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Founder Securities said that the multi-modal generative AI has different empowerment rhythms for different film and television forms. Al's video generation ability corresponds to its empowered film and television form, and marketing video materials, short plays and animations are expected to benefit first. From the upstream and downstream of the industrial chain, companies with video corpus in the upstream and companies with video IP or web IP in the downstream are expected to benefit from the empowerment of AI video generation technology, and the new commercialization potential is expected to be gradually released.The popularity of bean bags is a bigger factor in the rise of stocks on the AI application side such as Lexin Technology. Quantum bit data shows that by the end of November, the cumulative user scale of Bean Bag APP has successfully exceeded 160 million in 2024, and the average daily download volume of new users has remained stable at 800,000, making it the second-ranked AI APP in the world and the first in China. In November, the APP DAU of bean bags was close to 9 million, with a growth rate of over 15%, far exceeding the 3 million of Kimi DAU, the second place.The concept of bean bag is on fire.

Data treasure screened out high-quality stocks with expected continuous high growth performance, with the following conditions: 1. The net profit growth rate in 2022 and 2023 exceeded 30%; 2. The number of rating agencies is more than 10; 3. The organization unanimously predicts that the net profit growth rate will exceed 30% this year; 4. The organization unanimously predicted that the P/E ratio this year would be less than 40 times.From the perspective of the consensus forecast of this year's P/E ratio, the P/E ratios of Otway, Guodian Power, Jiejia Weichuang, huadian power international, Bowei Alloy and Wanneng Power are less than 10 times, while those of Datang Power, Jiayou International, COSCO Haineng and General Motors are less than 15 times.The concept of AI application side has continued to soar recently. Zhongke Lanxun is close to the 20cm daily limit, and Hengxuan Technology and Juxin Technology have all risen by more than 10%.

The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.