钛媒体App 2月9日消息，游戏科学CEO冯骥对字节Seedance 2.0评价称："AI理解多模态信息并整合的能 力完成了一次飞跃，令人惊叹。"他表示，一般性视频的制作成本将无法再沿用影视行业的传统逻辑， 开始逐渐趋近算力的边际成本。内容领域必将迎来史无前例的通货膨胀，传统组织结构与制作流程会被 彻底重构。此外，冯骥针对"假视频泛滥与信任危机"作出提醒，"我很庆幸，至少今天的Seedance 2.0， 来自中国。"(广角观察) Yocar-冯弹 ■ ■ 十关注 6、假视频泛滥与信任危机。这一点是真正促使我发这条微博的原因，因为通真的 假视频将变得毫无门槛,而现有的知识产权与审查体系会面临空前冲击。 AIGC的童年时代，结束了。 写几条初步用过后的感受以及预测，仅供参考： 1. 领先。当前地表最强的视频生成模型,没有之一。 2、全能。AI理解多模态信息（文、画、影、音）并整合的能力完成了一次飞跃, 令人惊叹。 3. 低门槛。虽然目前要开通即梦正式会员才能有限次使用,但我仍然呼吁有条件 的朋友都去亲自试试。一旦试过，必会对何为"领先"与"全能",有更直观的感受。 4、产能爆炸。一般性视频的制作成本将无法再沿用影 ...

"我很庆幸，至少今天的Seedance 2.0，来自中国。"他表示。 游戏科学CEO冯骥今日发文谈及刚上线的即梦Seedance 2.0：AI理解多模态信息并整合的能力完成了一 次飞跃，令人惊叹。AIGC的童年时代，结束了。 以下为微博全文： 昨天试了试刚上线即梦的Seedance 2.0。 4、产能爆炸。一般性视频的制作成本将无法再沿用影视行业的传统逻辑，开始逐渐趋近算力的边际成 本。内容领域必将迎来史无前例的通货膨胀，传统组织结构与制作流程会被彻底重构。相信只要用过的 朋友，都能很快理解这个预测绝非杞人忧天。 5、视频全民化。基于第4点，一切之前需要考虑制作成本的展示方式都会轻易视频化，典型如电商广告 与预拍摄。虽然目前游戏研发的核心环节尚未被AI直接侵蚀，但视频本身会逐渐向定制化、实时化、 游戏化演进，也许会成为未来某种全新的娱乐方式。 它在使用手册标题的最后，写着Kill the game！（杀死比赛）。这个评价，相当客观。 AIGC的童年时代，结束了。 写几条初步用过后的感受以及预测，仅供参考： 1、领先。当前地表最强的视频生成模型，没有之一。 2、全能。AI理解多模态信息（文、画、影、音）并整合的 ...

Group 1 - The core viewpoint of the report is that Kuaishou's performance in the last quarter of the previous year is expected to meet market expectations, with total revenue projected to grow by 10% year-on-year and adjusted net profit reaching 5.4 billion yuan [1] - The report highlights that Kuaishou's AI capabilities, customizable features, user-friendly interface, competitive monetization-focused tiered pricing strategy, cost-effectiveness, and localized operations and channel expansion will further strengthen its competitive advantage globally [1] - The rating for Kuaishou has been upgraded to "Buy," with the target price increased from 66 HKD to 80 HKD [1] Group 2 - Kuaishou (1024.HK) is accelerating the commercialization of global AIGC video, with its technology-ecosystem-monetization closed loop expected to release long-term value [2] - On January 23, Kuaishou repurchased 124,000 shares at a cost of 9.972 million HKD [2]

Market Overview - The A-share market indices all experienced gains today, with the Shanghai Composite Index rising by 1.41% to close at 4123.09 points, the Shenzhen Component Index increasing by 2.17% to 14208.44 points, the Sci-Tech 50 up by 2.51% to 1458.16 points, and the ChiNext Index climbing by 2.98% to 3332.77 points [1][10] - Overall, 4609 stocks rose while 756 stocks fell, with a total trading volume of 22495 billion yuan, an increase of 1038 billion yuan compared to the previous trading day [1] Industry Performance - All primary industries in the Shenwan classification saw gains today, with notable increases in the telecommunications, comprehensive, media, electronics, and computer sectors, which rose by 5.17%, 4.70%, 3.50%, 2.97%, and 2.88% respectively [1][10] - Conversely, the oil and petrochemical, banking, and food and beverage sectors had lower gains, with increases of only 0.21%, 0.36%, and 0.37% respectively [1][10] Concept Sector Performance - The leading concept sectors today included optical modules (CPO), perovskite batteries, optical communications, short drama games, cultivated diamonds, optical chips, Kimi, virtual humans, BC batteries, rare earths, photovoltaic glass, Chinese corpus, multimodal models, AIGC, and WEB3.0 [2]

