核心观点:主线①:AI落地的三条主线:端侧入口成型、模型能力实用化迭代、多模态工具成熟。建议关注AI漫剧、AI游戏、AI教育、AI营销、AI出版。AI漫剧:边际变化明确,受益于多模态技术迭代,供给及需求增速迅猛,AI漫剧推动生产效率提升3倍以上,费用缩减90%以上,平台政策支持漫剧进入高品质增长阶段。AI游戏:研发环节AI渗透率持续提升,轻度休闲以及交流互动类游戏有望先行实现AI化,未来看好AI...
Source Link核心观点:主线①:AI落地的三条主线:端侧入口成型、模型能力实用化迭代、多模态工具成熟。建议关注AI漫剧、AI游戏、AI教育、AI营销、AI出版。AI漫剧:边际变化明确,受益于多模态技术迭代,供给及需求增速迅猛,AI漫剧推动生产效率提升3倍以上,费用缩减90%以上,平台政策支持漫剧进入高品质增长阶段。AI游戏:研发环节AI渗透率持续提升,轻度休闲以及交流互动类游戏有望先行实现AI化,未来看好AI...
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