招商证券：国内AI应用可能正在引领全球建议重视腾讯、阿里等公司

招商证券股份有...2025-12-17

近期我们继续坚定推荐各个细分行业龙头公司，我们继续坚定看好【神州泰岳】【南方传媒】【分众传媒】【完美世界】【恺英网络】【巨人网络】【腾讯控股】【昆仑万维】【中国科传】【芒果超媒】【哔哩哔哩】【中文在线】等过去的一周，传媒行业上涨了0.1%，在所有行业中排名第8 位，传媒板块年初到现在上涨了27.08%，排名所有板块第7 名。近期传媒板块有所反弹，影视里博纳影业独树一帜，也显示了市场对于《阿凡达3》...

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It is recommended to pay attention to companies such as Tencent and Alibaba","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.9,"09988":1.92,"HTCD.SI":0.6,"09626":1.87,"00700":1.94,"01024":0.9,"TCEHY":1.94,"BABA":1.92,"002517":1.86,"002558":1.91,"TCHmain":0.6},"content_text":"近期我们继续坚定推荐各个细分行业龙头公司，我们继续坚定看好【神州泰岳】【南方传媒】【分众传媒】【完美世界】【恺英网络】【巨人网络】【腾讯控股】【昆仑万维】【中国科传】【芒果超媒】【哔哩哔哩】【中文在线】等过去的一周，传媒行业上涨了0.1%，在所有行业中排名第8 位，传媒板块年初到现在上涨了27.08%，排名所有板块第7 名。近期传媒板块有所反弹，影视里博纳影业独树一帜，也显示了市场对于《阿凡达3》还是非常看好的，另外，游戏龙头世纪华通巨人等也有所反弹，游戏龙头的估值已经明年不到15 倍。我们近期继续坚定看好中概互联和游戏龙头公司，特别是META调用阿里千问大模型也着实说明海外已经开始高度认可中国的大模型发展，相对于海外AI 应用主要AI 编程和AI 广告以及META 和亚马逊的AI 小工具，未来腾讯和阿里可能的AI助理和AI电商战略以及现在字节快手的AI视频AI漫剧以及华通恺英积极布局的AI游戏或成为AI应用最可能的变现方式，国内的AI应用可能正在引领全球，腾讯、阿里、哔哩哔哩、快手、世纪华通、巨人网络、恺英网络等中概互联和游戏龙头，以及AI助理，AI电商产业链，都有机会，建议重视。另外，我们最近也继续强推游戏板块特别是巨人网络，我们的推荐理由如下：1、《超自然行动组》表现强劲，征途游戏稳健运营。公司《超自然行动组》自研爆款新品《超自然行动组》在第三季度延续了上线以来的火爆势头，凭借其“中式微恐+多人合作”的差异化玩法，持续吸引大量用户涌入。在SensorTower 发布的8 月中国手游发行商全球收入排行榜中，《超自然行动组》整体收入环比翻倍，并首次跻身中国iOS 手游收入榜第10 名。11 月26 日超自然已经上线港澳台，我们预估26 年该游戏还会上线东南亚及日韩等地区，国际化脚步已开启。同时，公司的常青树IP“征途”系列产品稳健运营，手游《原始征途》通过小游戏版本成功实现用户破圈，为公司贡献了稳定的流水和利润基本盘。此外中国历史题材SLG《五千年》及休闲竞技类策略对抗游戏《口袋斗蛐蛐》均已取得版号，《名将杀》12 月19 日即将正式上线。2、合同负债大幅攀升锁定未来业绩。 截至第三季度末，公司合同负债已达13.33 亿元，相较于二季度末的8.89 亿元，单季度环比增长4.51 亿元，增幅达50.7%；较24 年末的6.34 亿元，增幅达110%。合同负债主要系公司已收取但尚未满足收入确认条件的游戏预收款（即递延收入）。合同负债逐季快速攀升，清晰地反映出公司核心产品极强的流水获取能力，使得公司未来业绩增长的确定性得到了有力支撑。3、全方位拥抱AI 浪潮。AI 技术研发层面，巨人网络AI 实验室与阿里云将聚焦AI Agent（智能体）及高性能算力合作；游戏场景应用层面，《太空杀》积极布局AI 原生玩法，于2025 年上线全新模式“残局对决”，联合阿里通义千问、腾讯混元、字节豆包等国内主流大模型，打造行业首个“多用户与AI 智能体混合对抗”竞技机制。此外，《原始征途》陪伴型AI NPC“小师妹”接入DeepSeek-R1，拥有NPC 性格、情绪和长期记忆，助力提升玩家粘性，已面向全量用户开放。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592799716","isCrawlerRequest":true}

招商证券：国内AI应用可能正在引领全球 建议重视腾讯、阿里等公司

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招商证券：国内AI应用可能正在引领全球建议重视腾讯、阿里等公司