Group 1 - The core viewpoint is that AI applications and domestic discretionary consumption are expected to continuously support the media sector, particularly with the resurgence of digital marketing advertising driven by AI in 2026 [1] - In January 2026, digital marketing advertising is anticipated to be revitalized by the popularity of GEO, while in February, major internet companies are expected to engage in digital red envelopes to attract new customers for AI products [1] - Douyin has become a partner for the new media program "Vertical Screen Watching Spring Festival Gala" in collaboration with the Central Television, while Alibaba's Qianwen app is sponsoring the Spring Festival Gala of four major TV stations, showcasing creative programs using AI-generated videos and image recognition [1] Group 2 - The cinema sector is expected to benefit from the diverse film lineup during the 2026 Spring Festival, catering to various viewing demands, with the cinema chain being a focal point for AIGC [1] - The upstream of the cinema chain is the landing point for AIGC, while the downstream extends to IP and AI experience economy [1] - The Film and Television ETF (516620) tracks the CSI Film and Television Index (930781), which selects listed companies involved in film production, distribution, and screening to reflect the overall performance of the film industry in the A-share market [1]

Group 1 - The A-share market is experiencing a dual mainline trend driven by AI and robotics, with AIGC concept stocks and embodied intelligent robots showing strong performance [1] - On February 9, the ChiNext Index rose over 3%, with stocks like Zhongwen Online and Haikan Co. hitting the daily limit, indicating a collective surge in the sector [1] - The core catalyst for this rally is ByteDance's release of the Seedance 2.0 model, an AI video generation tool that can produce movie-quality content, expected to reduce content production costs by over 60% [1] Group 2 - The robotics industry is witnessing significant events, with over five embodied intelligent companies confirmed to participate in the 2026 Spring Festival Gala, marking a transition to large-scale commercial use [1] - Market research predicts optimistic growth for the embodied intelligent robot sector, with user spending expected to surge from $1.4 billion in 2025 to $77 billion by 2030, reflecting a compound annual growth rate of 94% [2] - Morgan Stanley forecasts that the shipment of humanoid robots in China will reach 14,000 units by 2026 and exceed one million units by 2034, indicating a market potential that may surpass that of the new energy vehicle industry [2] Group 3 - Performance data supports the expectation of an industry explosion, with 35 humanoid robot concept stocks forecasting significant profit growth for 2025 [4] - Companies like Liyade have turned losses into profits through an "AI + display + cultural tourism" ecosystem, while Xinzhi Group anticipates a net profit increase of over 500% [4] - Institutional investors are showing clear signs of increased investment, with seven out of 35 pre-profit growth stocks receiving over 100 million yuan in net purchases since January [4]

2026年2月9日，引力传媒（sh603598）触及涨停，涨停价28.45元，涨幅10.02%，总市值76.69亿元，流 通市值76.61亿元，截止发稿，总成交额8.71亿元。 根据喜娜AI异动分析，引力传媒涨停原因可能如下，业绩扭亏+AIGC赋能+融资议案通过： 1、公司经 营基本面显著改善，2026年1月30日公告的2025年报显示，公司归母净利润扭亏为盈，达到1400 - 2000 万元。这一业绩表现增强了市场对公司的信心，引发投资者关注，推动股价上涨。 2、公司在业务上积 极应用AIGC技术，自研的"九合创意"平台提升了运营效率。在当前AIGC热潮下，该技术赋能让公司在 数字营销领域更具竞争力，契合市场热点，吸引资金流入。同时，公司高票通过融资议案，授信及担保 议案获99%以上赞成率，显示了股东的支持，为公司发展提供资金保障。 3、近期广告营销板块表现活 跃，引力传媒多日入选龙虎榜，吸引了游资关注。2月2日、4日成交额分别达到25.92亿、10.59亿。板块 内的资金联动使得引力传媒等相关个股获得资金推动，形成涨停效应。 4、从资金流向来看，多日龙虎 榜显示有一定的资金买卖，表明资金对该股的关注度较高 ...

凤凰网财经讯 2月9日A股三大指数集体高开，沪指高开0.93%，深成指高开1.50%，创业板指高开1.95%。传媒、CPO、光伏、有色金属等 板块指数涨幅居前。 盘面上，光伏、算力硬件、半导体、AI应用、商业航天、核聚变、黄金等概念股纷纷走强；油气、银行、中药板块走弱。早盘AI应用端 大幅高开，传媒、短剧方向领涨，荣信文化、中文在线、海看股份、掌阅科技、风语筑、欢瑞世纪涨停，流金科技、捷成股份、华策影 视等涨幅靠前。 | | | Wind热门概念指数 | | | | | --- | --- | --- | --- | --- | --- | | 短剧游戏 5.71% | Kimi 4.91% | 中文语料库 4.34% | 虚拟人 4.26% | 太空光伏 3.95% | 谷子经济 3.73% | | AIGC 3.50% | WEB3.0 3.45% | 多模态模型 3.45% | ChatGPT 3.41% | 金特估 0.21% | 饲料 0.17% | | 人造肉 0.13% | 白色家电 0.13% | 白酒 0.04% | 别 -0.02% | 油气开采 -0.04% | 饮料制造 -0.05% ...

Group 1 - The company has established an AIGC team to explore and track mainstream AI tools in the market [1] - The company is applying AI in game development to reduce costs and enhance efficiency, as well as in AI pet gameplay [1] - The company is committed to embracing AI to achieve high-quality leapfrog development in the future [1]

港股AIGC概念股盘初拉升，智谱涨超9%，MINIMAX-WP、美图公司涨超5%，金山云、百度集团- SW、阿里巴巴-W涨超3%。 ...