Core Viewpoint - ByteDance's AI video generation model Seedance 2.0 has gained significant attention both domestically and internationally, leading to a surge in AI application themes in the A-share market [1][4]. Market Overview - On February 10, the A-share market exhibited a fluctuating trend with noticeable structural differentiation. AI application themes saw widespread increases, particularly in sectors such as short drama games, cultural media, online games, virtual humans, and cybersecurity, while the photovoltaic industry experienced a pullback [1]. - The Shanghai Composite Index closed at 4122.34, down 0.02%, and the Shenzhen Component Index closed at 14206.26, also down 0.02% [2]. Cultural Media Sector - The cultural media sector experienced a significant surge, with multiple stocks hitting the 20% limit up, including Readkey Culture, Jiecheng Co., Rongxin Culture, Light Media, and Chinese Online. Other stocks like Happiness Blue Sea rose over 10% [4][5]. - The cultural media index rose by 6.76%, indicating strong market performance [5]. AI Video Technology Impact - Seedance 2.0 is expected to lead the way in the short content field, such as AI comic dramas and short dramas, by significantly reducing production costs and shortening production cycles. This advancement is anticipated to drive industry capacity expansion [6]. - The model's capabilities include self-storyboarding, multi-modal references, audio-visual synchronization, and multi-camera narrative capabilities, which are expected to enhance video usability and lower production costs [6]. Gaming Sector Performance - The gaming sector also saw widespread gains on February 10, with stocks like Wento Holdings and Perfect World reaching their daily limits [8]. - The gaming index increased by 4.71%, reflecting positive market sentiment [9]. Regulatory Environment and Market Growth - In January 2026, 182 game licenses were issued, continuing a trend of normalized issuance since 2025, indicating regulatory support for the industry's healthy development. The gaming market's actual sales revenue is projected to reach 350.79 billion yuan in 2025, marking a 7.68% year-on-year growth [9][10]. - The gaming sector is expected to benefit from AI applications, with both established and new games leveraging AI to enhance user engagement and content creation [10]. Hong Kong Market Trends - The Hong Kong market mirrored the A-share surge, particularly in cultural media and innovative drug services, with notable gains in stocks like WuXi Biologics and WuXi AppTec [11].

每经记者｜杜恒峰 每经编辑｜许绍航 记者|杜恒峰 编辑|许绍航 杜波 校对|金冥羽 封面图片|视觉中国（图文无关） 2月10日早盘，市场窄幅震荡，三大指数小幅下跌，截至收盘，沪指跌0.02%，深成指跌0.02%，创业板指跌0.14%。 盘面上热点快速轮动，全市场超2800只个股下跌。 从板块来看，传媒板块持续走高，读客文化、捷成股份、荣信文化、横店影视、上海电影、博纳影业、中国电影、光线传媒等多股涨停。文化传媒相关 ETF集体爆发，影视ETF（159855）、影视ETF（516620）盘中触及涨停，创历史新高。 | 板块名称 | 涨幅↓ | 1分钟涨速 | 王力净量 王力俭爵 | | --- | --- | --- | --- | | 影视院线 1 | +11.62% | +0.17% | 8.95 +25.95 7. | | 2 短剧游戏 | +6.19% | +0.09% | 2.35 +14.48 7. | | 3 Sora概念[文生... +6.04% | | +0.13% | 3.02 +26.28 7. | | 4 文化传媒 | +5.33% | +0.08% | 1.32 +16.48 Z | ...

