢潮，会畅通讯、中文在线、汉仪股份、当虹科技、万兴科技、因赛集团等多股涨停。Sora横空出世Sora一出，震惊四座。当地时间2月15日，Open AI发布了首个文生视频模型Sora，它可以根据...

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Lukatang
·02-20
差距一下就出来了，我们只会蹭
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Tinydrop
·02-19
又可以弯道超车了
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风之痕
·02-19
有什么用？有我们App广告自动跳转牛逼吗
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釖釖虎
·02-19
太恐怖
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梁志刚他奶奶
·02-19
来源就是遥遥领先
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AI concept collective carnival, the main line is stable again throughout the year?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/35536e43393156ba1ea355d173faa90d","symbols_score_info":{"300364":0.9,"300578":0.9,"300624":0.9,"300781":0.9,"301270":0.9,"688039":0.9},"content_text":"马斯克“坐不住”了！2024伊始，OpenAI 最新发布的文本生成视频模型Sora再度震惊世界。无疑，这是继ChatGPT之后的又一大阶段性的突破。今日作为A股节后开市的第一天，AI概念股为之一振掀起了全线狂欢潮，会畅通讯、中文在线、汉仪股份、当虹科技、万兴科技、因赛集团等多股涨停。Sora横空出世Sora一出，震惊四座。当地时间2月15日，Open AI发布了首个文生视频模型Sora，它可以根据用户的文本提示快速制作长达一分钟的逼真视频。Open AI称其为“世界模拟器”。据介绍，Sora 能够生成具有多个角色、特定类型的运动以及主体和背景的准确细节的复杂场景。该模型不仅了解用户在提示中提出的要求，还了解这些东西在物理世界中的存在方式。OpenAI表示，Sora是能够理解和模拟现实世界的模型基础，相信这一功能将成为实现AGI（通用人工智能）的重要里程碑。从Sora生成的视频来看，极其“逼真”和“富有想象力”的画面令人惊叹。其中高度细致的背景、复杂的多角度镜头等，让网友们直呼“现实不存在了”。人们都说，真正看到新工业革命的来临，下一个十年将是最为疯狂的十年。也有网友直呼game over，要失业了，甚至有人已经开始“悼念”一整个行业。一直走在潮流前线的马斯克见此也“坐不住”了。在Sora问世后，马斯克随即在X上发布了一篇帖子，展示了特斯拉去年首次推出的一些生成视频。在过去的几天里，他也多次提到关于 OpenAI 的总体情况和特斯拉在现实世界视频生成方面的努力。在其中一篇文章中，马斯克回复了“特斯拉应该制作一款视频游戏”的帖子，并表示他长期以来一直想这样做。他认为特斯拉的“现实世界模拟和视频生成是世界上最好的”，不过在推出无监督全自动驾驶（FSD）之前，该公司将无法制作游戏对公众。马斯克还表示，特斯拉已经有能力用精确的物理原理生成真实世界的视频大约一年了，但这些系统创建的生成视频并不是很有趣，因为训练数据来自其汽车。他说，它看起来就像特斯拉的普通视频，尽管它实际上是用“动态生成（不记得）的世界”创建的。“Tesla 视频生成超越 OpenAI 的地方在于它预测了极其准确的物理现象，这对于自动驾驶来说至关重要。”换言之，OpenAI做的东西，他早早就做出来了。众所周知，马斯克与 OpenAI 曾有过一段具有争议的历史渊源。此前，马斯克也一直对 OpenAI 从非营利性公司向营利性公司的转变持高度批评态度。所以去年，他还推出了自己的人工智能公司“xAI”，并且于 11 月推出了其首款产品—— Grok 大模型。不过眼下，想要赶超ChatGPT似乎还有些困难。AI多模态风起云涌自ChatGPT引爆起，国内大模型们的追赶一刻也没停下。去年来，科技大厂、创业企业、科研院所纷纷入局AI大模型。据不完全统计，已有十多家A股上市公司之前已经在布局多模态大模型或对AI视频相关研发。其中在视频生成领域，已有海康威、佳都科技、昆仑万维、大华股份、萤石网络、万兴科技、因赛集团、拓尔思、当虹科技等多家A股上市公司积极布局。而对于Sora的影响，360集团创始人、董事长周鸿祎稍早前在微博发文表示，Sora意味着AGI实现将从10年缩短到两三年。周鸿祎说，年前分享了大模型十大趋势预测，没想到年还没过完，就验证了好几个。从Gemini、英伟达的Chat With RTX到OpenAI发布Sora，大家都觉得很炸裂。对于怎么看Sora，周鸿祎谈了几个观点，总体来说，就是AGI很快会实现，就这几年的事儿了。第一，科技竞争最终比拼的是让人才密度和深厚积累。第二，AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。第三，我一直说国内大模型发展水平表面看已经接近 GPT-3.5 了，但实际上跟 4.0 比还有一年半的差距。而且我相信 OpenAl手里应该还藏着一些秘密武器。第四，大语言模型最牛的是，它不是填空机而是能完整地理解这个世界的知识。国海证券认为，Sora体现出大模型进化速度的超预期。截至2023年12月份，ChatGPT用户数1.8亿，网站月均访问量17亿次，OpenAI估值超1000亿美元，Sora的发布将打开OpenAI用户量价和估值空间。中信证券研报指出，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。同时，谷歌最新多模态大模型Gemini 1.5以及英伟达本地聊天机器人Chat with RTX也在近期陆续发布。AI发展趋势已经愈发明确，AI产业成熟的商业模式与“收入—资本开支”的良性循环亦在逐步形成。