According to reports, recently, the Central Radio and Television General Station added a virtual anchor of central news AI sign language, which can not only report the news reports of the Winter Olympics, but also accurately and instantly broadcast the game sign language. Starting from the Beijing Winter Olympics, we will use the intelligence of "AI" to provide sign language services for hearing-impaired friends.
The Deep Industry Report of Virtual Digital People predicts that by 2030, the overall market capacity of virtual digital people in China will reach 270 billion RMB. One of the prospects of future economic development will be virtual singers, and the key fortress of egg-shaped virtual singers depends on how to create and manage the relationship between virtual people and their TV program resources. With the continuous progress of technology, the application fields will be more colorful, and the application of virtual anchor in news reporting industry is advancing rapidly.
CITIC Securities believes that virtual people have the advantages of long project life cycle, controllable personal behavior, long-term synchronization of threads, strong logical thinking and calculation level, and good scalability. After the technology is perfected, the commercial service market has a very broad prospect. The key business operation modes of virtual people include: 1) brand image. Virtual people can take the big-name star line to endorse well-known brands; 2) Content-based virtual people pay more attention to interactive communication and IP core, which can be further transformed according to tour, live broadcast room and nearby ways; 3) The functional virtual human is limited by technology and cost in the short term, and the profit space of commercial services is limited, but the incoming materials are widely used for the infrastructure construction of the meta-universe; 4) Virtualization technology "Avatar" covers a large area, customers have a strong intention to pay, and the imaginary indoor space in the meta-universe is vast.
CITIC Securities recommends focusing on enterprises in the two major investment directions of content IP management and technology: 1) It is recommended to focus on service platform enterprises such as Tencent Holdings (00700. Hong Kong), Netease Games (NTES. O) and Roblox(RBLX. N) integrate content IP management and R&D capabilities; 2) Content IP operation ability is the key fortress of personality-based virtual human. It is suggested to pay attention to content-based enterprises with rich and colorful data IP resources and excellent operational capabilities, such as bilbil(BILI). O), reading (00772. Hong Kong), POP MART (09992. HK), Mango Hypermedia (3004 13. SZ) and Chinese Online (300364. SZ), as well as vibrato short video (unlisted) and Aauto fast video -WB. O 3) With the wide application of virtual human in various industries, technical service providers such as models and artificial intelligence technologies will benefit. It is recommended to take care of enterprises with leading R&D capabilities in vertical segmentation fields such as NVIDIA (NVDA O) and Shang Tang -W (00020. HK)。