猫咪暴揍哥斯拉、叶问拳打钢铁侠、孙悟空棒打奥特曼、小学生隔扣詹姆斯……据中国青年报综合报 道，最近，中国的视频生成模型Seedance2.0全球爆火，相关视频也在不少短视频平台刷屏。多位美国 导演或影视从业者使用后，公开表达了诸如"好莱坞要完蛋了"或"这东西说不定真能搞垮好莱坞"的感 慨。 当社交媒体的短视频里突然充满了特效大片之后，哀叹影视剧行业大厦将倾，突然成了一种恐惧情绪的 主旋律。 似乎每隔一段时间，AI恐慌就会定期在不同领域发作，这一次，轮到了影视剧等内容行业的创作者。 过去的文字写作、文生图等AIGC（人工智能生成内容）能力，还只是在内容行业的浅表层技能里，而 电影一直是传统大众认为的"内容行业"最复杂、最具门槛的明珠，却也突然被"入侵"，引发恐慌，也可 以理解。 创意不会被AI取代 其实，我们之所以对"创作被AI取代"这件事如此敏感，主要是因为我们潜意识里认为，内容作品本身是 人类创意、灵感的产物。我们可以接受工厂的流水线被自动化设备替代、可以接受司机驾驶员被无人驾 驶替代，但很难从情感上接受，画家、设计师、摄影师这些传统被视为"艺术创作"的工作，被AI取代。 事实上，仔细分析来看，这一基础假设 ...

梦瑶 发自 凹非寺 量子位 | 公众号 QbitAI 太热闹了！整个一个现象级show time～ 前脚字节刚上线 Seedance 2.0 ，后脚直接全网现象级刷屏！！！ 这边 马斯克 怒赞，那边 美国导演 直呼好莱坞要完蛋了。 甚至急得不少老外狂催更：啥时候能开放全球使用？咋注册中国账号？在线等！挺急的！ 如此之火爆，如此之amzing，那咱高低也得上手搓一把试试。 看我搓的这个全网超火的「猫咪大战哥斯拉」同款视频，小猫一跃，直接一个重拳出击～ 再来看这个AI版《F1狂飙飞车》，转速表飙升、刹车尖啸，太有好莱坞内味儿了嗷： 再来试试Chinese kungfu大战钢铁侠，俩人一来一回近身过招，音效刺激感拉满，太带派了！ 脑洞大开的网友们更会整活儿，快看下面这位网友做的一镜到底，镜头从街头一路滑进地铁站、钻进车厢，超有梦核感： 还有这位网友，只是上传了一张漫画截图，Seedance 2.0直接给他整出了一整段剧情视频，别太amazing啊我说！！ 老实说，Seedance 2.0确实对镜头语言理解更到位也更可控了，参考能力直接next level，很适合咱日常做多镜头和精细化控制使用～ 老规矩不废话，咱直接 ...

