2026年2月初，字节跳动旗下AI视频生成模型Seedance2.0的悄然内测，在科技与创投圈投下了一枚"震 撼弹"。游戏科学创始人、《黑神话：悟空》制作人冯骥将其评价为"当前地表最强的视频生成模型，没 有之一"，并断言这标志着"AIGC的童年时代结束"。 事实上，Seedance2.0视频模型仅仅内测了一天，资本市场对这项技术突破反应迅速。2月9日，A股传媒 板块应声大涨，东方财富数据显示，文化传媒板块当日上涨4.79%，领涨全市场。中文在线、掌阅科 技、捷成股份等个股收获20CM或10CM涨停；2月10日，涨停潮延续，读客文化、荣信文化、视觉中国 等十余只个股集体涨停。 方正证券研报分析认为，Seedance2.0的发布印证了2026年AI应用产业周期步入景气上行通道，大厂的 技术发力将成为核心催化因子，利好AI漫剧、影视IP、数据要素等细分领域。 | | | 部分Seedance2.0概念股 | | | | --- | --- | --- | --- | --- | | 相关类别 | 证券名称 | 相关性 | 年内 涨跌幅% | 市盈率 PE(倍) | | | 润泽科技 数据港 | | 44.89 37 ...

Seedance2.0的火，已经烧了好几天了。 抖音b站到处都是二创视频，微博科技榜一下子上了四个热搜。 就连我前天随手写了一篇关于Seedance 2.0的纯文字，都10万+了。 我的偶像冯骥更是发微博说，AIGC的童年时代，结束了。 （这里我必须得小小的秀一下，我跟偶像的微博互关嘿嘿嘿。。。） 太火了，真的太火了，有一种去年DeepSeek R1无限重试的感觉了。。 去年DS，今年SD，真的，每年春节，都不让我们好好休息。 但总算，在一片狼藉中，花了2天多的时间，把这篇稿子写完了。 这次我就不评测模型能力了，因为没啥必要，这就是全世界的No.1，无可争议的No.1，很多老外现在都在X上疯狂求魔法，求Seedance 2.0的使用权限。 现在我单纯去评测能力，什么一致性是不是更强了、输出是不是更高清了，就像三体人打来了，我们还在评测他们的智子是不是不锈钢的、有没有声控 能力一样，非常荒谬。 其实我也挺焦虑的，很多人可能不知道，我除了是AI媒体博主之外，我还有另一份工作，就是做AI影视工业化，做的不是那种AI短剧或者AI漫剧之类 的，是电影和电视剧。 而回到这篇稿子，我说实话，我写的也是踉踉跄跄。 刚写完一半 ...

2月11日早盘，恒生科技指数震荡拉升，盘中涨超1%，汽车板块表现活跃，比亚迪股份、小米集团、蔚 来、小鹏、理想、零跑等涨幅靠前，规模最大的恒生科技指数ETF（513180）跟随指数上涨。 据小米消息，第一代小米SU7已正式结束生产。截至当前，该车型自2024年4月开启交付以来，累计交 付量已达38.1万辆，整个交付周期不足两年。 除汽车板块外，哔哩哔哩、腾讯音乐表现强势。受字节跳动最新推出的模型seedance2.0影响，传媒行业 近期表现活跃，华鑫证券表示，Seedance2.0推动AIGC进入卡尔达肖夫指数，即内容生产能力的革命性 跃升。 （文章来源：每日经济新闻） ...

Group 1 - The AIGC concept stocks in the A-share market experienced a significant decline today, with most stocks showing negative performance after a period of activity [1] - Notable declines include Huace Film & TV down over 10%, Banachain down over 9%, and Xinhua Net, Guangdong Media, and Ingravity Media down over 8% [1] - Other companies such as Wanxing Technology, Xuan Ya International, and Zhongwen Online also saw declines of over 6% [1] Group 2 - Specific stock performance includes Huace Film & TV with a decline of 10.33% and a total market value of 19 billion [2] - Banachain decreased by 9.29% with a market value of 8.458 billion, while Xinhua Net fell by 8.81% with a market value of 16.8 billion [2] - Guangdong Media and Ingravity Media reported declines of 8.77% and 8.24%, with market values of 14 billion and 7.742 billion respectively [2]

