According to the Guotai Junan Research Report, “AI Generated 3D” is a part of this year's generative AI development that has had an important impact on the game circuit. In particular, with the continuous accumulation of 3D data assets and technology, “AI Generated Video” is developing rapidly. The breakthrough in “AI-generated 3D” will have a substantial impact on the game industry. This change is not only about reducing costs and increasing efficiency, but is also reflected in changes in game industry trends. It is recommended to focus on the following ideas: 1. Continue to pay attention to the value of mini game platforms and companies with excellent distribution and operation capabilities; 2. Large game companies with outstanding 3D development capabilities or high-quality IP; 3. A game company that actively lays out AI; 4. Companies related to the MR and 3D asset industry chains.