传媒行业周报：迎2026春节档看AI春晚

华鑫证券

01/26

本周观点更新2026 年一季度，日历效应下迎春节档与春晚，从内需到AI应用均具看点。2026 年春节档已定档四部影片，题材多元有望承接不同观众需求，同时电影院线企业在做好主业同时也在积极拥抱AI 以及新交互体验，探索业务商业化新边界。2026 年迎AI 春晚，也有望重燃AI 应用新场景热度与AI 流量入口新竞争，AI 时代诞生的豆包与千问APP，诞生的deepseek、kimi 等app 产品，均...

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年业绩预告与减持落地，体验经济代表）；浙文互联600986（与头部平台深化AI 营销生态，数字人年消耗破2.5 亿元）；姚记科技002605（将受益于字节跳动数字营销产业链）；锋尚文化300860（积极布局商业演出领域）；荣信文化301231（受益于与阿里云围绕少儿教育场景AI 应用展开深度合作）；上海电影601595（关注中国奇谭IP 系列驱动的周边衍生品经济）；实丰文化002862（海绵宝宝光动系列第一弹正处于监修阶段）；完美世界002624（静待减持进展，关注后续《异环》三测）；恺英网络002517（关注EVE 进展）；港股可关注，B 站9626（AI 技术将于2026 年全面融入营销各环节）；腾讯0700（关注AI应用新进展）；阿里9988（拟拆分旗下AI 芯片企业平头哥独立上市）；阜博集团3738（AI 时代看数字内容的版权流转价值）；美图1357（积极拥抱AI，在AI 与电商领域深度合作）；布鲁可0325（受益促消费新方案，后续仍需看产品力韧性）；圣贝拉2508（关注后续出海与AI 的进展）；名创优品9896（开启回购，践行从零售到全球IP 运营平台的跃迁）；毛戈平1318（各大电商开启年货节，期待线上渠道带来增量）。风险提示产业政策变化风险、推荐公司业绩不及预期的风险、行业竞争风险；编播政策变化风险、影视作品进展不及预期以及未获备案风险、经营不达预期风险；宏观经济波动风险。","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"}}}