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兆讯传媒:当前已将AIGC技术作为设计工具融入项目制作流程如概念稿、原画设计、场景构筑设计等环节中
Mei Ri Jing Ji Xin Wen· 2026-01-15 13:33
每经AI快讯,有投资者在投资者互动平台提问:您好!公司在AI应用端有哪些优势? (文章来源:每日经济新闻) 兆讯传媒(301102.SZ)1月15日在投资者互动平台表示,公司的视觉创意团队,深度发力数字内容创意 制作领域,当前已将AIGC技术作为设计工具融入项目制作流程如概念稿、原画设计、场景构筑设计等 环节中,用于视觉生成。并且创意部门一直在更新迭代中,把创意设计、原画和模型处理接入AI流 程,是当前创意行业提效的核心方向,既能够解放设计师的重复劳动,又能保留创意层面的核心价值。 ...
AI时代的全球创作消费平台,出现了一家来自中国的“隐形冠军”
3 6 Ke· 2026-01-15 10:47
在AIGC狂飙突进的第三年,行业弥漫着一种"去伪存真"的集体焦虑。 一边是曾经喧嚣一时的底层"千模大战"格局基本固化,参数的边际效应递减;另一边是应用层的迷茫,大量调用基模的效率工具在短暂的流量爆发后,又迅 速归于沉寂。 投资人看过了太多像烟花一样绚烂的产品,也开始回归商业的本质。大家都在寻找同一个答案:除了卖算力和卖效率,2026年的AI到底还有没有第三条商 业化之路? 在"超级应用"形态的不确定中,一个名为海艺(SeaArt)的中国团队破土而出。 这家刚刚成立了两年半的公司,在没有自研底层大模型的情况下,悄然攀升成为了全球AI创作社区领域的"当红炸子鸡"。最近的一组数据直观说明其商业生 态位的量级:年度经常性收入(ARR)超过5000万美元,月活跃用户(MAU)突破2500万,用户单日生成图片超2000万张、视频超50万个。 这组数据打破了业界"唯技术论"的迷思。因为当大多数团队还在试探AI的办公天花板时,SeaArt选择了一条截然不同的路径:用AI满足人类的"情绪价 值"与"表达欲"。 从这家公司的成长故事,我们会发现AI下半场的竞争逻辑正在发生质变:从单一的"算力军备赛",转向了具有自我造血能力的"生 ...
中金财富吴雪伟:一名投顾平均需服务约2800名投资者,实在忙不过来!AI赋能投顾有望成为提质增效核心驱动力
Xin Lang Cai Jing· 2026-01-15 10:24
Core Viewpoint - The application of AI technology in the securities advisory sector is steadily exploring two main directions: empowering advisors internally and providing direct client services, aiming to address the industry's pain point of insufficient service capacity among excellent advisors [1][5]. Group 1: Internal Empowerment of Advisors - The current market faces a scarcity of excellent investment advisors, leading to significant service pressure, with an average advisor serving about 2,800 investors. Even top advisors, with a team of 3 to 5, can only provide customized services to around 40 high-net-worth clients, beyond which service quality may decline [6]. - AI is being explored to alleviate this pressure by automating repetitive tasks, such as generating daily reports and market commentary, which allows advisors to focus on high-value services. However, the challenge remains in replicating the unique personal style of advisors, which is crucial for effective communication [2][6]. - The integration of AI in content production aims to reduce the workload of advisors significantly, but achieving a balance between automation and maintaining a personalized touch is a key focus area [2][6]. Group 2: Direct Client Services - AI is also being applied in direct client services, particularly in stock diagnosis services, which currently vary in quality. Some services lack specificity and fail to provide continuous support [7]. - The goal is to develop AI capabilities that can learn from experienced advisors to offer tailored stock diagnosis solutions that meet client needs [7]. - The company is working on productizing AI-driven services that combine insights from past practices and professional capabilities of advisors, with some products expected to launch soon [3][7]. Group 3: Overall Value of AI in Securities Advisory - The value of AI in the securities advisory field is seen in two dimensions: first, by taking over repetitive tasks to free up advisors' core energy for high-value services; second, by learning from professional advisors to enhance client service offerings [3][7]. - As technology continues to evolve and application scenarios deepen, AI is anticipated to become a core driver for improving efficiency and quality in the securities advisory industry [3][7].
