How will Sora model affect stock market?

I'd expect it to have essentially no effect on anything at all. The three-years-from-now version of it or a competitor is another matter.

Who were the winners and losers when CGI came along and could replace hand-drawn animation?

This is an evolution. More than just incremental improvements, but less than a full disruption of an industry. It is likely to impact individual jobs more than a company, and also more likely to impact single companies vs a whole industry. In the long run, tech moves forward, companies come and go, and the stock market is more a reflection of the overall economy, not what one invention does in one industry.

In other words, its impact is 100% dependent on the level of granularity you are looking at.

They should provide a service with the movie industry to plug in users into the movies they love. They should be able to play around with it a bit to create his/her own version of a movie. I think the tech is already there or close.

I know how it will affect the market and who will win and lose, but I don't want to say because then everyone will pile in. My insights come from careful study of posts on reddit and a few calls to the psychic friends network.

Stock photos will probably take a hit. Others may be unaffected. Anyone who believed that AI is the future will still keep investing in GOOG, MSFT, NVDA. It's an invention, but still far from the promised land of AGI.

NVDA will go even higher.

Deep fakes could affect stock prices, but this already exists

It's priced in