不过，Seedance2.0技术"出圈"的同时，也引发了有关真人肖像、版权问题的社会关注。很快，字节跳动 旗下即梦运营发布通知称，Seedance2.0内测暂停真人素材作为主体参考。 尽管目前这一模型仍处于内测阶段，且公司的风控和边界意识清晰，但Seedance2.0所展现出的那种近 乎"真假难辨"的画面质感，还是给所有人提出了一个宏大且紧迫的命题：我们确实需要重新评估所谓 的"虚拟现实"了。 过去我们谈论虚拟现实，往往将其局限在头戴式设备的沉浸感中，而现在，虚拟现实正在以一种更隐 蔽、更彻底的方式重塑我们的认知。当AI生成的视频能够完美还原光线的折射、液体的流动，甚至人 类微表情中转瞬即逝的复杂情感时，我们传统认知里那道区分"实摄"与"生成"的鸿沟，正在赛博世界里 加速消弭。 这一技术的跃迁，首先确实值得我们站在国产AI发展的立场上给予热烈的掌声。长期以来，顶级图形 渲染与生成式算法的定价权往往掌握在海外巨头手中，而Seedance2.0的出现，反映的是中国科技公司 在深层算法架构、超大规模并行计算能力以及数据处理逻辑上的全方位突破。 站在2026年的起始点上，这种从"可用"到"惊艳"的跨越，意味着中国科技 ...

当前，全国万亿消费城市形成稳定梯队，谁会成为下一个？是长三角核心城市比拼的焦点。 苏杭宁"一步之遥" 2025年消费数据的出炉，彻底明晰了三城的竞争站位：杭州以9499亿元社零总额、3.8%的增速稳居领 跑位置，距离万亿目标仅差501亿元，堪称"临门一脚"。 作为冲刺万亿消费城的头号种子，数据背后，是杭州坚实的产业基础和强劲的经济增长动力。2025年， 杭州地区生产总值（GDP）达到23011亿元，比上年增长5.2%，增速高于全国水平。服务业作为杭州经 济的绝对主力，占GDP比重高达73.8%，其中以阿里巴巴、蚂蚁集团、网易等为代表的数字经济核心产 业企业，成为增长的"主引擎"。 杭州的消费活力不仅体现在数据上，更体现在消费场景的创新上。以"浙BA"为例，截至2025年年底， 累计销售门票超80万张，直接拉动文化、旅游、商业、体育等综合消费超29.18亿元。这种沉浸式、体 验式、互动式的消费场景，让消费不再局限于传统的购物行为，而是成为了一种买情绪、买体验的生活 方式。 曾在2024年官宣迈入万亿消费俱乐部的苏州，经统计修订后退出该行列，2025年实现社零总额9092.2亿 元，同比增长2.0%，增速低于全国 ...

*免责声明：文章内容仅供参考，不构成投资建议 据中证报报道，中共中央宣传部等5部门联合印发《戏剧振兴三年行动计划（2026－2028年）》。《计 划》提出，推动戏剧创新创造活力不断增强，剧目质量明显提升，推出一批优秀戏剧作品拓展戏剧传播 方式。充分运用广播、电视、电影等传统媒介传播推广戏剧艺术，推动科技赋能戏剧创作传播，支持院 团积极运用互联网、人工智能等新技术手段，不断扩大戏剧传播的覆盖面和影响力，规范引导院团和演 员线上演播、线上直播等活动。 中证报指出，戏剧产业正从"票房经济"向"生态经济"转型。随着政策支持、技术赋能和文旅融合的深 入，中国戏剧产业市场呈现出稳健的增长态势。2025年，我国戏剧产业市场规模将突破800亿元，年均 增长率保持在10%以上。随着文化消费的升级和观众审美水平的提高科技正在深刻改变戏剧行业的发展 模式，戏剧观众的需求日益多样化。年轻白领、文化爱好者、学生群体和旅游人群成为戏剧消费的主要 力量。。 未来，随着技术进步和消费者习惯变化，线上线下融合将进一步深化，形成"互联网+戏剧行业"的新生 态。此外，虚拟现实、增强现实等新技术在舞台表演中的应用也为戏剧产业带来了新的发展机遇。这些 ...

Core Viewpoint - The company Yingfang Microelectronics has shown a slight increase in stock price and is benefiting from the depreciation of the RMB, with a focus on smart home and virtual reality applications in its product offerings [1][2]. Company Overview - Yingfang Microelectronics Co., Ltd. specializes in the distribution of electronic components and the research, design, and sales of integrated circuit chips, with key products including RF chips, fingerprint chips, power chips, storage chips, passive components, and integrated components [2][3]. - The company is headquartered in Shanghai and was established on February 22, 1993, with its stock listed on December 17, 1996 [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 3.443 billion yuan, representing a year-on-year growth of 17.62%, while the net profit attributable to shareholders was a loss of 43.34 million yuan, a decrease of 18.69% year-on-year [7][8]. - As of September 30, 2025, the company had a total market capitalization of 7.231 billion yuan [1]. Market Position and Trends - The company has a significant overseas revenue share of 59.86%, benefiting from the depreciation of the RMB [3]. - The company is actively involved in the development of SoC chips for smart terminals, focusing on core technologies such as image signal processing and intelligent video algorithms, with applications in smart home devices, video surveillance, and consumer drones [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 139,200, with an average of 5,868 circulating shares per person, a slight decrease of 0.84% from the previous period [7]. - The top ten circulating shareholders include Guoxin Securities Co., Ltd. and Hong Kong Central Clearing Limited, with notable changes in their holdings [9].

