Ping An Securities: Continues to be bullish on investment opportunities in the AI theme

On July 1st, Jinshi Data reported that the competition for video big models is still fierce worldwide. The Luma AI has added keyframe function and made it available to all users for free. Runway Gen-3 Alpha has started testing, allowing more and more creators to use powerful AI video generation tools at low cost. Driven by multiple factors such as policies, markets, and technologies, we continue to see investment opportunities in the AI theme.

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