【中金公司:AI玩具行业正逐步向“情感服务终端”变革】中金公司研报称,AI玩具以“人机共情”与“IP生态矩阵”为核心,实现线下场域内的“AI陪伴”,打造“沉浸式陪伴”新范式。当前国内外已有多家厂商入局,各项科技、消费展会(CES2025/MWC大会及AWE消博会等)上的AI玩具出现频次逐步提升。中金公司认为在AI+IP赋能下,AI玩具行业正逐步向“情感服务终端”变革。未来市场增长看人群渗透及扩展,仍需关注儿童隐私、使用安全等风险。

金融界
02 Apr
中金公司研报称,AI玩具以“人机共情”与“IP生态矩阵”为核心,实现线下场域内的“AI陪伴”,打造“沉浸式陪伴”新范式。当前国内外已有多家厂商入局,各项科技、消费展会(CES2025/MWC大会及AWE消博会等)上的AI玩具出现频次逐步提升。中金公司认为在AI+IP赋能下,AI玩具行业正逐步向“情感服务终端”变革。未来市场增长看人群渗透及扩展,仍需关注儿童隐私、使用安全等风险。

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