银河证券：Sora对算力需求影响几何?

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炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！银河证券发布研究报告称，基于大语言模型推导算力需求方法，对Sora单次训练算力需求进行推演，据相关研究推测，Sora参数规模估算在30B(待确认)，如果按此参数测算，该行推演出Sora训练单次算力需求或可达到2.6×10^24Flops，相当于GPT-3 175B的8.2倍。目前Sora还在初级阶段，仍然存在如能以准确模拟...

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银河证券发布研究报告称，基于大语言模型推导算力需求方法，对Sora单次训练算力需求进行推演，据相关研究推测，Sora参数规模估算在30B(待确认)，如果按此参数测算，该行推演出Sora训练单次算力需求或可达到2.6×10^24Flops，相当于GPT-3 175B的8.2倍。目前Sora还在初级阶段，仍然存在如能以准确模拟...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-01/doc-inaqierr7970476.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0010","symbol_name":"央企","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-01/doc-inaqierr7970476.shtml","article_id":"2424800750","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-01/doc-inaqierr7970476.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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SGD","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0041":"安防监控","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC"},"translate_title":"Galaxy Securities: What is the impact of Sora on computing power demand?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300036":1,"300624":1,"301236":1,"601138":1,"603019":1,"688111":1,"002236":1,"002230":1,"002415":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 银河证券发布研究报告称，基于大语言模型推导算力需求方法，对Sora单次训练算力需求进行推演，据相关研究推测，Sora参数规模估算在30B(待确认)，如果按此参数测算，该行推演出Sora训练单次算力需求或可达到2.6×10^24Flops，相当于GPT-3 175B的8.2倍。目前Sora还在初级阶段，仍然存在如能以准确模拟物理运动规律及场景、混淆左右方向、混淆空间细节等，但伴随Sora不断迭代调优，训练数据集规模增大，未来算力需求将呈现指数级爆发式增长，持续看好上游算力基础设施投资机会。银河证券观点如下：Sora 算力需求将呈指数级增长，带动算力基础设施需求。北京时间 2 月 16 日凌晨，OpenAI 发布了首个文生视频模型 Sora，可以用文字指令生成长达 60秒的高清流畅视频，在生成视频长度、连贯性、多镜头切换方面具备显著优势。本文基于大语言模型推导算力需求方法，对Sora单次训练算力需求进行推演，据相关研究推测，Sora参数规模估算在30B(待确认)，如果按此参数测算，该行推演出Sora训练单次算力需求或可达到2.6×10^24Flops，相当于GPT-3 175B的8.2倍。该行认为，目前Sora还在初级阶段，仍然存在如能以准确模拟物理运动规律及场景、混淆左右方向、混淆空间细节等，但伴随Sora不断迭代调优，训练数据集规模增大，未来算力需求将呈现指数级爆发式增长，持续看好上游算力基础设施投资机会。Sora基于DiT架构，采用Transformer替换U-Net。Sora实际上是一种基于DiT(Diffusion Transformer，扩散变换器)的模型搭建，同时采用了Diffusion与Transformer，是一种用于扩散模型的新架构。Sora受到大语言模型的启发，用Transformer替换扩散模型中的U-Net，通过将Transformer与Diffusion结合成为一种基于扩散变换的模型DiT，趋于标准Transformer架构，同时保留其可扩展性。与大语言模型将文本转换为可被理解的token类似，Sora将视频转换成一系列Patch(视觉编码块)并将其进行降维，用Patch作为视觉图像统一表现形式，将噪声通过去噪来预测原始图像信息，进而生成视频。Sora实现跨越式提升，文生视频大模型开启新纪元。Sora可以将Prompt转换成长达60秒视频，相对于此前文生视频大模型Runway、Pika、Stable Video等提升几个级别。同时在视频分辨率以及质量方面，Sora可以生成1080P清晰度视频，并且能够相对完整实现对世界及物体运动规律理解及模拟，在镜头切换方面保持稳定性。此外，Sora还支持图片格式输入、视频扩展、视频拼接等，是文生视频领域突破性技术变革。投资建议：Sora是人工智能发展进程中的“里程碑”，推动AGI时代加速到来，算力需求将持续爆发，持续看好产业链投资机会。建议重点关注国内上市公司：1)国内多模态大模型：科大讯飞(002230.SZ)、海康威视(002415.SZ)、大华股份(002236.SZ);2)算力基础设施：工业富联(601138.SH)、中科曙光(603019.SH)、软通动力(301236.SZ)等;3)AI应用端：万兴科技(300624.SZ)、金山办公(688111.SH)、超图软件(300036.SZ)等。风险提示：技术研发进度不及预期风险;供应链风险;政策推进不及预期风险;消费需求不及预期风险;行业竞争加剧风险等。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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