The Huatai Securities Research Report points out that AI technology has more of a complementary effect than an alternative in the short term. In the long run, competitiveness lies in AI model optimization under vertical data and product power based on user understanding. Traditional application vendors have a comparative advantage. At the same time, with the power of AI, related applications can build new user growth paths and expand subscription walls to enhance the payment potential of life scenarios. I am optimistic about the strong growth trend of lifestyle scene image applications going overseas, and recommend related applications with existing competitive advantages in the market, excellent model capabilities, and rich data accumulation.

Zhitongcaijing · 05/15 00:01
The Huatai Securities Research Report points out that AI technology has more of a complementary effect than an alternative in the short term. In the long run, its competitiveness lies in AI model optimization under vertical data and product power based on user understanding. Traditional application vendors have a comparative advantage. At the same time, with the power of AI, related applications can build new user growth paths and expand subscription walls to enhance the payment potential of life scenarios. I am optimistic about the strong growth trend of lifestyle scene image applications going overseas, and recommend related applications with existing competitive advantages in the market, excellent model capabilities, and rich data accumulation.