编辑|陈柯名 魏文艺宋思艰 继抖音、B站之后，快手也加入了抢夺2026年总台春晚流量的"战局"之中。 2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。用户打开快手搜索"春晚"， 即可提前预约马年央视春晚直播。 据悉，春晚期间，快手将通过直播、点播及短视频等呈现2026年央视春晚全程内容。同时，春节期间， 快手还将上线红包互动活动，摇一摇即可领红包。 《每日经济新闻》记者注意到，此前，抖音、B站已分别宣布成为2026年总台新媒体《竖屏看春晚》独 家合作伙伴、《2026年春节联欢晚会》独家弹幕视频平台。 据不完全统计，2026年总台春晚的合作阵营堪称"豪华"，除抖音、快手、B站等互联网视频平台之外， 还有宇树科技、火山引擎等AI科技公司，以及五粮液、洋河、郎酒等传统酒企，各领域"玩家"摩拳擦 掌，纷纷试图"大手笔"抓住这块流量大蛋糕。 记者|温梦华 据悉，春晚期间，快手将通过直播、点播及短视频等呈现2026年央视春晚全程内容。同时，春节期间， 快手还将上线红包互动活动，摇一摇即可领红包。 《每日经济新闻》记者注意到，此前，抖音、B站已分别宣布成为2026年总台新媒体《竖屏看春晚》独 家合作 ...

新京报贝壳财经讯（记者韦英姿）2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成 合作，在快手可提前预约马年央视春晚直播。快手还宣布，2月4日至23日，用户摇一摇即可领红包，还 设置了红包雨等玩法。 校对 赵琳 编辑 杨娟娟 ...

【#快手春节期间上线红包互动活动#】2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》 达成合作。用户打开快手搜索"春晚"，即可提前预约马年央视春晚直播。春节期间，快手还将上线红包 互动活动，摇一摇即可领红包，除夕当天还有全天红包雨。（第一财经） ...

北京商报讯（记者 魏蔚）2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。 即日起，打开快手搜索"春晚"即可提前预约马年央视春晚直播。此外，2月15日，快手冠名的《2026辽 宁春节联欢晚会》将通过直播陪伴用户，快手还将联动来自全国20余个省市的春节联欢晚会内容。 春晚之外，2月4日至23日，用户摇一摇即可领红包，参与全部进度红包100%解锁后可获88元现金红 包。2月15日，用户锁定@辽宁卫视 直播间，可抢辽宁春晚专属红包雨，最高可得1万元。 2月16日除夕 当天，还将上线全天整点红包雨，单场最高可赢 1万元。 ...

Summary of Key Points from Conference Call Records Industry Overview 1. PCB (Printed Circuit Board) - The PCB sector has shown weak performance since Q4 of last year, primarily due to divergent market views on orthogonal backplane solutions, with some believing they may be replaced by copper cables/CPO or delayed until 2028. However, the orthogonal backplane is currently progressing steadily and is expected to enter mass production in H2 2027. Leading companies are experiencing stock price stagnation due to these divergences, highlighting their cost-effectiveness. Recommended companies include Dongshan Precision, Shenghong Technology, and Huidian Co. [1] - The CoWoP (Chip on Wafer on PCB) solution has stronger certainty, can reduce costs, improve efficiency, and bypass the shortage of substrate capacity. The value per square meter of PCB may increase several times, potentially reaching tenfold, with product launches expected by the end of 2027 and full implementation in 2028. Recommended companies in this direction include Pengding Holdings, Shennan Circuit, and Xinsong Technology. [1] 2. Storage - Contract prices remain in an upward cycle despite fluctuations in spot prices. Module companies are expected to see explosive Q1 performance, with Jiangbolong and Demingli realizing low-priced inventory. Recommended design companies include Zhaoyi Innovation (with a profit expectation of 6 billion) and Puran Co., Beijing Junzheng, and Hengshuo Co. [2] - Demand for memory modules is driven by AI servers and general servers, with recommendations for Lanke Technology (long-term profit of 10 billion) and Jucheng Co. (long-term profit of 1.5 billion). [2] 3. Communication - The recent decline in optical modules is related to the pullback of US tech stocks and speculation around CPO concepts. However, industry sources (such as Coherent and Xuchuang) indicate that CPO's potential to replace optical modules in ScaleOut scenarios is low, suggesting that short-term speculation may be excessive. [2] - North American cloud service providers have exceeded capital expenditure guidance for 2026 (620 billion, up 65% year-on-year), indicating potential accelerated demand for optical modules in 2027. Key upcoming catalysts include Nvidia's quarterly report (February 26), GTC conference (March), and OFC exhibition (NPO product showcase). Recommended companies include Zhongji Xuchuang, Xinyisheng, and Dongshan Precision. [2] - For copper connections as a Plan B alternative to orthogonal backplanes, companies to watch include Luxshare Precision, Wokai Nuclear Materials, and Huiju Technology (with potential for stock doubling). [2] - The price of scattered fiber has surged in the short term (from 25 to 50 yuan), but the low willingness of operators to raise prices raises doubts about long-term sustainability. [2] 4. Computing - Domestic computing resources are in short supply, with the recent downtime of Qianwen highlighting the scarcity of AI foundational resources. The demand for CPUs is expected to rise due to increased usage of agents compared to chatbots. Recommended companies include Haiguang Information (benefiting from both CPU and GPU), Cambrian (leading domestic AI chip manufacturer), and Tianshu Zhixin (expected to accelerate integration with leading players). [2] - Cloud infrastructure resources are expected to benefit from price increases, with recommendations for Kingsoft Cloud, Wangsu Technology, and Fourth Paradigm. [2] - In the AI application sector, the recent drop in overseas software and restructuring of SaaS business models may lead to a narrative reversal with the launch of native agent products in Q3 2026. Companies to watch include Alibaba for 2C entry reconstruction and third-party AI agents like TaxFriend, Zhongkong Technology, and Dingjie Smart. [2] 5. Media - Tencent has faced a decline due to market concerns over potential tax increases on internet platforms, although there is no space for increased game value-added tax. The company remains recommended despite rumors of Q4 earnings downgrades, maintaining a PE ratio of 15 times, which still offers value. [3] - The download situation for the Yuanbao app remains stable, and Tencent's AI capabilities may be closing the gap with larger competitors. [3] - In gaming, companies with upcoming catalysts such as Giant Network and Perfect World are recommended for short-term focus, while Century Huatong and Kaiying Network are suggested for medium to long-term attention due to expected catalysts. [3] - Tencent's establishment of a separate AI comic app is beneficial for the production side, which is entering a period of profitability. Recommendations include Kuaishou, Huanrui, and Rongxin. [3] 6. Pharmaceuticals - Attention is drawn to the update of the essential drug catalog, which may accelerate progress. [4] - The probability of inclusion in the essential drug catalog is high for unique products, with several specific products from companies like Jichuan Pharmaceutical and Panlong Pharmaceutical being highlighted. [4] - Emphasis on the global competitiveness of the innovative drug industry chain, with a focus on new-generation ADCs, IOs, small nucleic acids, and CGT. Recommended companies include Kanghong, Yingen, Yunding, and Chengdu Xian Dao. [4] - The brain-computer interface theme is noted, with a potential showcase of non-invasive products during the Spring Festival and a semi-invasive product approval for Borui Kang in March. [4] - Recommendations include Meihua Medical, Dongwei Semiconductor, and Sanbo Brain Science. [5] - The surgical robot sector is expected to see comprehensive implementation of charging policies before August, with overseas orders doubling and maintaining high growth in 2027. Key types include laparoscopic and orthopedic robots, with strong overseas performance for laparoscopic robots. Recommended companies include MicroPort, Jingfeng Medical, Tianzhihang, and Sanyou Medical. [6]

