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<Research>CICC: Seedance 2.0 to Drive Demand for Video Model Inference; Focus on AI Infra, IDC Companies
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ByteDance's Seedance 2.0 demonstrated stark improvements over its previous version in terms of generation quality, complex actions and storyboarding, consistency and instruction adherence, in addition to audio-visual synchronization, CICC's research report said. It quickly seized popularity among creators at home and abroad, as well as among a wider audience. The new generation base model Seed 2.0 also made comprehensive advancements in multimodal, inference, and programming scenarios. In terms of impact, CICC expected Seedance 2.0 to continue gaining popularity on a larger scale both at home and abroad, shoring up demand for video model inference. It particularly focuses on ByteDance and the Volcengine-related IDC industry chain. Recommended fields of focus included AI infrastructure and IDC-related companies, such as GDS-SW (09698.HK), VNET Group, Inc. (VNET.US), and HEC TECH (600673.SH). The broker also suggested focusing on multimodal video-related AI application ecosystems and ByteDance-related industry chain manufacturers. The broker rated GDS Holdings (GDS.US) and VNET at Outperform, with target prices of USD60 and USD15, respectively. AASTOCKS Financial News Website: www.aastocks.com |
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