新浪科技讯 2月9日上午消息，2月8日，全球首家爱奇艺乐园在江苏扬州正式开园。在开园仪式上，爱 奇艺创始人、首席执行官龚宇表示，首座乐园开业是爱奇艺从线上迈向线下的关键一步。依托丰富的IP 资源储备和积累多年的全感剧场等线下体验开发经验，爱奇艺希望借助虚拟现实和人工智能技术，赋能 影视IP，打造出能迅速响应观众审美变化、快速迭代、线上线下互动的新型乐园。随着经济社会发展， 线下沉浸式娱乐业的发展空间更大，乐园业务将来有望成为爱奇艺新的增长曲线。 扬州城控集团董事长方璇智表示，扬州爱奇艺乐园不仅是一个娱乐目的地，更是一座连接虚拟与现实、 融合过去与未来的桥梁。它将以科技赋能文化，用创新体验讲好中国故事、扬州故事，为扬州的未来发 展注入源源不断的活力。 据介绍，扬州爱奇艺乐园坐落于扬州市广陵区"运河十里"示范段，是全国首个以"国创IP+科技"为核心 的室内主题乐园。区别于传统户外大型主题乐园，扬州爱奇艺乐园占地面积约一万平方米，以"小型 化、快迭代、强互动"为优势，通过前沿科技将多个爱奇艺热门影视IP转化为线下沉浸体验。目前，开 封、北京的爱奇艺乐园正在加紧建设中。 责任编辑：杨赐 新浪科技讯 2月9日上午消息， ...

2月8日，伴随着七彩气球升空、乐园主题曲《星星在你眼睛》响起，全球首家爱奇艺乐园在江苏扬州开 门迎客。这不仅标志着爱奇艺线下体验业务迈出里程碑式的一步，扬州京杭大运河畔也点亮一个科技与 影视IP融合的文旅"新地标"。 应观众审美变化、快速迭代、线上线下互动的新型乐园。随着经济社会发展，线下沉浸式娱乐业的发展 空间更大，乐园业务将来有望成为爱奇艺新的增长曲线。 方璇智表示，扬州爱奇艺乐园不仅是一个娱乐目的地，更是一座连接虚拟与现实、融合过去与未来的桥 梁。它将以科技赋能文化，用创新体验讲好中国故事、扬州故事，为扬州的未来发展注入源源不断的活 力。 开园首日，20位艺人嘉宾与现场游客互动精彩不断。"十个勤天"作为爱奇艺乐园全球大使，本次特别派 出5位成员代表赵一博、卓沅、赵小童、何浩楠、王一珩向全球游客发出邀请：爱奇艺乐园代表年轻、 新奇、梦幻与欢乐，这里将是所有人的乐园，欢迎世界各地的游客前来打卡。爱奇艺乐园体验官吴奇 隆、马苏、周雨彤、董子健、梁洁、郭俊辰、夏梦及惊喜嘉宾宋茜纷纷为扬州爱奇艺乐园开园送上诚挚 祝福，并率先体验乐园项目，开启了一场妙趣横生的IP探险之旅。 扬州爱奇艺乐园呈现多个由爱奇艺热门影视I ...

Core Insights - The permanent establishment of the service trade fair at Shijingshan District's Shougang Park is expected to significantly boost consumer activity in the area [1] - The district aims to leverage the unique advantages of the service trade fair to develop a "Convention Town," enhancing service consumption and creating distinctive experiences [1][4] Group 1: Shougang Park Developments - Shougang Park features the first national robot technology experience store, "Tao Zhu New Creation Bureau," which showcases interactive robots and AI technology [1] - The park's visitor engagement has been high, with 784,000 attendees during the last service trade fair, leading to a 7.1% year-on-year increase in consumption in dining, retail, and cultural tourism sectors [3] Group 2: Future Plans and Projects - The second phase of the robot experience center is set to open on February 11, featuring a robot maintenance workshop for customers to observe the repair process [2] - The "Yongding River Collection" project is being developed as a new cultural and commercial hub, integrating various business types with natural landscapes, and is expected to enhance regional consumer potential [2][4] - The district plans to continue expanding the spillover effects of exhibitions, improving infrastructure, and attracting industry chain enterprises to the area [4]

