AI“春节档”再上新！阿里具身智能大模型RynnBrain，测评超越谷歌Gemini_老虎社区_美港股上老虎

AI“春节档”再上新！阿里具身智能大模型RynnBrain，测评超越谷歌Gemini

和讯网02-11 14:49

2月11日，港股开盘冲高，港股科技50ETF（159750）涨超1%，成份股哔哩哔哩涨超7%，小米集团上涨4%，蔚来、比亚迪股份、理想汽车、小鹏汽车纷纷上涨。AI应用方面，字节跳动即梦AI发布视频模型Seedance 2.0，主打多模态参考与高效创作能力，围绕可控性，连贯性，表现力与制作门槛等痛点给出系统性改进，刷屏海内外互联网社区。除此之外，2月10日，阿里巴巴达摩院发布具身智能大脑基础模型...

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Alibaba's embodied intelligent large model RynnBrain surpasses Google Gemini in evaluation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159750":1.95,"GOOY":0.6,"BABX":0.6,"BABO":0.6,"BABA":1.93,"GOOX":0.6,"GGLL":0.6,"USJW.SI":0.6,"GOU":0.6,"GGLS":0.6,"BABW":0.6,"BBYY":0.6,"GOOG":0.9,"GOOGL":1.87,"GOOP":0.6,"09988":1.93,"KBAB":0.6,"ALBmain":0.6,"GOOW":0.6},"content_text":"2月11日，港股开盘冲高，港股科技50ETF（159750）涨超1%，成份股哔哩哔哩涨超7%，小米集团上涨4%，蔚来、比亚迪股份、理想汽车、小鹏汽车纷纷上涨。AI应用方面，字节跳动即梦AI发布视频模型Seedance 2.0，主打多模态参考与高效创作能力，围绕可控性，连贯性，表现力与制作门槛等痛点给出系统性改进，刷屏海内外互联网社区。除此之外，2月10日，阿里巴巴达摩院发布具身智能大脑基础模型RynnBrain，并一次性开源了包括30B MoE在内的7个全系列模型。RynnBrain首次让机器人拥有时空记忆和空间推理能力，智能水平实现大幅跃升，在16项具身开源评测榜单上刷新纪录（SOTA），超越谷歌Gemini Robotics ER 1.5等行业顶尖模型。事实上，随着春节到来，字节、阿里、快手等多家互联网大厂已先后发布AI应用新产品，后续千问3.5、DeepSeekV4、豆包2.0等大模型将陆续亮相。招商证券国际指出，2026年AI模型整合将进一步加速，AI智能体将引发2026年的流量入口大战，中国互联网大厂正通过高效的开源模型和应用场景多样化的优势，缩小与美国的差距，港股大型科技公司在AI变现方面仍然具备最佳实践。而在中国互联网中，板块排序依次为广告>云>游戏>增值服务>电商=本地服务>直播。中银证券认为，Seedance 2.0围绕多模态参考、镜头一致性、音视频同步和自动分镜等关键能力，显著提升AI视频生成的可控性与稳定性，推动视频生成从“抽卡式尝试”走向可规模化生产。生成可用率提升至90%以上，视频制作成本和周期大幅压缩，加速短剧、漫剧、电商等应用落地。在市场情绪低位背景下，Seedance 2.0有望成为AI多模态应用及产业链情绪修复的重要催化剂。国联民生证券指出，大模型新功能迭代与生态整合正催生创新浪潮。互联网价值链正从“流量规模”逻辑转向“行为执行、能力调用、治理可控、结果付费”新范式。云平台、算力服务、安全治理工具、内容授权机制将成为核心利润来源，中国闭环生态与行业解决方案模式将深度影响全球竞争格局。从估值层面来看，港股科技50ETF（159750）所追踪的港股科技指数（931574.CSI）的市盈率（PE-TTM）为23.93倍。纵向来看，当前估值水平的五年分位数为33.79%，这意味着低于五年以来近7成的时间。横向来看，相比纳斯达克100指数的37倍和创业板指的42.49倍，当前港股科技指数（931574.CSI）仍具备配置性价比。港股科技50ETF（159750）追踪港股科技指数，据中证指数官网，其前十大成份股为：阿里巴巴、腾讯控股、美团、小米集团、百度集团、网易、京东集团、比亚迪股份、中芯国际、快手。","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":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}