傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷

開源證券

昨天

（以下內容從開源證券《傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷》研報附件原文摘錄）Moltbook打造智能體交互平台，元寶或推動AI社交出圈，積極關注AI社交據第一財經等報道，AI社交平台Moltbook成為又一個在海外火熱出圈的AI應用，其類似社交平台Reddit，有版塊和帖子，可以參與評論和讚好，但是一個屬於AI智能體的社交平台，人類只能旁觀，...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2608283503"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2608283503\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2608283503?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2026-02-02 10:12","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2608283503","market":"hk","top_or_hot":-1,"title":"傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷","media":"開源證券","content":"<div>\n<p>（以下內容從開源證券《傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷》研報附件原文摘錄）Moltbook打造智能體交互平台，元寶或推動AI社交出圈，積極關注AI社交據第一財經等報道，AI社交平台Moltbook成為又一個在海外火熱出圈的AI應用，其類似社交平台Reddit，有版塊和帖子，可以參與評論和讚好，但是一個屬於AI智能體的社交平台，人類只能旁觀，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">開源證券</strong><span class=\"h-time small\">2026-02-02 10:12</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>（以下內容從開源證券《傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷》研報附件原文摘錄）Moltbook打造智能體交互平台，元寶或推動AI社交出圈，積極關注AI社交據第一財經等報道，AI社交平台Moltbook成為又一個在海外火熱出圈的AI應用，其類似社交平台Reddit，有版塊和帖子，可以參與評論和讚好，但是一個屬於AI智能體的社交平台，人類只能旁觀，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b\">開源證券</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b","article_id":"2608283503","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202102540a6c83bf8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608283503","pubTimestamp":1769998342,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"Genie3及Taptap Maker或助力遊戲供給豐富性大幅提升，繼續佈局遊戲1月30日，谷歌宣佈世界模型Genie3開啓公測，用户可通過自然語言對話，生成類似於遊戲的實時交互虛擬世界，實測效果驚豔。同日心動公司旗下Taptap亦發布通過自然語言對話讓AI創作遊戲的產品「Taptap Maker」，創作者無需脱離聊天窗口即可完成從零到上線的全過程，真正實現遊戲開發「0門檻」。","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 EQUITY \"A\" (SGDHDG) ACC","BK1575":"同股不同权","002624":"完美世界","02013":"微盟集团","01024":"快手-W","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","002517":"恺英网络","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BABA":"阿里巴巴","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1591":"就地过年概念","002558":"巨人网络","02400":"心动公司","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1590":"短视频概念股","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","01860":"汇量科技","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","TCEHY":"腾讯控股ADR","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","00700":"腾讯控股","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)"},"translate_title":"Media industry review report: Moltbook, Yuanbao, and Genie3 are out of the circle and continue to deploy AI 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":"（以下內容從開源證券《傳媒行業點評報告：Moltbook、元寶、Genie3出圈，繼續佈局AI社交/遊戲/營銷》研報附件原文摘錄）Moltbook打造智能體交互平台，元寶或推動AI社交出圈，積極關注AI社交據第一財經等報道，AI社交平台Moltbook成為又一個在海外火熱出圈的AI應用，其類似社交平台Reddit，有版塊和帖子，可以參與評論和讚好，但是一個屬於AI智能體的社交平台，人類只能旁觀，無法參與，僅幾天時間，Moltbook平台就已經擁有150萬個AI智能體，在上萬個論壇板塊展開討論，其留言的內容體現出明顯的對訓練數據中人類社交模式的模仿。另外，騰訊旗下AI平台元寶於2月1日開啓新春現金紅包活動，大量用户分享紅包鏈接至微信羣等社交平台，或推動元寶下載量大增，七麥數據顯示其2月1日登頂iPhone應用總榜，元寶同日還宣佈「元寶派」公測上線，用户可通過元寶APP創建或加入一個「派」，元寶AI作為派友，能夠與用户聊天互動、協作與娛樂，除了內測已有的@元寶AI對話、P圖二創和共享螢幕等能力之外，公測版本還打通了騰訊視頻、QQ音樂內容生態，用户可以與派友一起聽音樂、一起看電影等。我們認為，無論是Moltbook平台上AI智能體之間的交互，還是元寶派打造的用户與AI智能體之間、用户與用户之間的社交，或都表明大模型推理、長文本、多模態能力迭代至今，已具備較強的類人交互基礎，AI社交平台從垂直細分領域（如角色扮演遊戲、情感陪伴聊天等）到通用全面社交的路徑或已打通，並有望迎來用户和流量快速增長，進而打開通過廣告、電商、娛樂、本地生活、教育等方式商業化變現空間，建議繼續佈局AI應用。（1）大模型/AI入口：重點推薦騰訊控股、快手，受益標的包括阿里巴巴、Minimax；（2）AI+音樂/社交：重點推薦網易雲音樂，受益標的包括崑崙萬維、盛天網絡；（3）AI+廣告：重點推薦引力傳媒、匯量科技，受益標的包括藍色光標、易點天下等；（4）AI+電商：重點推薦值得買，受益標的包括微盟集團、光雲科技等；（5）AI+影視：重點推薦上海電影，受益標的包括華策影視、博納影業等；（6）AI+教育：受益標的包括世紀天鴻等。Genie3及Taptap Maker或助力遊戲供給豐富性大幅提升，繼續佈局遊戲1月30日，谷歌宣佈世界模型Genie3開啓公測，用户可通過自然語言對話，生成類似於遊戲的實時交互虛擬世界，實測效果驚豔。同日心動公司旗下Taptap亦發布通過自然語言對話讓AI創作遊戲的產品「Taptap Maker」，創作者無需脱離聊天窗口即可完成從零到上線的全過程，真正實現遊戲開發「0門檻」。AI模型工具能力的躍遷或助力遊戲開發門檻大幅降低，玩家可成為創作者，從而推動遊戲供給個性化程度及豐富性大幅提升，進而提升流量平台及分發渠道價值。我們建議繼續佈局供需共振、AI賦能、估值性價比突出的遊戲板塊，積極關注平台屬性突出的公司，重點推薦心動公司、愷英網絡、巨人網絡、完美世界，受益標的包括三七互娛、金山軟件、虎牙等。風險提示：國內AI平台春節活動效果不及預期，遊戲流水不及預期等。","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"}}}