Recently, Pan You, who likes Tiktok, should have noticed that a large number of exquisite productions, smooth operation of the mirror, lifelike characters, and familiar but open minded small videos suddenly fill every corner. Upon closer inspection, it turns out that everything was done using ByteDance's latest Seedance 2.0 model. At the beginning of last year, Deepseek (DS) gave the US stock market a small shock and directly caused Nvidia to almost cut in half. At the beginning of this year, Seedance (SD), which was dubbed by Feng Ji, the producer of "Black Myth: Wukong," as the "strongest video generation model on the surface of the earth," once again took the lead. The power of the Seedance 2.0 model deserves no further praise. What we are more eager to figure out is what AI will bring to the world and the market. The greatest significance of Seedance 2.0 lies in transforming AI video generation from a lucky "gacha try" to a "controllable and scalable" productivity tool. This will further exacerbate the differentiation of AI concept stocks in recent times, that is, the rough development of conceptual and visionary investment competition from the previous scale competition of computing power. Further accelerate the transformation to a new logical paradigm that requires revenue and KPI output. Contrary to last year's market belief that DS does not require too many graphics cards in the short term, the practical implementation of SD will generate a large demand for computing power. Very favorable for companies with core IP, content output, and traffic monetization (such as META). It may be detrimental to competitors such as Sora's owner Microsoft, Gemini's owner Google, and traditional professional film and television tools such as Adobe. BTW， Thank you for sending the New Year gift package to @ MSX_CN @ BeliaSoo91221~ The above-mentioned US stocks are available from other companies, and they often release financial report interpretations and research reports for reference~ Woyao Salt Brand, let's polish Woyao's leather shoes. There's no problem with the brand~