2月20日，市民在敦煌文化周活动上体验套色印章。 新华社发（张金加摄） 新华社澳门2月22日电（记者齐菲、宋晨）"敦煌文化周：当澳门遇见敦煌主题交流活动"22日在澳门岗顶剧院圆满结束，在新春氛围中进行了一场 跨越时间与地域的文化对话。 2月20日，市民在敦煌文化周活动上参与数字互动体验。 新华社发（张金加摄） 2月20日，市民在敦煌文化周活动上体验套色印章。 新华社发（张金加摄） 此次活动由敦煌研究院主办，自2月17日开始，分为"艺术展示""深度体验""创意互动""知识分享"4个板块，旨在通过多元形式让人们近距离感受 底蕴深厚的敦煌文化。其中，"寻境敦煌"环节，观众可通过VR眼镜沉浸式探索莫高窟第285窟；"印章里的敦煌"打卡体验让人们得以亲手印制融 合飞天、三兔共耳等元素的套色印章；"摇曳唐风"壁画复原服饰体验带领人们感受千年丝路的美学世界；"梦回敦煌"通过AIGC技术，为参与者生 成AI数字形象。 "VR看莫高窟比我自己实地游览时看得更精细、更清晰，有一种身临其境的感觉。"上海旅客姜小姐春节期间和家人来澳门旅游，兴致勃勃打卡了 多个体验和互动环节。她认为，此次活动可以更好推广敦煌文化，很有意义。 主办方表 ...

Core Viewpoint - The smartphone industry is experiencing a significant uptick, with various companies in the supply chain seeing stock price increases due to positive market forecasts and technological advancements in AI integration [1] Group 1: Market Performance - Companies such as Q Technology (01478) saw a stock increase of 7.89%, trading at HKD 9.3; AAC Technologies (02018) rose by 4.77% to HKD 38.66; Sunny Optical (02382) increased by 4.3% to HKD 59.4; and GoerTek (01415) gained 2.88%, reaching HKD 29.28 [1] - According to Omdia, global smartphone shipments are projected to grow by 2% year-on-year in 2025, reaching 1.25 billion units [1] Group 2: Market Trends - The global smartphone market is expected to see a 4% year-on-year growth in Q4 2025, driven by seasonal demand recovery and improved inventory management, although some manufacturers are facing rising component costs [1] - Canalys forecasts that the penetration rate of AI smartphones will reach 34% by 2025, with advancements in edge model simplification and chip computing power further facilitating AI smartphone adoption in the mid-range segment [1] Group 3: Technological Advancements - According to Zhongjin International, AIGC technology is anticipated to drive the evolution of edge products towards multimodal interactions, shifting the interaction hub from traditional app systems to AI agents, thereby weakening the direct association between users and apps [1] - The emergence of AI interaction modes, as exemplified by the Doubao mobile assistant, is still in its early stages, but as functionalities mature and user experiences improve, a revolutionary change in interaction modes is expected to stimulate a replacement wave in the edge market within the next 1-3 years, catalyzing the downstream AI industry chain [1]

"这台晚会在回答一个长期困扰跨文化演出的问题：如何让文明交流不止于视觉堆砌，而真正抵达人心？"自媒体人"白描实录馆"的评价，是观 众视角对2026丝路春晚的真切表达。 当千年文物借助数字技术与年轻观众隔空对话，2026丝路春晚以一场穿越时空、跨越国界的文化盛宴，完成了从"物理叠加"到"化学反应"的深 层共鸣。 2026丝路春晚彻底打破"一台晚会一个演播厅"的物理边界，节目组行程上万公里，将取景框对准乌兹别克斯坦雷吉斯坦广场、塔吉克斯坦卡隆 古堡、和田约特干古城等丝路地标。器乐创演秀《丝路情歌》选址世界文化遗产级地标雷吉斯坦广场，中国民乐演奏家高纯华、宋薇以竹笛、 琵琶对话都塔尔、艾捷克，镜头捕捉的不再是精心编排的"表演"，而是文明碰撞的"真实反应"。舞蹈《嘿，马》深入新疆汗血宝马生态园， 以"汗血宝马当评委"的叙事设定，让百余匹纯种汗血马与国内顶尖舞团共舞，骏马奔腾与舞姿翩跹构成生命律动的双重奏鸣。 这种"行走"不仅是拍摄地点的位移，更是创作视角的转换。从"我要展示什么"到"当地能提供什么"，从"单向输出"到"双向共创"，制作团队 以"沉潜"替代"掠过"，用文化肌理的深度触摸，替代浮光掠影的符号拼贴。 正如网 ...

