传媒行业点评报告：SEEDANCE2.0推动AIGC进入卡尔达肖夫指数

华鑫证券02-11

2026 年2 月，字节跳动旗下小云雀APP 内测seedance2.0 视频模型，三次限免使用。投资要点从seedance1.0 到2.0 产品力指数级提升2026 年2 月，字节跳动推出最新模型seedance2.0，该模型率先在小云雀app 中内测，小云雀app 定位为内容创作agent，字节跳动旗下另一个AI 视频生成社区即梦与小云雀app 同属于一家公司， Seedance 2.0 相对...

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推出，时隔半年产品力大幅提升，得益于Seed Edge 战略在字节跳动内的建立，为AI 产品奠定坚实基础。seedance2.0 推动AIGC 进入卡尔达肖夫指数卡尔达肖夫指数（Kardashev scale）是由苏联天文学家尼古拉·卡尔达肖夫于1964 年提出的，Kardashev scale 用于衡量文明的技术进步程度，游戏科学创始人指出，如果AI 将把内容生产的卡尔达肖夫指数从I 型文明提升到了II 型文明，世界会是怎样？ AI 视频将进入全民化，实时化、游戏化、定制化， 进而衍生为全新的娱乐方式。我们认为，seedance2.0 推出后较大的降低了内容生成的门槛，但也提升了内容的审美高度seedance2.0 推出也推动了AIGC 进入卡尔达肖夫指数，即内容生产能力的革命性跃升，尔达肖夫指数I 型文明指代传统内容生产方式，II 型文明指代由先进AI驱动的内容生产方式，以seedance2.0 为代表，有望推动内容生产从手工时代进入自动化时代。投资观点传媒板块有望持续受益AI 模型开源，新AI 产品迭代，海外看，亚马逊旗下美国米高梅影业的“AIStudio”团队拟启动AI 工具测试，强化AI 在电影制作中的精细化控制能力；国内看，字节跳动推出seedance2.0 撬动AI 视频产业到小红书拟推出openstoryline 产品对标seedance2.0，均有望推动AIGC 百花齐放，电影端可关注万达电影、博纳影业、上海电影、横店影视等；剧集端可关注华策影视、完美世界、芒果超媒等；游戏端可关注顺网科技、姚记科技、完美世界、恺英网络、b 站等；国漫端可关注奥飞娱乐、实丰文化；大众阅读端可关注中信出版、荣信文化等；数字营销广告端可关注顺网科技、姚记科技、蓝色光标、引力传媒、万咖壹联、b站等；数字创意3D 生成可关注风语筑、锋尚文化、凡拓数创等。风险提示科技产业政策变化的风险；AI 生成的文化产品不受欢迎的风险；AI 应用不及预期的风险；AI 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