AI时代的信息传播合规性不容忽视。 作者 | 小鑫 编辑 | 小白 大优列1月7日 （思想） · 阿瓦可门 三九八1小六日J亚FX 合成信息，已处置账号1.3万余个、清理信息54.3万余 条。未来将保持高压严管,呼吁创作者主动添加Al标识， 共同营造风清气正的网络环境。 一、Al内容审核 / 二、数字水印 (技术核心) 网信安全(政策驱动核心) 人民网 新华网 汉邦高科 数码视讯 北信源 拓尔思 新媒股份 亚信安全 恒信东方 视觉中国 华数传媒 国安股份 科大讯飞 ST汇洲 吉大正元 绿盟科技 电科网安 四、数字水印延伸应用 三、AI反诈 / 数据湖源 / 合作企业 合兴包装 浩瀚深度 安妮股份 金运激光 平治信息 科蓝软件 高凌信息 证通电子 大胜达 鸡博股份 东方国信 数据来源：上市公司财报、互联网公开信息 该内容仅供参考，不构成任何投资建议 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其准确性、完整性、及时性等；本报告 ...

证券日报网讯 2月10日，华数传媒（000156）在互动平台回答投资者提问时表示，公司在官方微信公众 号等渠道持续发布最新业务发展情况包括在人工智能、文化科技、文旅融合、低空经济等领域取得的成 效，未来公司将继续积极拥抱人工智能、5G、大数据等新技术，探索新业态、新场景、新模式，具体 年度经营情况总结与计划请关注公司后续披露的2025年度报告。 ...

证券之星消息，2月10日浙江国企改革板块较上一交易日上涨0.61%，华数传媒领涨。当日上证指数报 收于4128.37，上涨0.13%。深证成指报收于14210.63，上涨0.02%。浙江国企改革板块个股涨跌见下 表： 从资金流向上来看，当日浙江国企改革板块主力资金净流入1.25亿元，游资资金净流出2.27亿元，散户 资金净流入1.02亿元。浙江国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 此外，短剧游戏、影视院线板块上演涨停潮，光线传媒20cm涨停，华策影视、幸福蓝海涨超10%，中国 电影、上海电影、博纳影业等10余股涨停。文化传媒相关ETF大爆发，两只影视ETF触及涨停，创历史新 高。 市场为何反应如此剧烈？分析人士认为，还是与最近人工智能爆款不断涌现有关。有券商指出，当下， IDC方向肯定受益。举例来看，字节单日50万亿tokens消耗里面，豆包6.5万亿，抖音13万亿—14万亿， 即梦4.5万亿，API7.5万亿，多模态占比提升远大于文本，消耗算力得速度也是文本的十倍以上。 消息面上，日前，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。 IDC再度大火 IDC作为11年前最牛的赛道再度被点燃！ 2月10日早盘，A股算力概念股盘初上扬，大位科技2连板，特发信息涨停，亚康股份、江苏有线、光环新 网、城地香江、亿田智能跟涨。 而美利云更是在一分钟内，直线拉升并封死涨停板，人民网也是直线封 板。 11年 ...

Market Overview - On February 10, the publishing media sector experienced a collective surge, with companies like Rongxin Culture and Zhangyue Technology achieving consecutive gains, while others such as People's Daily and Huashu Media hit their daily price limits [1]. Stock Performance - Huashu Media (000156.SZ) reached a price of 9.83, up by 9.96%, with a market capitalization of 16.71 billion [2]. - Reader Media (603999.SS) saw its stock rise to 8.87, an increase of 10.05%, with a market cap of 5.11 billion [2]. - Duku Culture's stock surged by 20.03% to 13.90, with a trading volume of 15.30% [2]. Catalysts - Amazon has signaled plans to launch a marketplace for publishers to sell their content to companies providing AI products, as reported by The Information on February 9 [3]. - ByteDance's AI video generation model, Seedance 2.0, continues to gain significant attention [3]. Institutional Insights - By 2026, multimodal models are expected to reach a pivotal moment, enhancing AI applications across various content sectors, including gaming, film, advertising, and publishing [4]. - AI video is anticipated to transition from a novelty to an industrial tool, significantly reducing production costs for projects, with estimates showing costs for a 90-minute project dropping from over 10,000 to around 2,000 [4]. - The demand for high-quality data from large models is likely to reassess the monetization value of authoritative content, benefiting the publishing and text media sectors [4]. - Some publishing companies are exploring new business models in education and are enhancing dividend sustainability, while state-owned media companies are actively pursuing industry mergers and integrations [4].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920021 | 流金科技 | 13.06 | -5.77% | 60.74万 | 7.85 Z | | 600959 | 江苏有线 | 4.24 | -3.42% | 173.34万 | 7.34亿 | | 301551 | 无线传媒 | 35.49 | -3.38% | 10.22万 | 3.63亿 | | 301262 | 海量股份 | 26.97 | -3.09% | 6.33万 | 1.70亿 | | 000156 | 华数传媒 | 8.61 | -3.04% | 36.74万 | 3.16亿 | | 300770 | 新媒股份 | 44.93 | -2.07% | 5.05万 | 2.27亿 | | 600037 | 歌华有线 | 8.08 | -1.82% | 23.10万 | 1.86亿 | | 600637 | 东方明珠 | 11.37 | -1.39% | 57.82万 | 6.57亿 | | 601929 | 吉视传媒 | 3 ...

