传媒行业周报:关注模型/Agent推新迭代,布局AI应用、IP新消费行业周报

开源证券
Aug 04

(以下内容从开源证券《传媒行业周报:关注模型/Agent推新迭代,布局AI应用、IP新消费行业周报》研报附件原文摘录)Figma上市,GPT-5或推出在即,模型和Agent持续跃迁,继续布局AI应用全球AI设计(UI/UX)领域SaaS龙头公司Figma于美国东部时间7月31日上市,当日股价上涨250%,最新市值高达595亿美元,按2024年收入对应PS达79倍,或凸显海外市场对AI应用商业化前景...

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