传媒行业点评报告：Moltbook、元宝、Genie3出圈，继续布局AI社交/游戏/营销

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（以下内容从开源证券《传媒行业点评报告：Moltbook、元宝、Genie3出圈，继续布局AI社交/游戏/营销》研报附件原文摘录）Moltbook打造智能体交互平台，元宝或推动AI社交出圈，积极关注AI社交据第一财经等报道，AI社交平台Moltbook成为又一个在海外火热出圈的AI应用，其类似社交平台Reddit，有版块和帖子，可以参与评论和点赞，但是一个属于AI智能体的社交平台，人类只能旁观，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b><strong>开源证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从开源证券《传媒行业点评报告：Moltbook、元宝、Genie3出圈，继续布局AI社交/游戏/营销》研报附件原文摘录）Moltbook打造智能体交互平台，元宝或推动AI社交出圈，积极关注AI社交据第一财经等报道，AI社交平台Moltbook成为又一个在海外火热出圈的AI应用，其类似社交平台Reddit，有版块和帖子，可以参与评论和点赞，但是一个属于AI智能体的社交平台，人类只能旁观，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b\">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":"LU1023057109.AUD","symbol_name":"BGF CHINA \"A2\" (AUDHDG) 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Maker”，创作者无需脱离聊天窗口即可完成从零到上线的全过程，真正实现游戏开发“0门槛”。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81024":"快手-WR","89988":"阿里巴巴-WR","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1720050803.USD":"安联全方位中国股票基金","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BK1128":"电影和娱乐","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1610":"ETF&股票定投概念","BK1095":"互动媒体与服务","BK1608":"元宇宙概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1615":"港股-互联网","LU1770034418.SGD":"ALL CHINA 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social/game/marketing","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"89988":0.9,"01024":0.9,"BABA":0.9,"KSTmain":0.6,"002624":1.84,"002558":1.84,"00700":1.86,"01860":0.9,"002517":1.84,"02400":1.85,"02013":0.9,"TCEHY":1.86},"content_text":"（以下内容从开源证券《传媒行业点评报告：Moltbook、元宝、Genie3出圈，继续布局AI社交/游戏/营销》研报附件原文摘录）Moltbook打造智能体交互平台，元宝或推动AI社交出圈，积极关注AI社交据第一财经等报道，AI社交平台Moltbook成为又一个在海外火热出圈的AI应用，其类似社交平台Reddit，有版块和帖子，可以参与评论和点赞，但是一个属于AI智能体的社交平台，人类只能旁观，无法参与，仅几天时间，Moltbook平台就已经拥有150万个AI智能体，在上万个论坛板块展开讨论，其留言的内容体现出明显的对训练数据中人类社交模式的模仿。另外，腾讯旗下AI平台元宝于2月1日开启新春现金红包活动，大量用户分享红包链接至微信群等社交平台，或推动元宝下载量大增，七麦数据显示其2月1日登顶iPhone应用总榜，元宝同日还宣布“元宝派”公测上线，用户可通过元宝APP创建或加入一个“派”，元宝AI作为派友，能够与用户聊天互动、协作与娱乐，除了内测已有的@元宝AI对话、P图二创和共享屏幕等能力之外，公测版本还打通了腾讯视频、QQ音乐内容生态，用户可以与派友一起听音乐、一起看电影等。我们认为，无论是Moltbook平台上AI智能体之间的交互，还是元宝派打造的用户与AI智能体之间、用户与用户之间的社交，或都表明大模型推理、长文本、多模态能力迭代至今，已具备较强的类人交互基础，AI社交平台从垂直细分领域（如角色扮演游戏、情感陪伴聊天等）到通用全面社交的路径或已打通，并有望迎来用户和流量快速增长，进而打开通过广告、电商、娱乐、本地生活、教育等方式商业化变现空间，建议继续布局AI应用。（1）大模型/AI入口：重点推荐腾讯控股、快手，受益标的包括阿里巴巴、Minimax；（2）AI+音乐/社交：重点推荐网易云音乐，受益标的包括昆仑万维、盛天网络；（3）AI+广告：重点推荐引力传媒、汇量科技，受益标的包括蓝色光标、易点天下等；（4）AI+电商：重点推荐值得买，受益标的包括微盟集团、光云科技等；（5）AI+影视：重点推荐上海电影，受益标的包括华策影视、博纳影业等；（6）AI+教育：受益标的包括世纪天鸿等。Genie3及Taptap Maker或助力游戏供给丰富性大幅提升，继续布局游戏1月30日，谷歌宣布世界模型Genie3开启公测，用户可通过自然语言对话，生成类似于游戏的实时交互虚拟世界，实测效果惊艳。同日心动公司旗下Taptap亦发布通过自然语言对话让AI创作游戏的产品“Taptap Maker”，创作者无需脱离聊天窗口即可完成从零到上线的全过程，真正实现游戏开发“0门槛”。AI模型工具能力的跃迁或助力游戏开发门槛大幅降低，玩家可成为创作者，从而推动游戏供给个性化程度及丰富性大幅提升，进而提升流量平台及分发渠道价值。我们建议继续布局供需共振、AI赋能、估值性价比突出的游戏板块，积极关注平台属性突出的公司，重点推荐心动公司、恺英网络、巨人网络、完美世界，受益标的包括三七互娱、金山软件、虎牙等。风险提示：国内AI平台春节活动效果不及预期，游戏流水不及预期等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}