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“一觉睡醒涨停了”！垂直拉升，“地天板”-每日消息

2026-11-02 14:25:05来源：中国证券报-中证网  


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今日午后，AI漫剧概念持续走高，果麦文化、文投控股（维权）、捷成股份涨停，此前芒果超媒、海看股份、华是科技、龙版传媒（维权）、欢瑞世纪（维权）等多股涨停。

文投控股午后垂直涨停，盘中上演“地天板”，走出5天4板，成交额超8亿元，该股早盘以跌停价开盘。有网友表示：“一觉睡醒涨停了。”

据央视财经报道，目前国内已有约10家中国企业建立海外短剧平台，另有十余个出海短剧App上线了AI漫剧专属频道，海外市场AI漫剧活跃用户整体已超1.5亿，在海外短剧付费应用前十中，中国厂商占据九席。机构预测，2026年，海外微短剧市场规模有望达60亿美元。其中，AI漫剧预计突破40亿美元，较2025年增长约390%，中国厂商市场占有率超90%。业内人士表示，国产AI漫剧海外业务的持续增长，离不开国内大模型在视频生成、语音合成、多语种翻译等环节的快速迭代。

华福证券研报称，AI漫剧正接棒真人短剧成为行业核心增量，供给端视频大模型持续降本提效，需求端打开增量市场空间。建议重点关注平台与工具环节，把握出海及互动影游的结构性机会。平台端，优选具备用户规模、算法分发及商业化闭环的厂商；工具端，关注模型与工作流优势向付费留存及利润的转化；内容端，精选深度绑定平台、具备IP储备及精品产能的公司。从估值角度而言，出海关注本地化运营与投放变现能力，互动影游关注AI降本及产品复制效率。

（文中行情图片来自同花顺  封面图为AI生成图）

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