方正证券：Seedance 2.0革新视频生成关注影视板块低位弹性机会

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智通财经APP获悉，方正证券发布研报称，结合2026年AI应用大年的产业逻辑，叠加Seedance 2.0的技术催化、春节档及广电21条政策落地预期，从弹性排序来看，该行预计后续细分赛道机会呈现“低位影视>营销>传媒指数>游戏”的趋势——低位影视板块目前受益于AI技术降本增效的产业变革，弹性空间突出;AI漫剧则是“技术适配性强+IP变现路径清晰”。该行建议重点关注影视低位及AI漫剧概念两类标的。...

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方正证券：Seedance 2.0革新视频生成 关注影视板块低位弹性机会

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方正证券：Seedance 2.0革新视频生成关注影视板块低位弹性机会