CITIC Securities: Wensheng video continues to make progress, commercialization is expected to accelerate

On July 1st, Jinshi Data reported that Citic Securities believes that the development of the Wen Sheng video industry has accelerated significantly since the release of Sora. The architectural paradigm of the new generation of video generation models has been formed, and the performance of the new architecture model has been significantly improved. It is expected that the product variety of the model will provide rich possibilities for empowering application scenarios. The video creative tool industry that combines with production scenes is optimistic about the performance improvement of Wen Sheng video models. The computer industry maintains a rating of 'outperforming the market'.