<p>2026 年馬年央視春晚剛剛結束，科技元素繼續突出，提及多個熱門領域的頻率甚至比 2025 年蛇年春晚更為密集和直接，簡直是一個 “科技概念股大會” 的升級版！</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>雖然沒有涉及加密，但基本涵蓋了股市投資者最關心的所有主題。機器人，尤其是人形機器人，直接 “入侵” 多個節目，成為最大的焦點。 ...&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>相關 A 股上市公司：</p>
<ul>
<li>新聯集成電路 (688469)：股權 + 電驅動芯片合作</li>
<li>崑崙科技 (300418)：股權綁定 + 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>武術節目《武 BOT》展示了機器人與河南太極武校合作表演 “網絡功夫”，展現了在動力控制、動態平衡和動作連接方面的全面升級。</p>
<p>與去年的秧歌舞相比，今年他們直接練習武術，展現了明顯的升級。相關 A 股上市公司：利奧集團 (002131)：直接持有 Unitree Technology 的股份。中大力德 (002896)：核心減速器供應商。銘智電氣 (603728)：空心杯電機供應商。小品《奶奶的最愛》，由蔡明和王天方主演，使用機器人作為 “家庭助手” 和情感陪伴，突顯其在養老場景中的應用。相關 A 股上市公司：兆威機電 (003021)：微驅動系統/靈巧手協作。天齊股份 (002009)：工業/服務場景的深度融合。alt=&#34;qhpUk2UBwt5SVrvOI1KxEdvEcvVwOVwg7CherTKI.jpeg&#34;&gt;</p>
<h3>Galaxy Universal</h3>
<p>春節短片《我最難忘的今晚》由沈騰、馬麗等人出演，角色體現了一個大型機器人模型，展示了自主決策能力。</p>
<ul>
<li>天齊股份 (002009)：合資成立無錫天齊銀河（持股 50%）</li>
</ul>
<ul>
<li>喬治森電子 (600699)：定製主控板的供應商</li>
</ul>
<h2>AI 大模型 / 雲服務 / 多模態交互</h2>
<p>與字節跳動深度整合：火山引擎（雲計算 + 多模態大模型）+ 豆包（AI 助手）貫穿整個活動，參與節目製作、在線互動、紅包抽獎、科技禮包等。</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>豆包推出第二階段直播，提供紅包和科技禮包，火山引擎支持高併發互動。</p>
<p>豆包推出第二階段直播，提供紅包和科技禮包，火山引擎支持高併發互動。</p>
<p>豆包推出第二階段直播，提供紅包和科技禮包，火山引擎支持高併發互動。</p>
<h2>無人機/低空經濟</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>在宜賓分會場的節目《逆流而上》中，成都飛機工業集團開發的十架 “雲影” 無人機（尾座導流垂直起降型）從河面垂直起飛，然後轉為水平飛行並變換為楔形編隊，掠過三江六岸。當迪麗熱巴演唱《蟬花何時開》時，她站在懸掛在長江上的耀眼舞台上。這個舞台實際上是全球首個為 eVTOL（電動垂直起降飛機）設計的移動海上機場，由 Peakfly Aviation 獨立開發。</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>相關 A 股：</p>
<ul>
<li>萬豐奧特 (002085)，中信 offshore 直升機 (000099)：低空飛行器運營和製造的領先企業。 ... 其他話題包括芯片、北斗導航、智能駕駛、VR/AR/XR 等，這裏不再列舉。祝大家馬年大吉！</li>
</ul>

昆崙萬維

兆威機電

國聯安半導體ETF

天弘中證計算機主題ETF

國泰CES半導體芯片行業ETF

華夏國證半導體芯片ETF

國泰中證計算機主題ETF

國聯安科創芯片設計ETF

南方中證半導體行業精選ETF

華夏上證科創板半導體材料設備主題ETF

<p>2026 年央視春節聯歡晚會展示了先進科技主題，突出了機器人和人工智能等領域，這些領域引起了股市投資者的極大興趣。提到的 A 股公司包括新聯集成電路、崑崙科技和兆威機電等，這些公司涉及從類人機器人到無人機的各種科技應用。該活動強調了科技在娛樂和日常生活中的融合，預示着在馬年到來之際，這些領域可能存在投資機會</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 年馬年央視春晚剛剛結束，科技元素繼續突出，提及多個熱門領域的頻率甚至比 2025 年蛇年春晚更為密集和直接，簡直是一個 “科技概念股大會” 的升級版！</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>雖然沒有涉及加密，但基本涵蓋了股市投資者最關心的所有主題。機器人，尤其是人形機器人，直接 “入侵” 多個節目，成為最大的焦點。 ...&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>相關 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>新聯集成電路 (688469)：股權 + 電驅動芯片合作</li>
<li>崑崙科技 (300418)：股權綁定 + 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>武術節目《武 BOT》展示了機器人與河南太極武校合作表演 “網絡功夫”，展現了在動力控制、動態平衡和動作連接方面的全面升級。</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>與去年的秧歌舞相比，今年他們直接練習武術，展現了明顯的升級。相關 A 股上市公司：利奧集團 (002131)：直接持有 Unitree Technology 的股份。中大力德 (002896)：核心減速器供應商。銘智電氣 (603728)：空心杯電機供應商。小品《奶奶的最愛》，由蔡明和王天方主演，使用機器人作為 “家庭助手” 和情感陪伴，突顯其在養老場景中的應用。相關 A 股上市公司：兆威機電 (003021)：微驅動系統/靈巧手協作。天齊股份 (002009)：工業/服務場景的深度融合。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>春節短片《我最難忘的今晚》由沈騰、馬麗等人出演，角色體現了一個大型機器人模型，展示了自主決策能力。</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>天齊股份 (002009)：合資成立無錫天齊銀河（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>喬治森電子 (600699)：定製主控板的供應商</li>
</ul>
</div><h2>AI large model / cloud service / multimodal interaction</h2>
<div class="lb-trans"><h2>AI 大模型 / 雲服務 / 多模態交互</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>與字節跳動深度整合：火山引擎（雲計算 + 多模態大模型）+ 豆包（AI 助手）貫穿整個活動，參與節目製作、在線互動、紅包抽獎、科技禮包等。</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>豆包推出第二階段直播，提供紅包和科技禮包，火山引擎支持高併發互動。</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>豆包推出第二階段直播，提供紅包和科技禮包，火山引擎支持高併發互動。</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>豆包推出第二階段直播，提供紅包和科技禮包，火山引擎支持高併發互動。</p>
</div><h2>Drones/Low-Altitude Economy</h2>
<div class="lb-trans"><h2>無人機/低空經濟</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>在宜賓分會場的節目《逆流而上》中，成都飛機工業集團開發的十架 “雲影” 無人機（尾座導流垂直起降型）從河面垂直起飛，然後轉為水平飛行並變換為楔形編隊，掠過三江六岸。當迪麗熱巴演唱《蟬花何時開》時，她站在懸掛在長江上的耀眼舞台上。這個舞台實際上是全球首個為 eVTOL（電動垂直起降飛機）設計的移動海上機場，由 Peakfly Aviation 獨立開發。</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>相關 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>萬豐奧特 (002085)，中信 offshore 直升機 (000099)：低空飛行器運營和製造的領先企業。 ... 其他話題包括芯片、北斗導航、智能駕駛、VR/AR/XR 等，這裏不再列舉。祝大家馬年大吉！</li>
</ul>
</div>

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

CoinLive

這是春晚嗎？這顯然是 A 股市場主題的輪動