The giants are fiercely competing in the text-to-video field, and three major investment themes are emerging

With the continuous iteration of the artificial intelligence industry, several giants are fiercely competing in the text-to-video field, quickly stirring ripples in the capital market. Recently, OpenAI and xAI successively launched heavyweight products, marking a comprehensive upgrade in the competition of AI video generation. In the A-share market, on October 10th, ChiNese ChuRinga surged 12.94%, Capcloud rose over 4%, and companies like Vision China, Keda Intelligent, and Hikvision also saw gains. Analysts believe that the development of the text-to-video application industry has gradually formed a complete link of "model capability - user scenario - commercial monetization," which not only avoids growth fatigue caused by a single tool attribute but also consolidates its leading position in the AI-generated content field with a dual "moat" of "data flywheel + social network."