Core Viewpoint - The release of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation technology, positioning it as a leader in the field and indicating a shift towards industrialization in generative AI [1][2]. Group 1: Technical Architecture - Seedance 2.0 features a dual-branch diffusion transformer architecture, integrating video and audio generation within a unified framework, which enhances audiovisual consistency and stability in long videos [3][4]. - The model employs a discrete diffusion approach to balance quality and speed, achieving a 30% improvement in 2K video generation speed compared to competitors [5]. - It introduces a global character anchoring mechanism to maintain consistency during scene transitions, allowing for detailed control over camera movements [5]. Group 2: Competitive Landscape - The AI video generation market in 2026 is characterized by a dual leadership from the US and China, with major players including OpenAI and Google, each with distinct strengths in physical simulation and high-resolution video production [6][7]. - In China, various companies like Kuaishou and Alibaba are competing with differentiated strategies, focusing on low-cost production, speed, and integration with e-commerce [8]. Group 3: Ecological Synergy - Seedance 2.0 is a core engine within ByteDance's content ecosystem, creating a closed-loop system that connects content creation, user feedback, and model iteration [11][12]. - The integration of various AI models and platforms allows for automated content production pipelines, enhancing efficiency and reducing costs for businesses [12]. Group 4: Future Trends - The architecture of Seedance 2.0 suggests a trend towards world modeling, where video generation could serve as a low-cost training simulator for robotics and scientific visualization [13]. - There is potential for 3D automation, where text inputs could generate corresponding interactive 3D assets alongside video content, reducing development costs in gaming and metaverse applications [14]. - The rise of interactive content is anticipated, enabling real-time viewer engagement and personalized storytelling through AI-generated video [15]. Group 5: Commercialization - Seedance 2.0 is expected to redefine production paradigms in short video and marketing sectors, significantly lowering production costs and increasing efficiency [18][19]. - The model allows for rapid generation of tailored video advertisements, enabling businesses to produce multiple creative variations at a fraction of traditional costs [19].

自AI技术进入影视领域以来，圈内可谓每天都迎来一次"震动"，而Seedance 2.0大模型的问世，再度掀起轩然大波。 新模型上线后，海量用户第一时间上手体验，有人称它为"视频界的Nano Banana Pro"，也有人认为它已超越Sora 2。网友纷纷将自己的创意"投喂"给AI， 惊喜地发现生成效果远超预期。威尔·史密斯诡异吃面条的时代已成为过去，随之而来的，是人人可独立制作精品的极致生产力。 然而，技术革新带来的震动远不止"喜悦"。过去，许多人认为AI将最先冲击工业人工劳动力，没想到率先步入"蒸汽时代"的，反而是影视行业。 有人将Seedance 2.0的迭代视为机遇，也有不少人深陷恐慌与焦虑。技术更新催生出多元化声音，为此，骨朵分别与由传统影视美术转型为AI内容创作者 的吴磊、从长剧编剧转型为AI动画导演的哈尼，以及一位传统影视行业的导演兼编剧小花（化名），聊了聊他们的看法。 史诗级更新来了？ 几天前，吴磊正在制作一部国潮风格的春节祝福短片。Seedance 2.0上线后，他抱着试试看的心态，将已经完成的图片输入新模型，没有附加任何提示 词。结果令他惊讶：模型仅通过图片中人物的服饰与姿势，便完美演绎出正 ...

Core Insights - The article discusses the advancements of the AI video generation model Seedance 2.0 developed by ByteDance, which has gained significant attention for its ability to create high-quality, movie-like videos [3][4] - The model is praised for surpassing competitors such as OpenAI's Sora 2 and Google's Veo 3.1, marking a fundamental transformation in video generation capabilities [4] Group 1: Technology Advancements - Seedance 2.0 represents a significant leap in video generation, not only improving video quality but also automating video editing judgment capabilities that were previously exclusive to professionals [4] - The model has begun small-scale testing in China, with realistic synthetic videos going viral across major social media platforms globally [3] Group 2: Market Impact - Following the popularity of Seedance 2.0, stock prices of Chinese entertainment and gaming companies saw a general increase on February 9 [4] - Industry expert Iñaki Berenguer from LifeX noted the rapid development in this field, highlighting that China appears to be leading the way [4]

以下文章来源于财联社AI daily ，作者马兰 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 字节跳动于上周末发布了一款新的人工智能视频生成模型Seedance 2.0，被一些用户誉为"地表最强的视频生成工具"，不仅在国内市场掀 起了一波影视剧上市公司的涨停潮，还在海外引发了"一号难求"的盛况。 由于Seedance 2.0并未对海外用户开放，X（推特）等国外社交媒体上出现了大量的"引渡教程"，比如教人如何获取中国电话号码并注册抖 音账号。 还有网友声称，通过给外国人充值Seedance 2.0的积分和倒卖成品账号，有人在两天内赚了8000多美元。 这波热潮反映出Seedance 2.0在视频生成领域的领先优势，彰显了中国科技公司在先进技术和生态整合上的不俗实力，有望进一步为中国 科技出海打开知名度。 海外社交平台上，不少用户称赞其生成效果媲美好莱坞大片，相关话题迅速冲上热门，多条演示视频播放量破百万。 Seedance 2.0制作的视频在X上轻松获得了百万次的浏览 就连 全球首富马斯克 也在转发某个网友有关Seedance的评论时，感慨模型发展速度快（I ...

