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传媒:AI+游戏:全面提效
Huafu Securities·2025-09-18 07:29

Investment Rating - The industry rating is "Outperform the Market" [9] Core Insights - The integration of AI in gaming enhances the entire production process, leading to significant improvements in efficiency and content quality [2][3][4][5][6] - AI tools facilitate creative processes, including content generation, interactive design, gameplay optimization, and narrative production, resulting in faster and more effective game development [3][4] - The use of AI in art and modeling accelerates creative workflows, reduces repetitive tasks, and enhances visual quality, contributing to a more immersive gaming experience [4][5] - AI programming tools streamline game development and testing, allowing for rapid prototyping and bug detection, thus improving overall development efficiency [6] Summary by Sections AI in Game Planning - AI empowers the game planning phase by enabling rapid generation of creative content, including world-building and character dialogues, which enhances production efficiency [3] AI in Game Art - AI significantly accelerates the art creation process by generating diverse design concepts and optimizing visual elements, thus improving the overall aesthetic quality of games [4] AI in Game Modeling - AI tools enhance the efficiency of modeling and animation processes, allowing for quick completion of complex tasks and integration into existing production pipelines [5] AI in Game Programming - AI solutions in programming enable developers to create gameplay mechanics without extensive coding, while also automating testing processes to identify and resolve issues quickly [6] Investment Recommendations - The report suggests focusing on companies such as Giant Network, G-bits, K-Young Network, Perfect World, and others for potential investment opportunities in the AI gaming sector [7]