港股概念追踪 | 亚运会数字人火炬手刷屏国内AI+虚拟数字人应用遍地开花(附概念股)

智通财经2023-09-25

智通财经APP获悉，9月23日晚，杭州第19届亚运会开幕式圆满完成。在开幕式当晚，超1亿数字火炬手跑出支付宝App、汇聚大莲花点燃主火炬，实现全球首个数字点火仪式。股吧上也炸开了锅，股民纷纷表示“一个开幕式，人气暴涨”、“周一起飞”。东方国信、浙文互联、丝路视觉、蓝色光标、奥拓电子等相关股票人气迅速上升。值得一提的是，9月22日，“异人之下二壮居然是Al”的话题登上热搜，引发了大众的热议。对此，有...

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AI创新发布会”，旗下子公司谦语智能和羚客分别发布了最新的人工智能应用成果——AI数字人直播业务和一站式AI智能直播综合服务平台。据了解，截至目前，谦语智能已与苏宁易购、特步集团、奥康科技等8家品牌代表，签订了AI数字人直播品牌合作。谦寻未来将会通过AI数字人技术为品牌商和中小商家提供数字化服务，并助力双方完成转型升级。谦寻董事长董海锋认为，AI数字人升级品牌店播的时代已经来临。AI数字人技术的发展，还将带来一场普惠的“技术平权”革命，高质量的店播服务将不再是大品牌的专属，技术的革新能帮助企业和品牌降低成本，还能给实体经济插上数字翅膀。除了快手、谦寻，诸多互联网大厂也已纷纷入局。阿里云达摩院机器智能实验室为商家在淘宝直播间提供虚拟主播技术；腾讯推出了“智影数字人”；百度数字人“希加加”已经在为麦当劳代言。阿里和腾讯对数字人持“中立”态度。淘宝直播间已经上线了46000/每年的官方数字人，对第三方服务商的数字人根据其直播间内容仍然会有所限制。腾讯视频号相关负责人表示，只要内容不违规，目前平台对于数字人不鼓励，也不限制。从行业来看，中国虚拟数字人市场规模呈现高速增长态势。数据显示，2022年我国虚拟人带动产业市场规模达1866.1亿元，核心市场规模为120.8亿元，预计2025年将分别达到6402.7亿元和480.6亿元。国内AI+虚拟数字人多场景应用，行业处于快速发展期。新华网开创新闻领域实时音频与AI真人形象合成先河；蓝色光标虚拟人“苏小妹”“萧蓝”快速成长；捷成股份参股公司世优科技“复活”500+虚拟IP，推出世优BOTA打造AI员工；天娱数科子公司元圆科技打造纯AI驱动型虚拟人，构建虚拟IP矩阵；遥望科技利用AI实现“遥望云AIOS”从“数据呈现”向“策略呈现”转变，加码虚拟数字人直播。国盛证券研报指，数字人未来的用途将远不限于主播、客服等。在未来构建数字内容的过程中，将有更多的场合可以用GPU+电耗替代人工，真正打造元宇宙数字世界，使数字人集社交、创作、分享于一身，有望成为GPT4之后、承载多模态的杀手级应用。相关概念股：百度(09888)：9月1日，国家网信办发布境内深度合成服务算法备案信息公告显示，百度文心大模型算法、百度数字人驱动算法、语音合成算法等完成备案。映宇宙(03700)：7月28日，国际性数字互动娱乐行业盛会ChinaJoy在上海开幕。映宇宙数字代言人映映亮相展会现场，为观众带来一场打破次元壁的奇妙互动体验。商汤(00020)：9月份，商汤“如影SenseAvatar”AI数字人生成平台通过中国信通院首批“可信虚拟人生成内容管理系统”测评,并荣获“L3卓越级”证书,标志着商汤如影在功能完备程度、系统可信能力、产业化能力方面,已达到行业标杆级水平。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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港股概念追踪 | 亚运会数字人火炬手刷屏 国内AI+虚拟数字人应用遍地开花(附概念股)

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港股概念追踪 | 亚运会数字人火炬手刷屏国内AI+虚拟数字人应用遍地开花(附概念股)