近日，商汤科技旗下AI视频创作智能体Seko发起的首届"全民AI春晚共创计划"正式落下帷幕。这场 以"马年焕新"为主题、全民可参与的AI创作盛会，历时数周，最终集结了来自全国各地的200余部创意 作品，以技术之力为传统春节注入了崭新的生命力。 没有导演，无需排练，从细腻逼真的4K画风大片，到皮影戏演绎的传统年俗，再到诙谐幽默的宠物小 品——广大网友借助Seko AI工具"手搓"出一个个令人惊艳的节目。作品题材横跨相声小品、家庭短 剧、歌舞才艺与创意整活，风格多元、脑洞大开，被网友直呼为"神仙打架"。其中，四分之一创作者凭 借出色作品斩获现金奖励与平台流量扶持，多部优质内容成功破圈，在全网提前点燃"过年模式"。 值得关注的是，本届共创计划的创作者画像呈现出鲜明的"全民性"。参与者既有来自影视制作领域的资 深爱好者，也不乏学生、宝妈、上班族、公务员等跨界人群。他们因Seko AI的低门槛创作体验而聚 集，用想象力重新定义"春晚"。一位获奖的宝妈创作者表示："以前总觉得做视频是专业人士的事，现 在用Seko几句话就能生成完整的剧情短片，创作变成了一种日常表达。" 作为行业首个创编一体、多剧集生成智能体，商汤Seko ...

Core Insights - The emergence of AI tools like "Seko" and "有戏AI" is significantly lowering the barriers to entry in the film and short drama industry, allowing ordinary individuals to create content with commercial quality [3][5] - The AI short drama sector is projected to become a billion-dollar industry, with expectations of surpassing a market size of 100 billion yuan by 2026 [6] Group 1: AI Tools and Their Impact - "Seko," developed by SenseTime, is a productivity platform aimed at the AIGC audiovisual industry, enabling users without professional backgrounds to produce AI short dramas and comic dramas [3] - The platform addresses pain points in traditional multi-episode short drama creation, allowing for continuous script creation and significantly reducing production cycles [3] - "有戏AI," launched by 风平智能, achieved impressive early commercial performance, with over 15,000 registered users within five days and an annual recurring revenue exceeding 36 million yuan in its first month [5] Group 2: Market Trends and Predictions - The AI short drama industry is expected to be the first segment of AI applications to exceed a market size of 100 billion yuan, driven by improved production efficiency and cost-effectiveness [6] - The introduction of advanced AI models like Seedance 2.0 is enhancing content production efficiency, with costs for producing a 90-minute project potentially dropping from over 10,000 yuan to around 2,000 yuan [7] - The acceptance of AI-generated content is increasing among audiences, with industry experts noting that high-quality AI works can achieve market recognition [8]

Group 1 - The Hong Kong stock market saw significant gains in AI concept stocks, with notable increases in share prices [1] - Zhihui surged by 35%, reaching a new high, while MINIMAX-WP rose over 20%, also hitting a new peak [1] - Other companies such as Cloudwalk increased by over 11%, Zhaoyi Innovation by over 8%, and Kingsoft Cloud and SenseTime by over 6% [1] - Xunce experienced a nearly 4% rise in its stock price [1]

据了解，商汤科技的核心优势在于"大装置—大模型—应用"三位一体战略下的全栈闭环布局，推动公司 从技术领先转向商业兑现，其明显区别于仅押注模型或应用的单一商业模式的其他企业。商汤科技的最 近一期财报显示，截至2025上半年，公司生成式AI收入占比大幅提升至77%。高盛在研报中进一步预 测，这一比例将在2030年提升至91%。高增长曲线与扎实基本盘的结合构成其清晰的盈利路径和安全边 际保障，或是商汤科技被纳入MSCI中国指数的重要原因。 港股科技板块刷新前进刻度，中国科技力量随之引发全球资本瞩目。近日，国际权威指数公司MSCI （摩根士丹利资本国际公司，简称"明晟"）公布了其最新的指数审议结果。商汤-W（00020.HK）B类 股被纳入MSCI中国指数。该调整将于2月27日盘后正式生效。 作为纳入MSCI中国指数的企业，商汤科技有望获得更多国际被动资金青睐，进一步印证资本市场对中 国人工智能企业的长期价值认可。审议结果公布当日，商汤-W股价早盘冲高，报2.64港元/股，涨 11.39%。 商汤被纳入MSCI背后的价值逻辑：全球资本配置的"风向标"转向中国 MSCI指数是全球资本配置的"风向标"。其中，MSCI中国 ...

最新定期报告显示，港股互联网ETF博时（159568）重仓股包括腾讯控股、阿里巴巴-W、小米集团- W、美团-W、商汤-W、快手-W、贝壳-W、京东健康、哔哩哔哩-W、金蝶国际，持仓占比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）00700腾讯控股15.35%12.02万6503.17万 09988阿里巴巴-W14.43%47.39万6112.35万01810小米集团-W13.96%166.64万5915.14万03690美团- W12.30%55.85万5210.95万00020商汤-W4.08%869.70万1728.17万01024快手-W3.77%27.65万1597.09万 02423贝壳-W3.73%42.18万1581.06万06618京东健康3.71%31.35万1571.54万09626哔哩哔哩-W3.30%8.03 万1398.38万00268金蝶国际3.25%114.70万1376.84万 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 bi ...