Group 1 - The television broadcasting sector increased by 3.15% compared to the previous trading day, with Tianwei Video leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] - Key stocks in the television broadcasting sector showed significant price increases, with Tianwei Video rising by 9.99% to a closing price of 9.03 [1] Group 2 - The net inflow of main funds in the television broadcasting sector was 162 million yuan, while retail funds saw a net inflow of 20.35 million yuan [1] - Tianwei Video had a main fund net inflow of 78.46 million yuan, accounting for 27.47% of its trading volume, despite a retail net outflow of 50.42 million yuan [2] - Oriental Pearl experienced a main fund net inflow of 66.38 million yuan, but also faced a retail net outflow of 4.09 million yuan [2]

Core Viewpoint - The television broadcasting sector experienced a decline of 1.79% on February 2, with the Shanghai Composite Index closing at 4015.75, down 2.48%, and the Shenzhen Component Index at 13824.35, down 2.69% [1]. Group 1: Stock Performance - The stock performance of individual companies in the television broadcasting sector showed mixed results, with notable declines in several stocks [1]. - Key performers included: - Liujin Technology (920021) with a closing price of 13.42, up 2.44% and a trading volume of 714,300 shares, totaling 983 million yuan [1]. - Jishi Media (626109) closed at 3.71, up 1.64% with a trading volume of 1,497,500 shares, totaling 563 million yuan [1]. - Other companies like Guizhou Broadcasting Network (600996) and Hubei Broadcasting (000665) saw declines of 1.02% and 1.11% respectively [1]. Group 2: Capital Flow - The television broadcasting sector saw a net outflow of 240 million yuan from main funds, while retail investors contributed a net inflow of 1.47 billion yuan [2]. - The capital flow for individual stocks indicated: - Jishi Media (601929) had a main fund net outflow of 20.56 million yuan, with retail investors contributing a net inflow of 19.35 million yuan [3]. - North Investment Technology (600936) experienced a main fund net inflow of 8.09 million yuan, while retail investors had a net outflow of 2.23 million yuan [3]. - Hubei Broadcasting (000665) faced a significant main fund net outflow of 11 million yuan, but retail investors contributed a net inflow of 10.62 million yuan [3].

Core Viewpoint - The television broadcasting sector experienced a rise of 2.34% on the previous trading day, with Liujin Technology leading the gains. The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1]. Group 1: Stock Performance - Liujin Technology (code: 920021) closed at 13.00, with a significant increase of 19.82% and a trading volume of 1,006,500 shares, resulting in a transaction value of 1.279 billion yuan [1]. - Jiangsu Cable (code: 600959) saw a closing price of 4.44, up 9.90%, with a trading volume of 1,304,300 shares and a transaction value of 563 million yuan [1]. - Other notable performers include Hailiang Co. (code: 301262) with a closing price of 26.90, up 3.66%, and Xinmei Co. (code: 300770) at 45.94, up 3.24% [1]. Group 2: Capital Flow - The television broadcasting sector had a net inflow of 150 million yuan from institutional investors, while retail investors experienced a net outflow of 25.1274 million yuan [2]. - The main capital inflow was led by Liujin Technology, which attracted 266 million yuan from institutional investors, accounting for 20.79% of its trading volume [3]. - Jiangsu Cable had a significant net outflow of 76.8004 million yuan from retail investors, representing a decrease of 13.63% [3].

在梦想小镇的灵伴科技展厅里，一款款造型时尚的AR智能眼镜吸引路人驻足试戴。戴上眼镜一 看，真实世界里叠映着清晰的数字信息，划一划、说一说，就能完成操作。这不是科幻电影里的场景， 而是触手可及的"虚实融合"生活。 早在3年前，华数就为这款还在前沿探索的灵伴科技产品，提供了在城市大屏上展示的机会，让这 项技术被更多杭州市民看到。 "对于创业公司而言，技术和产品是首要聚焦点，市场推广往往力不从心。华数提供的展示平台， 让我们的技术成果能够被更多人了解和关注。"灵伴科技联合创始人向文杰很满意。 "我们不仅仅是在提供广告位，更希望成为企业成长道路上的陪伴者与助力者。"华数相关负责人 说，除了依托大屏资源提升企业曝光度，华数更着力构建"资源+平台"的赋能生态，探索"益企共生，携 企共赢"的发展理念。"以网为基链，以屏为媒载"，华数深度走进企业发展的生长链，为中小企业注入 数智内能，更通过整合媒体资源、策划主题传播、联动线下场景，助力实现从"被看见"到"被认可"、 从"展示形象"到"对接需求"的跨越。活动开展至今，已推动数百家中小企业走向更广阔的舞台，有的由 此获得合作机遇，有的提升了品牌影响力，有的则在产业链中找到了协同 ...