彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！_老虎社区_美港股上老虎

彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！

券商中国02-10

去年是DeepSeek，今年是Seedream！　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷...

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雁门关向东二万五千里
·02-10
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5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。\n　　根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。\n　　最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股荣信文化、欢瑞世纪、掌阅科技2连板，中文在线、捷成股份高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”\n　　除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测阿里巴巴千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。\n　　另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是智谱即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。\n　　摩根大通发声\n　　在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。\n　　报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家”。\n　　摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。\n　　这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话说，行业已经不再奖励“能不能做模型”，而是奖励“能不能长期活下来”。\n　　在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注“交付能力、稳定性与可持续性”。\n　　摩根大通强调，在中国市场，把AI能力送到用户面前、并把钱收回来，或许往往比模型本身更重要。模型能力本身并不必然转化为盈利能力，分发和变现路径在中国市场尤为关键。未来竞争的核心不再是“谁能训更大的模型”，而是：谁的推理更便宜；谁的利用率更高；谁能掌握定价权。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":531253892584104,"gmtCreate":1770721542410,"gmtModify":1770728973467,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"htmlText":"垃圾的很，","listText":"垃圾的很，","text":"垃圾的很，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531253892584104","repostId":2610614662,"repostType":2,"repost":{"id":"2610614662","kind":"news","pubTimestamp":1770709620,"share":"https://www.laohu8.com/m/news/2610614662?lang=zh_CN&edition=full","pubTime":"2026-02-10 15:47","market":"us","language":"zh","title":"彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！","url":"https://stock-news.laohu8.com/highlight/detail?id=2610614662","media":"券商中国","summary":"去年是DeepSeek，今年是Seedream！　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。智谱今日一度暴涨超24%。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color0\">去年是DeepSeek，今年是Seedream！</font></p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color210\">智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。</font></p>\n<p cms-style=\"font-L\">　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，凭借“文本/图片生成电影级视频”的突破性能力成为行业内外焦点。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\"><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>证券（中国）发布最新研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》指出，中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。”</font></p>\n<p cms-style=\"font-L align-Center color0\">　　大模型“春节档”来了</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color210\">据报道，今日，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。Seedream 5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。</font></p>\n<p cms-style=\"font-L\">　　根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。</p>\n<p cms-style=\"font-L\">　　最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股<span><a href=\"https://laohu8.com/S/301231\">荣信文化</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000892\">欢瑞世纪</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603533\">掌阅科技</a></span><span></span>2连板，<span><a href=\"https://laohu8.com/S/300364\">中文在线</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300182\">捷成股份</a></span><span></span>高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”</p>\n<p cms-style=\"font-L\">　　除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。</p>\n<p cms-style=\"font-L\">　　另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是<a href=\"https://laohu8.com/S/02513\">智谱</a>即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。</p>\n<p cms-style=\"font-L align-Center color0\">　　摩根大通发声</p>\n<p cms-style=\"font-L\">　　在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\"><font cms-style=\"font-L color210\">报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">”</font></font></font><font cms-style=\"font-L\"><font cms-style=\"font-L color210\">。</font></font></p>\n<p cms-style=\"font-L\">　　摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。</p>\n<p cms-style=\"font-L\">　　这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话说，行业已经不再奖励“能不能做模型”，而是奖励“能不能长期活下来”。</p>\n<p cms-style=\"font-L\">　　在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注“交付能力、稳定性与可持续性”。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L color210\">摩根大通强调，在中国市场，把AI能力送到用户面前、并把钱收回来，或许往往比模型本身更重要。模型能力本身并不必然转化为盈利能力，分发和变现路径在中国市场尤为关键。未来竞争的核心不再是“谁能训更大的模型”，而是：谁的推理更便宜；谁的利用率更高；谁能掌握定价权。</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘<a href=\"https://laohu8.com/S/600847\">万里</a> SF014</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彻底沸腾！暴涨超24%！AI突传重磅，摩根大通火线发声！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 15:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年是DeepSeek，今年是Seedream！\n　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。\n　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2958907307044929d330311c413c1a4f","relate_stocks":{"LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) 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THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/zqgd/2026-02-10/doc-inhminui8405759.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2610614662","content_text":"去年是DeepSeek，今年是Seedream！\n　　智东西网站2月10日中午传来的消息指出，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。新模型对标Nano Banana Pro，能免费体验。\n　　此前，字节跳动旗下AI视频生成模型Seedance2.0在小范围内测阶段便席卷海内外互联网，凭借“文本/图片生成电影级视频”的突破性能力成为行业内外焦点。\n　　摩根大通证券（中国）发布最新研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》指出，中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。”\n　　大模型“春节档”来了\n　　据报道，今日，字节图像生成模型Seedream 5.0在视频编辑应用剪映、剪映海外版Capcut、字节AI创作平台小云雀均已上线，在即梦AI平台开启灰度测试，图片生成可限时免费体验。Seedream 5.0的图像支持2K和4K分辨率输出，2K为图片生成直出，4K为AI增强后的分辨率。\n　　根据Capcut官网，新模型5.0的升级点为首次支持检索生图，对提示词的理解准确性增强、支持更细节、精致纹理的图像生成，还允许用户精确调整图像。Seedream4.5于2025年12月4日上线。\n　　最近，字节跳动旗下另外一款大模型Seedance2.0在即梦、豆包、小云雀等产品开启内测，引爆资本市场。2月10日早间，Seedance概念股荣信文化、欢瑞世纪、掌阅科技2连板，中文在线、捷成股份高开超10%。热度甚至带来了争议，2月9日，即梦创作者社群中平台运营人员发布消息称：“Seedance2.0在内测期间收获了远超预期的关注，感谢大家的使用反馈。为了保障创作环境的健康可持续，我们正在针对反馈进行紧急优化，目前暂不支持输入真人图片或视频作为主体参考。”\n　　除了字节之外，近期不少大模型在预热当中。据报道，在全球最大人工智能（AI）开源小区HuggingFace的开源项目页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。业内猜测阿里巴巴千问新一代基座模型Qwen3.5发布在即。此前，科技媒体The Information报道指出，DeepSeek或于2026年春节前后推出新一代旗舰模型DeepSeek V4，其编程能力在内部测试中已超越OpenAI的ChatGPT系列及Anthropic的Claude等顶级模型，有望重塑全球AI竞争格局。\n　　另外，近日，全球模型服务平台OpenRouter上线了一款代号为“Pony Alpha”的匿名模型，并迅速引发全球开发者社区的热议与测试。有媒体报道指出，该神秘模型就是智谱即将正式发布的新一代大模型GLM-5。智谱今日一度暴涨超24%。\n　　摩根大通发声\n　　在大模型刷屏之际，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，并首次覆盖中国独立大模型厂商智谱与MiniMax。\n　　报告指出，中国人工智能行业正从“百模大战”阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场正在迅速整合，“具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家”。\n　　摩根大通表示，国内AI行业最大的利润池恐将流向掌握分发的平台巨头；而独立厂商的突围，则取决于谁能通过“结构性中立”找到生存缝隙——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。\n　　这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话说，行业已经不再奖励“能不能做模型”，而是奖励“能不能长期活下来”。\n　　在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注“交付能力、稳定性与可持续性”。\n　　摩根大通强调，在中国市场，把AI能力送到用户面前、并把钱收回来，或许往往比模型本身更重要。模型能力本身并不必然转化为盈利能力，分发和变现路径在中国市场尤为关键。未来竞争的核心不再是“谁能训更大的模型”，而是：谁的推理更便宜；谁的利用率更高；谁能掌握定价权。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 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