（央视财经《第一时间》）今年春晚以"骐骥驰骋 势不可挡"为主题，开启了一场跨越千年的文化之旅。在春晚舞台上，现代科技加持，让文化古韵更具新 意。 当十二花神遇上AIGC（人工智能生成式图像）技术，当神树的传说被赋予了AR（实景扩展）光影特效，东方美学的诠释又一次被重新定义了打开方式。 2026年总台春晚的视觉设计将传统东方美学和现代科技进行了又一次的完美融合，不仅让非遗技艺在舞台上"活"起来，也让骐骥驰骋的纹样在科技赋能下更 加灵动自然。 除了视觉设计的表达，本届春晚在舞台设计上打破了1号演播厅有限的空间概念，利用XR（混合现实）技术，创造出了虚实结合的无限空间延展，在《智造 未来》的节目中，导演组打造了现实舞台和虚拟的科技空间，演员在两个空间中穿梭，打造无缝穿越的大视觉概念，让观众可以更好地观赏一场沉浸式的视 听盛宴。 技术创新服务于节目内容是春晚导演组一直秉持的创作理念，在本次春晚的歌舞节目《梦底》中，总台首次将数字人的概念植入到节目创意中，节目讲述了 男女主角在梦境和现实中的相遇和错过，为了更好地诠释节目的情感表达，总台虚拟制作团队运用体积视频采集技术，完美复刻了女演员形象与肢体表演， 形成高精度动态三 ...

中国青年报客户端讯（中青报·中青网记者 沈杰群）2月18日大年初二晚上8时，中央广播电视总台 《2026年春节戏曲晚会》在央视综合频道（CCTV-1）、戏曲频道（CCTV-11）等播出。 海报。央 视供图 视供图 千峰作幕，万水和声。依托广西最富代表性的文化IP，春戏晚集结历代"刘三姐"及数百位传唱者，在漓 江之上共演山水画卷《山歌好比春江水》；《侠光流影》《古村有戏》《山水心灵》则将舞台延伸至广 西贺州黄姚古镇、桂林东漓古村、南宁青秀山等地山水之间。 春节戏曲晚会借助科技手段，打造充满未来感的戏曲视听新体验。机器人与戏曲萌娃共学戏曲，在《雏 凤新声》中展开一场古韵与未来的对话；《骅骝驰骋》《墨客逍遥游》则采用AIGC技术、"实景舞台 +虚拟视效"等技术，构建起沉浸式的戏曲艺术新场景。 戏曲晚会邀请东盟各国艺术家同台共同演绎《和美之约》，以戏为媒传递出"各美其美，美美与共"的和 谐愿景。《古韵国风》《灼灼其华》《气贯长虹》等节目则通过戏曲新编、武戏展示，呈现戏曲的传统 之美与青春光彩。 海报。央 今年春节戏曲晚会首次走进"秀甲天下"的壮美广西，在南宁民歌湖上打造出城市夜景与自然山水交相辉 映的观演空间，呈现一 ...

机构对凡拓数创关注度一般，最新舆情偏中性。盈利预测显示，机构预计2025年净利润约6600万元，同 比增长20%；2026年净利润预计7600万元，同比增长15.15%。基金持股比例较低，为0.02%，评级以中 性为主。行业方面，传媒板块近期受AIGC技术进展影响，但公司直接关联有限。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近7天，凡拓数创（301313）股价表现活跃，资金流向引发市场关注。2026年2月10日，公司 股价收盘报32.7元，单日涨幅2.96%，主力资金净流入1162.18万元，占总成交额5.05%，但游资净流出 1350.65万元，显示资金分化。此前，2月9日股价收于31.76元，上涨5.41%，主力资金净流入709.78万 元。2月6日股价小幅下跌至30.13元，主力资金净流出77.64万元，同时控股股东伍穗颖新增质押26.1万 股。截至2026年2月13日最新数据，股价报收34.48元，5日累计上涨14.44%，换手率6.62%，短期资金关 注度较高。 机构观点 ...

高管变动 2026年2月11日，公司股东朴华惠新通过集中竞价交易减持114.51万股，持股比例从5.27%降至4.99%， 不再为持股5%以上股东。本次减持与此前披露计划一致，不会导致公司控制权变更。 业务进展情况 公司微短剧业务作为重点创新方向，正打造"基地+平台+内容"全产业链模式，并布局算力中心以支持 AIGC技术应用。2025年前三季度营收6.98亿元，现金流改善显著，为战略投入提供基础。 行业政策与环境 公司契合国家加快培育服务消费的政策导向，在IPTV、超高清视频等领域深化布局，推动视听新媒体 高质量发展。 2026年2月9日，主力资金净流入1.55亿元，推动股价单日上涨19.99%，换手率较高显示交投活跃。但2 月初以来资金流向呈现波动，需结合市场情绪观察持续性。2026年2月10日，盘中成交额达11.34亿元， 创上市以来新高，同期换手率为26.74%，反映市场关注度提升。 经济观察网海看股份（301262）股东朴华惠新近期减持，持股比例降至5%以下，符合此前计划。公司 资金面呈现波动，近期股价上涨伴随高换手率。业务方面，公司正推进微短剧全产业链布局，并涉足算 力中心以支持AIGC技术应用。 ...

