MEIYA PICO INC.(SZ:300188) Sou Hu Cai Jing·2026-02-10 06:57Group 1 - The core focus of the news is the significant rise in the Seedance concept, particularly in the domestic computing and AI application sectors, with the Huabao Big Data ETF (516700) experiencing a price increase of over 1.8% at one point, currently up by 1.09% [1] - The Seedance 2.0 AI video generation model from ByteDance has gained attention for its ability to create high-quality videos from text and images, supporting video segments of 5 to 15 seconds with advanced features like multi-angle shooting and subtitles [2] - The domestic video generation field is becoming increasingly competitive, similar to the state of large language models in 2025, with companies expected to differentiate based on specific application scenarios [3] Group 2 - The Huabao Big Data ETF's index composition shows that the computing concept accounts for 40.91% and AI application concept for 37.43% as of the end of 2025 [4] - The ETF focuses on domestic computing (IDC, servers) and AI applications, tracking the CSI Big Data Industry Index, with major holdings in leading companies such as Inspur, iFlytek, and China Software [5] - The current market environment is favorable for technology self-reliance, with government initiatives aimed at enhancing digital productivity and accelerating the domestic substitution process [6][7]