<p>2026 年马年央视春晚刚刚结束，科技元素继续突出，提及多个热门领域的频率甚至比 2025 年蛇年春晚更为密集和直接，简直是一个 “科技概念股大会” 的升级版！</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434379_image3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434379_image3.png"/></p>
<p>虽然没有涉及加密，但基本涵盖了股市投资者最关心的所有主题。机器人，尤其是人形机器人，直接 “入侵” 多个节目，成为最大的焦点。 ...&gt;</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434381_image3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434381_image3.png"/></p>
<p>相关 A 股上市公司：</p>
<ul>
<li>新联集成电路 (688469)：股权 + 电驱动芯片合作</li>
<li>昆仑科技 (300418)：股权绑定 + 大模型支持</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434382_image3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434382_image3.png"/></p>
<h3>Unitree Technology</h3>
<p>武术节目《武 BOT》展示了机器人与河南太极武校合作表演 “网络功夫”，展现了在动力控制、动态平衡和动作连接方面的全面升级。</p>
<p>与去年的秧歌舞相比，今年他们直接练习武术，展现了明显的升级。相关 A 股上市公司：利奥集团 (002131)：直接持有 Unitree Technology 的股份。中大力德 (002896)：核心减速器供应商。铭智电气 (603728)：空心杯电机供应商。小品《奶奶的最爱》，由蔡明和王天方主演，使用机器人作为 “家庭助手” 和情感陪伴，突显其在养老场景中的应用。相关 A 股上市公司：兆威机电 (003021)：微驱动系统/灵巧手协作。天齐股份 (002009)：工业/服务场景的深度融合。alt=&#34;qhpUk2UBwt5SVrvOI1KxEdvEcvVwOVwg7CherTKI.jpeg&#34;&gt;</p>
<h3>Galaxy Universal</h3>
<p>春节短片《我最难忘的今晚》由沈腾、马丽等人出演，角色体现了一个大型机器人模型，展示了自主决策能力。</p>
<ul>
<li>天齐股份 (002009)：合资成立无锡天齐银河（持股 50%）</li>
</ul>
<ul>
<li>乔治森电子 (600699)：定制主控板的供应商</li>
</ul>
<h2>AI 大模型 / 云服务 / 多模态交互</h2>
<p>与字节跳动深度整合：火山引擎（云计算 + 多模态大模型）+ 豆包（AI 助手）贯穿整个活动，参与节目制作、在线互动、红包抽奖、科技礼包等。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434385_image3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434385_image3.png"/></p>
<p>豆包推出第二阶段直播，提供红包和科技礼包，火山引擎支持高并发互动。</p>
<p>豆包推出第二阶段直播，提供红包和科技礼包，火山引擎支持高并发互动。</p>
<p>豆包推出第二阶段直播，提供红包和科技礼包，火山引擎支持高并发互动。</p>
<h2>无人机/低空经济</h2>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434386_image3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434386_image3.png"/></p>
<p>在宜宾分会场的节目《逆流而上》中，成都飞机工业集团开发的十架 “云影” 无人机（尾座导流垂直起降型）从河面垂直起飞，然后转为水平飞行并变换为楔形编队，掠过三江六岸。当迪丽热巴演唱《蝉花何时开》时，她站在悬挂在长江上的耀眼舞台上。这个舞台实际上是全球首个为 eVTOL（电动垂直起降飞机）设计的移动海上机场，由 Peakfly Aviation 独立开发。</p>
<p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434387_image3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434387_image3.png"/></p>
<p>相关 A 股：</p>
<ul>
<li>万丰奥特 (002085)，中信 offshore 直升机 (000099)：低空飞行器运营和制造的领先企业。 ... 其他话题包括芯片、北斗导航、智能驾驶、VR/AR/XR 等，这里不再列举。祝大家马年大吉！</li>
</ul>

昆仑万维

兆威机电

国联安半导体ETF

天弘中证计算机主题ETF

国泰CES半导体芯片行业ETF

华夏国证半导体芯片ETF

国泰中证计算机主题ETF

国联安科创芯片设计ETF

南方中证半导体行业精选ETF

华夏上证科创板半导体材料设备主题ETF

<p>2026 年央视春节联欢晚会展示了先进科技主题，突出了机器人和人工智能等领域，这些领域引起了股市投资者的极大兴趣。提到的 A 股公司包括新联集成电路、昆仑科技和兆威机电等，这些公司涉及从类人机器人到无人机的各种科技应用。该活动强调了科技在娱乐和日常生活中的融合，预示着在马年到来之际，这些领域可能存在投资机会</p>