Core Viewpoint - The recent surge in the film and entertainment sector is driven by a combination of factors, including the upcoming Spring Festival box office and advancements in AIGC technology, particularly the Seedance 2.0 model, which is expected to revolutionize content production [1][5][4]. Group 1: Market Performance - Major entertainment stocks like Damai Entertainment and Maoyan Entertainment have seen significant gains, with Hengdian Film and Television achieving a strong performance of 5 out of 6 trading days hitting the limit up [1]. - The Spring Festival box office has shown a consistent year-on-year increase over the past three years, with the longest holiday period contributing to initial market optimism [4]. - The pre-sale performance for the Spring Festival films indicates a total box office of over 1 billion yuan, which is approximately 60% of the previous year's first-day pre-sale results, reflecting a 40 percentage point decline in growth [4]. Group 2: Factors Driving Growth - The anticipation of major film releases, coupled with the success of last year's blockbuster "Nezha 2," has attracted investor interest in the film sector, leading to a continuation of positive sentiment into this year [4]. - The entertainment sector's valuation is at historical lows, and as consumer demand for cultural products increases, many companies are seeing improvements in their fundamentals, leading to a recovery in valuations [4]. - The introduction of Seedance 2.0, a new video generation model by ByteDance, has sparked significant interest and is expected to lower production costs and enhance efficiency in the film industry [5][6]. Group 3: Company Earnings Forecasts - Light Media is projected to report a net profit of 1.5 to 1.9 billion yuan for 2025, marking a growth of 413.67% to 550.65% year-on-year, largely due to IP licensing revenue from "Nezha 2" [8]. - Wanda Film expects a net profit of approximately 480 to 550 million yuan for 2025, recovering from a loss of 94 million yuan the previous year [9]. - Hengdian Film anticipates a net profit of 130 to 180 million yuan for 2025, reversing its previous losses [9]. Group 4: Challenges and Risks - Companies like Bona Film and Beijing Culture are facing significant losses, with Bona Film projecting a net loss of 1.477 to 1.261 billion yuan for 2025, attributed to underperforming films [10]. - Huayi Brothers is expected to report a net loss of 400 to 289 million yuan for 2025, raising concerns about potential delisting risks due to negative net assets [12]. - The industry is witnessing a trend towards more stable investment strategies, with a shift from high-risk blockbuster productions to collaborative projects [12].

Core Viewpoint - The entertainment sector, particularly film and gaming, is experiencing a significant surge in stock prices, driven by both the upcoming Spring Festival box office and advancements in AI technology, specifically the Seedance 2.0 model [1][3][8]. Group 1: Stock Performance - Major entertainment stocks such as Hengdian Film, Huayi Brothers, and Bona Film have shown strong upward trends, with several stocks hitting their daily limit [1][2]. - As of February 10, 2026, the pre-sale box office for the Spring Festival films reached over 1 billion yuan, although this represents a 40% decrease compared to the previous year [7]. Group 2: Factors Driving Growth - The growth in stock prices is attributed not only to the Spring Festival but also to the low valuation of entertainment stocks and the release of pent-up consumer demand [3][8]. - The Seedance 2.0 model has been highlighted as a transformative technology that could significantly reduce production costs and reshape content creation in the film industry [8][11]. Group 3: Company Earnings Forecasts - Companies like Light Media are projecting substantial profit increases, with expected net profits for 2025 ranging from 1.5 billion to 1.9 billion yuan, marking a growth of over 400% year-on-year [14]. - Other companies, such as Wanda Film and Hengdian Film, are also forecasting profitability, with Wanda Film expecting a net profit of approximately 480 million to 550 million yuan for 2025 [15][17]. Group 4: Challenges and Risks - Despite the positive outlook, some companies are facing significant losses, such as Bona Film, which anticipates a net loss of approximately 1.477 billion to 1.261 billion yuan for 2025 [17][19]. - The industry is also grappling with potential ethical and legal issues related to AI technology, including concerns over identity theft and copyright infringement [12].

Group 1 - The company is expected to achieve an operating revenue of 31.07 to 56.21 billion yuan and a net profit of 12.51 to 21.70 billion yuan by February 10, 2026, according to Chaoyang Yongxu's quarterly performance forecast data [1][5][6] - Tianfeng Securities predicts that the company's net profit attributable to shareholders will reach 9.4 to 9.9 billion yuan in 2025, representing a year-on-year growth of 231.24% to 248.86% [2][8] - The fourth quarter performance is expected to show significant growth due to increased demand for computing power and high-speed products, driven by AIGC technology [2][8] Group 2 - AIGC technology is expected to double the capacity of large-scale data centers within the next four years, with total capacity projected to grow nearly threefold by 2030 [3][9] - The development of AI clusters is accelerating the application of high-speed optical modules, with an expectation that by 2027, 20% of Ethernet data center switch ports will be used to connect servers supporting AI tasks [3][9] - The company is accelerating the shipment of 1.6T and silicon photonics products, with production from its Thailand factory expected to support its position as a global core supplier [3][9]