看好AI玩具的投资机会

IRoBUT

为什么我们战略看好AI玩具的投资机会？
1切合AI及消费双主线，AI+消费场景的落地是25年的一大主题，符合昨晚消费会议通稿的未来方向，近期由字节跳动首推，预计将于12月18-19日字节跳动大会有大催化。
2不再是以5万、10万销量为单位的小市场，而是以1000万销量起的市场空间，产业链看千亿市场，产业链头部利润以10亿起计算。
3重点提示：实丰文化（字节豆包模型、扣子模型合作），乐鑫（芯片、模组）、润欣（整机）、移远（OEM）、恒玄（芯片）等字节AI玩具概念投资机会，以及奥飞娱乐、汤姆猫、上海电影等近期有AI玩具落地。
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