芒果超媒|字节系短剧深度合作方，旗下内容创作平台山海AIGC已面向全网开放 不仅仅是漫剧、多模态能力提升也利好短剧等形式的视频生产。 1、2025年芒果TVAPPMAU2.68亿（QuestMobile数据），同比+4.88%，付费会员7560万，同比+3.1%；2025年芒果 TV影视剧有效播放同比增长28%，综艺节目有效播放量稳居长视频平台第一；其中，"大芒计划"2025年累计上线 5137部微短剧，同比+超14倍。 2、与字节系深度合作：包括与红果合作推出的双平台精品短剧联盟专区"果果剧场"、与抖音在短剧联合开发（精 品短剧扶持计划）及中长视频二创的合作等。 山海AIGC面向专业影视从业者、并已应用于互动影游和漫剧等内容的生产。 不仅仅是漫剧、多模态能力提升也利好短剧等形式的视频生产。 目前AI漫剧生产流程成熟度较高，字节Seedance2.0、可灵3.0视频生成能力显著提升下，真人短剧有望成为继漫剧 后、可使用多模态工具重塑工作流的下一个内容形态。 芒果旗下积累了大量的优质长视频IP，而"长+短"已经成为优质IP的标配，多模态能力的提升将撬动长视频IP更大 的价值量。 加速推进微短剧布局，公司平台、I ...

【国盛计算机】字节Seedance2.0发布，"杀死比赛"级产品惊艳亮相 #字节Seedance2.0发布，"杀死比赛"级产品惊艳亮相。 进入2026年以来，视频模型领域频繁发布更新，而近期发布的字节即梦Seedance 2.0一经亮相，就成为个中翘楚： 它支持图像、视频、音频、文本四种模态输入，指令理解准确性、物理规律合理性、元素一致性水平都有所提 升，而更重要的是，通过多模态输入以及参考资料的多样化，Se 【国盛计算机】字节Seedance2.0发布，"杀死比赛"级产品惊艳亮相 #字节Seedance2.0发布，"杀死比赛"级产品惊艳亮相。 进入2026年以来，视频模型领域频繁发布更新，而近期发布的字节即梦Seedance 2.0一经亮相，就成为个中翘楚： 它支持图像、视频、音频、文本四种模态输入，指令理解准确性、物理规律合理性、元素一致性水平都有所提 升，而更重要的是，通过多模态输入以及参考资料的多样化，Seedance 2.0可以实现精准复刻运镜与动作，镜头连 贯性更强，从而带来更高的模型可控性。 #对产业的意义？ 投资建议： AI漫剧：万兴科技、快手、阜博集团、新国都等； 多模态：当虹科技、虹软科技 ...

Core Insights - The launch of ByteDance's AI video generation model Seedance 2.0 has sparked significant interest, with industry experts noting it marks the end of the "childhood era" of AIGC (AI-Generated Content) [2][15] - Seedance 2.0 utilizes a Dual-branch Diffusion Transformer architecture, significantly enhancing video usability and reducing production time from hours to minutes [4][17] - The AI video generation technology is expected to benefit the short drama and short video sectors, leading to stock price surges for related companies [4][17] Industry Impact - AI video tools are set to trigger a productivity revolution in the short video and short drama industries, with companies like Xiaohongshu also developing AI editing products [5][18] - The cost of video production is projected to decrease dramatically, with AI tools enabling high-quality content creation at a fraction of the previous costs [6][18] - The industry is likely to see a shift towards fully automated production processes, especially for content that does not require live-action filming [6][18] Workforce Disruption - The most immediate impact will be felt by operational roles that rely on traditional processes, such as mechanical editing positions, while experienced directors may find their roles enhanced [8][20] - As AI tools streamline production, the demand for creators who can leverage these technologies effectively will increase, necessitating a shift in skill sets [20][21] Market Dynamics - The market for micro-short dramas and animated dramas in China is expected to exceed 100 billion yuan by 2025, growing at over 20% annually [10][21] - With AI capable of producing vast quantities of content, the ability to curate and distribute this content effectively will become a key competitive advantage [10][21] - Platforms with large-scale traffic and robust monetization ecosystems will dominate the market, similar to how Tencent leveraged its QQ and WeChat platforms for gaming [12][23] Emerging Leaders - ByteDance's "Hongguo Short Drama" is emerging as a significant player, with over 100 million daily active users and a seamless integration with Douyin for low-cost user conversion [12][23] - The platform's advanced algorithms allow for precise audience targeting, creating a competitive barrier that is difficult for others to overcome [12][23] - As short drama revenues approach those of gaming, Hongguo Short Drama is positioned to become a major industry player, akin to Tencent's role in gaming distribution [12][23]