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而打开龙头厂商估值空间。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":275865648140424,"gmtCreate":1708389206141,"gmtModify":1708393515701,"author":{"id":"4171454077570592","authorId":"4171454077570592","name":"Lukatang","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4171454077570592","authorIdStr":"4171454077570592"},"htmlText":"差距一下就出来了，我们只会蹭","listText":"差距一下就出来了，我们只会蹭","text":"差距一下就出来了，我们只会蹭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275865648140424","repostId":2412092207,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":275706169958672,"gmtCreate":1708350271429,"gmtModify":1708350272961,"author":{"id":"3568697893392098","authorId":"3568697893392098","name":"Tinydrop","avatar":"https://static.tigerbbs.com/fc3873de117cdc949e0a95f529fd099c","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":7,"crmLevelSwitch":0,"idStr":"3568697893392098","authorIdStr":"3568697893392098"},"htmlText":"又可以弯道超车了","listText":"又可以弯道超车了","text":"又可以弯道超车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275706169958672","repostId":2412092207,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":275697574121592,"gmtCreate":1708331712404,"gmtModify":1708331896818,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"339475798898324","authorIdStr":"339475798898324"},"htmlText":"有什么用？有我们App广告自动跳转牛逼吗","listText":"有什么用？有我们App广告自动跳转牛逼吗","text":"有什么用？有我们App广告自动跳转牛逼吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275697574121592","repostId":2412092207,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":275693962277000,"gmtCreate":1708330887359,"gmtModify":1708330889018,"author":{"id":"3560502392868344","authorId":"3560502392868344","name":"釖釖虎","avatar":"https://static.tigerbbs.com/342cfb82a2f1fde098cb308fe87665f6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3560502392868344","authorIdStr":"3560502392868344"},"htmlText":"太恐怖","listText":"太恐怖","text":"太恐怖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275693962277000","repostId":2412092207,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":275668456919328,"gmtCreate":1708324537617,"gmtModify":1708324703843,"author":{"id":"4171162463355482","authorId":"4171162463355482","name":"梁志刚他奶奶","avatar":"https://static.tigerbbs.com/36e60c9867d574deb7e9fa20fd9eb27d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":0,"idStr":"4171162463355482","authorIdStr":"4171162463355482"},"htmlText":"来源就是遥遥领先","listText":"来源就是遥遥领先","text":"来源就是遥遥领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275668456919328","repostId":2412092207,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":4,"commentSize":5,"repostSize":2,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false}}