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Summary: ① AI applications are strongly leading the market, and the release of Seedance2.0 may move the AIGC industry to the commercial stage. ② The robotics sector continues to be repeatedly active, with sufficient consolidation of positions and capital inflows still providing momentum towards further highs.
The market experienced volatility and divergence yesterday, with mixed performance across the three major indexes. Volume contracted again due to pre-holiday effects. Overall, the sustainability of the sector’s performance remains relatively modest, although no negative feedbacks due to continued capital outflows have been observed in key areas. Therefore, it is reasonable to continue to view the market as having a rotating structure.
The AI applications sector continued its strong performance yesterday, with media, movies, and gaming stocks leading the overall rally, with more than 20 constituents reaching price limits. Recently, ByteDance launched “Seedance2.0”, a new model suitable for intelligent long-form video storytelling, film and television production, e-commerce content, digital marketing advertising, and domestic animation games. This development is expected to drive a new paradigm in video generation and could mark the transition of AI video from technical demonstration to commercial use.
Previously, major technology companies had already begun the battle for AI application traffic ahead of the 2026 Chinese New Year. Baidu’s Wenxin Assistant, Tencent Yuanbao, Alibaba Qianwen, and ByteDance DouBao have been competing for position for the entry point of their respective AI applications through cash red packets, free order plans, and Spring Festival Gala collaborations. With recent intensive catalysts, the direction of AI applications may become the main focus of market attention, while the associated upstream hardware infrastructure may also benefit. However, it is important to note that short-term sentiment may peak after two consecutive days of significant volume increases. Differentiation can occur if there is not currently enough capital to support the relevant stocks. We recommend focusing on short-term rhythms.
Additionally, robotics stocks have repeatedly been active recently. The Wanxiang Qianchao soared to the limit in afternoon trading yesterday, and the Wuzhou New Year rose close to a record high after a continuous rise. CITIC Securities pointed out that the robotics industry is currently at a critical turning point, moving from “technology vision” to “industrial reality.” This transformation is not only a technological race involving computing power, algorithms, and precision manufacturing, but also a strategic marathon that reflects national will and organizational efficiency. From a market perspective, after continuous consolidation so far, the consolidation of positions in the robotics sector is relatively thorough, and recent trends indicate moderate capital inflows. The upward momentum is expected to continue and core assets should be monitored for trend patterns intact.