Core Insights - Xiaohongshu is developing an AI video editing product named OpenStoryline, currently in testing and may be open-sourced in the future [1][2] - Unlike other major internet companies that are heavily investing in AI, Xiaohongshu's approach is more focused on lightweight, tool-based innovations that align closely with its business model [1][2] - The introduction of OpenStoryline aims to enhance Xiaohongshu's video creation tools, potentially filling existing gaps in its offerings [4] AI Strategy Expansion - OpenStoryline is positioned as an AI-driven video editing tool that allows users to create videos by uploading images and interacting through dialogue, similar to products from competitors [3][4] - Xiaohongshu's AI strategy is gradually expanding, with previous developments including an AI search product and plans for a dedicated large model team [7][8] Competitive Landscape - Xiaohongshu faces significant competition in the AI video editing space, particularly from ByteDance's Seedance 2.0, which has received positive reviews and is already available for user testing [5][6] - The competitive environment is intensifying, with other platforms rapidly advancing their AI capabilities, raising questions about Xiaohongshu's ability to maintain its competitive edge [2][6] User Engagement and Content Creation - The introduction of AI tools like OpenStoryline is expected to lower the barriers for content creators on Xiaohongshu, potentially increasing user engagement and content supply [4][14] - Analysts suggest that while Xiaohongshu's late entry into the AI space may be a disadvantage, having any AI capabilities is better than none, as it reflects the platform's commitment to meeting creator needs [9][14] Organizational Changes - Xiaohongshu has established a new independent department, Red&Live, focused on short video and interactive live streaming, indicating a strategic shift towards enhancing user engagement through these formats [10][11] - This department aims to integrate various functions to drive user growth and increase engagement time on the platform [10] Future Considerations - The ongoing development of AI tools raises fundamental questions for Xiaohongshu about how to preserve and amplify its core value of "real sharing" in an AI-dominated future [14] - Analysts believe that Xiaohongshu's unique community atmosphere and user-generated content can serve as a competitive advantage against generic AI assistants [13][14]

1.【传百度临近春节秘密启动"O计划"，内部人士：与百度APP有关】有消息称百度内部启动代号"O 计划"项目，内部人士透露：与百度APP有关。据此前消息，百度APP旗下文心助手月活用户数已突 破2亿，也以5亿红包最早入局春节AI战。对比行业玩家春节主阵地多为独立APP，而百度包括此 次"O计划"若仍围绕百度APP展开，可见其仍是百度重点的AI入口。（科创板日报） 2.【豆包宣布参与总台春晚，除夕送机器人等10万份科技大礼】豆包宣布"豆包过年"新春活动正式开 启，活动期间将为用户发放新春红包。此外，除夕夜的中央广播电视总台2026年春晚期间，豆包还 将为全国观众送出超过10万份接入豆包大模型的科技好礼，以及现金红包。（新浪科技） 3.【亚马逊拟推出内容交易平台，出版商可向AI公司出售内容】2月10日，据报道，亚马逊已向出版 业高层人士透露，其正计划推出一个专门的"内容市场"，出版商可通过该平台向开发人工智能产品的 公司出售其文字内容。对于该报道，亚马逊发言人回应称，目前没有具体信息可以分享。（新浪财 经） 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 5077 国家高 ...

据千问APP消息，今天起，千问APP开始接入大麦。千问APP开启测试一句话买电影票，实现从影片推 荐、智能选座到支付出票的完整流程。 AIGC概念持续活跃，智谱涨超13%，连续第二天大幅上涨。MINIMAX-WP涨近4%，美图公司、百度 集团-SW、新华文轩等跟涨。 据《科创板日报》，近日全球模型服务平台OpenRouter上线了一款代号为"Pony Alpha"的匿名模型，因 其在编码能力、超长上下文处理及智能体优化方面的突出表现，引发全球开发者社区的热议与测试。据 知情人士对新浪科技透露，该模型系智谱即将发布的新一代大模型GLM-5。 AI漫剧、Seedance概念延续强势，荣信文化、兆驰股份、欢瑞世纪、掌阅科技、上海电影、德才股份、 中文在线、捷成股份等均实现二连板。 昨天，字节跳动最新视频生成模型Seedance 2.0在即梦、豆包、小云雀等产品开启内测，刷屏海内外互 联网。 据智通财经，记者从字节跳动方面获悉，目前在即梦web端、小云雀等平台使用Seedance 2.0，平台会提 示暂不支持真人人脸参考；在即梦App和豆包App，用户需要录制本人形象与声音完成真人校验后才可 以制作数字分身，在AI视 ...