【开源证券：AI玩具行业或将迎来快速发展期】金十数据1月2日讯，开源证券研报指出，随GPT-4o等多模态大模型推出，AI情感陪伴功能加快落地。AI陪伴产品旨在满足用户被理解、被倾听和被关注的需求。国内FoloToy联合火山引擎推出“显眼包”，跃然创新持续迭代BubblePal（截至2024年10月已销售数万台），海外Miko公司推出第一代AI伴侣，初步实现AI与IP联动，Curio于2023年12月推出一款针对3—12岁儿童的AI玩具，包括Gabbo、Grem和Grok三款产品。AI玩具强调IP和互动性，“AI+IP”或为核心竞争力。陪伴刚需释放叠加大模型不断升级赋能，AI玩具行业或将迎来快速发展期。面向成年人的情感陪伴机器人更强调功能性、价格带更高，仍是蓝海市场。面向成年人的AI陪伴场景更为多样，包括AI助理、AI虚拟宠物等。Looi为可移动手机支架形态的桌面机器人，具有调整情感反应和性格特征等功能，CASIO推出AI宠物机器人Moflin，提供情感治愈价值。
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