On February 10, it was reported that most AI application stocks in the Hong Kong stock market performed well, benefiting from the continuous iteration of AI technology. At the time of writing, $KNOWLEDGE ATLAS (02513.HK)$ has soared nearly 20%, $VOBILE GROUP (03738.HK)$, $CHINA LIT (00772.HK)$ are up about 14%, and $MINIMAX-WP (00100.HK)$ is up over 5%.
Technological Catalyst: Seedance 2.0 redefines the video generation paradigm
As for news, ByteDance’s Seedance 2.0 video model recently entered internal testing, and users can now experience Seedance 2.0 on the Xiaoyun Sparrow app. Seedance 2.0 Fast will be released soon. Seedance 2.0 supports the generation of single segment videos in the 5-15 second range. Create multi-angle shots, character dialogue, and subtitle content by integrating with our homegrown storyboarding workflow.
An open-source securities research report points out that the launch of Seedance 2.0 could mark a “tipping point” moment for AI in the film and television industry, with early and large-scale applications in short-form content production such as AI comic dramas and AI short plays. Some related stocks rose on the news.
As a global leader in digital content asset protection and transaction services, Fubo Group leverages AI technology to create an integrated ecosystem for copyright protection, value connectivity, and service collaboration. Currently, we provide exclusive copyright technical services for Hongguo short dramas. Guoyuan International’s analysis suggests that with the explosive growth of AI-generated content, the demand for copyright verification and capitalization will increase rapidly. As an industry hub, the company is well positioned to benefit greatly from accelerated commercialization.
Hou Xiaonan, CEO and president of Yuelu Group, said in an internal letter during the Lunar New Year that the faster AI develops, the more valuable original content will become, and the value of good stories will be amplified like never before. Yuelu Group’s vast library of high-quality IP is now facing new visualization opportunities. Yuelu fully embraces AI across content incubation, premium content production, IP development, and industrial globalization, focusing on new scenarios such as AI comic drama to enhance the efficiency and value space of IP development.
BOC International pointed out that according to data from Xinhua News Agency in January 2026, Yuelu Group already has more than 10 works with more than 100 million views and more than 80 comic drama works with more than 10 million views. With the release of Seedance 2.0, the production cost of comic dramas may be further reduced, production quality improved, and the industry development accelerated.
Rapid iteration of large-scale models continues to capture market attention.
On February 6th, the OpenRouter platform announced an anonymous model codenamed “Pony Alpha.” This model has sparked intense debate within the developer community due to its superior coding capabilities, ultra-long context window, and optimized agent workflow. The market widely views this as a preview version of Zhipu’s GLM-5. Tang Jie, Zhipu’s chief scientist, confirmed through official channels that GLM-5 will be released soon.
The United Nations Civil Securities research report pointed out that in the agent era, large-scale models have evolved from “dialogue tools” to “autonomous agents.” Companies that master core algorithms and industry interfaces will greatly benefit from the pervasive wave of intelligence. As listed large model “twin stars”, Zhipu and MINIMAX-WP hold rare technological positions and development potential within the native agent ecosystem.
In summary, breakthrough advances in AI video generation technology are driving full-chain transformation of the content industry, from iterative improvement of fundamental large-scale models, from midstream intelligent content generation to downstream rights management and IP value unlocking. Synergies across all links are gradually becoming apparent. As the popularity of lightweight content such as AI short dramas and cartoon series accelerates, leading companies with technology implementation capabilities, ecosystem synergy benefits, and clear commercialization paths are expected to continue realizing growth value in the wave of content intelligence.
Editor/Rice