银发人群洞察报告:3.51亿活跃人群带来三大变化,商机持续涌现……
Tai Mei Ti A P P· 2026-01-15 10:18
QuestMobile数据显示,截止到2025年11月,全网银发人群月活跃用户规模达到3.51亿,同比 增长了5.8%。数量飙增背后隐藏着更深层的活跃度增长:银发人群月人均使用时长和月人 均使用次数分别达到135小时、1345次,同比增长率分别为11.1%和6.5%。 文 | QuestMobile 数据显示,截止到2025年11月,全网银发人群月活跃用户规模达到3.51亿,同比增长了5.8%。数量飙增 背后隐藏着更深层的活跃度增长:银发人群月人均使用时长和月人均使用次数分别达到135小时、1345 次,同比增长率分别为11.1%和6.5%。 银发人群数量、活跃度双双增长,给移动互联网的用户使用带来了三大微妙变化。一方面带来了活跃时 段的错峰,例如,在下午16点左右上班族工作高峰时段,银发人群的活跃比例高达75.4%;另一方面, 带来了不同行业中细分应用类型的此消彼长,例如,移动视频领域的月人均使用时长表现上,短视频同 比下降了2%,在线视频同比上升了63.5%;第三,由AIGC和智能生活带来的便捷性,让这类应用的接 受度持续上升。 具体表现上,银发群体线上消费意愿方面,中等线上消费意愿的银发人群比例已经达到 ...
优酷首页首屏首发上线,数文集团AI微短剧《尼山岩岩》开播
Qi Lu Wan Bao· 2026-01-15 07:37
记者 朱若彤 周小涵 邱志强 李家澍 王鑫 1月15日, AI微短剧《尼山岩岩》在优酷首页、优酷短剧频道首页,双首页首屏首发上线。AI叩响孔子 智慧,理想与坚守,从尼山开始。该剧由山东省广播电视局、尼山世界儒学中心(中国孔子基金会秘书 处)指导,山东数字文化集团AIGC生产,与中国孔子基金会联合出品,是山东数字文化集团在AIGC领 域的突破性产品。 该剧共36集,以呈现孔子周游列国、推行仁政生平事迹的《孔子圣迹图》为创作蓝本,结合《论语》中 的相关内容,以AI微短剧的形式讲述了孔子一生历经坎坷而志向不渝的故事。所有剧集在优酷平台集 中上线。大众新闻客户端、大众新闻-大众日报视频号、微博联合发布。齐鲁壹点客户端、齐鲁晚报视 频号、齐鲁晚报官方微博每天一集,持续更新。中国孔子网,孔子网客户端,尼山世界儒学中心微博, 尼山世界儒学中心微信公众号、视频号,中国孔子基金会微信公众号、视频号等相继呈现。 优酷首页截图 作为AIGC视听作品,该剧积极探索新技术与中华优秀传统文化的融合创新,由山东数字文化集团全流 程采用人工智能技术创作。创作团队精心设计了孔子不同年龄阶段的人物形象,结合剧情发展,对服 饰、器物、场景等元素进 ...
传媒概念股午后持续调整,传媒ETF跌约5%
Mei Ri Jing Ji Xin Wen· 2026-01-15 06:18
Group 1 - Media concept stocks experienced a significant decline in the afternoon, with Yanshan Technology hitting the daily limit down, and Light Media dropping over 3% [1] - Other companies such as Focus Media, Giant Network, Kunlun Wanwei, and Shenzhou Taiyue also saw declines exceeding 2% [1] - The Media ETF fell approximately 5% due to market conditions [1] Group 2 - Some brokerages suggest that in the medium to long term, the media industry is expected to recover as content supply gradually resumes, AI technology continues to deepen, and supported by policy and consumer recovery expectations [2] - Companies in sectors such as film and television, gaming, and advertising marketing that show strong performance should be monitored [2] - There is also a recommendation to pay attention to companies involved in digital assets and those applying AIGC-related technologies [2]
中国网络文艺“破界向新”
Xin Lang Cai Jing· 2026-01-15 05:01
Core Viewpoint - The article highlights the rapid development and integration of online literature and arts in China, driven by internet technology, which enriches cultural experiences and meets diverse public spiritual needs [1]. Group 1: Cross-Industry Integration - Cross-industry integration is a prominent feature of online literature and arts, with trends of fusion becoming more evident across various dimensions by 2025 [2]. - The public is both the "actor" and "author" in creative works, with ordinary individuals contributing significantly to literature through various forms such as poetry, prose, and short videos, breaking traditional barriers between creators and audiences [3]. Group 2: Content Quality and Development - The micro-drama "Home Inside and Outside 2" achieved over 1 billion views within three days of its release, emphasizing the importance of high-quality content and a commitment to production quality [5]. - Successful works like "Home Inside and Outside" demonstrate that the true competitiveness of online literature lies in good storytelling and deep values, rather than merely chasing traffic [6]. Group 3: Technological Empowerment - New technologies such as AI, ultra-high-definition, and the metaverse are profoundly transforming the entire process of artistic creation and dissemination, enhancing cultural experiences and interactive engagement [7]. - The user base for generative artificial intelligence in China reached 515 million by June 2025, with a significant portion utilizing AI for creative outputs, indicating a shift in how content is produced [7]. - VR and AR technologies are providing immersive experiences that enhance the appeal of quality content and promote the innovative development of traditional Chinese culture [8].
