腾讯云AI漫剧解决方案支持腾讯混元等众多头部大模型的一站式接入，通过独有的Prompt提示词优化与 多图参考技术，有效解决AI生成漫剧中人物长相不统一、画风突变的行业难题。同时，无论是将真人 短剧一键转化为动漫风格的"视频转绘"，还是基于图片的"PPT漫"，抑或是全AI生成的动态漫，该方案 均提供了成熟的场景化模板，大幅降低了制作门槛。 近日，腾讯云并推出一站式AI漫剧解决方案。该方案深度融合了腾讯云领先的AIGC生成能力与媒体处 理MPS技术，旨在解决漫剧行业普遍面临的生产和运营痛点，助力企业实现从剧本创作、视频生成到全 球化宣发的全链路提质增效。 针对AI漫剧制作中最为复杂的资产生成环节，腾讯云AI漫剧解决方案覆盖了从剧本生成、角色库搭 建、分镜绘制、AI配音、视频生成、画质增强的全流程自动化、智能化。 另外，AI生成的原始视频往往存在分辨率较低、画面崩坏等问题。通过腾讯云媒体处理MPS能力，可 以智能修复与增强AI生成内容，并且实现组合式降本。比如，依托大模型对视觉规律的深度解构，系 统能自动识别并重绘画面中的"崩坏点"，实现发丝级细节还原和光影逻辑修复。而且，通过"AIGC生成 低分辨率视频+腾讯云媒 ...

智谱涨超19%，阅文集团涨超17%，MINIMAX-WP涨超9%，美图公司涨逾3%。 智谱涨超19%，阅文集团涨超17%，MINIMAX-WP涨超9%，美图公司涨逾3%。 (本文来自第一财经) (本文来自第一财经) ...

影视ETF（516620）跟踪的是中证影视指数（930781），该指数从A股市场中选取主营业务涉及影视制 作、发行及放映等相关业务的上市公司证券作为指数样本，以反映影视行业相关上市公司证券的整体表 现。该指数覆盖影视产业链多个环节，侧重文化娱乐产业，成分股包括内容创作与版权运营等业务领 域。在行业配置上，指数样本主要集中于通信服务行业。 华鑫证券指出，从AI应用与内需可选消费有望持续托举传媒板块。2026年1月数字营销广告因GEO火热 重燃AI应用，2月互联网大厂系数下场通过数字红包为AI产品获新客。步入2026年，抖音成为总台新媒 体《竖屏看春晚》合作伙伴，阿里旗下千问app冠名四大卫视春节晚会，AI春晚有望重燃AIGC。日历效 应下，电影院线迎2026年春节档，片单整体较为多元有望承接多种观影需求；影院线板块上游是AIGC 落脚点，下游是IP与AI体验经济的延伸。AI时代商业化变现角度看，如何突破从订阅制商业化模式进阶 为数字营销广告如GEO，仍值得期待。2026年AI春晚作为主要节点，可关注AIGC板块，如数字营销广 告、电商、AI内容、数字创意、AI陪伴、AI游戏、AI新交互。 （文章来源：每日经济新 ...

Core Viewpoint - ByteDance's latest video generation model, Seedance 2.0, is currently undergoing a testing phase characterized by both high expectations and risks, generating significant discussion among creators and attracting widespread attention domestically and internationally [2]. Group 1: Model Capabilities and Market Reaction - Seedance 2.0 has been praised for its multi-modal input, strong reference consistency, and highly realistic generation effects, leading to a surge in interest among creators [2]. - The model has been described as the "strongest video generation model on the planet" by industry leaders, marking the end of the "childhood era" of AIGC (AI-Generated Content) [5]. - Following the anticipation of Seedance 2.0's impact on the film and media industry, the A-share market saw a significant rise in related stocks, with the film and media sector experiencing a surge of up to 11.62% [6][5]. Group 2: Controversies and Limitations - Despite its capabilities, concerns have been raised regarding potential trust issues and risks associated with identity misuse and content abuse due to the model's ability to blur the lines between virtual and real [5][7]. - In response to user feedback, ByteDance has implemented restrictions on the use of real human images or videos as reference materials during the testing phase to ensure a healthy and sustainable creative environment [7][8]. - The platform has established stricter controls on generating content involving real people, requiring live verification for such creations, which reflects a responsible approach to managing the technology's rapid advancement [9][13].

Core Insights - The release of ByteDance's Seedance 2.0 is expected to significantly enhance model controllability, potentially leading to a leap in the industrialization of the video generation sector [1][2] - The improved controllability of Seedance 2.0 is anticipated to reduce the "gacha" costs in the AIGC industry, thereby lowering production costs and timelines for animated dramas [2] Industry Implications - The traditional "gacha" mechanism in AI-generated video content incurs additional costs due to the randomness of generated visuals, often requiring multiple attempts to achieve satisfactory results [2] - Seedance 2.0's higher controllability is projected to decrease the frequency of "gacha" attempts, which could significantly reduce production costs and timelines in the animated drama industry [2] Cost Savings Analysis - A sensitivity analysis indicates that even with a conservative assumption of a 75% reduction in "gacha" frequency, adopting Seedance 2.0 could lower total generation costs by approximately 5% compared to competing models [3] - Under a neutral assumption where "gacha" frequency is reduced to 50%, the model's cost per second of generation could decrease by 37% compared to industry peers [3] Investment Recommendations - Companies to consider in the AI animated drama sector include Wanjing Technology, Kuaishou, Fubo Group, and Newland Digital [4] - In the multi-modal space, potential investments could be made in companies like Dahong Technology and Hongsoft Technology [4] - For ByteChain-related investments, options include Cambricon and Runze Technology [4]