Group 1 - SenseTime Group has established a new company, Xiamen SenseTime Intelligent Development Co., Ltd., with a registered capital of 30 million USD [1] - The legal representative of the new company is Ma Kun, and its business scope includes the development of artificial intelligence basic software, application software, theoretical and algorithm software, as well as the sales of intelligent and industrial robots [1] - The new company is wholly owned by SenseTime Group Limited, indicating a strategic move to expand its presence in the AI sector [1]

Group 1 - The financing heat in the embodied intelligence sector continues, with Daxiao Robotics recently completing its angel round of financing [2] - The round was led by Ant Group, with participation from Qiming Venture Partners, Jinjing Capital, Hony Capital, Lenovo Ventures, and others, including existing shareholder SenseTime [2] - The raised funds will primarily be used to advance the company's ACE embodied full-stack R&D paradigm, accelerate environmental data collection, and promote the large-scale implementation of the embodied super brain module [2] Group 2 - Daxiao Robotics operates independently in the embodied intelligence field following the restructuring of SenseTime's "1+X" framework, with Wang Xiaogang as chairman [2] - The team includes two of the top five Chinese computer scientists globally, focusing on environmental intelligence and world modeling [2] - Daxiao Robotics aims to address the industry's "data scarcity" issue with its ACE embodied R&D paradigm, which constructs a full-link technology system [2] Group 3 - Wang Xiaogang emphasized that Daxiao will adopt a "soft and hard integration" model similar to Apple's, using world models to define hardware and deliver practical solutions [3] - The company views embodied intelligence as a rapidly growing sector with unlimited potential, committing to continuous technological innovation and deep understanding of scenarios [3] - Daxiao Robotics plans to accelerate product commercialization and ecosystem development, collaborating with strategic partners to create a fully controllable embodied intelligence ecosystem [3]

Group 1 - The core viewpoint of the news is that SenseTime has been included in the MSCI China Index, marking a significant recognition of its value in the global AI sector and attracting international passive investment [1][2][4] - SenseTime's stock price surged by 11.39% to HKD 2.64 per share on the day the MSCI announcement was made, indicating strong market interest [1] - The inclusion in the MSCI China Index is seen as a validation of SenseTime's competitive advantages and long-term value, as the index is a key benchmark for global capital allocation [2][4] Group 2 - SenseTime's strategic advantage lies in its "big device - big model - application" integrated approach, which differentiates it from competitors that focus solely on models or applications [3] - The company's recent financial report indicates that its generative AI revenue is expected to rise significantly, reaching 77% by mid-2025, with projections of 91% by 2030 according to Goldman Sachs [3] - The MSCI index adjustment could lead to a substantial reallocation of funds, as over USD 17 trillion in assets are benchmarked to MSCI indices, with passive funds exceeding USD 2 trillion [4] Group 3 - The inclusion of SenseTime in the MSCI China Index signifies its core position in the AI industry, potentially attracting a broader base of long-term value investors [4] - SenseTime's addition to the index aligns it with other major tech companies like Tencent and CATL, highlighting its technological strength and governance standards [4] - The current narrative around AI development is largely defined by Western entities, and companies like SenseTime are expected to gradually shape the future global technology landscape [5]

商汤被纳入MSCI背后的价值逻辑：全球资本配置的"风向标"转向中国 MSCI指数是全球资本配置的"风向标"。其中，MSCI中国指数被嵌套进MSCI全球标准指数系列中的 MSCI新兴市场指数，因具备大量被动资金跟踪，成为全球投资者参考最多的中国指数之一。 获纳入MSCI中国指数要历经严格的筛选。根据MSCI标准，进入指数的公司需具备国际投资者投资渠 道，此外MSCI中国指数还格外关注公司所处行业竞争优势及长期价值，其成分股的公司架构需符合国 际规范，投票权结构清晰，无过度股权集中等先决条件。 摘要：MSCI指数公布当日，商汤科技股价早盘涨幅达11.39%，报2.64港元/股。 港股科技板块刷新前进刻度，中国科技力量随之引发全球资本瞩目。近日，国际权威指数公司MSCI(摩 根士丹利资本国际公司，简称明晟)公布了其最新的指数审议结果。商汤科技集团-W(00020.HK)B类股 被纳入MSCI中国指数。该调整将于2月27日盘后正式生效。 作为纳入MSCI中国指数的"港股AI第一股"，商汤科技有望获得更多国际被动资金青睐，进一步印证资 本市场对中国人工智能企业的长期价值认可。审议结果公布当日，商汤-W(00020.HK ...

Core Insights - MSCI announced its quarterly index adjustments for February 2026, including the addition of 37 stocks to the MSCI China Index, reflecting international capital's recognition of China's growth in strategic emerging technology sectors such as AI and autonomous driving [1][3]. Group 1: New Additions - The newly added stocks include companies from various sectors such as technology, energy, and finance, with notable inclusions like Pony.ai (02026), Silver Holdings (601212.SH), and Leo Group (002131.SZ) [1][3]. - Among the new additions, four are Hong Kong stocks, including Pony.ai, SenseTime (00020), and Hesai Technology (02525), which represent the core technology chain for autonomous driving [1][3]. - The adjustment is expected to lead to passive fund inflows into the newly added stocks around the effective date of February 27 [1][3]. Group 2: Stocks Removed - A total of 16 stocks were removed from the index, primarily from traditional sectors such as real estate, finance, and automotive, including Zhejiang Expressway (00576) and China Communications Services (00552) [4][5]. - The removal of these stocks indicates a shift in market dynamics and a focus on enhancing the index's representation and liquidity [4][5].