传媒行业周报：迎2026春节档看AI春晚

华鑫证券01-26

本周观点更新2026 年一季度，日历效应下迎春节档与春晚，从内需到AI应用均具看点。2026 年春节档已定档四部影片，题材多元有望承接不同观众需求，同时电影院线企业在做好主业同时也在积极拥抱AI 以及新交互体验，探索业务商业化新边界。2026 年迎AI 春晚，也有望重燃AI 应用新场景热度与AI 流量入口新竞争，AI 时代诞生的豆包与千问APP，诞生的deepseek、kimi 等app 产品，均...

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