Galaxy Securities: The Rise of Generative Search, AI Applications Catalyze Density

The research report from Galaxy Securities points out that the current AI industry is continuously catalyzing, and the commercialization of AI applications has broad development space. AI application directions represented by generative search (GEO) are constantly being explored and developed. At the same time, in addition to content generation, content interaction is also becoming an important breakthrough point. For content sectors such as gaming, AI not only reduces costs and increases efficiency but also provides users with a unique interactive experience, significantly enhancing user engagement. It is recommended to pay attention to: the continuous increase in AI investment in Hong Kong stock internet core assets, AI applications empowered by deepening AI capabilities, and related sub-sectors of the industrial chain: 1) Hong Kong stock technology giants; 2) AI applications and related industrial chain