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东盟场景录丨就AI这口,香到东盟!
Guang Xi Ri Bao· 2026-01-28 02:09
总部在杭州的与光同尘,与广西缘分不浅。2025年7月,AI赋能千行百业超级联赛启动仪式上,一 则名为《AI for ALL》的AI宣传短片将现场众人带入AI时代,引发"AI会如何改变人类生活的思考"。而 这则2分钟串起广西人工智能产业发展未来的AI短片,就是出自与光同尘的手笔。 "那天之后,自治区主要领导诚挚邀请我们来广西落地发展。当年10月,广西分公司就正式落户南 宁。"与光同尘公司总经理李沐翰表示,公司在杭州有专业研发团队,如今又将国内AIGC先进技术带到 广西,在广西完成内容生产制作后,再将AI影视作品和制作技术推广应用到越南等东盟国家,这完全 符合广西人工智能产业发展路径,公司落地广西后发展前景可期。 目前,与光同尘与东盟国家的合作基本覆盖从内容创作到产业升级的多个环节,并与越南、马来西 亚、泰国等多个东盟国家在广告制作、电影拍摄、短剧创作等内容的创作上达成共识。"在越南,当地 制作团队利用我们的平台高效生成符合本土审美的广告素材,降低制作成本;而在马来西亚,AI技术 辅助创作者快速实现视觉构想,降低影视创作门槛。"李家乐认为,这些应用不仅提升了影视内容产出 的效率与质量,也使更多富有地域特色的文化表 ...
AI动态跟踪系列(十四):AI漫剧产业快速扩张,关注AIGC工具助力创作提效
Ping An Securities· 2026-01-28 01:58
计算机 2026 年 01 月 28 日 AI 动态跟踪系列(十四) AI 漫剧产业快速扩张,关注 AIGC 工具助力创作提效 强于大市(维持) 行情走势图 相关研究报告 【平安证券】行业动态跟踪报告*计算机*AI 动态跟踪 系列(十二):AppLov in 业绩保持亮眼,AI 为广告 营销注入新活力*强于大市 20251208 【平安证券】行业动态跟踪报告*计算机*AI 动态跟踪 系列(十一)豆包手机助手首个 OS 级合作落地, AI 手机形态逐渐清晰*强于大市 20251202 【平安证券】行业动态跟踪报告*计算机*AI 动态跟踪 系列(十):谷歌 Gemini 3 突破技术边界,全球大模 型领域竞争加剧*强于大市 20251119 证券分析师 闫磊 投资咨询资格编号 S1060517070006 YANLEI511@pingan.com.cn 黄韦涵 投资咨询资格编号 S1060523070003 HUANGWEIHAN235@pingan.com.cn 刘云坤 投资咨询资格编号 S1060525120004 LIUYUNKUN518@pingan.com.cn 平安观点: 行 业 报 告 图表1 抖音 ...
智通港股早知道 | 特朗普释放美元贬值信号 金价续创历史新高
Zhi Tong Cai Jing· 2026-01-28 00:25
【今日头条】 23年来首次全面修订 《药品管理法实施条例》将于5月15日施行 国务院总理李强日前签署国务院令,公布修订后的《中华人民共和国药品管理法实施条例》,自2026年 5月15日起施行。《条例》共9章89条,修订后的主要内容如下。 一是完善药品研制和注册制度。支持以临床价值为导向的药品研制和创新,鼓励研究和创制新药,支持 新药临床推广和使用。明确药物非临床安全性评价研究机构资格认定程序,细化药物临床试验管理要 求。设立药品上市注册加快程序,明确药品再注册程序,规定处方药、非处方药转换机制。对符合条件 的儿童用药品、罕见病治疗用药品给予市场独占期,对含有新型化学成份的药品等进行数据保护。细化 药品上市许可持有人的责任。 二是加强药品生产管理。严格药品委托生产管理,压实委托生产时药品上市许可持有人的责任,明确可 以委托分段生产药品的情形。明确中药饮片、中药配方颗粒生产、销售的管理要求。 三是规范药品经营和使用。完善药品网络销售管理制度,压实药品网络交易第三方平台提供者责任。加 强医疗机构药事管理,保障使用环节药品质量。明确医疗机构配制制剂审批流程,规定医疗机构制剂调 剂使用条件和程序,支持配制儿童用医疗机构 ...
