CITIC Securities posits that the ongoing evolution of the AI industry, coupled with the monetization of intellectual property (IP), will significantly propel the growth of the media sector. Investors are advised to keep a close eye on the performance enhancements stemming from the new product cycles within the gaming industry, as well as the operational improvements driven by IP monetization.
Specifically, the first strategic move is to zero in on high-performing, high-dividend stocks, particularly those operating within the gaming, marketing, and publishing domains. Secondly, it's crucial to stay abreast of emerging technologies and evolving consumption patterns. Regarding new technologies, AI should be the focal point, while in terms of consumption trends, the emphasis should be on IP monetization. Within the AI sphere, sectors like gaming, marketing, and education warrant special attention. For consumer-facing (2C) applications, companionship products are recommended for investors' consideration. In the realm of IP monetization, areas such as the "Guzi" economy (products linked to Japanese anime and gaming culture), AI-powered toys, and animated films are poised for growth.
Thirdly, amidst a backdrop of regulatory easing, both the gaming and film and television industries are anticipated to experience steady growth. Companies boasting robust content libraries are likely to witness a sustained uptick in their operational performance.