---
title: "Seedance 2.0 \"takes off\" the media theme fund, institutions are optimistic about technological breakthroughs but need to be wary of localized overheating"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275676901.md"
description: "On February 7th, ByteDance's AI video generation model Seedance 2.0 began its grayscale testing, quickly attracting global attention, and the capital market responded accordingly. The media sector experienced a surge on February 10th, with Seedance 2.0 concept stocks such as IReader Technology and H&R performing strongly. Institutions are optimistic about its technological breakthroughs, believing it will drive the development of the AI industry chain, but they also remind investors to be cautious of short-term investment overheating and overly high expectations"
datetime: "2026-02-12T00:18:46.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275676901.md)
  - [en](https://longbridge.com/en/news/275676901.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275676901.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275676901.md) | [繁體中文](https://longbridge.com/zh-HK/news/275676901.md)


# 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)

### Related Stocks

- [CSSW传媒 (399810.CN)](https://longbridge.com/en/quote/399810.CN.md)
- [IReader Technology (603533.CN)](https://longbridge.com/en/quote/603533.CN.md)
- [H&R (000892.CN)](https://longbridge.com/en/quote/000892.CN.md)
- [Penghua CSI Media ETF (159805.CN)](https://longbridge.com/en/quote/159805.CN.md)
- [Guotai CSI Movies Theme ETF (516620.CN)](https://longbridge.com/en/quote/516620.CN.md)
- [GF Fund CSI Media ETF (512980.CN)](https://longbridge.com/en/quote/512980.CN.md)

## Related News & Research

- [From Hindi to English: Full list of commentators for JioStar in IPL 2026](https://longbridge.com/en/news/280882263.md)
- [04:09 ETMaoyan Entertainment Announces 2025 Annual Results](https://longbridge.com/en/news/280750757.md)
- [Co-host Mexico revamps base, seeks to match 1970 and 1986 WC performances](https://longbridge.com/en/news/280904637.md)
- [E-commerce duties moratorium expires as WTO talks run out of time, officials say](https://longbridge.com/en/news/280936676.md)
- [In HelloNation, Payroll Management Experts Ali Visca & Danielle Williams of Rochester, NY, Explain Effective Onboarding](https://longbridge.com/en/news/281554880.md)