传媒行业周报：把握更确定方向，聚焦头部新游及核心AI应用

开源证券03-02

（以下内容从开源证券《传媒行业周报：把握更确定方向，聚焦头部新游及核心AI应用》研报附件原文摘录）《异环》定档4.23公测，或为潜在“爆款”，继续布局游戏，聚焦头部新游完美世界旗下二次元超自然都市开放世界游戏《异环》已官宣将于4月23日开启国服公测，届时同步上线PC、安卓、iOS、Mac、鸿蒙、PS5平台，海外公测也将随后于4月29日开启。此前于2.4-2.18期间进行的《异环》三测表现惊艳，用户...

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V4或发布，坚定布局核心AI应用据每经网，2026年2月，中国大模型在OpenRouter平台的全球Token调用量榜单前5中占据4席，呈现出应用需求与技术能力同步跃升趋势，智谱GLM、MiniMax、月之暗面（Kimi）、DeepSeek等中国模型Token调用量在全球范围迎来显著增长，其中2.9-2.15中国模型调用量首次超过美国模型，2.16-2.22中国模型周Token调用量进一步升至5.16万亿，三周累计涨幅达127%。此外，据新智元等，DeepSeek或于3月初正式发布全新多模态大模型V4，原生支持图片、视频与文本生成，成为去年1月推出R1推理模型以来的首个重大版本更新。我们认为，国产模型快速迭代，尤其是多模态、长文本和Agent能力的不断提升，或继续助力其Token量高增，推动围绕AI入口的广告/电商/社交，以及漫剧/短剧/游戏等方向AI商业化加速，建议继续围绕核心AI应用方向布局。（1）大模型/AI入口：重点推荐腾讯控股、快手，受益标的包括智谱、Minimax、阿里巴巴、昆仑万维；（2）AI漫剧/短剧：重点推荐阅文集团，受益标的包括中文在线、捷成股份、掌阅科技、荣信文化等；（3）AI广告：重点推荐引力传媒、汇量科技，受益标的包括蓝色光标、天娱数科等；（4）AI电商：重点推荐值得买。风险提示：核心游戏流水不及预期，AI入口竞争格局变化存在不确定性。","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":"","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 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