2026 年春节假期市场及产业动态丰富。大模型方面，港股智谱、MINIMAX 涨幅显著，字节 Seedance2.0 更新引关注，同时引发迪士尼侵权诉讼。AI 算力领域，外资预测中国 Token 消耗量将大幅增长，优刻得、谷歌云有云服务价格调整计划。贵金属假期涨幅可观，COMEX 白银涨 9.45%、黄金涨 1.31%。机器人概念受春晚表演带动，港股相关股票上涨。化工行业或迎周期拐点，染料、TMP 价格上调。商业航天有特斯拉扩产及 SpaceX 与 xAI 合并消息。此外，美国更高法院判决川普关税部分失效，谷歌发布新模型，光模块等产业需求旺盛，国产 AI 多模态竞争加剧，Token 出海浪潮下国产算力全产业链价值重估进行中。
股票名称 ["智谱","MINIMAX","越疆","速腾聚创","优必选","天奇股份","百达精工","三花智控","风语筑","方正电机","长盛轴承","掌阅科技","汉邦高科","国安股份","绿盟科技","捷成股份","浙江世宝","兴民智通","千里科技","德赛西威","万集科技","宜通世纪","电广传媒","优刻得","首都在线","中科曙光","并行科技","蓝色光标","中际旭创","新易盛","易天股份","华工科技","华懋科技","长飞光纤","天孚通信","航发动力","航发控制","泰嘉股份","安达维尔","中国卫星","铖昌科技","光线传媒","博纳影业","横店影视","中国电影","幸福蓝海","上海电影","华胜天成","大位科技","网宿科技","豫能控股","华丰科技","中国长城","东方国信","招商轮船","招商南油","中国黄金","白银有色","洲际油气","湖南黄金","深科技","国风新材","圣晖集成","华建集团","微导纳米","兆易创新","精测电子","华丰科技","泰嘉股份","意华股份","恒为科技","首都在线","润泽科技","东阳光","龙芯中科","永信至诚"]板块名称 ["大模型/字节SD2.0","AI算力/云计算","贵金属","AI配套","机器人","化工","商业航天","机器人","版权审核","无人驾驶","大模型","关税","商业航天","影视票房","算力","地缘冲突","芯片"]AI发展、算力需求、关税利好看多看空 文本中多个板块呈现积极态势，如港股大模型公司股价大涨、外资机构预测中国Token消耗量大幅增长、化工行业有望迎来周期拐点等，同时关税政策的变化利好出口企业，整体反映出A股市场具有较好的发展前景，因此看多。
汇总梳理｜假期产业变化和观点和讯自选股写手风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担