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At the beginning of this year, the Wensheng video Sora released by OpenAI and Kimi, an intelligent assistant launched by Dark Side of the Moon earlier, quickly circled, which set off a wave of AI film and television applications. In the same month, ByteDance's Volcano Engine Bean Bag video released the PixelDance generation model, which has been tested in a small scale. At the Digital Technology Ecology Conference held in early December, China Telecom released a large model of Wensheng video.This article does not constitute specific investment advice, investment is risky, and you need to be cautious when entering the market.Concept stocks:

AI+ advertisementIn the future, we hope to see the integration of reality and reality and a new teaching paradigm of "teacher, student and machine" interaction.From AI-generated pictures to AI-generated videos, AI technology is deeply digging into the "experimental field" of the film and television industry, and has made remarkable progress. In terms of film and television applications, AI can help film special effects production, lens and script design, advertising creative design, game animation production, news reports, automatic generation of short videos and so on.

AI+ advertisementIn recent years, there are more and more AI intelligent generation, virtual film production, and AI audio and video technologies. These achievements are helping the accurate delivery and optimization of advertisements, and pushing the advertising industry to the high end of the value chain. Domestic advertising marketing companies represented by Simei Media and Insai Group continue to strengthen the application of AI technology, showing the powerful effectiveness of AI technology in the advertising field. In April last year, Meituan preferred to show "Save Money for Girls", which was the first outdoor advertisement in China with AI painting. In February of this year, Huayang Lianzhong released the whole-process AI New Year short film "The Year of Dragon Mirror", which brought a creative feast of combining AI and advertising. In November, Insay Group cooperated with CLICKSMOBI, a marketing agent at sea, and planned to create a comprehensive advertising trading platform including demand-side platform, advertising exchange platform and supply-side platform. At the Shanghai International Advertising Festival in August this year, more than ten cases of AI+ advertisements were presented. For example, "Being Good for AI" by Shanghai Radio and Television Station, as the first AIGC series public service advertisement film in China, shows the high efficiency and innovation potential of AI in content creation in technology, and positively guides the audience to think about technology serving people in content. At the same time, the "track beyond imagination" of Shanghai Tianyukong Advertising Co., Ltd. has brought us movie-level special effects video by creating a solid giant transparent screen Lenovo notebook device, which is built by CG animation and real scene synthesis.Concept stocks: Xinghui Shares, Yiwang Yichuang, Worth Buying, Focus Technology, Guangyun Technology, Ensai Group, Blue Cursor, Easy Point World, Rebate Technology, Three States Shares, Hua Kai Yibai.