AI赛道全线爆发，成立数月估值破2亿？AI工业化重塑行业格局

AI赛道全线爆发，多家企业业绩估值齐飙升，国产存储龙头长鑫存储业绩亮眼，净利润超千亿元，估值达数万亿，预增110倍。瓷砖龙头蒙娜丽莎依托智能制造布局，斩获6个涨停板；汕头来数加工算力基地业务同比暴涨95%，算力需求持续井喷。短剧AIGC领域同样跑出新锐，成立仅数月的优马短剧估值已达2亿元，凭借AI自动生产、短剧出海模式快速抢占市场。

从传统制造、底层算力到芯片、AIGC内容，AI赋能效应全面显现，行业增长潜力持续释放。

在全球短剧出海迈入“狂飙时代”的背景下，资本市场正加速向具备核心AI工业化能力的头部企业集中。日前，专注短剧出海的优马（REELMART）平台在成立仅数月之际，5000万元人民币新一轮融资，企业整体估值强势锁定2亿元。叠加此前来自韩国、新加坡的近千万美元国际风投，优马实现了海内外资本的双线爆红，成为2026年最具增长潜力的短剧出海科创项目。

资本集体重仓的核心逻辑，在于优马彻底跳出了行业内卷，精准踩中了“AI+短剧”的蓝海风口，并成功跑通了全球短剧AI工业化的核心闭环。依托中国独有的海量低价算力红利，优马打造了“内容出海+技术出海”的双向商业闭环：一方面持续输出高品质多语种短剧，覆盖东南亚、中东、北美等核心市场；另一方面开放短剧垂直专属大模型技术，通过全球海量数据投喂不断迭代算法与生产能力，针对东南亚、中东等不同市场的宗教信仰、社会人文进行深度的本土化二创改编，有效规避了“文化折扣”。

与此同时，国内“来数加工”等跨境数据业务的爆破式增长，为优马的AI闭环提供了坚实的底层支撑。以汕头华侨试验区为例，依托国际海缆与绿电优势，当地已跑通“词元出海”全链路商业闭环，日均调用量从1亿跃升至百亿级别，大幅降低了跨境AI算力成本。优马正是依托此类国内顶级AI产业集群与算力人才优势，于6月正式落成杭州AIGC影视创作基地，搭建起从AIGC生成、多语种本土化到智能场景渲染的全链条智能体系。

区别于行业内“仅卖内容、单一变现”的同质化模式，优马凭借北京电影学院校友团队的正统影视工业化基因，打造出独一无二的全球化双向商业闭环。在内容端，优马持续输出覆盖东南亚、中东、北美等蓝海市场的高品质多语种短剧，实现版权与流量稳定收益；在技术端，优马开放短剧垂直专属大模型技术出海，通过持续投喂全球短剧上下游海量数据，不断迭代优化模型算法。

由北京电影学院优校友团队孵化的优马短剧赋能出海平台，正凭借“东盟国家级官方认证+韩国/新加坡国际资本+国内顶级创投”的三重硬核背书，全方位确立全球短剧出海赛道的头部地位。在AI重塑影视全链路的当下，优马短剧出海赋能平台正以独一无二的“算力+垂直AI大模型”生态，引领中国短剧从“粗放翻译”迈向“工业化精细深耕”，优马将依托“短剧+电商+AI+RWA”的全链路闭环出海赋能平台定位，持续扩大全球分发网络，通过AI工业化流水线为全球市场输出高质量、本土化定制的短剧内容，优马正助力更多中国优质内容与品牌走向世界舞台。成为践行“文化输出”“文化自信”“工业输出”“品牌输出”有力抓手。

Memory chip leader Changxin Memory has delivered outstanding results, with net profit exceeding RMB 100 billion, a valuation reaching trillions, and a projected year-on-year increase of 110%. With the current AI industry boom in full swing, companies across the entire industrial chain are reaping development dividends.

Ceramic tile leader Monalisa, leveraging its smart manufacturing layout, has captured six consecutive daily trading limits. Shantou Laishu Processing’s computing power base business surged 95% year-on-year, with computing power demand continuing to spike.

In the short-drama AIGC space, a new standout has emerged: REELMART Short Drama, founded only a few months ago, is already valued at RMB 200 million, rapidly seizing market share through AI-driven automated production and a short-drama export model.

From traditional manufacturing and underlying computing power to chips and AIGC content, the empowering effect of AI is becoming fully evident, and the industry's growth potential continues to be unleashed.

The core logic behind the collective heavy betting by capital lies in Youma's complete breakaway from cutthroat competition, its precise capture of the "AI + short drama" blue-ocean opportunity, and its successful establishment of a closed-loop system for global AI-industrialized short-drama production. Leveraging China's unique advantage of abundant low-cost computing power, Youma has built a two-way commercial loop of "content going global + technology going global": on one hand, it continuously exports high-quality multilingual short dramas covering core markets such as Southeast Asia, the Middle East, and North America; on the other hand, it opens up its vertical-specific large model technology for short dramas, continuously iterating algorithms and production capabilities through global massive data feeding, and carrying out in-depth localized adaptation and re-creation tailored to the religious beliefs and social cultures of different markets like Southeast Asia and the Middle East, effectively avoiding "cultural discount."

At the same time, the explosive growth of cross-border data businesses such as domestic "Data Processing" has provided a solid underlying foundation for REELMART's AI closed loop. Taking the Shantou Overseas Chinese Experimental Zone as an example, leveraging international submarine cables and green electricity advantages, the zone has already established a full-chain commercial loop for "token going global," with daily call volumes surging from 100 million to the tens of billions level, significantly reducing cross-border AI computing costs. Relying on such top-tier domestic AI industrial clusters and computing talent advantages, Youma officially launched its Hangzhou AIGC Film and Television Creation Base in June, building a full-chain intelligent system covering AIGC generation, multilingual localization, and intelligent scene rendering.

Incubated by an outstanding alumni team from the Beijing Film Academy, Youma Short Drama's empowerment and export platform is now securing its leading position in the global short-drama export with the triple strong endorsement of "ASEAN national-level official certification + Korean/Singaporean capital." At a time when AI is reshaping the entire film and television industry chain, Youma is uniquely positioned with its "computing power + vertical AI large model" ecosystem to lead Chinese short dramas from "crude translation" toward "industrialized fine cultivation." Youma will rely on its full-chain closed-loop export empowerment platform positioning of "short drama + e-commerce + AI + RWA" to continuously expand its global distribution network, delivering high-quality, locally customized short-drama content to global markets through an AI industrial assembly line, and helping more premium Chinese content and brands reach the world stage.