从破亿漫剧的占比来看，共有14部数漫剧播放增量超1亿，其中TOP3均超2亿，3部2亿漫剧均是本月新 上线的漫剧 。 今日，DataEye研究院正式发布2026年1月漫剧百强榜（基于抖音端原生每月播放增量）。 从播放增量来看，2025年 端原生年度漫剧百强榜——百强热剧 中，新剧占比达7 5%，总计播放增量达 62.01亿，TOP100的抖音端原生漫剧年度播放增量均超3000万。 一、百强榜TOP5AI仿真人漫强势 杭州里奥文化制作的AI仿真人漫剧《 末日寒潮我有移动堡垒我怕谁 》1月16日在剧场号" 云菜奇漫 "上 线，累计播放增量达2.4亿。 灵境万维制作的 3D漫剧《 我在末世开超市S级诡异抢着来上班 》第二，1月1日 在剧场号" 灵境精品动 漫剧场 " 上线，1月播放增量达2.3亿； 新美虹星制作 的2D漫剧《 从赖皮蛇开始吞噬进化 》第三，1月20日在剧场号" 漫森漫剧 "上线，累计播 放增量达2.1亿，是1月破2亿最快的漫剧； 剧场号"妙想制片厂"制作的 《 斩仙台真人AI版 》第四，2026年1月12日在剧场号"妙想制片厂 "上线，1 月播放增量达1.9亿； 营口聚火影匠制作，剧场号" 诸云漫工厂 ...

Core Viewpoint - Kuaikan Manhua has launched a new content format called AI Interactive Comics, integrating AI technology with character interactions to explore a novel comic experience [1] Group 1: Technology Collaboration - Major technology partners include Tencent Cloud, Alibaba Cloud, and Volcano Engine, providing essential support for the new AI-driven comic format [1] - MiniMax, a Shanghai-based unicorn company, is a core technology partner, supplying video and voice generation model support through its self-developed multimodal large model [1] Group 2: User Experience - The new format allows comic characters to "move and speak," creating a more natural interaction experience for readers [1] - Industry experts believe this exploration of comic experiences will enhance reader immersion by enabling characters to respond emotionally [1]

Core Viewpoint - Kuaikan Manhua has launched a new content format called AI Companion Interactive Comics, integrating AI technology with a complete worldview, character interaction, and immersive experiences in the comic industry, continuing to lead content innovation [1] Group 1: Company Innovations - Kuaikan Manhua is committed to innovating comic formats, further exploring AI-driven experiences beyond traditional formats like strip comics and comic dramas [1] - MiniMax Yiyu Technology, a core technology partner, provides video and voice generation model support, enabling comic characters to "move and speak," thus achieving a more natural interactive experience [1] Group 2: Technology and Partnerships - MiniMax Yiyu Technology is a leading global general artificial intelligence company, having developed a series of multimodal general models, including MiniMax M2.1, Hailuo 2.3, Speech 2.6, and Music 2.0, positioning itself among the top four multimodal model companies globally [1] - MiniMax has previously collaborated with well-known IPs and content companies, such as Mixue Ice City and director Lu Chuan, to explore new paradigms of "AI + IP" in content innovation and user co-creation [1]

Group 1 - The core concept of the news is the launch of AI companion interactive comics by KuaiKan Manhua, integrating AI technology with a complete worldview, character interaction, and immersive experiences to drive content innovation [1][2] - The interactive comics are supported by MiniMax Yiyu Technology, which provides video and voice generation model support, allowing comic characters to "move and speak" for an interactive experience [1] - MiniMax Yiyu Technology is a general artificial intelligence company that has developed a series of multimodal general models, including MiniMax M2.1, Hailuo 2.3, Speech 2.6, and Music 2.0, which recently passed the Hong Kong Stock Exchange hearing on December 21 [2] Group 2 - MiniMax has previously collaborated with well-known IPs and content companies such as Mixue Ice City, director Lu Chuan, the "Youth With You 3" team, and Youku series to explore the cooperation of "AI + IP" in content innovation and user co-creation [2]

Webtoon, the company that popularized scrolling web comics, is tapping Spider-Man and Darth Vader as part of its most ambitious move yet to crack the US market https://t.co/ztKKt0HXLL ...

Core Insights - WEBTOON Entertainment reported a third quarter revenue growth of 8.7%, with a constant currency growth of 9.1%, driven by Paid Content and IP Adaptations [1][6][3] - The company experienced a net loss of $11.1 million, a significant decline from a net income of $20.0 million in the prior year, attributed to lower other income and higher income tax expenses [6][3] - Adjusted EBITDA was $5.1 million, down from $28.9 million in the previous year, resulting in an Adjusted EBITDA Margin of 1.4% compared to 8.3% [6][3] Financial Performance - Total revenue for the third quarter was $378.0 million, with Paid Content and IP Adaptations contributing to the growth, while Advertising revenue declined [6][3] - The diluted loss per share was $0.09, compared to diluted earnings per share of $0.15 in the prior year [6][3] - Cash and cash equivalents stood at approximately $584.6 million, with no debt reported [1][6] Strategic Developments - The company is expanding its relationship with Disney, including a non-binding agreement for Disney to acquire a 2% equity interest in WEBTOON Entertainment [3] - WEBTOON announced plans to co-produce 10 animated projects with Warner Bros. Animation for global distribution [8] Future Outlook - For the fourth quarter of 2025, the company expects Adjusted EBITDA guidance to include $16.5 million in non-cash expenses [4]

