Huaxi Securities: The maturity of "OPC mode" will benefit AI video tool SaaS, computing power leasing platform, and short drama platform.

Huaxi Securities research report indicates that in the medium to long term, the maturity of the "OPC model" will directly benefit AI video tool SaaS, computing power leasing platforms, and short drama platforms with IP reserves and distribution channels. Currently, AI applications are developing rapidly, coupled with the recovery of entertainment consumption. It is recommended to pay attention to the following investment opportunities: 1. Hong Kong Internet leaders: promoting consumption and stabilizing employment, highlighting social value; 2. Gaming industry: policy incentives boost domestic demand, technological empowerment strengthens product competitiveness, and overseas layout expands growth space; 3. Film and cultural tourism industry: consumption policies promote the recovery of cinemas, stimulate the release of improvement-oriented consumer demand.