AI，能救爱奇艺吗？丨消费参考+

21世纪经济报道03-13

果然，Seedance 2.0的风吹到了爱奇艺，这家公司看起来也想要转型成为AI概念股。　　近日，爱奇艺创始人龚宇就表示，在2026年，爱奇艺计划大力构建AIGC生态系统，媒体平台的模式将从中心化向非中心化转移，具体举措将在今年4月的爱奇艺世界·大会上公布。　　同时，龚宇披露，爱奇艺正在研发AI智能体平台“纳逗Pro”。目前，纳逗Pro处于封闭测试中，已在电影、剧集、动画等各类专业内容领域，为内部...

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Consumption Reference +","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"IQ":1.96},"content_text":"果然，Seedance 2.0的风吹到了爱奇艺，这家公司看起来也想要转型成为AI概念股。　　近日，爱奇艺创始人龚宇就表示，在2026年，爱奇艺计划大力构建AIGC生态系统，媒体平台的模式将从中心化向非中心化转移，具体举措将在今年4月的爱奇艺世界·大会上公布。　　同时，龚宇披露，爱奇艺正在研发AI智能体平台“纳逗Pro”。目前，纳逗Pro处于封闭测试中，已在电影、剧集、动画等各类专业内容领域，为内部团队及核心合作伙伴提供支持。　　需要看的是，此刻，爱奇艺又回到了亏损区间。　　这家公司急需新的故事，不管是为了发展还是融资。　　因为，如果现金流继续流失，爱奇艺将走向危险位置。　　今天，我们就来聊下，AI能让爱奇艺走出亏损泥潭吗？　　首先，我们必须看到，爱奇艺又到了一个相对危险的位置。　　在2025年，爱奇艺营收同比下滑7%至272.9亿元；净亏损2.063亿元，而2024年爱奇艺净利润达到7.641亿元。　　当然，好消息是，在2025年四季度，爱奇艺重新回到增长区间。当期，爱奇艺营收同比增长3%到了67.9亿元；净亏损580万元，相比2024年同期的1.894亿元亏损额大幅扭亏。　　爱奇艺在去年四季度的业绩好转，主要受到了《唐朝诡事录之长安》大热影响。　　但这无法掩盖爱奇艺的结构性问题，那就是增长的核心动力衰减。　　以《唐朝诡事录》推动的四季度为例，爱奇艺会员收入仅略有增长至41.1亿元。　　背后是，但免费短视频影响下，观众购买相对昂贵的长视频会员的意愿明显降低。　　比如，在2025年三季度，腾讯视频会员数就同比下滑200万到了1.14亿。爱奇艺则已不再披露会员数量。　　在2025年，爱奇艺会员总收入同比下滑超过9亿元至168.07亿元。　　同时，在去年四季度，爱奇艺广告收入同比下滑6%到了13.5亿元。　　事实上，爱奇艺广告收入下滑已经成为一场常态。在2025年，爱奇艺广告收入同比下滑5亿元至51.93亿元。　　这已经是长视频的行业性困局。　　包括乳业、饮料、新茶饮在内的行业高管均向我强调，基于长视频变现效率有限，他们都在相对缩减对长视频的投放规模。　　QuestMobie数据显示，在2025年1-10月，硬广投放费用占比TOP15媒介中，淘宝、抖音、微信、快手、小红书位居前五。腾讯视频、爱奇艺仅排名在十一、十二位。　　此种境况下，爱奇艺必须找到新方向。　　AI，还真有可能成为爱奇艺的新故事。　　随着字节跳动旗下视频生成模型Seedance 2.0的上线，整个文娱市场都被卷入一场浩大转型。　　《黑神话：悟空》制作人冯骥在试完Seedance 2.0之后表示，“AIGC的童年时代，正式结束了。”　　特斯拉创始人埃隆·马斯克（Elon Musk）在也在感叹Seedance 2.0的进化程度。　　此刻，Seedance 2.0不仅懂了镜头语言，更能大幅降低拍摄成本。　　龚宇就提到，除了漫剧，儿童动漫、短剧现在已被验证可由AI直接生成，制作成本降至传统制作方式的十分之一甚至更少。传统的网络电影、动漫、纪录片等也正大量使用AI去制作；真人院线电影、真人剧集和综艺节目现在也开始用AI技术降低成本。　　龚宇预估，2-3年内就会出现AI主导生成的商业大片。　　这意味着，整个影视工业都将被重塑，占据爱奇艺的内容成本将被极大控制。　　从中远期看，爱奇艺的利润曲线或将被重估。从近期看，这会成为爱奇艺融资的决佳题材。　　尤其是，龚宇提到，爱奇艺将打造自己的AIGC生态系统。　　但是，爱奇艺的故事有风险吗？　　答案是有的。　　那就是，凭什么爱奇艺能打造成功自己的AIGC生态？　　明显，字节跳动有技术、流量，也更有钱。　　此外，随着创作门槛被打破后，创作者们为什么还要依赖爱奇艺？　　爱奇艺的优势是，专业内容制作领域的经验，以及一些已有IP。　　但这足以让其踏上AI的快车道吗？市场需要再考虑。　　事实上，爱奇艺也知道，AI只是广阔的未来。　　当下踏实活着，还是靠已有业务框架。　　龚宇就提到，今年，爱奇艺将通过提升自制内容品质、夯实会员与广告业务来实现国内主业稳固发展。同时，保持海外业务及体验业务增长，来打造更坚实的长期发展引擎。　　龚宇明确，今年打造AI生态，更多是为了“赢得先机”。　　这是种务实的做法。　　我一直很喜欢爱奇艺的氛围，尊重内容，也有自己的坚持。　　在行业巨变下 ，希望爱奇艺能找到自己的那片天空。（文章来源：21世纪经济报道）","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 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":"4.42.0","shortVersion":"4.42.0","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/2619319547","isCrawlerRequest":true}