以下文章来源于AGI接口 ，作者苗正卿 AGI接口 . AI卷起的财富风暴。 同样的事情，也发生在台州宁波两地西南方的东莞。 一家国内头部潮玩公司的核心代工厂，已经在2025年初，开始采用基于3D 大模型技术（ 基于VAST的 Tripo 3.0 ）的"图转模"手段，设计师的草图可以通过AI在几分钟内生成为可以直接用于生产线的产品设计 图。 中小工厂被卷入更高维度的 竞争 出品｜虎嗅商业消费组 作者｜苗正卿 题图｜视觉中国 2026年初，台州。 一家年销售额超过3亿元的"塑料收纳柜"生产工厂老板林明（ 化名 ），决定大胆地把2026年的利润目标上 调一倍。让他有自信的核心原因是，凭借AI，他的工厂正在经历一场"员工与组织革命"。 原本由50人组成的设计团队，如今浓缩为了一个借助AI工具的10人团队，设计图的产能提高到了2025年同 期4倍；在选品端，林明的公司放弃了以往传统的"开款"体系，转而采用"AI选品-开款"（ 基于1688诚信通 AI版 ）年度爆款率同比增长了26%；在质检侧，智能摄像头+3D AI大模型的系统（ 基于梅卡曼德产品 ） 的引入，让原本的人工质检效率提高了5倍。 距离台州150公里外，宁 ...

Core Viewpoint - The commercial aerospace sector experienced significant declines, while the GEO concept continued to thrive, indicating a strong market interest in AI applications and aerospace information, referred to as the "new SEO of the AI era" [1] Group 1: Market Performance - The stock market saw a surge in certain stocks, with Liou Co. achieving five consecutive gains, and Inertia Media recording six gains over seven days, showcasing short-term explosive price performance [2] - BlueFocus's stock price doubled in seven days, with a single-day trading volume of 19.32 billion yuan on January 12, leading the market [2] - The concept sector attracted over 5 billion yuan in net inflows from main funds over two consecutive days, indicating strong institutional and retail investor interest [3] Group 2: Market Drivers - Elon Musk's open-source recommendation algorithm for the X platform has broken down technical barriers in the industry, shifting GEO optimization from "blind trial and error" to "precise strategies," serving as a catalyst for the current market trend [4] - The explosive growth in AI assistant user numbers is projected to reduce traffic from traditional search engines by 50% by 2028, positioning GEO as a core method for optimizing AI search traffic and creating a trillion-yuan market space [4] Group 3: Industry Analysis - BlueFocus (300058) is a leader in AI marketing and GEO, enhancing its technical capabilities through strategic investments in GEO startups like PureblueAI [5] - Easy Point (301171) is a benchmark in cross-border GEO, serving as a primary agent for Google and developing its own "Overseas Compass" [5] - Inertia Media (603598) has established a strategic GEO division and algorithm team to customize AI knowledge bases, serving major platforms like Douyin and Kuaishou [5] - Zhejiang Wen Internet (600986) launched the HochiGEO intelligent body, offering GEO as a subscription-based SaaS adaptable to mainstream AI platforms [5] - Liou Co. (002131) integrates LeoAI and the "Ougu Yi" model for comprehensive marketing GEO optimization [5] - Tianlong Group (300063) is recognized for its precision marketing, applying SWM experience to optimize GEO prompts [6] - Zhi De Mai (300785) collaborates with MiniMax to enhance brand recommendation efficiency through GEO optimization [7] - Chinese Online (300364) provides a wealth of licensed digital content as quality data for GEO, supporting AI-native brand narratives [7] - Fushi Holdings (300715) partners with iFLYTEK to empower GEO with AIGC tools, facilitating business applications in various industries [7]

Core Viewpoint - The company Tianxiaxiu, known as the "first stock of internet celebrities" in A-shares, has submitted its listing application to the Hong Kong Stock Exchange, aiming to leverage AI and international expansion to revitalize its business amidst declining profits and market value [1][19]. Group 1: Company Background - Tianxiaxiu was founded by Li Meng, who is recognized for his innovative approach to monetizing personal online traffic, which was initially met with skepticism [2][3]. - The company received a significant investment from Sina in 2010, which helped it recover from financial difficulties and later provided over 350 times returns to its investors [3][10]. Group 2: Business Model and Operations - Tianxiaxiu operates as a "super matchmaking platform," connecting advertisers (B-end) with influencers (C-end) [4]. - The company has developed several key platforms, including WEIQ marketing cloud, SMART full-service, TOPKLOUT rating system, and IMsocial influencer accelerator, to streamline its operations and enhance service offerings [5][6][7][8]. Group 3: Financial Performance - In the first three quarters of 2024, Tianxiaxiu reported revenues of 3.045 billion yuan, but its net profit was only 65 million yuan, indicating a significant profit margin issue [10]. - The company faces challenges such as high accounts receivable, which reached 2.121 billion yuan by the end of Q3 2025, and substantial R&D costs associated with its AI transformation [11]. Group 4: Strategic Initiatives - Li Meng is focusing on AI and international expansion as key strategies for revitalization, introducing the "Linggan Island" AI marketing tool to enhance efficiency and competitiveness [13][14][15]. - The company is also exploring overseas markets, establishing subsidiaries in Japan and targeting Southeast Asia to replicate its successful business model [16][17]. Group 5: Future Outlook - The upcoming IPO in Hong Kong is seen as a critical step for Tianxiaxiu to prove the sustainability of the influencer economy as a high-tech industry rather than a fleeting trend [19][20]. - Li Meng's vision emphasizes that companies not engaging in the influencer economy may face dire consequences, positioning Tianxiaxiu as a pivotal player in this evolving landscape [20].