<p>The 2026 CCTV Spring Festival Gala for the Year of the Horse has just ended, and the technological elements continue to be prominently featured, mentioning multiple popular sectors even more densely and directly than the 2025 Spring Festival Gala for the Year of the Snake. It's practically an upgraded version of a &#34;tech concept stock conference&#34;!</p>
<div class="lb-trans"><p>2026 年马年央视春晚刚刚结束，科技元素继续突出，提及多个热门领域的频率甚至比 2025 年蛇年春晚更为密集和直接，简直是一个 “科技概念股大会” 的升级版！</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434379_image3.png" alt="" original-src="https://img.jinse.com.cn/7434379_image3.png"/></p>
<p>Although it didn't involve encryption, it basically covered all the themes that stock market investors care about most. Robots, especially humanoid robots, directly &#34;invaded&#34; multiple programs, becoming the biggest focus. ...&gt;</p>
<div class="lb-trans"><p>虽然没有涉及加密，但基本涵盖了股市投资者最关心的所有主题。机器人，尤其是人形机器人，直接 “入侵” 多个节目，成为最大的焦点。 ...&gt;</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434381_image3.png" alt="" original-src="https://img.jinse.com.cn/7434381_image3.png"/></p>
<p>Related A-share listed companies:</p>
<div class="lb-trans"><p>相关 A 股上市公司：</p>
</div><ul>
<li>Xinlian Integrated Circuits (688469): Equity + Electric Drive Chip Cooperation</li>
<li>Kunlun Tech (300418): Equity Binding + Large Model Support</li>
</ul>
<div class="lb-trans"><ul>
<li>新联集成电路 (688469)：股权 + 电驱动芯片合作</li>
<li>昆仑科技 (300418)：股权绑定 + 大模型支持</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434382_image3.png" alt="" original-src="https://img.jinse.com.cn/7434382_image3.png"/></p>
<h3>Unitree Technology</h3>
<div class="lb-trans"><h3>Unitree Technology</h3>
</div><p>The martial arts program &#34;Wu BOT&#34; features robots performing &#34;Cyber ​​Kung Fu&#34; in collaboration with Henan Tagou Martial Arts School, showcasing comprehensive upgrades in power control, dynamic balance, and move connection.</p>
<div class="lb-trans"><p>武术节目《武 BOT》展示了机器人与河南太极武校合作表演 “网络功夫”，展现了在动力控制、动态平衡和动作连接方面的全面升级。</p>
</div><p>Compared to the Yangko dance of last year, this year they directly practiced martial arts, showing a clear upgrade. Related A-share listed companies: Leo Group (002131): Directly holds shares in Unitree Technology. Zhongda Lide (002896): Core reducer supplier. Mingzhi Electric (603728): Hollow cup motor supplier. The skit &#34;Grandma's Favorite,&#34; featuring Cai Ming and Wang Tianfang, uses robots as &#34;family assistants&#34; and emotional companions, highlighting their application in elderly care scenarios. Related A-share listed companies: Zhaowei Electromechanical (003021): Micro-drive system/dexterous hand collaboration. Tianqi Shares (002009): Deep integration of industrial/service scenarios. alt=&#34;qhpUk2UBwt5SVrvOI1KxEdvEcvVwOVwg7CherTKI.jpeg&#34;&gt;</p>
<div class="lb-trans"><p>与去年的秧歌舞相比，今年他们直接练习武术，展现了明显的升级。相关 A 股上市公司：利奥集团 (002131)：直接持有 Unitree Technology 的股份。中大力德 (002896)：核心减速器供应商。铭智电气 (603728)：空心杯电机供应商。小品《奶奶的最爱》，由蔡明和王天方主演，使用机器人作为 “家庭助手” 和情感陪伴，突显其在养老场景中的应用。相关 A 股上市公司：兆威机电 (003021)：微驱动系统/灵巧手协作。天齐股份 (002009)：工业/服务场景的深度融合。alt=&#34;qhpUk2UBwt5SVrvOI1KxEdvEcvVwOVwg7CherTKI.jpeg&#34;&gt;</p>
</div><h3>Galaxy Universal</h3>
<div class="lb-trans"><h3>Galaxy Universal</h3>
</div><p>The Lunar New Year short film &#34;My Most Unforgettable Tonight&#34; features Shen Teng, Ma Li, and others on stage, with the character embodying a large-scale robot model and demonstrating autonomous decision-making.</p>
<div class="lb-trans"><p>春节短片《我最难忘的今晚》由沈腾、马丽等人出演，角色体现了一个大型机器人模型，展示了自主决策能力。</p>
</div><ul>
