Seedance 2.0 "takes off" the media theme fund, institutions are optimistic about technological breakthroughs but need to be wary of localized overheating

On February 7th, ByteDance's AI video generation model Seedance 2.0 began its gray testing, quickly attracting global attention and prompting a response from the capital markets. On February 9th, AI applications collectively gained momentum; on the 10th, the media sector experienced a full-scale explosion; on the 11th, although the concept stocks of Seedance 2.0 showed some differentiation, IReader Technology, H&R, and Decai Co., Ltd. still achieved a three-day limit-up. Despite some ongoing controversies, institutions generally view the technological breakthrough of Seedance 2.0 positively, believing it will drive the accelerated development of the AI multimodal industry chain, benefiting related targets in comics, film and television dramas, and IP. However, regarding the short-term issues of over-investment and overly high expectations in the AI sector, fund managers remind investors to choose targets with good positioning, strong technology, and reasonable expectations for investment. (Securities Times)