分析人士指出，本轮AI应用股集体大涨，或与近期大模型技术应用革新有关。字节跳动旗下即梦平台 日前宣布，正内测一款AI视频生成模型——Seedance 2.0。该模型支持同时上传图片、视频、音频等多 达12类参考文件，凭借多模态参考、生成与编辑融合等一系列技术创新，实现了关键突破。这意味着， AI视频生成实现了从"工具"到"AI导演"的跃迁，可自主完成运镜、分镜、多镜头叙事等创作环节，为用 户提供导演级的控制精度。 港股市场AI应用股今日继续集体大涨，截至半日收盘，智谱涨21%，领涨板块，阅文集团涨超15%，阜 博集团涨超13%，MINIMAX涨超6%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | 0 21.03% | 335.000 | 1493.57亿 | 188.30% | | 00772 | 阅文集团 | 15.57% | 43.640 | 445.77亿 | 32.32% | | 03738 | 皇博集团 | 13.35% | 5.180 | 131.71亿 ...

Market Performance - The Hang Seng Index increased by 0.54% at midday, while the Hang Seng Tech Index rose by 0.84% [1] - The hotel and resort REITs and biotechnology sectors showed notable gains [1] Sector Performance - The passenger airline and insurance sectors experienced the largest declines [1] Individual Stock Performance - Zhihui surged by 21.03%, while Yueda Group increased by 15.57% [1] - Fubo Group rose by 13.35%, Baoyi Pharmaceutical-B gained 10.34%, and United Group climbed by 9.43% [1] - On the downside, Zhaojin Mining fell by 5.95%, and Dongfang Zhenxuan dropped by 5.83% [1] - Wuyi Vision decreased by 5.48%, Laisong Health declined by 5.4%, and Ruifeng Power fell by 4.94% [1]

Group 1 - The Hang Seng Index rose by 0.54%, gaining 145 points to reach 27,172 points, while the Hang Seng Tech Index increased by 0.84% [1] - The market showed strong interest in AI large model concepts, with companies like Zhiyu (02513) surging over 21% after its GLM-4.7-Flash model surpassed 1 million downloads on HuggingFace [1] - Yueda Group (00772) saw a rise of over 15% as the company accelerated its AI comic strategy according to internal communications [1] Group 2 - Seedance 2.0 sparked a revolution in AI video, leading to a significant increase of over 13% for Fubo Group (03738) [2] - Yunzhisheng (09678) rose over 8%, validating its large model business growth with potential applications in AI clinical diagnosis and healthcare cost reduction [3] - Innovent Biologics (01801) increased by over 5% after announcing its seventh global strategic partnership with Eli Lilly, with Goldman Sachs indicating that its stock is undervalued [4] Group 3 - Pop Mart (09992) rose over 4%, projecting global sales of over 100 million units for its THE MONSTERS product line by 2025 [5] - The CRO sector saw significant gains, with companies like Weiya Bio (01873) and WuXi Biologics (02269) rising by 6.14% and 5.6% respectively, as the industry experiences a recovery in innovative drug financing and business development [5] - China Nuclear International (02302) increased by 8%, expecting a rise in net profit from its uranium trading business last year [6] Group 4 - Baoji Pharmaceutical-B (02659) surged over 10%, with its stock price increasing nearly 4.5 times from its IPO, as several products are expected to contribute significantly to revenue this year [7] - Fishing equipment leader Lexin Outdoor (02720) saw a remarkable debut, with its stock price rising over 130% at one point on its first trading day [8]

Group 1 - The Hong Kong stock market saw a strong performance in AI application stocks, with notable gains from companies such as Zhizhu (up over 16%), Yuedu Group (up over 9%), and Fubo Group (up over 8%) [1][2] - The recent launch of the AI video generation model Seedance 2.0 by ByteDance on the Jimeng platform has sparked widespread evaluation and discussion within the AI industry, showcasing impressive capabilities in multi-modal thinking and video generation [1] - Seedance 2.0 supports various input types including text, images, videos, and audio, and has achieved breakthroughs in key areas such as self-operated and distributed shooting, audio-visual synchronization, and multi-angle storytelling [1] Group 2 - Zhizhu's stock price increased by 16.26% to 321.800, with a total market capitalization of 143.472 billion and a year-to-date increase of 176.94% [2] - Yuedu Group's stock rose by 9.38% to 41.300, with a market cap of 42.187 billion and a year-to-date increase of 25.23% [2] - Fubo Group's stock gained 8.75% to 4.970, with a market capitalization of 12.637 billion and a year-to-date increase of 20.92% [2]

Group 1 - The Hong Kong stock market saw a strong performance in AI application stocks, with notable gains from companies such as Zhizhu (up over 16%), Yuedu Group (up over 9%), and Fubo Group (up over 8%) [1] - The AI video generation model Seedance 2.0, launched by ByteDance on its Dream platform, has garnered significant attention and positive reviews within the AI industry for its impressive capabilities [1] - Seedance 2.0 supports various input types including text, images, videos, and audio, and has achieved breakthroughs in key areas such as self-camera and multi-camera narrative capabilities [1] Group 2 - Zhizhu's stock price increased by 16.26% to 321.800, with a total market capitalization of 143.472 billion and a year-to-date increase of 176.94% [2] - Yuedu Group's stock rose by 9.38% to 41.300, with a market cap of 42.187 billion and a year-to-date increase of 25.23% [2] - Fubo Group's stock climbed by 8.75% to 4.970, with a market cap of 12.637 billion and a year-to-date increase of 20.92% [2]

每经AI快讯，阜博集团(03738.HK)涨超11%，截至发稿，涨11.16%，报5.03港元，成交额4.15亿港元。 （文章来源：每日经济新闻） ...

消息面上，近期，字节跳动推出的新一代AI视频生成模型Seedance2.0，凭借突破性性能刷屏海内外互 联网。据悉，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。国海证券此前指出，AI视 频内容迸发，催生版权保护黄金机遇。版权保护厂商阜博凭借Vobile MAX确权分润平台与DreamMaker 创作工具生态，构建"创作-确权保护-流通"全链路解决方案，受益于产业向"AI创作+精准推送"模式转 型，成为AI内容时代版权基础设施受益方。 阜博集团(03738)再涨超11%，截至发稿，涨11.16%，报5.03港元，成交额4.15亿港元。 ...

Group 1 - The core viewpoint of the article highlights that Fubo Group (03738) has seen a significant stock increase of over 11%, currently trading at 5.03 HKD with a transaction volume of 415 million HKD [1] - ByteDance has launched a new AI video generation model, Seedance 2.0, which has gained attention both domestically and internationally due to its groundbreaking performance [1] - Fubo Group serves as the exclusive copyright technology service provider for Hongguo Short Drama in the AI comic drama sector, positioning itself favorably in the evolving market [1] Group 2 - Guohai Securities has pointed out that the explosion of AI video content creates golden opportunities for copyright protection, indicating a growing market for companies like Fubo Group [1] - Fubo Group benefits from its Vobile MAX rights confirmation and revenue-sharing platform, along with the DreamMaker creative tool ecosystem, which provides a comprehensive solution for "creation-rights protection-circulation" [1] - The company is poised to gain from the industry's shift towards an "AI creation + precise push" model, establishing itself as a key player in the copyright infrastructure of the AI content era [1]

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） ...