Core Insights - The cultivation of new productive forces has become a core proposition for regional development, with Nanjing leveraging its solid industrial foundation and forward-looking policy layout to integrate the One Person Company (OPC) model with the digital audio-visual industry [1] - The AIGC video industry, driven by technological innovation and policy support, is not only a practical example of the OPC model but also propels the digital audio-visual industry into a new stage of efficiency and quality improvement, injecting continuous innovative momentum into the city's high-quality development [1] Policy Support - Jiangsu and Nanjing have introduced a series of supportive policies focusing on the development of the OPC model and the upgrade of the digital audio-visual industry, creating a favorable ecosystem for the AIGC video industry [2] - Specific measures include offering up to 1 million yuan in talent support, free workspaces for up to three years, and issuing "computing power vouchers" to address high R&D costs [2] - The combination of lowering barriers for OPC and enhancing support for the audio-visual sector forms a strong development synergy, providing comprehensive support for the growth of the AIGC video industry [2] Technological Advancements - The rise of AIGC video technology fundamentally alters the traditional video production landscape, achieving a revolution in content creation efficiency and cost optimization [3] - AIGC video connects various stages of the industry chain, including IP incubation, content production, and monetization, and is applicable across diverse scenarios such as film production, cultural tourism promotion, and commercial advertising [3] Industry Success Stories - The Nanjing Yangtze River Digital Audio-Visual Industry Park has seen successful AIGC video enterprises emerge, such as Baichuan Short Drama, which effectively created overseas local dramas using AIGC technology, achieving over 200,000 daily active users [4] - The Beidou Zhiying's Qixing Agent tool significantly reduces video editing time from 30 minutes to 3 minutes, greatly enhancing production efficiency [4] - Xuanjia Technology, a regional unicorn, has developed the Kino-AIGC audio-visual model, creating the first multi-model optimal scheduling AI short drama platform in China, facilitating a streamlined AI-driven creative process [4] Value Creation - The robust development of the AIGC video industry demonstrates its strong vitality and releases significant value across multiple dimensions, including policy implementation, industry upgrading, and social development [5] - The innovative "super individual + AI" model maximizes the empowering effect of the OPC policy, providing a replicable practice sample for promoting the OPC policy in emerging industries [5] - AIGC video technology lowers barriers to entrepreneurship and employment, attracting many young entrepreneurs and alleviating employment pressure while enabling small businesses and individual creators to produce professional-level video content [5] Future Outlook - Nanjing is accelerating the construction of an OPC development ecosystem characterized by "computing power foundation + industrial support + scenario traction" [6] - The deep integration of the AIGC video industry with policies is expected to further activate innovation, strengthen industrial clusters, and release diverse values, contributing to the establishment of a national AI innovation application pilot zone and a strong digital economy city [6]

Market Overview - The A-share market opened higher on January 13, with the Shanghai Composite Index up by 0.31%, the Shenzhen Component Index up by 0.36%, and the ChiNext Index up by 0.59% [1] - In the Hong Kong market, all three major indices rose by over 1%, with notable gains in stocks like Alibaba Health, BYD, and Xpeng Motors [1] AI Medical Sector - AI medical stocks showed strong performance, with companies like Hongbo Pharmaceutical, Prusis, and Dian Diagnostics achieving a 20% limit-up, while Meien Health recorded three consecutive trading limits [3][4] - Nvidia announced a $1 billion investment with Eli Lilly to establish an AI drug laboratory over the next five years, focusing on accelerating medical discoveries and production [5] Cultural Media Sector - The cultural media and AIGC sectors also saw significant gains, with Tianlong Group achieving a 20% limit-up, and other companies like People's Daily and Xinhua News also hitting their trading limits [5][6] Commercial Aerospace Sector - The commercial aerospace sector experienced a sharp decline, with stocks like Aerospace Hanyu hitting a 20% limit-down, and other companies such as Aerospace Development and China Satcom also facing significant drops [7][8] - A number of companies, including Aerospace Hanyu and China Satellite, issued risk warnings regarding stock price volatility and potential trading suspensions due to abnormal trading activities [9]

1月13日早间A股开盘，上证指数涨0.11%，深证成指涨0.21%，创业板指涨0.07%，北证50涨0.45%。快手、AI语料、AI医 疗、教育信息化、AIGC概念走强，航天系、MLCC、大飞机、成飞、中航系概念走弱。 ...

