The emergence and continuous development of AI technologies such as SORA indicates that AI will deeply reshape the future landscape of the media industry. Especially in the field of content creation, distribution and consumption, the impact of AI has affected many levels, from short UGC platforms to professional film and television production companies, and even the authenticity of news reports, which will usher in unprecedented changes.
First of all, in terms of short**UGC (user-generated content) platform, AI** tools have greatly lowered the threshold for ordinary users' creation, so that creators who were limited by technology and time costs in the past and could only produce 15 seconds of short, flat and fast content can now easily produce high-quality content of more than one minute, thus opening a new era of national micro-film creation. With the continuous advancement of multimodal AI technology, higher-dimensional art forms including long-term production, game development, and 3D content creation will gradually become accessible. If a short** platform such as Douyin can follow up and upgrade its intelligent editing function in a timely manner, it will undoubtedly further enrich the content ecological diversity of the platform and effectively extend the length of stay of users. In addition, companies focusing on AI research and development may take this opportunity to develop into a new generation of content communities with a unique tone that is different from traditional short **, as evidenced by the strategic adjustment of the CEO of Douyin Group to focus on Jianying.
Secondly, in the field of professional content creation, whether it is a film and television advertising company or an independent creator on social networking, AI technology has played a significant role in reducing production costs and improving efficiency. This will not only stimulate the emergence of more low-level content and intensify market competition, but also bring good news to vertical segmentation content or in-depth content creation with high requirements in creative planning, logical combing, script writing, interaction design, etc. Especially in the fields of animation and science fiction, AI models can help creators efficiently build surreal scenes and unleash their imagination, while also relying on a large amount of high-quality data (copyright IP) for training. Therefore, companies with high-quality IP resources can use AI tools to accelerate the process of IP adaptation, break through capacity limitations, and further amplify the value of IP.
Thirdly, for the creative tool market, although the low-threshold AI** tools for the public may trigger an industry reshuffle, the creative software for the professional B-end market is still expected to maintain a competitive advantage. This kind of software has accumulated customer stickiness through long-term subscription services, and often has rich copyright library resources, which is their core barrier. Even in the face of the challenges of AI technology, it can still occupy a place in the market segment.
Finally, in industries such as journalism and communication, the application of AI technology brings both convenience and potential risks. On the one hand, AI generation** can quickly generate diversified content and promote information dissemination; On the other hand, the risk of falsified content also increases, posing a threat to the authenticity and credibility of the news. Therefore, how to use AI** recognition technology to strengthen the content moderation mechanism will become a key link in maintaining the order of the news industry.
To sum up, investors should pay close attention to companies that are expected to benefit from the wave of AI** technology at different levels, such as traditional film and television production companies with rich IP reserves such as Shanghai Film, China Literature Group, and Huace Film and Television, game and film companies that are good at in-depth content creation such as Giant Network, Shenzhou Taiyue, Mango Supermedia, and Guangguang Media, and technology companies that are actively exploring commercial application scenarios such as Meitu, EclickWorld, Focus Technology, and Fengyuzhu, as well as authorities that play an important role in the field of content moderation** Institutions such as People's Daily Online, Xinhuanet, etc. In the AI-driven transformation of the media industry, these companies have the potential to gain stable development space with their own advantages.
Note: The data and opinions in this article are provided by the Shenwan Media team and are for reference only and do not constitute investment advice.
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