The generative AI application represented by ChatGPT has rapidly broken down, which has attracted the attention of media and Internet related application fields. The main application directions of generative AI are 2B and 2C. 2b: 1) Embedding enterprise workflow to assist production and realize cost reduction and efficiency increase; 2) Marketing link, assisting the generation of marketing ideas or realizing intelligent customer service; 2C1) As a productivity tool, it is applied to text generation, language learning and other fields; 2) Service scenarios such as education, entertainment, companionship and medical care.
Games: We believe that short-term generative AI can improve the production efficiency of text, image, audio, video, 3D model, code and other game content, break the production capacity constraints and creative landing, improve the ceiling of human efficiency, shorten the game production cycle and reduce the production cost. Long-term optimistic about the high degree of freedom of generative AI or innovative gameplay.
Film and television: the comprehensive text/audio/video in the film and television industry is a high-quality landing scene for generating AI. Generative AI is based on a large number of data and corpus, which will improve the production efficiency of scripts, music and other content and provide more creativity.
Advertising: efficiently generate advertising materials and fully empower industry participants: 1) platform side: the advertiser’s budget is based on user traffic and delivery efficiency, and the platform may benefit from the combination of AI. 2) Service provider: Based on the long-term accumulated customer cooperation relationship and content data, existing service providers develop small models of marketing industry on the basis of large models, which is a more effective industry solution.
Education: Education is an application scenario officially recommended by OpenAI, and it has application prospects in assisted learning. In terms of industrial impact, K12 takes the lead in hardware, and enterprises with deep accumulation of vertical data /AI technology are expected to benefit; At the same time, the development of artificial intelligence industry will drive employment demand, and related training enterprises such as Chinese public education are also expected to benefit.
Virtual people: 1)AI digital employees are expected to become an important "labor force" in the AI ? ? era, reducing costs and increasing efficiency for enterprises. 2)AI-driven virtual human interaction will be more simulated and intelligent. Virtual idols, virtual KOL, and virtual pets are expected to expand to more application scenarios such as live e-commerce, film and television variety, and chat companionship.
E-commerce: The e-commerce industry has accumulated a lot of data and algorithms over the years. We believe that the application of artificial intelligence in e-commerce can: 1) enhance the consumer experience and let users find the goods they need more accurately; 2) to improve the return on investment of advertisers, advertisers can use AI to generate marketing copy and push products to consumers more accurately; 3) Improve the platform efficiency. E-commerce platform uses artificial intelligence to improve algorithms, optimize operations, reduce costs and improve efficiency.
The application of generative artificial intelligence will promote content production to reduce costs and increase efficiency, bring more free interactive experiences and business scenarios, and promote the revaluation of the media industry. In terms of investment targets, at the current time, it is recommended to pay attention to companies that are expected to take the lead or have first-Mover advantages in specific scenarios:
1) Pay attention to companies that have cooperation or direct connection with overseas mature large-scale models and are expected to take the lead in realizing the scene: Kunlun Wanwei, Tomcat, Wanxing Technology, etc.
2) In the field of 2)2B, the game field recommends Sanqi Entertainment, Shadow Network, Gigabit, etc. The blue cursor is recommended in the marketing field, and it is recommended to pay attention to Leo shares, Tianyu data, a little world, etc. Virtual characters and virtual scenes: Tianyu data, cube data, world show, etc. Office and creative fields: Jinshan Office, Fuxin Software, Meitu, Dream World, etc. Financial field: flush; E-commerce field: Ji Hong, Guangyun Technology, etc.
3) The high-quality structured semantic database is expected to be revalued. Recommended attention: vision china, Chinese Online, etc.
4) Baidu and Alibaba are recommended in the technical field; It is recommended to pay attention to Haitian Ruisheng, Popular Technology, Iflytek, Tuosi, Inspur Information, Shuguang, Hongbo, etc. Us stocks recommend Microsoft and NVIDIA.