阜博集团(3738.HK):AI内容爆发助力商业化加速 有望受益确权需求增长
Ge Long Hui· 2026-01-15 04:25
机构:国元国际 当前公司已从一家全球领先的数字内容版权保护SaaS 服务商,成功转型为由AI 驱动、服务全球内容创 作者的价值枢纽服务商。随着AI 多模态大模型迭代和AIGC 生态爆发式增长,公司营收增长在2025 年 呈现加速态势。这种逐季加速的增长曲线,充分印证公司业务模式的强大韧性和高成长性,AI 相关业 务也为整体营收贡献了新的高质量增长来源。在业务高速扩张的同时,公司也注重财务结构优化,通过 发行零息可转债等融资手段,成功优化了其债务结构,从而支持公司在AI 时代进行更大规模的研发投 入和市场扩张。 推出AI 内容生成及分发平台,迈向生态赋能者新业态公司下半年推出了两大战略级平台DreamMaker 和 VobileMAX,旨在打造一个从AI 创作到AI 变现的完整商业闭环。DreamMaker 是一个基于多模态AI 大 模型的集成式音视频创作平台,该平台集成了多种先进的生成式AI 模型。通过与英伟达等技术巨头的 合作,接入云端GPU 架构,保证了强大的算力支持。VobileMAX 则定位为数字内容资产的贸易与运营 平台。 它承接了来自DreamMaker 以及其他渠道的海量AI 生成内容,为其提供 ...
“AI算力,有望成为最强主线!”科创人工智能ETF华宝(589520)近3日狂揽1.2亿元!ETF创新高后,首度回调
Xin Lang Cai Jing· 2026-01-15 03:28
或是因为市场整体盘整拖累,重点布局国产AI产业链的科创人工智能ETF华宝(589520)继周二创历史 新高后,今日(1月15日)首度回调,场内价格现跌2.71%,回踩5日线,开盘不足半日,实时成交额超 5500万元,交投火热! ETF创新高后,首度回调,或被资金视为逢跌布局机会。事实上,科创人工智能ETF华宝(589520)此 前3日连续吸金,合计金额1.21亿元,反映资金看好国产AI产业链后市表现,借道ETF积极布局! 值得关注的是,科创人工智能ETF(589520)标的指数均衡配置应用软件、终端应用、终端芯片、云端 芯片四大环节,AI产业链正由云端向边缘侧发展,从依赖海外技术向自主可控发展,科创人工智能方 向契合AI产业链当下现状,或具备更大潜力。 【国产替代之光,科创自立自强】 成份股方面,亚信安全领涨超4%,合合信息涨逾3%,芯原股份、澜起科技、奇安信涨逾1%,涨幅居 前。另一方面,星环科技跌近20%逼近跌停,中科曙光跌超18%,海天瑞声跌超11%,跌幅居前,拖累 指数表现。 消息面上,工信部近日印发的《推动工业互联网平台高质量发展行动方案(2026—2028年)》,标志着 我国工业互联网发展进入全新 ...
AIGC指数盘中下挫,成分股多数走低
Mei Ri Jing Ji Xin Wen· 2026-01-15 01:56
Group 1 - The AIGC index experienced a decline, with most constituent stocks falling [1] - Notable declines included Yihualu and Zhidema, both dropping over 15%, while Chuanwang Media fell by 8.11%, and Gain Group and Tianyu Digital Science dropped by 7.63% and 7.53% respectively [1]