阜博集团(03738)涨近8%，截至发稿，涨7.75%，报4.59港元，成交额2.57亿港元。 消息面上，近日，一款名为Seedance2.0的AI视频生成模型再度刷屏海内外互联网。根据官方资料， Seedance2.0由字节跳动推出，可根据文本或图像创建电影级视频。只需编写详细的提示或上传一张图 片，Seedance2.0即可在60秒内生成带有原生音频的多镜头序列视频。开源证券点评称，这或为AI影视 的"奇点"时刻，有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用。 据悉，阜博集团作为全球领先的数字内容资产保护与交易服务提供商，依托AI技术，面向全球内容创 作者，构建集版权保护、价值连接与服务协同于一体的价值枢纽。在AI漫剧方面，阜博集团为红果短 剧的独家版权技术服务方。国元国际认为，AI内容爆发助力商业化加速，公司有望受益确权需求增 长。 ...

每经AI快讯，阜博集团(03738.HK)涨近8%，截至发稿涨7.75%，报4.59港元，成交额2.57亿港元。 （文章来源：每日经济新闻） ...

智通财经APP获悉，阜博集团(03738)涨近8%，截至发稿，涨7.75%，报4.59港元，成交额2.57亿港元。 据悉，阜博集团作为全球领先的数字内容资产保护与交易服务提供商，依托AI技术，面向全球内容创 作者，构建集版权保护、价值连接与服务协同于一体的价值枢纽。在AI漫剧方面，阜博集团为红果短 剧的独家版权技术服务方。国元国际认为，AI内容爆发助力商业化加速，公司有望受益确权需求增 长。 消息面上，近日，一款名为Seedance2.0的AI视频生成模型再度刷屏海内外互联网。根据官方资料， Seedance2.0由字节跳动推出，可根据文本或图像创建电影级视频。只需编写详细的提示或上传一张图 片，Seedance 2.0 即可在60秒内生成带有原生音频的多镜头序列视频。开源证券点评称，这或为AI影视 的"奇点"时刻，有望在AI漫剧、AI短剧等短内容方面率先得到广泛应用。 ...

| 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | (0) | 11.91% | 227.400 | 1013.85 Z | 95.70% | | 00772 | 阅文集团 | | 8.08% | 37.200 | 379.99亿 | 12.80% | | 02026 | 小马智行-W | | 6.46% | 110.400 | 478.63 Z | -5.88% | | 03738 | 阜博集团 | | 6.57% | 4.540 | 115.43亿 | 10.46% | | 02400 | 心动公司 | | 6.25% | 84.200 | 416.89 Z | 29.84% | | 00800 | 文远知行-W | | 6.04% | 20.540 | 211.01亿 | -10.70% | | 03896 | 我们之 | | 5.55% | 6.850 | 310.43 Z | 24.32% | | 01119 | 创梦天地 | | 5.45% | 0 ...

本文源自：金融界AI电报 港股市场AI应用股集体上涨，其中，智谱涨超11%，阅文集团涨8%，小马智行、阜博集团、心动公 司、文远知行涨超6%，金山云、创梦天地、明略科技涨超5%，MINIMAX-WP涨超4%，京东健康、创 新奇智、范式智能涨超3%，平安好医生、中手游涨近3%。 ...

港股市场AI应用股集体上涨，其中，智谱涨超11%，阅文集团涨8%，小马智行、阜博集团、心动公 司、文远知行涨超6%，金山云、创梦天地、明略科技涨超5%，MINIMAX-WP涨超4%，京东健康、创 新奇智、范式智能涨超3%，平安好医生、中手游涨近3%。 消息面上，开源证券发布研报称，字节跳动在即梦平台上线Seedance2.0视频生成模型，引发AI产业界 广泛测评与讨论，且实测效果惊艳。其支持文字、图片、视频、音频等各类素材输入，并生成视频，在 自运镜和分运镜、全方位多模态思考、音画同步生成、多镜头叙事能力等几个关键能力上实现突破。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | (=) 11.91% | 227.400 | 1013.85 乙 | 95.70% | | 00772 | 阅文集团 | 8.08% | 37.200 | 379.99亿 | 12.80% | | 02026 | 小马智行-W | 6.46% | 110.400 | 478.63 Z | -5.8 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 第 1 頁 共 10 頁 v 1.2.0 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 致：香港交易及結算所有限公司 公司名稱: 阜博集團有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03738 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 32,000,000,000 | USD | 0.000025 | USD | | 800,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 32,000,000,000 | USD | 0.000025 | USD | ...

