新华财经上海2月3日电 中信证券研报分析认为，近日谷歌Project Genie世界模型的发布引发美股市场对 AI颠覆游戏内容创作风险的讨论，但从内容生成时长、内在一致性、客观物理规律遵从、体验可重复 性等方面，Project Genie仍处在较为早期阶段，对于游戏引擎、游戏开发商的商业模式、竞争格局尚无 法形成实质性影响，对于游戏广告行业带来潜在利好。相关公司股价巨幅波动，更多源于AI叙事层面 担忧，同时年初以来美股市场的极致交易风格亦是重要背景。当前相关重点公司基本面仍然处于改善通 道，建议持续关注相关公司业绩表现&进展，短期的股价回调亦提供显著的加仓机会。 编辑：林郑宏 MACD金叉信号形成，这些股涨势不错！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 转自：新华财经 ...

Core Viewpoint - The release of Google's Project Genie has sparked discussions in the US stock market regarding the risks of AI disrupting game content creation, but the technology is still in its early stages and unlikely to have a substantial impact on game engines, developers' business models, or competitive landscape [1] Group 1: Project Genie and Market Impact - Project Genie is currently limited in aspects such as content generation time, internal consistency, adherence to objective physical laws, and repeatability of experience [1] - The significant stock price fluctuations of related companies are primarily driven by concerns over AI narrative capabilities, alongside the extreme trading style observed in the US stock market since the beginning of the year [1] Group 2: Company Fundamentals and Investment Opportunities - The fundamentals of key related companies are still on an improving trajectory, suggesting a continued focus on their performance and progress [1] - Short-term stock price corrections present significant opportunities for accumulation [1]