--- title: "Guotai Junan Securities: Continuously optimistic about AI applications and high prosperity IPs, focusing on reversal opportunities in the gaming, film, and advertising sectors" type: "News" locale: "en" url: "https://longbridge.com/en/news/229410526.md" description: "Guosen Securities released a research report, continuing to be optimistic about AI applications and high-prosperity IPs, focusing on reversal opportunities in the gaming, film, and advertising sectors. DeepSeek will open source five projects, Alibaba Tongyi Wanxiang is about to open source the video generation model WanX2, OpenAI is expanding its artificial intelligence agent services, and xAI game studio is using Grok3 to generate complete games. Recommended targets include Pop Mart, Wanda Film, and Kaiying Network, with a focus on themes such as VR/AR, data elements, and cultural exports. The movie \"Nezha 2\" has set a new box office record, driving the recovery of the film and television sector" datetime: "2025-02-24T11:47:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/229410526.md) - [en](https://longbridge.com/en/news/229410526.md) - [zh-HK](https://longbridge.com/zh-HK/news/229410526.md) generator: "portal-rs" --- # Guotai Junan Securities: Continuously optimistic about AI applications and high prosperity IPs, focusing on reversal opportunities in the gaming, film, and advertising sectors According to the Zhitong Finance APP, Guosen Securities released a research report stating that it continues to be optimistic about AI applications and the high prosperity of the IP industry, focusing on reversal opportunities in the gaming, film, and advertising sectors. 1) DeepSeek will open source five projects, Alibaba Tongyi Wanxiang announced it will soon open source the video generation model WanX2, OpenAI is expanding its global artificial intelligence agent service Operator, and xAI's game studio utilizes Grok3 to generate complete games in minutes, with the application side for Android approaching. It remains optimistic about AI application opportunities. The rise of domestic animation and the continued upward trend in the IP industry are promising, with a focus on IP, operations, channels, etc., core recommendations include Pop Mart (09992) and others. At the same time, attention is given to VR/AR, data elements, cultural exports, and other pan-technology thematic directions; 1. The box office of "Ne Zha 2" continues to hit new highs, optimistic about the recovery of the film sector, recommending channels such as Wanda Film (002739.SZ); the prosperity is expected to continue improving from the bottom: in the gaming sector, recommendations include Kaiying Network (002517.SZ) and other targets; on the media side, attention is given to the growth of advertising spending brought about by the economic recovery, such as Focus Media (002027.SZ); at the same time, from the perspective of high dividends and low valuations, attention is given to the publishing sector. ## Guosen Securities' main viewpoints are as follows: **Key focus: DeepSeek will open source five major codebases, Alibaba Tongyi Wanxiang will open source the video generation model, OpenAI is expanding Operator globally, and xAI has established a game studio.** 1) DeepSeek announced it will soon open source five projects; 2) Alibaba Tongyi Wanxiang announced it will soon open source the video generation model WanX2.1; 3) OpenAI is expanding its artificial intelligence agent service Operator globally to enhance user experience; 4) xAI, under Musk, announced that its newly established game studio can utilize the Grok3 model to generate complete games in minutes, which may disrupt the gaming industry. **Important data tracking this week: "Ne Zha: The Devil's Child" drives the release of viewing demand.** 1) This week (February 17 to February 23), the box office reached 1.963 billion yuan. The top three box office films are "Ne Zha: The Devil's Child" (1.669 billion yuan, accounting for 85.0% of the box office), "Detective Chinatown 1900" (141 million yuan, accounting for 7.2%), and "Boonie Bears: Back to Earth" (29 million yuan, accounting for 1.4%); 2) In terms of variety shows, "Actors Please Take Your Place 3," "A Journey of Flowers," "Wife's Romantic Travel 2025," "Mars Intelligence Agency Season 7," and "Happy Again: Mountain and Sea Season" rank at the top; 3) In the gaming sector, the top three mobile game revenues in China for January 2025 are Diandian Interactive's "Whiteout Survival," miHoYo's "Genshin Impact," and Tencent's "PUBG Mobile." **Risk Warning:** Regulatory policy risks; performance risks; goodwill and asset impairment risks, etc ### Related Stocks - [300251.CN](https://longbridge.com/en/quote/300251.CN.md) - [300291.CN](https://longbridge.com/en/quote/300291.CN.md) - [300133.CN](https://longbridge.com/en/quote/300133.CN.md) - [300027.CN](https://longbridge.com/en/quote/300027.CN.md) - [09992.HK](https://longbridge.com/en/quote/09992.HK.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [miHoYo.NA](https://longbridge.com/en/quote/miHoYo.NA.md) - [002517.CN](https://longbridge.com/en/quote/002517.CN.md) - [002739.CN](https://longbridge.com/en/quote/002739.CN.md) - [002027.CN](https://longbridge.com/en/quote/002027.CN.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [00700.HK](https://longbridge.com/en/quote/00700.HK.md) - [002736.CN](https://longbridge.com/en/quote/002736.CN.md) ## Related News & Research - [06:43 ETXense Robotics CEO Daolin Ma Publishes Bylined Article in the World Economic Forum](https://longbridge.com/en/news/297170304.md) - [Qubic: Ant Colony Mining goes live - 29 Aug 2026](https://longbridge.com/en/news/297406892.md) - [11:00 ETMeant Earns LegitScript Certification for Its Online GLP-1 Weight Care Platform](https://longbridge.com/en/news/297405491.md) - [06:15 ETYFORE Debuts ODMS In-Cabin Sensing System to Enhance Cockpit Safety](https://longbridge.com/en/news/297399921.md) - [06:01 ETRapid Market Adoption of Viso Now signals a fundamental shift in how Computer Vision Applications are built](https://longbridge.com/en/news/297162351.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**