从市场表现来看，可灵AI的用户规模和使用频率均呈现出快速增长趋势。自发布以来，可灵AI全球用 户规模已突破2200万，月活用户量增长25倍，累计生成超过1.68亿个视频及3.44亿张图片，特别是在4月 末发布的可灵2.0大师版，仅在3周后就在Poe平台上拿下了20.9%的份额。 此外，快手可灵的商业化进程同样跑出加速度。快手最新财报显示，今年2月份可灵AI累计营业收入已 超过1亿元；今年前3个月，可灵AI营收超过2024年总和。 一位不愿具名的行业分析师对《证券日报》记者表示，国产视频大模型发展前景广阔。技术上，生成时 长、分辨率等性能持续提升，可灵等模型已展现竞争力。应用上，影视、广告、教育等多领域加速渗 透，大幅降本增效。商业化方面，会员制等模式逐步成熟，头部企业已实现千万级月流水。随着算力成 本下降与多模态融合深化，国产视频大模型有望引领全球内容生产范式变革。 有业内人士对《证券日报》记者表示，快手可灵系列市场份额超30%，彰显其技术实力与商业化落地能 力。依托海量短视频数据优势，可灵在视频时长、分辨率等关键指标上突破，精准匹配行业需求。伴随 着生态体系完善与迭代加速，可灵有望持续领跑市场，重塑AI视频 ...

4月30日，AI智能体概念持续活跃创意信息（维权）、浙文互联(600986)、焦点科技(002315)、正和生态(605069)等涨 停；东方材料(603110)、凌志软件(688588)、立方控股(833030)、新致软件(688590)、万兴科技(300624)、酷特智能 (300840)等跟涨。 【板块涨停个股】 浙文互联(600986)，涨停价：8.02元/股，市盈率：27.11，总市值：119.3亿。 【异动原因：阿里宣布推出新一代通义千问模型Qwen3】 4月29日，阿里巴巴正式发布新一代通义千问模型Qwen3（千问3），并以Apache 2.0协议开源全系列8款模型，覆盖从 0.6B到235B参数量级。受此影响，港股市场中，阿里健康当日涨超2%，A股相关概念股同步活跃，截止午市收盘，科 创板人工智能ETF（588930）涨超3%，浙文互联、焦点科技等多股封板。东方材料、凌志软件等大幅跟涨。 涨停个股中，浙文互联值得关注，该公司作为浙江省文化产业投资集团控股的国有控股企业，近年来通过 "数字营销 +算力基建+AI技术" 的三维布局，逐步从传统广告公司转型为数字文化科技主平台。2025年以来，公司与 ...

Investment Rating - The report maintains a "Positive" investment rating for the media industry [1] Core Insights - The report highlights the ongoing advancements in AI applications and gaming sectors, emphasizing the importance of integrating technology with traditional media to enhance audience engagement and consumption potential [5][6] - The report suggests that leading AI model providers are continuously upgrading their capabilities, which may accelerate the commercialization of AI applications and increase demand for computational power [5] Industry Overview - The media industry is experiencing a significant transformation driven by AI technologies, with major companies like Alibaba and Tencent making substantial investments in AI and gaming [4][5] - The report notes that the integration of AR, drones, and robotic technology in performances is enhancing the appeal of live events, aligning with the government's focus on boosting consumption and the "first launch economy" [6] Market Performance - The report provides data on the performance of key media products, noting that "Eternal Night" topped the iOS free chart and "Honor of Kings" led the iOS revenue chart as of March 1, 2025 [11][14] - The box office performance of "Nezha: The Devil's Child" remains strong, with a weekly box office of 6.12 billion and a cumulative total of 133.41 billion [27] Company Recommendations - The report recommends continued investment in AI-related companies, highlighting Tencent Holdings and Kuaishou as key players, with Alibaba and Kunlun Wanwei as beneficiaries [5] - In the gaming sector, companies like Kying Network, Xindong Company, and NetEase are recommended due to their potential for growth driven by new product cycles and the emergence of native AI games [5]