Core Viewpoint - The article discusses the illusion of AI in elderly care, highlighting the gap between public expectations and the current capabilities of AI technology in this sector [4][11][23]. Group 1: AI and Elderly Care Expectations - Many individuals across different age groups believe that AI will soon be able to provide care for the elderly, reflecting a widespread hope for technological solutions to aging issues [4][5]. - The perception of AI as a solution to elderly care stems from fears of loneliness and inadequate human support in an aging society, leading to unrealistic expectations about the capabilities of robots [5][6]. Group 2: Historical Context of AI in Elderly Care - Japan's experience with elderly care robots began in the 1970s, with significant investments and developments, yet the actual impact of these robots has been minimal, with usage rates below 2% [6][7]. - Despite the introduction of various robots, such as Pepper, which was marketed as an emotional companion, the reality of their functionality has often fallen short of expectations, leading to their discontinuation [8][12]. Group 3: Real-World Applications and Limitations - Current AI applications in elderly care are primarily focused on software solutions, such as large language models, which assist in managing inquiries and training rather than physical caregiving [12][13]. - The article emphasizes that while AI can enhance certain aspects of elderly care, such as health management and daily reminders, the expectation of fully autonomous caregiving robots remains unrealistic [14][23]. Group 4: Misleading Marketing and Industry Dynamics - The marketing of AI robots often blurs the lines between actual capabilities and consumer expectations, leading to a perception of advanced technology that does not align with reality [16][18]. - Companies in the sector may exploit the term "robot" to market products that do not meet the functional needs of elderly care, contributing to a cycle of false hope [18][19]. Group 5: Future Directions and Ethical Considerations - The article suggests that while the traditional AI functions in elderly care may seem simplistic, they still hold potential for development and improvement [21][22]. - It calls for a more honest dialogue about the capabilities of AI in elderly care, urging the industry to respect the needs and expectations of the elderly rather than perpetuating illusions [23][24].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：海通国际研究 王宪策 互联网及服务高级分析师 王晴 互联网助理分析师 吴叡霖 海外科技分析师 孙小涵 互联网及服务分析师 2026年2月12日 事件 字节跳动近期发布了最新一代视频生成模型Seedance 2.0。 点评 随着Seedance 2.0在多模态的突破，我们建议关注1）大厂包括字节、阿里和后续腾讯在多模态的发力， 同时我们认为对快手可灵的影响有限；2）多模态的应用渗透对底层token/云需求的持续刺激；3） Seedance 2.0的泛化会持续降低内容生产成本，刺激更多短剧短视频的供给；4）对"传统"行业带来长期 的降本增效影响。 结合AI+动漫+短剧形式，AI漫剧有效满足用户轻量内容消费需求，自2025年爆发式增长，增量空间广 阔。根据DataEye数据，2025年在投漫剧数量增长超76倍，预估2025年中国漫剧市场规模达168亿元， 2026年可达243.6亿元，涨幅达45%。其中，AI漫剧因低成本、可规模化生产，且可以覆盖下沉市场对 网文、动漫、真人短视频的轻量内容消费需求，中长期具有强势爆发潜力。2025年AI ...

Core Insights - The article highlights the strategic initiative by Wanjing Technology to launch a "Spring Festival Recruitment" plan, aiming to attract global AI talent by offering competitive salaries and a conducive working environment in Changsha [1][3]. Recruitment Strategy - Wanjing Technology is offering over a hundred high-paying positions across various fields including algorithms, product management, research and development, design, marketing, and administrative roles, with 80% of these positions based in Changsha [3]. - The company emphasizes competitive salaries, with algorithm engineers earning up to 1.2 million yuan and product managers earning between 400,000 to 900,000 yuan [3]. Business Growth and Development - The recruitment initiative is driven by the company's rapid business growth, particularly in AI-related sectors, including the launch of the AI-driven platform "Wanjing Drama Factory" and significant investments in AI companies [3]. - Wanjing Technology's creative science park in Changsha has completed its first phase, aiming to become a global creative hub [3]. Employee Development - The company has established a comprehensive employee development system that includes mentorship, AI tool access, and specialized training, with opportunities for outstanding employees to participate in an internal entrepreneurial model [4]. - Wanjing Technology has received several awards for its employer branding, including recognition as an "AI Recruitment Pioneer" and a "Youth-Friendly Employer" [4].

经济观察网近7天，三态股份（301558）股价呈现震荡走势，成交活跃，但主力资金连续净流出。公司 近期发布2025年业绩预告，预计全年归母净利润同比增长154%至275.78%。 财报分析 公司于2026年1月29日发布2025年业绩预告，预计全年归母净利润3650万元至5400万元，同比增长154% 至275.78%，主要因跨境电商零售业务毛利率显著提升。2025年三季报显示，前三季度营业收入12.52亿 元，同比增长0.15%；归母净利润3184.71万元，同比下降25.94%。但第三季度单季净利润同比上升 461.68%，环比改善明显。毛利率方面，前三季度为31.88%，同比上升10.58个百分点，但净利率同比下 降至2.54%。需关注应收账款占净利润比例较高等风险点。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 近7天，三态股份股价呈现震荡走势。成交活跃度较高，2月9日换手率达15.28%。资金面上，主力资金 连续净流出。概念方面，AIGC、AI智能体、跨境电商等主题受关注。技术面显示，股价当前靠近压力 位9.65元。 ...

