VOBILE GROUP (03738) saw its shares jump 10% in morning trading, currently priced at HK$4.73, with a trading turnover of HK$123 million.

Earlier, Zheshang Securities released a research report maintaining a "Buy" rating on VOBILE GROUP (03738). The report highlighted Disney's three-year strategic partnership with OpenAI, which centers on licensing its classic IP to AI models for content generation. This move signals a shift by top Hollywood IP holders towards proactively building new models for AI licensing and revenue sharing.

As a long-term digital rights management provider for giants like Disney, VOBILE GROUP is poised to directly benefit from the resulting increase in active assets and licensing management demands. Its mature solutions are also expected to help attract more new clients.