据交易所数据显示，截至1月29日午间收盘，主力资金流入前20的股票分别为： 蓝色光标（28.14亿元）、 贵州茅台（16.38亿元）、 科大讯飞（15.99亿 元）、 北方稀土（13.97亿元）、 天孚通信（10.90亿元）、 浙文互联（7.79亿元）、 TCL中环（6.67亿元）、 N振石（6.56亿元）、 包钢股份（6.08亿 元）、 长芯博创（5.58亿元）、 捷佳伟创（5.53亿元）、 航天科技（5.24亿元）、 岩山科技（5.03亿元）、 盛和资源（4.86亿元）、 天龙集团（4.83亿 元）、 昆仑万维（4.36亿元）、 钧达股份（4.16亿元）、 三六零（4.07亿元）、 信科移动U（4.00亿元）、 泸州老窖（3.95亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | 14.59 | 28.14亿元 | 文化传妙 | | 贵州茅台 | 3.72 | 16.38亿元 | 眼酒行」 | | 科大讯飞 | 10 | 15.99亿元 | 软件开发 | | 北方稀土 | 8.34 | 13.97亿元 | 小金 ...

一水 发自 凹非寺 量子位 | 公众号 QbitAI 把AI模型发布会开在Livehouse，昆仑天工你是懂氛围感的（doge）！ 虽然乍一听有点奇怪，但如果告诉你这里正在发布的是一款 音乐模型 ，估计你也就get到它的小巧思了。 先不说别的，咱这就火速品鉴一下这支由 新模型Mureka V8 提供BGM的MV： 在发布会现场，昆仑万维董事长兼CEO方汉表示： 为什么要把Mureka当品类来做？这其实和我们的使命有关——我们想让音乐变成每个人都拥有的表达方式，记录当下的心情、记忆、想 说的话等等。 而当好的AI音乐成为一种新品类，AI版"Spotify"（指旗下的Mureka）会成为行业的灯塔 ，能让创作者被看见，让作品被放大，让行 业形成新的共识。 而他所描绘的这一未来图景，也获得了高晓松及国内顶尖唱片公司负责人的认可。作为离产业一线最近的人，他们对好的AI音乐引发的变革浪 潮，感知也最为敏锐。 是不是很有韩国女团打歌的feeling了~不过从现场来看，这还只是Mureka V8实力的冰山一角—— 在各路音乐人实测中， 它一举打败硅谷顶尖音乐模型Suno V5，登顶垂类世界第一 。 而随着这一标志性节点的出 ...

据昆仑万维集团消息，1月28日下午，昆仑天工Mureka V8音乐大模型正式发布。据介绍，Mureka V8在 音乐性、编曲完成度、人声表达以及整体音质质感等多个关键维度实现同步提升，使AI音乐从"可生 成"进一步迈向"可发布"。昆仑万维透露，未来Mureka还将推出AI Studio，为进阶创作者提供更完整、 更可控的音乐创作环境，支持更深度的编辑、结构调整和创作管理，让AI真正融入专业创作流程。 (本文来自第一财经) ...

图源： B 站 UP 主「漫游会议室」 当然，AI 音乐并不是要取代人类创作者，反而更有可能帮助他们的作品出圈。这个月，FYI.AI 创始人、美国音乐团体 Black Eyed Peas 成员 Will.i.am 在接受采访时 表示，「AI 正在为创作者带来一场新的文艺复兴。」AI 的加入使得音乐创作变成了一种人机协作的融合形态。 1 月 28 日，国内 AI 音乐界扛把子昆仑天工，面向全球用户发布了 最新音乐大模型 Mureka V8 。 新模型在继续降低创作门槛、推动「人人都能成为创作者」的同时，旗帜鲜明地亮出了 AI 音乐进化为一种新音乐品类的概念。 今晚 8 点，由 Mureka 包揽词曲与编曲的 M:RA 女团主打歌曲《MCE》已经在 QQ 正式上线。同时与太和音乐联合发行了这首歌的 MV，气场十足，感觉一下子就 将我们拉进了打歌舞台现场： 机器之心编辑部 如今，AI 神曲传播的速度已经远远超出了我们的想象。 在 B 站，有这样一位音乐 UP 主「漫游会议室」，他将《西游记》中的经典人物「请进」录音棚，利用 AI 来填词、作曲。在三个多月时间里，创作出了 30 个作 品，大部分都是百万播放量，其中爆 ...