DeepSeek发布DeepSeek-OCR 2模型;月之暗面推出Kimi  K2.5模型,全面升级多模态能力丨AIGC日报
创业邦· 2026-01-28 00:24
Group 1 - OpenAI's advertising cost for ChatGPT is approximately $60 per 1,000 views, which is three times higher than Meta's advertising prices. However, the data provided to advertisers is limited compared to Google and Meta [2] - OpenAI anticipates that its advertising revenue will exceed $10 billion by 2027 and aims for $110 billion from non-paying users by 2030 [2] - The domestic AI startup Moonlight Dark Side has launched the Kimi K2.5 model, which integrates multimodal capabilities and has achieved top scores in various agent evaluations [2] - Alibaba Health's AI product "Hydrogen Ion" has introduced a new feature called "Dynamic Evidence Positioning," which allows for precise citation of supporting statements in texts [2] - The open-source project Clawdbot has gained popularity, with its developer claiming it was developed almost entirely using AI, and it can operate locally on Mac mini [3] - DeepSeek has released the DeepSeek-OCR 2 model, which utilizes an innovative method to dynamically rearrange image components based on their meanings [3]
中文传媒:子公司与慈文传媒签署合作框架协议,探索AIGC相关技术与模式的文化传媒场景
Jin Rong Jie· 2026-01-27 14:45
Group 1 - The core point of the article is that the subsidiary of the company, Langzhi Media, has signed a cooperation framework agreement with Ciwen Media to explore AIGC-related technologies and models in the cultural media scene, with a total transaction amount not exceeding 5 million yuan [1] Group 2 - The cooperation's progress will depend on subsequent project agreements and implementation conditions [1]
两会之声 | 山东省政协委员王静怡:以数字赋能文化创新,推动山东省文化产业高质量发展
Xin Lang Cai Jing· 2026-01-27 09:35
文 | 陈明一 "山东省作为中华文明的重要发祥地之一,坐拥'孔孟之乡、礼仪之邦'的厚重文化底蕴与黄河、泰山、海洋等多元地理 文化资源,文化产业发展基础坚实。《山东省文化产业科技创新行动计划(2025—2027年)》也提出'全面提升文化科 技创新能力,引领文化产业高质量发展'。" 在今年的山东省"两会"上,山东省政协委员、青岛大学艺术学院院长、山东省音协副主席、青岛市音协主席王静怡,十 分关注文化产业的高质量发展。 在她看来,全球文化产业正经历一场由数字技术引领的深刻变革。以人工智能、大数据、云计算、虚拟现实、区块链等 为代表的数字技术,不仅重塑了文化生产、传播与消费的全链条,更成为激发文化创新活力、提升产业竞争力的核心驱 动力。 最重要的是,近期,中共山东省委《关于制定山东省国民经济和社会发展第十五个五年规划的建议》提出"深入推进数 字强省建设",并强调"统筹推进数字产业化和产业数字化"。 "与浙江、广东、北京、上海等先进地区相比,山东文化产业仍存在'大而不强、丰而不活'的问题,其症结之一就在于 对数字技术的融合应用广度、深度与速度,尚不足以撬动存量资源的创新性转化与创造性发展。"王静怡分析。 "因此,紧紧抓 ...
QuestMobile 2025-2026年度核心趋势报告
Sou Hu Wang· 2026-01-27 08:09
Core Insights - The article emphasizes the transition of China's digital economy from "quantitative change" to "qualitative change" by 2025, with the digital economy expected to exceed 65 trillion yuan, accounting for over 50% of GDP, thus becoming a core engine of the national economy [1] - The shift from a "traffic-centric" model to a "user-centric" value cultivation model is highlighted, indicating a new competitive landscape in the next decade [1] - Internet giants are focusing on "cost reduction and efficiency enhancement," moving their strategic focus from "traffic acquisition" to "user value cultivation" [1] Group 1: Digital Economy and User Value - By 2025, the digital economy in China is projected to surpass 65 trillion yuan, representing over 50% of GDP, marking a significant shift in its role within the national economy [1] - The transition from a "traffic-centric" to a "user-centric" model signifies the end of the "traffic is king" era in mobile internet, leading to a new competitive landscape [1] - Internet platforms are breaking boundaries and adopting a "data-technology-scenario" ecosystem to better serve users [1] Group 2: Key Strategies of Internet Giants - Major companies are integrating membership systems and deepening offline scenarios to enhance user engagement, as seen with Alibaba's Taobao and JD's PLUS service [2] - The rise of HarmonyOS and other distributed architectures is breaking the boundaries of single hardware, marking a shift towards a "super terminal ecosystem" [2] - The competition in the smartphone market is evolving with AI features becoming standard, pushing brands like Huawei to innovate [2] Group 3: AI and Application Trends - The AI industry is transitioning from technical breakthroughs to large-scale commercial applications, driven by policy, technology, and industry integration [7] - AI applications are experiencing rapid growth, with mobile AI assistant users reaching 7.29 billion by September 2025 [18] - The focus in the AI sector is shifting from model size to cost efficiency and speed