Core Viewpoint - The report from Dongfang Securities emphasizes the importance of vertical multi-modal AI application opportunities, highlighting that technological breakthroughs and cost optimization will accelerate industry trends, leading to user growth, increased payment penetration, and enhanced commercialization [1] Group 1: Industry Trends - Since the beginning of the year, the domestic multi-modal video generation sector has seen accelerated iteration of models, significantly narrowing the technological gap with overseas counterparts [2] - The most notable change is the introduction of intelligent storyboarding, which lowers the entry barrier for users, while a unified multi-modal architecture enhances the efficiency and flexibility of creative intent expression [2] - The firm predicts substantial progress in both B-end and C-end expansions by 2026, with a focus on observing AI penetration in the content sector [2] Group 2: Technological Advancements - The acceleration of model development among domestic video generation companies has led to significant improvements in foundational attributes such as physical realism, motion fluidity, and instruction adherence [3] - Recent model releases have enhanced capabilities in storyboard functions and audio-visual synchronization, addressing previous gaps in functionality [3] - The competition in the video generation sector is now akin to the state of large language models (LLMs) in 2025, with companies achieving high baseline capabilities, suggesting that future differentiation will depend on specific application scenarios [3] Group 3: User Accessibility - The video generation sector has transitioned to a "dashboard era" characterized by precision and control, with recent models supporting multi-modal input architectures [4] - The generation duration has become more user-friendly, increasing to approximately 15 seconds per generation, which further lowers the creative barrier for both B-end and C-end users [4] - The models now allow for detailed editing of generated content, facilitating quick adjustments and enhancing the efficiency of creative expression [4] Group 4: Investment Recommendations - Relevant investment targets include Alphabet Inc. (GOOGL.US), Kuaishou-W (01024), MINIMAX-WP (00100), and Meitu Inc. (01357) [4]

以下文章来源于财联社AI daily ，作者张真 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 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。它采用双分支扩散变换器架构，可同时生成视频和音 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。 值得一提的是， 这款模型独有的多镜头叙事功能，能够根据单个提示自动生成多个相互关联的场景 。AI会自动保持所有场景切换中角色、 视觉风格和氛围的一致性，无需手动编辑。官方声称："非常适合创建从开头到高潮的完整叙事序列，并确保专业级的连贯性。" 于是一经发布，大量用户纷纷主动尝试Seedance2.0，类似下图效果： 图源：影视飓风 与此同时，知名科普博主影视飓风的一则评测视频再度加速Seedance2.0"出圈"。测评结果显示，该模型在视频的大范围的运动、分镜、音 画匹配等方面均有可圈可点之处。比如分镜上具有"明显的角度切换"，能够"像真人导演一 ...

每经AI快讯，2月9日，快手官微正式宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。即 日起，上快手搜索"春晚"，即可一键预约马年央视春晚直播。 （文章来源：每日经济新闻） ...

2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。用户打开快手搜索"春 晚"，即可提前预约马年央视春晚直播。春节期间，快手还将上线红包互动活动，摇一摇即可领红包， 除夕当天还有全天红包雨。 记者｜ 吕倩 编辑 ｜ 钉钉 ...

2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。用户打开快手搜索"春晚"， 即可提前预约马年央视春晚直播。春节期间，快手还将上线红包互动活动，摇一摇即可领红包，除夕当 天还有全天红包雨。 （文章来源：第一财经） ...