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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.Today, the AI theme continues to soar, and the hardware direction has soared across the board. Tianjian shares, Star Technology, Lexin Technology and other stocks have a daily limit of 20cm. Among them, Lexin Technology has been trading for 20cm in a row. This unit is a global fabless semiconductor company, which has been deeply involved in the research and design of software and hardware products in the AIoT field for many years, focusing on the research and development of wireless communication SoC with high integration, low power consumption, excellent performance, safety, stability and high cost performance.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%.

In the news, on December 9, the General Administration of Market Supervision announced that NVIDIA Company was suspected of violating the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on the Case of Approving NVIDIA Company to Buy the Equity of Milos Technology Co., Ltd. (Announcement of the General Administration of Market Supervision [2020] No.16), and the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.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 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.

Exposure of high-quality stocks with sustained high growth performanceThe surge in AI applications is essentially the recognition of growth stocks. Caixin Securities said that at present, the A-share market is approaching the final stage of the shock adjustment period. With the full change of market funds, favorable policy expectations and the blessing of the restless market in spring, it is possible for the market to step out of the adjustment range in the near future. The market is expected to interpret the New Year's market, which can focus on the following directions: technology and independent controllable direction, the theme of mergers and acquisitions in the field of science and technology, AI application directions such as games, movies and advertisements, and brokerage sector.The data shows that a total of 39 stocks entered the list. The high-quality stocks with sustained high growth are mainly mid-cap stocks, and there are two stocks with a market value of 100 billion, namely North Huachuang and Zhongji Xuchuang. Stocks with relatively high market value include Shandong Gold, Guodian Power, Desai Siwei and Tianfu Communication, all of which are higher than 50 billion yuan. There are 6 stocks with a market value of less than 10 billion yuan, namely Xueda Education, Shangsheng Electronics, Jinzai Food, Jiajiayue, GM and Runben.