Core Viewpoint - The article discusses the performance of the A-share market, highlighting the fluctuations in major indices and the notable movements in specific sectors such as media and pharmaceuticals. Market Performance - The Shanghai Composite Index decreased by 0.02% to 4122.34, while the Shenzhen Component Index also fell by 0.02% to 14206.26. The ChiNext Index dropped by 0.14% to 3328.02, and the Sci-Tech Innovation Board Index rose by 0.19% to 1800.35 [4][12]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, with over 2800 stocks declining [6]. Sector Highlights - The media sector experienced significant gains, with multiple stocks such as Light Media and China Film hitting the daily limit, and Huace Film and Happiness Blue Sea rising over 15% [5][6]. - The innovative drug concept saw a surge, with stocks like Guangsheng Tang increasing by over 13% [6]. - The semiconductor sector also performed well, with stocks like Chipone Technology rising over 8% [10]. New Listings - Three new stocks were listed, with N Electric Technology opening at a remarkable increase of 750.05% on its first day [11]. Other Market Movements - The precious metals, shipping, and liquor sectors showed weakness, contrasting with the strong performance of the media and innovative drug sectors [5][6].

02月10日消息，截止11:00，短剧概念板块活跃，捷成股份、欢瑞世纪、中国电影、掌阅科技、上海电 影、横店影视、博纳影业涨停，中文在线、幸福蓝海、华策影视等个股涨幅居前。 责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

Market Overview - The Shanghai Composite Index rose by 1.41% to close at 4123.09 points, with a daily high of 4123.16 points [1] - The Shenzhen Component Index increased by 2.17% to close at 14208.44 points, reaching a high of 14211.7 points [1] - The ChiNext Index saw a rise of 2.98%, closing at 3332.77 points, with a peak of 3340.33 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 26,556.13 billion yuan, with a financing balance of 26,387.82 billion yuan and a securities lending balance of 168.31 billion yuan, reflecting an increase of 6.15 billion yuan from the previous trading day [2] - The Shanghai market's margin trading balance was 13,475.12 billion yuan, up by 4.76 billion yuan, while the Shenzhen market's balance was 13,081.01 billion yuan, increasing by 1.39 billion yuan [2] - A total of 3,480 stocks had financing funds for purchase, with the top three being Xinyi Technology (25.36 billion yuan), Zhongji Xuchuang (24.32 billion yuan), and Shenghong Technology (17.14 billion yuan) [2][3] Fund Issuance - Eight new funds were issued yesterday, including: - Shangyin Stable and Wise Three-Month Holding (FOF) C - Xinyuan CSI Hong Kong Stock Connect Technology Index C - Xinyuan CSI Hong Kong Stock Connect Technology Index A - Shangyin Stable and Wise Three-Month Holding (FOF) A - CITIC Construction Investment Shuangyi Three-Month Holding Period Bond A - Zhaoshang Yutian Mixed Initiation C - CITIC Construction Investment Shuangyi Three-Month Holding Period Bond C - Zhaoshang Yutian Mixed Initiation A [4][5] Top Net Purchases on the Dragon and Tiger List - The top ten net purchases on the Dragon and Tiger list were led by: - Zhongwen Online with a net purchase of 715.97 million yuan - TCL Zhonghuan with 517.15 million yuan - Zhongchao Holdings with 406.27 million yuan - Hunan Silver with 354.37 million yuan - Jiecheng Shares with 230.40 million yuan [6][7]

Core Viewpoint - The A-share market for film and television stocks has shown significant strength, with multiple companies experiencing substantial gains, indicating a positive sentiment in the industry ahead of the 2026 Spring Festival film release [1] Group 1: Stock Performance - Jiecheng Co. saw a 20.03% increase, reaching a market capitalization of 22.5 billion [2] - Light Media experienced a 14.88% rise, with a total market value of 71.8 billion [2] - Other notable performers include WenTou Holdings (+10.13%, 10.6 billion), Huanrui Century (+10.06%, 8.799 billion), and Shanghai Film (+9.99%, 16 billion) [2] - Hengdian Film achieved a historical high with a 9.99% increase, bringing its market cap to 25.6 billion [2] - The overall trend shows that several companies, including Bona Film and Happiness Blue Sea, also recorded gains exceeding 9% [1][2] Group 2: Box Office Projections - As of February 9, the pre-sale box office for new films during the 2026 Spring Festival has surpassed 70 million yuan [1] - CICC's report estimates that the total box office for this year's Spring Festival could range between 6.5 billion and 8.5 billion yuan, emphasizing the importance of leading films in determining the final box office outcome [1]