Market Overview - The North America Comic Book Market was valued at USD 1.36 Billion in 2024 and is expected to reach USD 2.39 Billion by 2030, with a CAGR of 9.91% [1] - Growth is driven by the increasing popularity of graphic novels, digital comics, and superhero-based content [1] Major Players - Walt Disney's Marvel and Warner Bros. Discovery's DC dominate the market, attracting a broader audience [2] - There is a rising interest in diverse storytelling, including independent and niche genres, which is expanding the market [2] Company-Specific Issues - Humanoids, the U.S. arm of a French comic book company, has filed for Chapter 7 bankruptcy after initially filing for Chapter 11 [3][6] - The company reported less than $50,000 in assets and liabilities between $10 million and $50 million [6] - Humanoids' parent company, Les Humanoïdes Associés, is also facing serious financial trouble and has been placed under judicial liquidation [7]

Market Overview - U.S. stocks closed higher on Friday, with the Dow Jones index gaining over 150 points and reaching a new record high [1] - The S&P 500 increased by 1.2%, while the Dow rose by 1% last week, and the Nasdaq surged by 2.2% during the same period [1] - The Federal Reserve cut rates by 25 basis points last week and indicated potential further easing [1] Analyst Insights - Wall Street analysts frequently update stock picks, but their track records in predicting market movements can vary significantly, leading to investor confusion [2] - Benzinga's Analyst Ratings API compiles high-quality stock ratings through partnerships with major sell-side banks, providing insights that can serve as trading indicators for outperforming the stock market [3] Top Analyst Picks - Benzinga provides access to the latest analyst ratings, allowing traders to sort by analyst accuracy [4] - Notable analysts and their recent ratings include: - John Todaro: 89% accuracy, reiterated a Buy on WhiteFiber, Inc. (WYFI) with a price target of $34, indicating a 29% upside [5] - Jay McCanless: 87% accuracy, downgraded Builders FirstSource, Inc. (BLDR) from Outperform to Neutral with a price target of $145, indicating a 17% upside [5] - Doug Anmuth: 87% accuracy, maintained Neutral on WEBTOON Entertainment Inc. (WBTN) and raised the price target from $14 to $22, expecting a 4% increase [5] - Rohit Kulkarni: 86% accuracy, reiterated a Buy on Rezolve AI PLC (RZLV) and increased the price target from $4.25 to $9, expecting a 34% gain [5] - Christopher Dendrinos: 85% accuracy, initiated coverage on NuScale Power Corporation (SMR) with a Sector Perform rating and a price target of $35, expecting a 23% decline [7]

Market Overview - Wall Street experienced a slight pullback as investors took profits after record gains, with the S&P 500 down 0.13% to 6,606.76, the Nasdaq Composite down 0.07% to 22,333.96, and the Dow Jones Industrial Average down 125.55 points or 0.27% to 45,757.90 [1][2] Federal Reserve Meeting - The Federal Reserve is holding a two-day policy meeting, with expectations for a quarter-point rate cut, and traders are looking for guidance on potential further cuts by year-end [2][4] - Chair Jerome Powell's post-meeting press conference is anticipated for insights on future rate paths [2] Corporate Movements - Nvidia and Microsoft saw declines of 1.6% and 1.2% respectively, while Alphabet and Palantir also retreated amid the Fed meeting [2] - Eli Lilly's stock rose over 2% following the announcement of a $5 billion manufacturing facility in Virginia [6] - Nio's stock climbed more than 2% after receiving an upgrade from UBS [6] - Webtoon Entertainment surged 31% due to a digital comics partnership with Disney [6] - Hims & Hers fell 7% after an FDA warning [6] Global Trade and Economic Indicators - U.S. Treasury Secretary expressed optimism regarding trade talks with China, indicating a potential deal ahead of upcoming tariffs [5] - Gold prices reached a new record above $3,699 an ounce as investors prepared for a rate cut [6] - Cryptocurrency prices remained stable ahead of the Fed's decision [6] Analyst Predictions - Analysts expect a quarter-point cut with a dovish tone, with predictions of up to 100 basis points of easing over time [7] - Monetary policy adjustments are anticipated to support higher equity prices despite signs of labor market cooling [7] Banking Sector Insights - Wells Fargo's Mike Mayo reaffirmed Citi as a top pick and raised price targets across the banking sector [8] - Barclays increased its target on Taiwan Semiconductor, citing strong AI-driven demand [8]

Core Insights - Webtoon Entertainment and Walt Disney have signed a non-binding agreement to develop a new digital comics platform featuring Disney's comic franchises [1][4] - Shares of Webtoon Entertainment surged 30% in premarket trading following the announcement of the collaboration with Disney [1][4] Company Developments - The new platform will include current comic book runs and decades of past comics from Disney's portfolio, including Marvel and Star Wars [2] - Disney will acquire a 2% equity interest in Webtoon as part of the deal, which is still to be finalized [3] Market Reaction - The announcement has positively impacted Webtoon Entertainment's stock, which had previously spent most of 2025 in negative territory before the recent spike [3] - Walt Disney's shares have also shown an upward trend year-to-date [3]