According to the Guotai Junan Securities Research Report, “AI Generated 3D” is an important part of this year's generative AI development that has had an important impact on the game circuit. In particular, 3D data assets and technology continue to accumulate and “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 focus on the value of small game platforms and companies with excellent distribution and operation capabilities; 2) large game companies with outstanding 3D development capabilities or high-quality IP; 3) game companies that actively deploy AI; 4) companies related to the MR and 3D asset industry chains.
国泰君安：关注游戏行业“AI拐点”
Cathay Pacific Junan: Focus on the game industry's “AI inflection point”
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