即梦 Seedance2.0 深度解析 20260210 摘要 CDS 2.0 通过统一多模态架构，融合文字、图像、音频和视频帧进行训 练，提升了语义理解和生成效果，尤其在初始提示词的精确度要求上有 所降低，更易于广泛应用。 CDS 2.0 采用多镜头技术，优化了分镜切换和面部主体锁定，提高了视 频的整体一致性和观感，同时引入奖励模型，增强了视觉细节的物理合 理性和美感。 与其他视频生成模型相比，CDS 2.0 在统一多模态架构、情绪控制性、 多镜头技术和奖励模型引入方面具有独特优势，提升了初次生成效果和 整体视频质量。 视频生成领域的技术挑战在于将 TIT 架构扩展为面向多模态领域的 DIT 架构，并引入时间层次，以实现对视频每一秒钟的精细控制，同时扩大 数据和参数量以提升模型规模。 降低视频生成推理成本的关键在于优化参数计算，例如通过同时处理音 频特征和画面，并结合输入提示进行变形处理，从而在不增加参数量的 情况下降低成本。 Q&A CDS 2.0 模型在视频生成领域有哪些显著进步和优势？ CDS 2.0 模型在视频生成领域的显著进步主要体现在精确控制性和生成速度上。 传统的视频生成方法通常依赖于将文本转 ...

Summary of Conference Call Records Industry Overview - The conference call discusses the rapid development of multimodal models in China, highlighting the narrowing gap with leading overseas models, particularly in understanding physical rules. The release of version 3.0 for consumer applications has significantly improved capabilities due to advancements in data production lines and infrastructure [1][2][8]. Key Points on Specific Models - **CDS 2.0**: - Utilizes a dual-branch DIT (Diffusion Transformer) architecture, allowing for synchronized video and audio generation, enhancing audio modeling and multi-shot understanding [1][3][4]. - Demonstrates strong performance in prompt understanding, shot composition, audio-visual synchronization, and clarity [2]. - Benefits from the ByteDance LLaMA ecosystem, providing advantages in prompt understanding and post-editing capabilities [5]. - **VIVO 3.1**: - Based on the Gemini Transformer architecture, it incorporates Latent Diffusion methods for 3D spatial understanding, improving character consistency and virtual reality comprehension [5]. - **CIDES 2.0**: - Excels in video generation duration (10-15 seconds of high-definition video), audio-visual synchronization, and multi-shot narrative capabilities, outperforming competitors in these areas [5][6]. Market Dynamics - The commercial prospects for multimodal large models are promising, with both domestic and international companies launching products and gradually opening them to consumer users. Pricing strategies indicate a keen understanding of market demand [6][9]. - Domestic models like JIMU and Keling show advantages in generation speed (60-80 seconds) and resolution (up to 2K), compared to international models like Sora and VO, which typically require over 100 seconds and are limited to 1080P resolution [7][8]. Future Trends - The development of multimodal large models is expected to significantly impact various industries, particularly short video production, e-commerce, and advertising, by lowering creative implementation costs and enhancing efficiency [9][10]. - The demand for computational power is projected to increase exponentially due to the large-scale application of version 3.0, prompting companies like OpenAI to accelerate the construction of computational centers [11][12]. Competitive Landscape - Major companies like Alibaba and Tencent are making strides in the multimodal field, with Alibaba launching new image generation models and Tencent maintaining a leading position with its mixed 3D models [14]. - Smaller companies can remain competitive by leveraging self-trained models or integrating with major companies' APIs, although they may face greater financing pressures [11]. Conclusion - The conference call highlights the rapid advancements in multimodal AI models, the competitive landscape, and the significant implications for various industries. The ongoing developments suggest a transformative period for content creation and AI applications in the near future [20].

