9月4日，政策与基本面形成强共振，港股市场阅文集团(0772.HK)今日盘中拉升，放量大涨近14%，报22.88港元，截至目前成交额放大至近3亿港元。
政策利好发力：9月2日，国家广播电视总局电视剧司主办的网络故事片创作座谈会召开。会议要求坚持科技赋能，合理运用AI等新技术，使其成为创作工具和创作伙伴，助力行业提质增效。
AI漫剧成绩亮眼：阅文2026年中期业绩显示，上半年阅文短剧与AI漫剧等新赛道收入突破4.3亿元，同比大幅增长230%。技术加持大幅降低了中腰部IP的可视化成本，产能释放预期强劲。
标杆项目落地：阅文联手艺画开天启动《赛博英雄传》AI精品长番项目，成为行业首个由网文IP正版授权、传统动画厂牌与AI生成技术深度融合的精品长篇番剧企划，标志着AI动画向工业化精品制作迈出关键一步。
分析指出，在政策指引、业绩验证与重磅标杆项目的多重驱动下，“AI+短剧/漫剧”商业化落地加速，推动阅文价值重估。
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