阅文集团早盘涨逾8% 机构看好公司持续完善全系IP变现路径

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Nov 02
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  阅文集团(00772)早盘涨逾8%,截至发稿,股价上涨7.87%,现报23.04港元,成交额8051.261万港元。

  据央视财经报道,今年以来,AI技术推动漫剧产业加速发展,近期国产漫剧受到海外市场青睐,成为产业新的增长极。目前国内已有约10家中国企业建立海外短剧平台,另有十余个出海短剧App上线了AI漫剧专属频道,海外市场AI漫剧活跃用户整体已超1.5亿,在海外短剧付费应用前十中,中国厂商占据九席。

  AI正成为阅文出海的新增长动力:上半年,AI翻译带动WebNovel小语种网文收入同比增长160%;海外平台ToonScroll已有50部漫剧播放量破千万。近期,公司还在腾讯全球数字生态大会国际出海峰会上披露,其漫剧创作工具DramaBuddy正式接入腾讯WorkBuddy。中信建投证券指出,公司今年以来持续完善“网文IP-AI 改编-发行变现”的完整闭环,看好公司受益AI发展改善IP变现。

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