Zhongtai Securities' research report highlights two primary investment avenues: Firstly, the AI application sector. The race for AI's pivotal entry points encompasses not only foundational models and agent functionalities but also a broad spectrum of capabilities, including internet business scope, penetration into consumer and lifestyle domains, and the accumulation of user data assets. The industry is swiftly evolving towards a consolidated landscape, favoring top-tier players. Leading platforms boasting a comprehensive ecosystem and full-stack AI proficiency are poised to reap the benefits of heightened market penetration and valuation transformation.

Secondly, the marketing demand sector. Amidst shifting traffic patterns, marketing budgets are anticipated to surge substantially. The competition for AI-fueled traffic will transition from concentrated expenditures during the Spring Festival to a year-round norm of sustained high investment. Both online and offline brand media will emerge as crucial in capturing user attention, with industry frontrunners set to fully leverage this trend.