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<Research>CICC: Agent Rise Will Not Immensely Impact Mainstream Online Content Platform Landscape
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In February, ByteDance officially released the new generation AI video generation model Seedance 2.0, which captured widespread attention in the world, CICC published a report stating. The model demonstrates systematic leading capabilities in dimensions such as full-modal input/output and camera/ narrative consistency, becoming a global phenomenon in the short term. Regarding the impact of AIGC tools like Seedance 2.0 on the internet landscape, CICC viewed the rise of Agents will not immensely affect the mainstream online content platform landscape due to scenario differences. The former belongs to active search, while the latter is passive consumption. Moreover, if Agents can radically enhance human work efficiency, entertainment time will increase. Additionally, AIGC tools like video models will lower the content creation threshold. For oversupplied tracks like short videos, the industry landscape may stabilize; for undersupplied tracks like long videos and music, they may create incremental demand and even give birth to new platforms like Soda Music. Related Stocks | Investment Ratings | Target Prices (HKD) TENCENT (00700.HK) | Outperform | 666 NTES-S (09999.HK) | Outperform | 265 KUAISHOU-W (01024.HK) | Outperform | 89 BILIBILI-W (09626.HK) | Outperform | 232 TME-SW (01698.HK) | Outperform | 67.5 NETEASE MUSIC (09899.HK) | Outperform | 224 BIDU-SW (09888.HK) | Outperform | 196 MEITU (01357.HK) | Outperform | 10.8 AASTOCKS Financial News Website: www.aastocks.com |
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