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《大行報告》摩通:相信生成式AI技術長遠對中國網遊及數字娛樂產業正面
摩通發表報告指出,相信生成式AI技術如ChatGPT、文本生成圖像/視頻,長遠對中國網遊及數字娛樂產業正面,因為可減少研發和內容開支,縮短如網遊及視頻等數字內容生成的開發時間;增加用戶生成的內容供應;提供更逼真的娛樂/遊戲體驗,如遊戲機械人及數碼人類。 該行認為,在中國網遊/娛樂品牌中,主要受惠於生成AI的包括領先的遊戲開發商如騰訊(00700.HK)及網易-S(09999.HK),以及數字娛樂平台如快手-W(01024.HK)、嗶哩嗶哩-W(09626.HK)、騰訊音樂-SW(01698.HK)、愛奇藝(IQ.US)和虎牙(HUYA.US)。
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