Core Viewpoint - Feline Culture Holdings Limited has filed for an IPO on the NYSE American, aiming to raise approximately $19.13 million by offering 4.25 million shares at a price range of $4 to $4.5 per share [1][2]. Financial Data - For the fiscal year ending March 31, 2025, Feline Culture reported revenues of $7.96 million, a significant increase of 313.3% from $1.93 million in 2024 [3]. - The cost of revenues for 2025 was $6.34 million, leading to a gross profit of $1.62 million, which represents a gross margin of 20.4% [3]. - Operating income for 2025 was $1.09 million, up 842.7% from $115,605 in 2024, indicating strong operational growth [3]. - The net income for 2025 was $922,648, reflecting an increase of 771.5% compared to $105,870 in 2024 [3]. Company Overview - Feline Culture, headquartered in Hong Kong, specializes in digital marketing solutions, utilizing its proprietary AIGC (Artificial Intelligence Generated Content) technology platform to provide customized digital marketing services [2]. - The company was established in August 2019 and has undergone several structural changes, including the formation of Feline Culture Holdings Limited in February 2025 [7]. Ownership Structure - Prior to the IPO, Binglin Liao holds 70.63% of Class A shares and 100% of Class B shares, giving him 97.82% of the voting power [8].

传媒概念股走强，光线传媒涨20%，恺英网络涨超7%，神州泰岳涨超4%。 受盘面影响，传媒ETF涨超4%。 | 代码 | ਤੇ ਕਿਹਾ 名称 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 159805 | 主 传媒ETF | 0.074 | 4.39% | | 512980 | 主 传媒ETF | 0.052 | 4.30% | | 516190 | 主 传媒ETF华夏 | 0.061 | 4.17% | 有券商表示，从中长期来看，随着内容供给逐步恢复，AI等技术赋能持续深化，叠加政策支持及消费 回暖预期，传媒行业景气度有望得到修复。建议关注影视院线、游戏、广告营销等领域业绩表现亮眼的 公司，并关注布局数字资产、应用AIGC相关技术的公司。 （文章来源：每日经济新闻） ...

Group 1 - The A-share market experienced narrow fluctuations with slight declines in the three major indices, while the total trading volume exceeded 1.4 trillion yuan [1] - The cultural media, film and television, software, and AIGC sectors showed the highest gains, while the battery, space photovoltaic, and petrochemical sectors lagged behind [1] - The CSI A500 index fell by 0.03%, the CSI 300 index rose by 0.02%, the ChiNext index decreased by 0.1%, the STAR Market 50 index increased by 0.8%, and the Hang Seng China Enterprises index also rose by 0.8% [1] Group 2 - The ChiNext ETF tracks the ChiNext index, which consists of 100 stocks with high market capitalization and liquidity, with a significant proportion in strategic emerging industries, particularly in power equipment, communication, and electronics, accounting for nearly 60% [4] - The STAR Market 50 ETF tracks the STAR Market 50 index, composed of 50 stocks with high market capitalization and liquidity, prominently featuring "hard technology" leaders, with semiconductors accounting for over 65%, and combined with medical devices, software development, and photovoltaic equipment industries making up about 80% [4]

（责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 传媒ETF华夏（516190）紧密跟踪中证文娱传媒指数，其指数成分股与"GEO概念"高度重合，借道 ETF上车是捕捉AI应用+传媒行业风口的好办法；游戏ETF（159869）跟踪中证动漫游戏指数，AI应用 含量全市场第一，精准覆盖A股动漫游戏产业的整体表现。 每日经济新闻 2月9日，AI视频生成模型Seedance2.0火爆全网，据悉，Seedance 2.0由字节跳动开发，它可根据文 本或图像创建电影级视频，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。游戏科学创始人、CEO、《黑神话：悟空》制作人冯骥发文谈及Seedance 2.0时表示：AIGC的童年时代结束了。 中银国际研报指出，Seedance2.0等AI技术或推动漫剧行业进入规模化发展阶段。传统动漫往往需 数年 ...

新浪科技讯 2月10日上午消息，日前，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。凭借多模态输入、超强参考能力等亮点，Seedance 2.0很快引爆网络，引发国内国外 广泛关注。游戏科学CEO、《黑神话：悟空》制作人冯骥评价Seedance 2.0为"当前地表最强的视频生成 模型"，并称其标志着"AIGC的童年时代结束"。 争议也随之而来。模型在真实感上的突出表现，引发不少网友对于可能混淆现实的担忧。对于用户反 馈，字节跳动很快做出反应。2月9日，即梦创作者社群中，平台运营人员发布消息称："Seedance 2.0在 内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针 对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考"，并表示平台深知创意的边界 是尊重，产品调整后会以更完善的面貌与大家正式见面。 据悉，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视频中出镜。 责任编辑：杨 ...