Group 1 - The A-share market saw a collective surge in film stocks, with notable performances including a 20% increase in Jiecheng Co., a nearly 15% rise in Light Media, and several other companies reaching their daily limit of 10% increase [1] - The pre-sale box office for new films during the 2026 Spring Festival has exceeded 70 million yuan as of February 9, indicating strong market interest [1] - According to a report by China International Capital Corporation (CICC), the total box office for this year's Spring Festival is expected to range between 6.5 billion yuan and 8.5 billion yuan, with the performance of leading films playing a crucial role in determining the final box office outcome [1] Group 2 - Jiecheng Co. has a market capitalization of 22.5 billion yuan and has seen a year-to-date increase of 53.08% [2] - Light Media has a market capitalization of 71.8 billion yuan and a year-to-date increase of 49.39% [2] - Hengdian Film has achieved a remarkable year-to-date increase of 143.73%, with a market capitalization of 25.6 billion yuan [2]

Group 1 - The A-share market continues to show strength in AI application concepts, with companies like Zhongwen Online and Jiecheng Co. experiencing significant stock price increases [1] - Zhongwen Online reached a 20% limit up after a strong performance, while other companies such as Jiecheng Co., Rongxin Culture, and Sanlian Hongpu also showed robust gains [1] - The AI video generation model Seedance 2.0, launched by ByteDance, has gained attention for its ability to create high-quality videos from text or images in just 60 seconds, featuring a unique multi-scene narrative function [1] Group 2 - Jiecheng Co. saw a stock increase of 20.03%, with a total market value of 22.5 billion and a year-to-date increase of 53.08% [2] - Rongxin Culture experienced a 20% rise, with a market value of 4.278 billion and a year-to-date increase of 63.10% [2] - Zhongwen Online's stock rose by 12.64%, with a market value of 29 billion and a year-to-date increase of 58.20% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 中国基金报记者 晨曦 【导读】传媒板块反复活跃，多股2连板；光伏、白酒股整体回调；ST萃华复牌跌停，卖一封单超53万 手 大家好！一起来关注最新的市场行情和资讯~ 2月10日，A股三大指数早间开盘涨跌互现：上证指数微涨0.11%，深证成指、创业板指分别跌0.05%、 0.33%。随后市场震荡拉升，截至发稿，三大指数全部飘红。 | 4131.10 | - | 3342.54 | 18 ------- | | --- | --- | --- | --- | | 上证指数 +0.19% | 深证成指 +0.24% | 创业板指 +0.29% | | 盘面上，上午传媒板块持续活跃，中文语料库、短剧游戏、虚拟人等概念股走强；酒类、航空、房地产 等板块不振，太空光伏、硅能源等概念股回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 中文语料库 3.48% | 短剧游戏 3.29% | 谷子经济 2.97% | 覆铜板 2.53% | | 文化传媒主题 2.29% | 虚拟人 2.25% | Kimi 2.16% | A ...

2月9日，《黑神话：悟空》制作人冯骥发文谈及Seedance2.0时表示："昨天试了试即梦刚上线的 Seedance2.0。它在使用手册标题的最后，写着Kill the game!（杀死比赛）。这个评价，相当客观。 AIGC的童年时代，结束了。" 2月10日，影视（核心股）板块持续走高，截至发稿，博纳影业、上海电影、浙文影业、横店影视、文 投控股等10CM涨停，光线传媒（核心股）、中国电影、金逸影视等跟涨。其中，横店影视9天7板再创 新高。 | 代码 | 名称 | 涨幅%√ | 现价 | | --- | --- | --- | --- | | 300182 捷成股份 | | +20.03% | 8.45 | | 600715 | 文投控股 | +10.13% | 2.61 | | 000892 | 欢瑞世纪 | +10.06% | 8.97 | | 601595 上海电影 | | +9.99% | 35.78 | | 603103 | 横店影视 | +9.99% | 40.41 | | 001330 | 博纳影业 | +9.96% | 12.47 | | 300251 | 光线传媒 | +7.93% | 22 ...