郭子萱 华创证券传媒互联网分析师: 线上的各位领导，大家上午好。我是华创传媒互联网团队的郭子轩。那今天非常感谢大家 线上接入我们这个富博集团的线上交流会。今年我们确实从开年就看到了 AI 应用迎来了 一个爆发，包括各种基座模型、 Agent 迭代、百花齐放。那像动魔泰这边，近期谷歌的这 个 Project Jenny 也是给大家一点震撼，包括快手可灵 3.0 马上也要上线了。所以我们其 实也相信 26 年会是应用爆发的一个很关键的一年。那富博集团这家公司，它的卡位是非 常独特的，它其实相当于是多模态这一块承担了一个卖铲子或者说类似于审计师这样的一 个角色。 那我们也是今天有幸请到了公司领领导投关负责人田总，为我们做一个简单的介绍。那田 总，您这边在线了吗？ 富博集团投关负责人田总: 在的。郭老师听得到我的声音。那请。 郭子萱 华创证券传媒互联网分析师: 可以听到可以听到。那请田总为我们先简单做一下公司概况的介绍。 富博集团投关负责人田总: 好呀，谢谢郭老师。大家早上好，因为最近这个市场也很波动，大家也看到，包括像是 AI 的这个硬件的公司，最近发了这些业绩，表现得非常不错。再加上刚郭老师也提到像 Genie ...

Group 1 - The core viewpoint of the news highlights the significant rise in the stock price of Fubo Group (03738), which increased by 12.3% to HKD 5.02, with a trading volume of HKD 224 million, driven by a surge in AI application developments since the beginning of the year [1] - The first quarter saw a series of catalysts in the AI application sector, including Meta's acquisition of Manus, the IPO of Zhizhu, and the launch of MiniMax, which collectively elevated risk appetite and marked the beginning of what is termed an "epic market for AI applications" [1] - Fubo Group is recognized as a leading global provider of digital content asset protection and transaction services, leveraging AI technology to create a value hub for global content creators, integrating copyright protection, value connection, and service collaboration [1] Group 2 - The company is also expanding into AI comic dramas, serving as the exclusive copyright technology service provider for Hongguo Short Dramas, indicating its strategic positioning in the content production landscape [2] - Guoyuan International believes that the company possesses global content consumption and circulation data, which will enable it to develop more AI value-added services based on data insights, while deeply integrating with the AIGC industry to define standards for content production, distribution, and commercialization in the AI era [2] - The advancement of multimodal products like Sora2 and Google VEO is leading to an upgrade in copyright management for audio and video content towards "element-level management," which involves extracting, certifying, and measuring elements such as characters, scenes, and images [1]

Investment Rating - The report indicates a positive investment outlook for the industry, highlighting a "golden window period" for the short drama sector, with expectations for significant growth in the coming years [2][11]. Core Insights - The short drama industry has reached a scale of nearly 1 trillion yuan, surpassing both the film and long video sectors, with a projected compound annual growth rate (CAGR) of over 50% from 2023 to 2026 [11]. - The market for animated dramas is expected to exceed 22 billion yuan by 2026, contributing 50% of the incremental growth in the short drama industry [11]. - ByteDance is positioned as the absolute leader in the animated drama sector, leveraging its "traffic + IP + AI" integrated strategy to dominate the market [2][17]. - The application of AI technology is transforming the production paradigm of animated dramas, reducing production cycles from over 50 days to under 30 days and significantly lowering costs [3][21]. Summary by Sections Section 1: The Golden Window for Short Dramas - The short drama market has surpassed 1 trillion yuan, with user engagement increasing, and the average daily viewing time expected to exceed 100 minutes by 2025 [11]. - The market has entered a phase of rapid growth and commercialization, with significant increases in both supply and demand for animated dramas [11][12]. Section 2: AI Reshaping Production Paradigms - AI technologies are enabling a shift from manual production to industrialized generation, with production costs dropping to the thousand-yuan level [3][21]. - The integration of AI in production processes is expected to streamline workflows, reducing the number of steps from 11 to 5 and cutting costs by 60% [3][24]. Section 3: Trends in AI Applications - The report anticipates a significant uptick in AI applications by 2026, driven by the need for software to leverage substantial computational investments [4][31]. - Companies are increasingly integrating AI into their business models, with some reporting that AI-related revenues account for over 10% of total income [4][31]. Section 4: Related Investment Targets - Key investment targets include companies such as DeCai Co., Zhaochi Co., and Wanxing Technology, among others, which are positioned to benefit from the growth in the animated drama and AI sectors [5][40].