Core Insights - The emergence of integrated AI short drama production tools is expected to drive a shift from PGC (Professionally Generated Content) to UGC (User Generated Content), ultimately accumulating more data for AIGC (AI Generated Content) [1] - The supply side is anticipated to grow significantly, benefiting content providers due to special traffic incentives from platforms like ByteDance [1] Group 1: Industry Trends - Recent releases of full-stack AI short drama production tools by leading companies such as Yueda Group and Zhongwen Online are expected to accelerate the conversion of IP novels into short dramas [2] - The full-stack AI short drama generation tools are projected to lower production barriers and significantly increase the supply of short dramas [3] Group 2: Technological Advancements - By 2025, AI short dramas will still rely on semi-automation, requiring human intervention at various production stages, but by 2026, the trend will shift towards full-stack generation tools that enhance efficiency [3] - Improvements in character consistency and dynamic storytelling capabilities are expected by 2026, addressing current issues with character and style mismatches [4] Group 3: 3D Capabilities and IP Longevity - The transition from 2D to 3D short dramas is anticipated to increase by 2026, enhancing the reusability of digital assets and extending the lifecycle of IPs [5] Group 4: Market Opportunities - TikTok's new platform PineDrama is offering up to 20 times incentives for quality content, which is expected to facilitate the localization of short dramas and enhance global market penetration [6] - The production shift from live-action to AI-generated content is making it easier and more cost-effective to adapt content for local markets, benefiting the entire industry chain [6]

每经AI快讯，1月13日，AIGC指数表现活跃，成分股中，易点天下触及涨停，值得买上涨13.35%，中 文在线上涨10.61%，海天瑞声上涨10.16%，万兴科技上涨10.03%。 （文章来源：每日经济新闻） ...

互联网平台商业化分析 20260112 摘要 2026 年电商广告 GMV 达 4.4 万亿，广告消耗约 4,000 亿，收入约 3,700 亿，佣金率 Q3 达峰值 9.1%-9.2%，电商广告增速超 GMV，得 益于智能代金券补贴，巨量千川 eCPM 增长超 10%。 本地生活与线索广告合并收入约 1,100 亿，本地生活 GMV 达 9,200 亿， 闭环广告收入约 250 亿，同比增长 1.5 倍，线索广告基本持平。非闭环 电商 CAD 业务同比下降 20%，收入约 200 亿，平台电商增长约 220 亿。 抖音通过容器计划 2.0 划分流量，压缩付费流量，智能代金券补贴商家， 提高 eCPM，即使流量整改，CPM 仍提升。全托管模式整合自然与付费 流量，提升转化率和 GPM。 抖音通过税务调整，将大部分广告服务费转为技术服务费，减轻商家税 务负担，牺牲部分利润保投放，提升流量价值，美妆行业因此受益，实 现显著增长。 抖音电商通过全托管、降佣、自动跟价增强竞争力，预计 2026 年底高 价率降至 15%以内，加大补贴力度，牺牲利润率以扩大市场份额，AI 全 托管模式使投放趋同质化，内容创新成竞争关键。 ...

中国移动 互联网AIGC赛道 丨流量报告 摘要： 研究意 义 20 25年前10个月，AIGC赛道进入规模化应用期，用户规模4.83亿，市场渗透率突破30%。 核心用户群体 AIGC应用的核心用户为35岁以下的青年白领，多分布于高线城市，具有较强的消费能力和对社交分享的需求。 语言模型 ：豆包APP在语言模型领域流量领先，腾讯元宝流量跃升显著。 智能伴聊 ：行业增长低迷，但星野APP用户规模实现正增长。 智能工具 ：行业规模稳定，用户流量生态与平台设备深度绑定。 图像处理 ：即梦AI在图像处理领域断层式第一。 细分赛道分析 增速排名 截至10月，即梦AI、腾讯元宝、豆包等APP在今年近10个月内用户增长速度领先。 移动端AIGC赛道整体流量趋势 2025年AIGC赛道进入规模化应用期，市场渗透率突破30% 2025年1-10月，AIGC赛道月独立设备数从3.18亿台增长至4.83亿台，渗透率从22.1%提升至33.2%，反映AIGC已从"尝鲜工具"转向大众级应用。AIGC 应细分赛道中，语言模型、智能工具等生产力场景将持续占据主流，APP独立设备数均超2亿。 移动端AIGC赛道用户画像 高线城市中具有较强消费 ...