海通证券:持续看好AI和新消费投资主线

港股那点事
03 Mar

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海通证券发布传媒行业研报称,AI方面,底层大模型持续优化,降本增效,未来AI有望和更多消费场景结合,赋能传统产业,持续看好AI+玩具、AI+健身等新消费赛道。海外持续验证AI应用落地的大趋势,叠加国内政策支持,看好国内AI+营销、AI+教育、AI+电商、AI+IP等应用方向。新消费方面,海通证券认为,1)AI玩具:AI玩具/陪伴机器人赛道可以在低龄群体打开市场,该群体对陪伴、教育等需求旺盛,且消费力强,对动漫IP接受度高,适合AI赋能,产品落地效率高。2)谷子经济:持续规模化、成熟化发展,并伴随积极出海,提升全球文化影响力。3)短剧:国内短剧行业高增长,关注红果短剧用户数的持续提升,同时内容积极出海抢占市场。

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