VOBILE GROUP (03738) saw its shares surge more than 8% in the afternoon session. As of the time of writing, the stock was up 7.68%, trading at HK$5.19 with a turnover of HK$360 million. A research report from China Securities (CSC) noted that as model capabilities continue to improve, particularly with the significant reduction in reasoning and long-window costs, downstream AI application scenarios are rapidly entering the commercialization verification phase. China Merchants Securities pointed out that recent iterations of various AI applications and edge-side technologies are accelerating, and they continue to firmly recommend leading internet companies with stable and improving performance and a leading layout in the AI field. It is noteworthy that on December 11, The Walt Disney Company and OpenAI announced a three-year strategic cooperation and content licensing agreement. Zheshang Securities believes this cooperation sets a new paradigm of "IP + AI," with Disney ushering in a new era of "Hollywood embracing AI." VOBILE GROUP, a long-term digital rights management service provider for giants like Disney, is expected to directly benefit from the new active assets and authorization management demands, while its mature solutions are also poised to help secure more new clients.
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