Research Report Insights | CICC: Seedance 2.0 Will Drive Demand for Video Model Inference, Focus on AI Infrastructure and IDC Companies

Gelonghui, February 25th | According to a research report by CICC, ByteDance's release of Seedance 2.0 has shown significant improvements over previous versions in terms of generation quality, complex actions and storyboarding, consistency and instruction adherence, as well as audio-visual synchronization. It has also quickly gained popularity among creators both domestically and internationally, as well as a broader audience. The new generation foundational model Seed 2.0 has also made comprehensive progress in multimodal, reasoning, and programming scenarios. The bank recommends focusing on areas including AI infrastructure and IDC-related enterprises, such as GDS Holdings, 21Vianet, and Dongyangguang. It also suggests paying attention to the AI application ecosystem related to multimodal video and manufacturers within ByteDance's industry chain.