Core Viewpoint - The launch of ByteDance's video generation model Seedance 2.0 marks the end of the "childhood era" of AIGC, indicating a significant leap in AI's ability to understand and integrate multimodal information, which will drastically change video production costs and processes in the content industry [1][2]. Group 1: Seedance 2.0 Impact - Seedance 2.0 can create movie-quality videos based on text or images, automatically planning scenes and maintaining consistency across transitions without manual editing [1]. - The model addresses challenges related to physical laws and long-term consistency, providing creators with unprecedented freedom and meeting professional production quality requirements [1]. - The animation market appears to be the most affected by Seedance 2.0, with traditional filming methods still preferred for high-quality projects [2]. Group 2: Animation Market Dynamics - The animation market is currently undergoing a reshuffle, with only 4 out of 26 domestic animated films released in 2025 surpassing 500 million yuan in box office revenue, while 20 films earned less than 100 million yuan [5]. - The 2025 animated film "The King's Avatar" contributed nearly one-third of the total box office, but many projects are struggling financially, as seen with the loss reported by Guomai Culture for its animated film [5]. - The overall anime market is also declining, with a 7.45% drop in viewership for 2025 compared to the previous year, indicating a challenging environment for traditional animation [5]. Group 3: Rise of AI-Driven Content - AI-driven content, particularly AI live-action dramas, has seen rapid growth, with production costs significantly lower than traditional short films, making it an attractive alternative for creators [6]. - The number of production companies for AI dramas has increased from 20 to 60 within a year, reflecting a shift in audience preferences towards shorter, faster content [6]. - AI dramas are now seen as a major application for large video models, positioning them as key clients for video generation technologies [8]. Group 4: Future of Animation and IP - Traditional animation production is expected to integrate more AI tools, shortening production cycles while maintaining core competencies in artistic aesthetics and storytelling [9]. - The competition in the animation market will increasingly focus on intellectual property (IP), with major players like Tencent and ByteDance controlling significant IP assets [9][10]. - Companies with IP are actively adopting new technologies, creating opportunities for smaller animation firms to innovate and compete despite the dominance of larger platforms [10].

Core Insights - The launch of ByteDance's AI video generation model Seedance 2.0 marks the end of the "childhood" era of AIGC, enabling the creation of high-quality videos at significantly reduced costs and time [1] - The AI comic drama market is experiencing explosive growth, with a projected market size of 20 billion, driven by technological advancements and increased production efficiency [2][5] Group 1: Technological Advancements - Seedance 2.0 can generate a 2K resolution multi-shot video in just 60 seconds using a few reference images and prompts, increasing the usable rate of AI-generated 15-second videos from 20% to over 90% [1] - The production cost of AI comic dramas has dropped from 10,000 yuan to 1,000 yuan per minute, and the time to complete a comic drama has reduced from one month to one week [1] Group 2: Market Dynamics - The annual viewership of AI comic dramas has exceeded 70 billion, indicating a strong demand and signaling a lucrative opportunity for content creators [5] - Major short video platforms like Douyin and Kuaishou are heavily investing in the AI comic drama sector, with Douyin reportedly spending over 200 million yuan to acquire quality content [8] Group 3: Industry Growth and Challenges - The industry is in a phase of rapid expansion, with many traditional short drama companies entering the AI comic drama space to explore new growth opportunities [7] - Despite the growth, the majority of AI comic dramas face challenges, with 80% of the 30,000 released dramas accumulating less than one million views, highlighting a significant disparity in success rates [22] Group 4: Economic Implications - Leading companies in the sector, such as Soy Sauce Culture, are projected to achieve annual revenues of 1 billion yuan from their comic drama business, with net profits ranging from 200 to 300 million yuan [21] - The competitive landscape is leading to a drastic reduction in production costs, with prices for producing comic dramas dropping from 3,000-5,000 yuan per minute to as low as 200 yuan [24] Group 5: Future Outlook - The rapid iteration of AI technology, exemplified by Seedance 2.0, is expected to accelerate the industry's evolution, raising concerns about job security for roles like AI card designers [20][27] - The industry is witnessing a "gold rush" mentality, with many companies and individuals hoping to capitalize on the trend, although the sustainability of this growth remains uncertain [10][28]

