华泰证券研报指出，恺英网络推出SOON AI游戏开发平台，有望改造传统开发模式；发布AI潮玩"星之子"产品和DPVR AI眼镜布局情感科技与AR硬件赛道，构建"工具+终端+内容"AI 生态闭环。在IP领域，《百工灵》非遗商业化进程加速、《岁时令》启动"短剧+出海"战略，数字资产平台携手Conflux 探索合规NFT，IP 长线运营能力持续验证。考虑公司AI应用进展超预期，产品储备丰富，海外产品推进进展顺利，给予25年30 X PE，目标价28.65元，维持“买入”评级。
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