<li>Tianqi Shares (002009): Joint venture to establish Wuxi Tianqi Yinhe (holding 50% stake)</li>
</ul>
<div class="lb-trans"><ul>
<li>天齐股份 (002009)：合资成立无锡天齐银河（持股 50%）</li>
</ul>
</div><ul>
<li>Joyson Electronics (600699): Supply of customized main control boards</li>
</ul>
<div class="lb-trans"><ul>
<li>乔治森电子 (600699)：定制主控板的供应商</li>
</ul>
</div><h2>AI large model / cloud service / multimodal interaction</h2>
<div class="lb-trans"><h2>AI 大模型 / 云服务 / 多模态交互</h2>
</div><p>Deep integration with ByteDance: Volcano Engine (cloud computing + multimodal large model) + Doubao (AI assistant) run throughout the event, participating in program production, online interaction, red envelope lottery, technology gift packs, etc.</p>
<div class="lb-trans"><p>与字节跳动深度整合：火山引擎（云计算 + 多模态大模型）+ 豆包（AI 助手）贯穿整个活动，参与节目制作、在线互动、红包抽奖、科技礼包等。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434385_image3.png" alt="" original-src="https://img.jinse.com.cn/7434385_image3.png"/></p>
<p>Doubao launched the second phase of its live stream, offering red envelopes and tech gift packs, with Volcano Engine supporting high-concurrency interaction.</p>
<div class="lb-trans"><p>豆包推出第二阶段直播，提供红包和科技礼包，火山引擎支持高并发互动。</p>
</div><p>Doubao launched the second phase of its live stream, offering red envelopes and tech gift packs, with Volcano Engine supporting high-concurrency interaction.</p>
<div class="lb-trans"><p>豆包推出第二阶段直播，提供红包和科技礼包，火山引擎支持高并发互动。</p>
</div><p>Doubao launched the second phase of its live stream, offering red envelopes and tech gift packs, with Volcano Engine supporting high-concurrency interaction.</p>
<div class="lb-trans"><p>豆包推出第二阶段直播，提供红包和科技礼包，火山引擎支持高并发互动。</p>
</div><h2>Drones/Low-Altitude Economy</h2>
<div class="lb-trans"><h2>无人机/低空经济</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434386_image3.png" alt="" original-src="https://img.jinse.com.cn/7434386_image3.png"/></p>
<p>At the Yibin branch venue, in the program &#34;Standing Upstream,&#34; ten &#34;Cloud Shadow&#34; drones (tail-seat ducted vertical takeoff and landing type) developed by Chengdu Aircraft Industry Group took off vertically from the river surface, then transitioned to level flight and changed into a wedge formation, skimming over the banks of the three rivers and six banks. When Dilraba performed &#34;When Will the Locust Flowers Bloom?&#34;, she stood on a dazzling stage suspended above the Yangtze River. This stage was actually the world's first mobile sea airport designed for eVTOL (electric vertical takeoff and landing aircraft), independently developed by Peakfly Aviation.</p>
<div class="lb-trans"><p>在宜宾分会场的节目《逆流而上》中，成都飞机工业集团开发的十架 “云影” 无人机（尾座导流垂直起降型）从河面垂直起飞，然后转为水平飞行并变换为楔形编队，掠过三江六岸。当迪丽热巴演唱《蝉花何时开》时，她站在悬挂在长江上的耀眼舞台上。这个舞台实际上是全球首个为 eVTOL（电动垂直起降飞机）设计的移动海上机场，由 Peakfly Aviation 独立开发。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://img.jinse.com.cn/7434387_image3.png" alt="" original-src="https://img.jinse.com.cn/7434387_image3.png"/></p>
<p>Related A-shares:</p>
<div class="lb-trans"><p>相关 A 股：</p>
</div><ul>
<li>Wanfeng Auto Wheel (002085), CITIC Offshore Helicopter (000099): Leading companies in low-altitude aircraft operation and manufacturing. ... Other topics include chips, Beidou navigation, intelligent driving, VR/AR/XR, etc., which will not be listed here. Wishing everyone a prosperous Year of the Horse!</li>
</ul>
<div class="lb-trans"><ul>
<li>万丰奥特 (002085)，中信 offshore 直升机 (000099)：低空飞行器运营和制造的领先企业。 ... 其他话题包括芯片、北斗导航、智能驾驶、VR/AR/XR 等，这里不再列举。祝大家马年大吉！</li>
</ul>
</div>

Is this the Spring Festival Gala? It's clearly a rotation of themes in the A-share market.

CoinLive

这是春晚吗？这显然是 A 股市场主题的轮动