Galaxy Securities: Terms become the anchor of value in the intelligent era. It is recommended to layout around the benefits of the core AI industry.
Galaxy Securities research report indicates that word elements have become the value anchor in the era of artificial intelligence, widely used as settlement units in the AI industry. From the demand side, the global call volume of word elements is growing rapidly, driving the AI industry from model iteration to commercialization, which is expected to fundamentally reconstruct the production elements, industry logic, and business models of the media industry. The word element economy empowers the traditional content production industry, advancing towards unlimited supply with the support of AIGC tools, and is expected to achieve prosperity in the content industry. It is recommended to focus on the core beneficiaries of the AI industry, with key attention to: internet giants with comprehensive AI layouts; manufacturers with leading product quality in AI video tools; top companies in niche fields benefiting from AI applications; and manufacturers of large models continuously advancing through technological iterations.
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