中泰證券:看好短劇行業投資價值,兩個方向值得關注
中泰證券研報表示,短劇出海前景廣闊,海外短劇發展晚於國內,目前仍處於紅利期,且海外用戶的付費習慣較好。當下,短劇出海的平臺普遍採用兩手抓的策略,譯製劇穩定出海基本盤,本土劇更受用戶喜愛。AI正在深刻改變短劇行業的創作生態和發展格局,手握核心AI技術的公司能夠更加迅速地切進應用層,併爲技術研發持續造血。AI動漫短劇成爲重要增長點和突破點。看好短劇行業投資價值,兩個方向值得關注:短出海賽道發展趨勢,建議關注具有大量內容儲備的影視及網文資源相關公司;AI帶來的短劇降本增效,建議關注有AI技術和應用的相關公司。
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