传媒互联网周报：可灵AI3.0发布春节档有望持续催化AI应用及游戏IP潮玩

国信证券股份有...02-10

行业下跌3.30%，跑输沪深300，跑输创业板指。本周（2.2-2.6）传媒行业下跌3.30%，跑输沪深300（-1.13%），跑输创业板指（-3.28%）。其中涨幅靠前的分别为横店影视、遥望科技、新华都、联建光电等，跌幅靠前的分别为蓝色光标、易点天下、因赛集团、福石控股等。横向比较来看，本周传媒板块在所有板块中涨跌幅排名第25 位。可灵AI 3.0 正式发布，LABUBU 2025 年全球销量...

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秒的连续高清视频生成，更在多镜头叙事的一致性上取得了突破；2）OpenAI 推出了适用于macOS 系统的全新Codex 桌面应用，支持多智能体并行作业，能够融合不同AI 智能体的专项能力来处理复杂的开发流程，并搭载了GPT-5.2-Codex 模型，以提升开发效率；3）泡泡玛特年会资料显示，LABUBU 2025 年全球销量超过1 亿只。本周重要数据跟踪：点点互动持续表现亮眼。1）本周（2 月2 日-2 月8 日）电影票房2.24 亿元。票房前三名分别为《疯狂动物城2》（0.46 亿元，票房占比20.5%）、《爆水管》（0.30 亿元，票房占比13.3%）、《匿杀》（0.26亿元，票房占比11.6%）；2）综艺节目方面，《微博之夜2025》、《声生不息·华流季》、《主咖和Ta 的朋友们》、《现在就出发第3 季》和《最强大脑第十三季》排名居前；3）游戏方面，2026 年1 月中国手游收入前三名分别为Hungry Studio《Block Blast！》、Vita Studio《Vita Mahjong》和Oakever Games《Tile Explorer》。投资建议：春节有望持续催化AI 应用破圈及商业化落地，把握IP 潮玩与游戏板块底部机会。1）春节期间从元宝到豆包、千问，AI 应用催化密集；关注受益流量入口竞争下的GEOChaney 机会，从营销中介到优质语料、大模型平台有望持续受益；AI 营销方向关注浙文互联、汇量科技等标的；语料方向关注浙数文化、中文在线等标的；平台端持续看好受益AI 提升广告投放效率的哔哩哔哩；2）把握业绩与估值兼备的游戏板块底部布局机会，自下而上把握产品周期及业绩表现以及具备AI 产品落地的相关标的，推荐巨人网络、吉比特、恺英网络、心动公司、三七互娱等标的；3）IP 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传媒互联网周报：可灵AI3.0发布 春节档有望持续催化AI应用及游戏IP潮玩

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传媒互联网周报：可灵AI3.0发布春节档有望持续催化AI应用及游戏IP潮玩