#美利云(000815)事件快评：为即梦AI提供算力，智算业务再获头部场景验证。 #公司为字节跳动旗下即梦AI提供云端算力支撑，契合"东数西算"与AIGC高景气，算力业务落地、客户结构优化、 业绩扭亏为盈，转型成功，困境反转，确定性提升，请领导重视！ 事件要点 • 合作内容：#美利云以宁夏中卫智算中心资源，为即梦AI文生图、视频生成、数字人渲染等多模态任务提供稳定 算力与低时延运维。 < #美利云(000815)事件快评：为即梦AI提供算力，智算业务再获头部场景验证。 #公司为字节跳动旗下即梦AI提供云端算力支撑，契合"东数西算"与AIGC高景气，算力业务落地、客户结构优化、 业绩扭亏为盈，转型成功，困境反转，确定性提升，请领导重视！ 事件要点 • 合作内容：#美利云以宁夏中卫智算中心资源，为即梦AI文生图、视频生成、数字人渲染等多模态任务提供稳定 算力与低时延运维。 合作意义：#即梦AI为字节跳动旗下主流AIGC创作平台，模型迭代与用户增长带来持续算力需求，标志公司智算 服务获头部互联网AI场景认可。 公司核心价值:中卫IDC资产+绿电+字节算力底座（央企、东数西算核心）。 基地：宁夏中卫（东数西算核心枢纽 ...

Summary of Conference Call Records Industry and Company Involved - The records focus on the AI and technology industry, specifically discussing companies like 千问 (Qianwen), DeepSeek, and various others in the AI and tech space. Core Points and Arguments 1. **User Engagement Metrics**: As of February 7, Qianwen's Daily Active Users (DAU) reached 73.52 million, approaching Doubao's 78.71 million. Additionally, Ant Group's app ranked second on the Apple App Store's free chart [1][2]. 2. **Model Updates**: On February 11, DeepSeek and GLM5 models were updated. The context window length for DeepSeek was upgraded from 128K tokens in version V3.1 to 1M tokens, marking a significant enhancement. The GLM5 model, featured in chat.z.ai, reportedly utilizes expanded parameter scaling, asynchronous reinforcement learning, and sparse attention mechanisms, leading to improved content understanding and generation. International evaluations indicate that GLM-5's programming capabilities are among the best in open-source models, with some scores comparable to top closed-source models [2]. 3. **Investment Recommendations**: - **Model and Consumer Application Focus**: Companies such as Alibaba, Tencent, Kuaishou, Kunlun Wanwei, and others are recommended for investment. Attention is also drawn to 汇量科技 (Huiliang Technology), 智谱 (Zhipu), and Minimax [2]. - **Opportunities in GEO and Large Model Advertising**: The large model consumer entry points are expected to reshape the industry chain, presenting new investment opportunities. Relevant targets and investment opportunities in model layers, data layers, tools, and services are highlighted [2]. - **Multimodal and AIGC Recommendations**: Companies like Tencent, Bilibili, Kuaishou, and others are recommended, with additional attention to 欢瑞世纪 (Huanrui Century), 捷成股份 (Jiecheng), and 阅文集团 (Yuewen Group). A-share gaming companies are noted for their attractive valuations, with recommendations for 巨人网络 (Giant Network), 恺英网络 (Kaiying Network), and others [2]. 4. **Robotaxi Economic and Safety Milestones**: The records indicate that economic and safety turning points for Robotaxi services have emerged, with a dense catalyst period expected in the first half of 2026. Recommended companies include 曹操出行 (Caocao Mobility), 小马智行 (Pony.ai), and others, with additional attention to companies like 均胜电子 (Junsen Electronics) and 图达通 (Tudatong) [3]. 5. **AI Hardware Recommendations**: Companies involved in AI smart hardware, such as 康耐特光学 (Kangnait Optical), are also recommended for investment [3]. Other Important but Possibly Overlooked Content - The significant upgrade in model capabilities and the strategic focus on large models and multimodal applications indicate a shift in the industry landscape, which could lead to substantial investment opportunities. - The mention of specific companies and their potential in the evolving AI landscape suggests a targeted approach for investors looking to capitalize on emerging trends in technology and AI applications.