新浪科技讯 1月28日下午消息，昆仑万维（维权）今日发布Mureka V8音乐大模型，宣布该模型在音乐 旋律、人声表现力，编曲/结构和情绪表达与渲染能力方面，均取得了超越国际知名AI音乐创作平台 Suno的水平。 发布会上，知名音乐人高晓松在谈及AI音乐创作对音乐产业乃至于自己的影响时指出："我是一个来自 上个世纪的音乐人，但并不担心AI会追上或超越自己。"他指出，人类创作音乐有数千年的历史，但真 正以机构化进行音乐商业化是近百年间才有的事情。在高晓松看来，人类对于音乐的追求在很长一段时 间内都是非功利或非商业化导向的，这也是音乐对于人类的重要性与独特性。但近年来，随着音乐产业 化、商业化进程的推进，开始出现了许多功利的做法。 "我自己是做音乐的，之前做音乐的时候，行业里流行的一种做法：如果一张专辑里面没有一首好的音 乐，这张专辑可能不会火，不会有好的商业价值，但如果有好的歌曲，不管是两首还是四首，其实商业 价值都差不了太多，所以这也会导致大家会把好的音乐只少量的放出，可能会配可能80%的普通（垃 圾）音乐，另外的好音乐则放在下一张专辑里。"高晓松流露了过度商业化对于音乐产业化扭曲乃至于 异化的担忧。 谈及于 ...

责任编辑：何俊熹 责任编辑：何俊熹 新浪科技讯 1月28日下午消息，昆仑万维（维权）今日发布Mureka V8音乐大模型。据昆仑万维董事长 方汉介绍，该模型音乐旋律、人声表现力，编曲/结构和情绪表达与渲染能力方面，均取得了远超Suno 的水平，相关模型能力将陆续开放。 此外，昆仑万维还宣布启动Mureka Studio工具内测，广大音乐人及音乐玩家可通过该工具进行AI大模 型音乐创作。据悉，该工具具有单轨生存、局部编辑、人声生成伴奏等功能。（文猛） 新浪科技讯 1月28日下午消息，昆仑万维（维权）今日发布Mureka V8音乐大模型。据昆仑万维董事长 方汉介绍，该模型音乐旋律、人声表现力，编曲/结构和情绪表达与渲染能力方面，均取得了远超Suno 的水平，相关模型能力将陆续开放。 此外，昆仑万维还宣布启动Mureka Studio工具内测，广大音乐人及音乐玩家可通过该工具进行AI大模 型音乐创作。据悉，该工具具有单轨生存、局部编辑、人声生成伴奏等功能。（文猛） ...

