Zhitong Finance and Economics learned that China Merchants ** released a research report sayingIn the future, the large model will continue to iterate, and the application side is expected to run a new leader. Combined with the analysis of successful paths such as Oriental Fortune, the future will focus on related companies with disruptive technologies, epoch-making products, rich film and television material resources and mature production levels, and are expected to enter the film and television field. In terms of AI+ games, open-world games are expected to become a reality. In terms of AI+ education, "virtual teachers" may be more preferred.
The main points of investment promotion are as follows:
In the past, the large model has ushered in the singularity moment at the end of 22 years, and the commercialization has begun to take shape.
Since Google launched a large-scale pre-trained model BERT in 2018, large manufacturers have entered the large model market at the beginning of 22. Since the beginning of the year, benefiting from the increase in computing power demand and changes in revenue brought about by generative AI, the upstream basic computing power layer of A+H related targets has led the rise, and the downstream application layer has begun to land, and the commercialization model of the current platform large model company has taken shape.
Now, the cost of token calls has been further reduced, and custom GPT is expected to open up new traffic entrances.
From the perspective of application commercialization, the cost of token calls has decreased significantly, laying the foundation for the prosperity of the API ecosystem and subscription-based revenue. On the PC side, chatbots led by ChatGPT occupy an absolute advantage in traffic, and mobile AI applications mainly focus on editing and productivity improvement tools. ChatGPT is embedded in the application, AIGC capabilities are extended to C2C, and custom GPT creation can be completed through natural language interaction.
In the future, the large model will continue to iterate, and the application side is expected to run a new leader.
Combined with the analysis of successful paths such as Oriental Fortune, the future will focus on related companies with disruptive technologies, epoch-making products, rich film and television material resources and mature production levels, and are expected to enter the film and television field. In terms of AI+ games, open-world games are expected to become a reality. In terms of AI+ education, "virtual teachers" may be more preferred.
The basic technology of the metaverse is relatively mature, and the content form is gradually diversified.
At present, the metaverse has initially entered the stage of independent sub-metaverse, and the development of virtual reality (VR) technology, as the hardware foundation and core carrier of the metaverse, has been relatively mature, and is gradually advancing to augmented reality (AR) and mixed reality (MR).
The metaverse industry is diversified in terms of content forms, and in terms of film and television, it has created a new interactive experience of film and television, enabling film and television production to bring huge profit marginsIn terms of games, it is developing towards multi-modality of interactive perception, diversification of categories, and platformization of gamesIn terms of marketing, the metaverse reconstructs the four elements of marketing "people, goods, venues, and content".In terms of education, the metaverse promotes the combination of virtual and real education scenarios, and the Xi machine for school in the AI era is expected to become a new carrier.
In the future, the development of the metaverse may progress in the following aspects:
1) VR MR hardware iteration has improved the perception and promoted the application of the metaverse to enter a new stage(2) AI technology empowers the metaverse and promotes the construction of the metaverse ecosystem(3) The layout of AI native applications may become a major trend, and AI native applications tend to be simple and easy to use(4) Accelerate the introduction of policies to further promote the multi-scenario application of the metaverse.
Risk Warning:
Macroeconomic downturn risks to the industry;The risk of intensifying competition in the industry;There is a risk that user expansion is not as expected.