2月6日，同辉信息披露的业绩快报显示，该公司2025年实现营收3591.75万元，同比锐减82.67%；归属于上市公司股东的净利润-6114.57万元，同比增长 15.31%；扣除非经常性损益的净利润-5253.64万元，同比增长26.15%。 公开信息显示，同辉信息成立于2008年，2021年在北交所上市，专注于将数字显示、虚拟现实、声学及人工智能技术与行业场景深度融合，为客户提供智 能化、高价值的一站式解决方案。 上市次年起，同辉信息业绩"变脸"。2022年至2024年，该公司分别净亏损4650.22万元、1.28亿元、7194.41万元。 二级市场上，截至2月6日收盘，同辉信息跌1.45%，报6.82元/股，总市值13.59亿元。 同辉信息解释称，报告期内，公司营业收入下降的主要原因是： (1)2024年在战投方的支持下，公司完成了一笔金额为1.27亿元的银行集成业务，本报告期内，公司无重大合同确认收入； (2)报告期内，因公司经营战略调整，大股东与公司董事会针对公司治理存在分歧，持续罢免公司董事，导致公司经营战略调整未能完全落地，造成公司 收入与年初计划有较大差距； (3)经与会计师初步沟通，公司拟将 ...

Core Viewpoint - The Chinese government is implementing a comprehensive plan to accelerate the growth of service consumption, which is expected to play a crucial role in enhancing economic quality and driving consumer spending [2][3]. Group 1: Policy Framework - The State Council has issued a "Work Plan" aimed at optimizing and expanding service supply, fostering new growth points in service consumption, and enhancing the quality of service consumption [2]. - The Ministry of Commerce will establish a "1+N" policy system to support various sectors, including home services, automotive aftermarket, and performing arts, with over ten specific support policies to be introduced [2][3]. Group 2: Service Consumption Growth - From 2020 to 2025, per capita service consumption expenditure is projected to grow at an annual rate of 8.5%, with the share of service consumption in total household expenditure increasing to 46.1%, up by 3.5 percentage points [2]. - The focus of consumer demand is shifting from mere availability to quality, with increasing interest in personalized, diverse, and high-quality service consumption products [2]. Group 3: Sector-Specific Initiatives - The Ministry of Transport plans to cultivate new growth points in transportation service consumption, including the development of a high-quality car rental service network and the expansion of yacht and cruise consumption [4][5]. - The sports sector is expected to see significant consumer engagement, with ski resorts projected to attract 118 million visitors and generate a total consumption of 69.15 billion yuan during the 2025-2026 winter season [6]. Group 4: Digital and International Consumption - The network audiovisual sector is projected to reach a market size of nearly one trillion yuan by 2025, with significant growth in micro-short dramas and user engagement [7]. - The Ministry of Commerce is enhancing international consumption by promoting international consumption center cities and improving the appeal of "China Tours" and "China Purchases," with inbound tourist numbers expected to reach 82.04 million by 2025, a 26.4% increase [8].

Core Viewpoint - The article discusses the emergence of AI glasses as a significant smart hardware trend, highlighting the journey of Yang Longsheng, who believes that smart glasses will replace smartphones as the next major interface for social interaction and technology [2][39]. Group 1: Yang Longsheng's Background and Journey - Yang Longsheng, a post-90s graduate from Dalian University of Technology, initially pursued finance but shifted his focus to computer science, developing various applications during the mobile internet boom [3][4]. - His interest in smart glasses was sparked by the TV series "Black Mirror," which featured a character using smart glasses to record and replay visual memories [7][8]. - After graduation, he worked in a maker space in Shenzhen, where he gained experience in VR technology and met key figures in the industry [12][13]. Group 2: Development of Smart Glasses - Yang Longsheng joined Coolpad in 2018, where he led the development of the first consumer-grade all-in-one AR glasses, focusing on social applications [19][21]. - The AR glasses, named Xview, were announced in July 2020 but did not enter mass production due to the company's financial struggles [26]. - In December 2020, Yang founded Yingmu, aiming to continue his vision for smart glasses, and invested heavily in acquiring core technologies [27][30]. Group 3: Market Position and Future Outlook - Yingmu's first product, INMO Air, launched in April 2022, followed by INMO Air 2, which became the world's first mass-produced dual-lens full-color AR glasses [30]. - By 2024, Yingmu is projected to hold a 47.6% market share in AR glasses shipments and 39.7% in sales revenue in China, leading the industry [32]. - The article emphasizes the potential of AI glasses as a new human-computer interaction interface, with predictions of global shipments reaching 23.6 million units by 2026 [40]. Group 4: Technological Innovations and Competitive Edge - Yingmu's INMO Go, released in 2023, features advanced capabilities such as real-time translation and a lightweight design, setting a new standard in the industry [35][38]. - The company has positioned itself ahead of competitors by focusing on technology depth, iteration speed, and innovative application scenarios [43]. - The article notes that the supply chain for AI glasses is largely rooted in China, with the potential for domestic companies to dominate the market [41].