【招商传媒】AI应用研究感思录(六)——游戏龙头有望充分受益AI大浪潮

招商传媒研究
Mar 01

事项:近期游戏板块出现了持续的调整,特别是谷歌新模型出来后,市场也在担心游戏行业是否会被AI影响,而我们近期持续的研究和走访,我们的结论是:游戏龙头有望充分受益AI大浪潮,我们的分析如下:正文1、游戏行业在AI浪潮中的沙盘推演,游戏龙头有望充分受益。市场现在对于AI吞噬一切的逻辑非常恐慌,也在担心游戏行业会被AI颠覆,但从我们游戏产业链走访和海内外AI应用研究来看,市场最担心的就是AI使得游戏制作...

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