异动解读 | 阅文集团盘中大涨5%,AI视频生成模型或为IP授权带来新机遇

异动解读
Oct 09

阅文集团(00772)今日盘中大涨5.06%,引发市场关注。截至发稿,该股涨幅达5.11%,报40.74港元,成交额2.63亿港元。

消息面上,OpenAI近期正式发布视频生成模型Sora 2,并推出相应的iOS社交应用"Sora"。OpenAI首席执行官Sam表示,公司计划尝试将部分收入分享给希望用户生成自己角色的版权方。考虑到AI生成内容(AIGC)视频数量将十分庞大,这一举措可能为IP授权带来全新机遇。

分析人士指出,阅文集团拥有海量优质网文IP,且积极推进IP商业化。公司正在搭建线上线下销售渠道,聚焦卡牌、谷子、轻软周等细分赛道,有望实现与影视、动漫、游戏等优质作品的协同,最大化商业价值。随着AI技术的发展,阅文集团的IP运营或将迎来新的发展机遇。

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