里昂：字节Seedance 2.0发布属全球娱乐行业关键时刻阅文集团(00772)料受益

智通财经02-11

智通财经APP获悉，里昂发布研报称，字节跳动发布Seedance 2.0视频模型是全球娱乐业的一个决定性时刻，标志人工智能生成内容(AIGC)将在短视讯、微短剧以及未来的中长视讯平台上开始广泛普及的时代。颠覆将从内容制作端开始，因为增强后的模型可以通过一键提示使故事视觉化大众化。分发管道的动态可能会迅速演变，考验现有参与者整合这波新涌现的吸睛内容并将其货币化的能力。微短剧行业和IP拥有者应在近期因...

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China Literature Group (00772) is expected to benefit","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"89988":0.6,"ALBmain":0.6,"BABA":0.6,"HBBD.SI":0.6,"KSTmain":0.6,"00772":1.95},"content_text":"智通财经APP获悉，里昂发布研报称，字节跳动发布Seedance 2.0视频模型是全球娱乐业的一个决定性时刻，标志人工智能生成内容(AIGC)将在短视讯、微短剧以及未来的中长视讯平台上开始广泛普及的时代。颠覆将从内容制作端开始，因为增强后的模型可以通过一键提示使故事视觉化大众化。分发管道的动态可能会迅速演变，考验现有参与者整合这波新涌现的吸睛内容并将其货币化的能力。微短剧行业和IP拥有者应在近期因其防御性而受益。阅文集团(00772)则受益于中长尾IP需求、其自身的微短剧营运及投资。里昂提到，快手-W(01024)于2月5日发布的可灵3.0模型，在可控性、角色一致性、视觉真实感及多语言生成能力上均有提升，使其成为同类产品中的强力竞争者。全球范围内，生成式影片模型的竞争持续激烈，目前超过10家主要企业正竞逐领先地位，包括Google、Vidu、xAI、OpenAI、阿里巴巴-W(09988)、字节跳动、快手、PixVerse、Lightricks、Runway、MiniMax-WP(00100)、Luma Labs等。长期而言，里昂相信字节跳动具备从云端(巨量引擎)、工具套件(CapCut)到分发平台（抖音/红果）的全栈能力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610600254","isCrawlerRequest":true}

里昂：字节Seedance 2.0发布属全球娱乐行业关键时刻 阅文集团(00772)料受益

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里昂：字节Seedance 2.0发布属全球娱乐行业关键时刻阅文集团(00772)料受益