of implementation, leading to a surge in "In-App AI" applications [18] Group 4: Market Environment and Trends - The overall macroeconomic environment in China is stable, with the digital economy being a significant driving force [5] - The internet advertising market is expected to maintain moderate growth, with mobile platforms remaining the core entry point for marketing [5] - The market is witnessing a shift from high-growth sectors to a focus on AIGC (AI-Generated Content) and the rapid proliferation of intelligent applications [11] Group 5: User Engagement and Content Strategy - The shift from "traffic hunting" to "user value cultivation" reflects a change in market dynamics, with a focus on deep user engagement [93] - Platforms are evolving from mere transaction sites to essential service providers in users' digital lives, integrating various services to enhance user experience [97] - The rise of short video content is becoming a new growth engine, with significant increases in user engagement across platforms [107]
NetDragon and Volcengine Establish Partnership to Build a New AIGC Ecosystem
Prnewswire· 2026-01-27 07:29
Core Viewpoint - NetDragon Websoft Holdings Limited has entered into a strategic partnership with Volcengine to enhance the development of AI-generated educational resources and create a shared innovative education ecosystem [1][2]. Group 1: Partnership Details - The partnership will focus on four key areas: joint technological innovation, ecosystem resource co-creation, commercial application empowerment, and industry engagement [2]. - Volcengine will assist NetDragon in developing education-focused large language models for various applications, including teaching and content creation [2]. - Both companies will invest in computing power, algorithms, and data to develop high-quality AIGC educational resources, aiming to build an open and intelligent education content ecosystem [2]. Group 2: AI Strategy and Implementation - NetDragon has adopted a "Fully Embracing AI" strategy, establishing an "AI Content Factory" to efficiently generate AIGC content across education, entertainment, and culture [3]. - The AI Content Factory utilizes a core architecture of fragmented nodes and expert systems to create stable AIGC education content production capabilities [3]. - The company plans to expand its commercialization efforts domestically and integrate with the Open-Q ecosystem for global growth [3]. Group 3: Sector-Specific Developments - In the entertainment sector, NetDragon is focusing on AI-driven content production for its flagship IPs, which is expected to enhance profitability and create new revenue opportunities [4]. - The cultural sector investments include AIGC-driven animation series and AI/VR performances, with ongoing identification of high-potential opportunities [4]. - NetDragon aims to leverage AI computing power and vertical AIGC models to expand its enterprise ecosystem's capabilities and long-term value [4]. Group 4: Additional Collaborations - NetDragon has also partnered with Epic Games, becoming an ecosystem partner and establishing a training center for Unreal Engine in China [6]. - The collaboration with Epic Games aims to enhance the visual quality and performance of AIGC educational content [6][7]. Group 5: Company Background - NetDragon is a well-established online game developer in China, with a history of successful titles and a growing EdTech business [8]. - The company is committed to building a massive user community in the AI era through its dual-focus strategy of "AI+Gaming" and "AI+Education" [8][9].
港股AIGC概念股持续拉升,MINIMAX-WP涨超20%
Mei Ri Jing Ji Xin Wen· 2026-01-27 06:57
每经AI快讯,1月27日,港股AIGC概念股持续拉升,MINIMAX-WP涨超20%,金山云涨近10%,智 谱、阿里巴巴-W跟涨。 ...
QuestMobile 2025-2026年度核心趋势报告(精华版):智变重构用户价值,流量红利跃迁为服务红利,“产业红海”中新机涌动
3 6 Ke· 2026-01-27 05:23
今天给大家分享一下中国移动互联网2025-2026年度核心趋势。QuestMobile数据显示,2025年是中国数字经济从"量变"转向"质变"的关键 分水岭,预计全年数字经济规模将超65万亿元,占GDP比重突破50%,正式成为国民经济的核心引擎。 随着数字经济底座成为"标准化服务",用户争夺进入精细化阶段,无论是硬件(终端、操作系统)还是互联网平台,都从原来"卖设 备"、"抓流量"的粗放经营模式,走进到了"以用户为中心"的价值深耕模式。这种改变,意味着此前十余年间移动互联网"流量为王"的模 式画上了句号,也将开启接下来十余年的全新竞争格局。 互联网平台领域表现的非常清晰。面对流量大盘见顶的现实,互联网巨头们在2025年一致选择了"降本增效",将战略重心从"流量掠 夺"、"拼抢用户规模"转向"用户价值深耕",纷纷打破边界,尝试以"数据-技术-场景"全生态协同模式服务好用户。 突破边界,最直接两大关键举措就是"会员体系融合"与"线下场景深化"。例如,阿里通过淘宝大会员、京东通过PLUS生活服务包,以整 合权益提升高净值用户粘性。同时,巨头们涌入"硬折扣"赛道,深耕线下社区(如美团"快乐猴"、京东折扣超市),将数字 ...