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Huaxi Securities: The maturity of the "OPC model" will benefit AI video tool SaaS, computing power leasing platforms, and short drama platforms.
Ask AI · How does the OPC model promote innovation in AI video tool SaaS?
Meituan AI Express, Huaxi Securities research report states that in the medium to long term, the maturity of the “OPC model” will directly benefit AI video tool SaaS, computing power leasing platforms, and short drama platforms with IP reserves and distribution channels. Currently, AI applications are developing rapidly, combined with a rebound in entertainment consumption, and the following investment opportunities are recommended: 1. Hong Kong stock internet giants: promote consumption and stabilize employment, highlighting social value; 2. Gaming industry: policy incentives boost domestic demand, technology empowerment enhances product competitiveness, and overseas expansion offers broad growth potential; 3. Film and cultural tourism industry: consumption policies promote theater chain recovery and stimulate the release of improved consumption demand.
Daily Economic News