Investment Rating - The report maintains an "Outperform" rating for the media industry, indicating an expected increase of over 10% relative to the CSI 300 index in the next six months [1][37]. Core Insights - The report highlights a decrease in the allocation of public funds to media sector heavyweights, with a total market value of 40.569 billion yuan at the end of Q4 2025, down 31.70% from Q3 2025 [6][10]. - The gaming sector continues to see increased allocation, with a market value of 30.206 billion yuan, representing 74.46% of the total media sector allocation, marking a 1.14 percentage point increase [11][15]. - The report notes a concentration of investments in top gaming companies, with eight out of the top ten heavyweights being gaming firms, reflecting a strong institutional focus on this segment [20][21]. Summary by Sections Heavyweight Stock Allocation - The allocation of public funds to media heavyweight stocks has decreased, with a total market value of 40.569 billion yuan, down 18.825 billion yuan from Q3 2025, resulting in a 31.70% decline [6][10]. - The allocation ratio for media heavyweights is approximately 1.22%, down 0.56 percentage points from the previous quarter [10][11]. Gaming Sector Performance - The gaming sector's market value stands at 30.206 billion yuan, accounting for 74.46% of the total media sector allocation, with a 40.09% overweight ratio, the highest recorded [11][15]. - The top three sectors by market value are gaming, advertising, and film exhibition, with gaming showing the most significant allocation increase [11][15]. Individual Company Insights - The top ten media heavyweights include companies like Giant Network, Century Huatong, and Kaineng Network, with gaming companies dominating the list [20][23]. - Notable changes in the top ten include Mango Super Media dropping out and Kunlun Wanwei entering the list [20][21]. Hong Kong Stock Preferences - In the Hong Kong market, Tencent Holdings remains the largest heavyweight with a market value of 94.525 billion yuan, despite a decrease of 12.287 billion yuan [33][34]. - Meituan and Damai Entertainment have shown significant increases in both market value and the number of funds holding their stocks [33][34]. Investment Recommendations - The report suggests focusing on high-growth segments such as AI applications and gaming, which are expected to benefit from favorable policies and strong market demand [35][36]. - Recommended companies for investment include 37 Interactive Entertainment, Perfect World, Kaineng Network, and others [35][36].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the last week, and several films scheduled for release during the upcoming Spring Festival [22][24]. Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - Within the media sector, advertising and marketing led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Industry Key Data AI Applications - For the week of January 12 to January 18, 2026, the estimated iOS downloads for major AI applications were as follows: Deepseek at 238,700, Doubao at 2,100,900, Tencent Yuanbao at 807,000, and Qianwen Qimai at 1,233,700, with respective week-over-week changes of -14.52%, +0.87%, +2.27%, and +15.66% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, showing a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, were "Honor of Kings," "Peacekeeper Elite," "Crossfire: Gunfight King," "Endless Winter," and "Arknights: End of the World," with "Arknights" achieving over 30 million downloads globally [2][19]. - Upcoming game releases include "Survival 33 Days" by 37 Interactive Entertainment, scheduled for February 15, and "EVE," an AI companion product by a company invested in by Kying Network, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the weekly box office at 66.06 million yuan, accounting for 21.7% of the total [22][23]. - Four films have been scheduled for the Spring Festival, including "Fast Life 3" and "Silent Awakening" [24]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing. Specific companies highlighted for investment include Giant Network, Kying Network, Perfect World, 37 Interactive Entertainment, Century Huatong, and others [3][27].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the week of January 19-25, 2026, and several films scheduled for release during the upcoming Spring Festival [22][23]. Summary by Sections Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - The advertising and marketing sector led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Key Industry Data AI Application Data - For the week of January 12-18, 2026, the estimated iOS downloads for major AI applications showed varied performance, with Deepseek down by 14.52% and Tencent's Yuanbao up by 2.27% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, reflecting a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, included "Honor of Kings" and "Peacekeeper Elite," with "Tomorrow's Ark: The End of Days" entering the top five shortly after its release [2][19]. - Upcoming game releases include "Survival 33 Days" set for February 15 and "EVE," an AI companion app, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the week with a box office of 66.06 million yuan [22][23]. - Four films have been scheduled for the Spring Festival, indicating a strong pipeline for theatrical releases [22][23]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing [3][27]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, among others [3][27].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002919 | 名臣健康 | 24.44 | -8.53% | 14.91万 | 3.75亿 | | 002558 | 巨人网络 | 46.21 | -7.23% | 66.54万 | 30.82 Z | | 300299 | 富春股份 | 7.27 | -4.72% | 54.26万 | 3.97亿 | | 300459 | 汤姆猫 | 5.20 | -3.88% | 240.34万 | 12.59亿 | | 300043 | 星辉娱乐 | 6.43 | -3.74% | 78.09万 | 5.02亿 | | 603444 | 吉比特 | 439.01 | -3.71% | 1.70万 | 7.51亿 | | 002517 | 恺英网络 | 24.68 | -3.67% | 52.86万 | 13.13亿 | | 002624 | 完美世界 | 17.34 | -2.91% | 46.55万 | 8.11亿 | | 300418 | 昆仑万维 ...