Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Insights - The report highlights the significant advancements in artificial intelligence (AI) applications within the media industry, particularly emphasizing the deployment of AI technologies as a catalyst for growth [3][5] - The "14th Five-Year Plan" suggests a comprehensive development of AI across various dimensions, including data, computing power, algorithms, and applications, which is expected to enhance the collaborative development of the AI industry chain [3][5] - The launch of the Doubao video generation model 1.0 pro fast by Huoshan Engine is noted for its efficiency improvements and cost reductions, making it a key tool for video creators [6] Industry Performance Over the Last Twelve Months - Relative returns over the past month, three months, and twelve months are -10.28%, -5.23%, and 9.17% respectively, compared to the CSI 300 index [2] - Absolute returns for the same periods are -7.16%, 8.46%, and 27.76% respectively [2] Related Research Reports - Several reports have been published focusing on AI applications in various sectors, including gaming and e-commerce, indicating a sustained interest and investment potential in these areas [3][6]
AI应用板块调整到位，建议配置
Jianghai Securities·2025-10-29 06:45