从 seedance2.0 看 AI 漫剧短剧爆发趋势 20260210 摘要 Sora 2、VU 3.1、vidu、可灵 3.0 和 CDS 2.0 等国内外 AI 模型各有优 势，CDS 2.0 在综合能力和创新功能上表现突出，尤其在 AI 漫剧短剧制 作方面，能结合多种元素自动生成字幕和台词，大幅降低导演门槛。 AI 技术显著降低了 AI 漫剧的人工成本，效率提升 5 至 10 倍。C 站 3.0 版本使得每分钟优质视频的生成成本在 50 至 100 元之间，虽然模型本 身未降价，但总体制作周期缩短，节省了大量人工成本。 2025 年下半年 AI 漫剧市场爆发，市场规模估计为 200 亿元。预计 2026 年市场规模将达到 500 亿元，但随着精品视频制作效率提高，实 际市场规模有望超过此预测。 早期 AI 漫剧投资回报率（ROI）可达 2 以上，目前趋于理性，约为 1.1 至 1.2，多数公司仍处于亏损状态。头部公司如酱油文化和慢谈，市场 贡献分别占比 11%和 17%，毛利率约为 50%。 平台政策多样，包括保底模式、直接购买剧集、第三方承制和直接签约 等。选择合作平台需考虑平台属性和受众特点，早期 ...

Seedance 2.0发布方式相当低调，但丝毫掩盖不住模型能力的光芒。这个模型有点像Sora 2但更高级，能从一个提示词创建包含大量剪辑和不同场景的完整 视频，而且清晰度高，一致性强，大动作准，运镜高级。 影视飓风Tim 的评测视频是引爆传播的关键节点，他展示了两个"细思极恐"的细节：仅上传一栋建筑正面照片，Seedance 2.0就自动还原了建筑背面的真实 结构；仅凭人脸照片（无参考音频），模型生成了高度模仿其本人音色和语气的声音。 人们普遍只能以简单的感叹刷屏："牛逼""这真的是AI吗"。 这几天，字节新一代视频生成模型Seedance 2.0被全球开发者、影视从业者及金融分析师一致定性为视频生成领域的 "奇点时刻"。 "这是过去一年多来，AI的进步第一次让我感到如此兴奋。或者说，战栗。很多人都在等视频领域的GPT-3.5时刻，大家觉得那还要两三年。Seedance 2.0 告诉我们，它已经近在眼前了。"有人这样写道。 Seedance 2.0还引发A股媒体和AI应用板块集体上涨。华策影视、完美世界涨7%-10%，中文在线直接涨停20%。 全网有越来越多的人用各种方法测试和"玩坏"Seedance 2. ...

ByteDance是字节跳动的英文名。除此之外，字节跳动旗下似乎并没有多少同样采用「Dance」命名后缀的产品或服务，SeeDance则是其中的一个「异类」。 根据豆包提供的信息，早在2023年，字节跳动就启动Seedance初代原型，主打文本转视频（T2V），但存在动作僵硬、时序断裂、画质低等问题，仅用于内 部测试与小范围验证。结果，这一测就是两年时间。 2023年，不只有字节跳动成立Seed团队，幻方量化也在这一年创立深度求索。当2025年初，深度求索推出的DeepSeek R1大模型，惊艳世界、震动硅谷时， 字节跳动Seed部门也迎来了一位新掌门人：吴永辉。 来到2025年6月，字节跳动终于推出了面向C端用户市场的「旗舰级」AI视频生成模型，并将其正式命名为Seedance。 小步快跑，快速迭代。最近八个月，历经1.0/1.0 pro、1.5 pro、2.0三个大版本更新，Seedance终于长成了自家口中「Kill the game（杀死比赛）」的模型。 雷科技截图 国内用户和市场反馈上，同样如此。Seedance 2.0，被不少AI玩家评价为视频大模型的「新王者」和「全能王」。内容创作领域的一款新模 ...

今年的春节红包行情，确定性要比往年更提前也更充足，核心源于宏观、政策、产业三大维度的多重利好集中共振，这种多维度的支撑的，也是春节躁动 行情能够持续发力的关键底气。 首先，宏观流动性稳步企稳，GJD的宽基ETF筹码减持超过91%，目前宽基ETF开始转为流入。金银、BTC等代表性资产近期走势平稳，反映市场流动性 环境持续向好。叠加美股科技股率先止跌反弹，半导体板块引领上涨势头，这种海外市场风险偏好的回升，会逐步传导至A股市场，而A股财报预告利空 也暂已落地，市场情绪回升，尤其是给小盘成长和科技主题带来坚实的资金支撑，为春节行情铺垫好基础。 春节前的A股市场，看似平静实则暗流涌动。指数在4000点以上磨底，诸如险资、公私募基金等机构大资金却早已在悄悄调仓布局，不少投资者都在琢 磨：今年的春节红包该怎么拿才稳？ 答案并不复杂，结合宏观环境和产业趋势，两个核心方向值得重点关注，搭配几个轮动机会，春节行情的脉络就清晰了。 01 流动性+政策+产业，多重利好共振，春节躁动有基础 | 市值&行 | | 春节前两周 | | | 秦节前一周 | | | 条节后一周 | | | 春节后两周 | | | --- | --- | - ...