爱奇艺(IQ.US)龚宇：视频大模型非常利好爱奇艺这样的长视频媒体平台

智通财经02-27

2月26日，爱奇艺(IQ.US)发布2025Q4及全年财报。根据财报数据，爱奇艺2025年全年总收入272.9亿元人民币，Non-GAAP（非美国通用会计准则）运营利润6.4亿元，连续四年运营盈利。其中，第四季度爱奇艺总收入67.9亿元，实现同环比双增长。Non-GAAP运营利润为1.4亿元。财报发布当天的电话会上，“构建AIGC生态系统”作为爱奇艺2026年继夯实主业、强化新兴业务外的第三大核心...

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智能体平台纳逗Pro的相关进展。AI日益成熟的影视内容生成能力已经成为影视产业不容忽视的最大变量。针对Seedance2.0等视频生成大模型将对爱奇艺带来何种影响等业界重点关注的问题，爱奇艺创始人、首席执行官龚宇在答分析师问时给出积极回应。龚宇表示：“视频大模型显然大幅降低了长视频制作的成本，缩短制作时间，降低创作门槛，让更多创作者进入长视频制作行业，最终使得长视频的数量和质量大幅提升，这对爱奇艺这样的长视频媒体平台来讲非常利好。”可以明确的是，AI可以为平台高效率生产更丰富内容带来更多机遇。以漫剧为例，作为AI时代的原生内容，当前市场上的绝大部分漫剧由AI生成制作，使用AI直接生成儿童动漫、竖屏短剧可将制作成本降至传统制作方式的十分之一或以下，网络电影、动漫、纪录片等传统内容的制作方式也越来越多地被AI主导。龚宇还预测， AI主导生成的商业大片将在近2-3年出现。目前业内已有真人院线电影、真人剧集与综艺节目开始采用AI，降本成效显著。“过去几个月全世界AI大模型的发展，让爱奇艺清晰地认识到影视内容制作产业将在未来1-3年内发生颠覆式的变化。”龚宇表示。为占得先机，爱奇艺将全球领先的基础模型与爱奇艺在专业内容制作领域的深厚经验相结合，自研AI智能体平台纳逗Pro。这一平台旨在革新影视专业内容创作，优化从脚本评估到最终生成的整体制作流程，并以此为基础构建聚集新生代创作者的AIGC内容生态。目前，纳逗Pro 已经进入封闭测试阶段，爱奇艺内部团队及核心合作伙伴将其用于电影、剧集、动画等各类专业内容创作的辅助。值得注意的是，根据公开数据，2025年爱奇艺新申请发明专利近千项，其中过半涉及AI技术创新。龚宇强调，AI将作为创意催化剂放大爱奇艺的核心创作优势，大幅提升效率、降低制作成本。爱奇艺将努力构建新的AIGC内容生态系统，媒体平台的模式将从中心化向非中心化转移。具体措施将在4月的爱奇艺世界·大会上揭晓。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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