阅文集团（00772）今日盘中股价大涨，涨幅一度超过5%。截至盘中，该股涨5.06%，报40.70港元，成交额达2.63亿港元。
此轮上涨或与近期AI视频生成技术的突破有关。OpenAI刚刚发布了其视频生成模型Sora 2，并推出了同名iOS应用。OpenAI首席执行官Sam Altman表示，公司计划与版权方分享部分收入，这可能为IP授权市场带来新的机遇。作为拥有海量优质网文IP的阅文集团，有望从中受益。
分析师普遍看好阅文集团在IP商业化方面的优势。招商证券指出，阅文集团今年在IP商业化及多端一体协同方面进展显著。公司正积极推进IP商业化，搭建线上线下销售渠道，聚焦卡牌、谷子、轻软周等细分赛道，并与影视、动漫、游戏等领域实现协同，有望最大化其IP的商业价值。随着AI技术在内容创作领域的应用不断深化，阅文集团的IP运营优势可能会进一步凸显。
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