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華金證券:微短劇內容精品化或成為趨勢
華金證券研報指出,由於行業競爭加劇、盜版短劇、監管趨嚴影響,微短劇行業面臨增速逐步放緩的挑戰,但整體行業規模受市場需求驅動仍然呈持續增長趨勢。受到國家監管與用户需求影響,微短劇內容精品化成為推動行業發展關鍵要素。AIGC技術的發展解鎖新質生產力,助力短劇行業降本增效提質並豐富體驗內容。國內網文平台前期出海發展和用户體量的積累為短劇出海創造良好環境,為行業帶來新機會增長點。建議關注:中文在線、閲文集團、引力傳媒等。
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