爱奇艺太急了

marsbitPublicado em 2026-04-21Última atualização em 2026-04-21

Resumo

爱奇艺在2026世界大会上宣布推出“AI艺人库”,声称已有张若昀、于和伟等百位艺人入驻,并称AI技术可帮助演员“从一年演4部戏变成14部戏”。该消息引发热议,“爱奇艺疯了”话题登上热搜。但多位艺人迅速发声,否认签署过AI相关授权,工作室表示“法务正在紧急处理”。 爱奇艺回应称,入驻代表艺人有接洽AI项目的意愿,具体项目仍需单独商谈授权。此举被质疑未充分尊重艺人肖像权和商业价值,网友批评平台“把演员当耗材”。律师指出,AI使用艺人形象需明确授权范围。 背后是爱奇艺面临的经营压力:2025年收入连续第二年下滑,竞争加剧——短视频平台抢占用户,B站、小红书等内容崛起。爱奇艺急需借AI讲述新故事,此前已布局AI微短剧、AI角色互动等,并正推进赴港上市,但此次操作被指“过于急功近利”。 AI在影视中的应用虽能降本增效,但也存在内容同质化、缺乏“人味”等问题。爱奇艺需思考:应做工具还是主角?观众更爱真人还是AI?如何平衡平台、艺人与观众利益?行业共识是,AI可作辅助工具,但不该替代真人演员。

文|新品略财经,作者|吴文武

爱奇艺发布AI艺人库,很快多位艺人否认签署过AI相关授权引发热议的背后,正在疯狂讲AI新故事的爱奇艺,显然太着急了。

01 “爱奇艺疯了”冲上热搜

爱奇艺在4月20日举办2026爱奇艺世界大会上官宣,正式推出“AI艺人库”,已有超过百位艺人入驻,张若昀、于和伟、王楚然、李一桐等艺人都出现在大屏幕上的名单里。

爱奇艺创始人、CEO龚宇在演讲中发表了“AI能帮演员从一年演4部戏变成14部戏,让大家有更多的时间休息”,“未来真人实拍或成为世界文化遗产”等观点,进一步引发热议。

爱奇艺多条话题很快冲上热搜,其中“爱奇艺疯了”话题当天曾一度冲上微博热搜第一名,引发全网关注热议。

可爱奇艺很快被“打脸”了,上述名单发布后,张若昀、于和伟、王楚然等多位艺人紧急发布声明,明确否认签署过任何AI相关授权。比如,张若昀工作室率先发声称,没有签过任何AI相关授权,法务正在紧急处理。

爱奇艺官方不得不紧急出面回应称,入驻爱奇艺纳逗Pro艺人库,代表着艺人有接洽AI影视项目的意愿,但是否参加某个具体项目,是否出演某个具体角色,都需要进行单独的商谈和授权。

爱奇艺想搭建AI艺人库,为AIGC创作者提供一个规范的平台,便于其在创作中遴选艺人,并通过爱奇艺与艺人方高效沟通合作细节。

站在艺人的角度讲,知道有这么回事,但没有签署过授权协议,这对十分重视肖像权、IP价值和商业价值的艺人而言,显然无法接受,甚至触碰到了艺人的底线。

而站在网友的角度来看,爱奇艺的操作有点过分了。有网友表示,这不就是先把名单放出来,逼艺人就范吗?更有网友表示,平台这是把演员当“耗材”了,连招呼都不打一声。

该事件还引发AI艺人相关法律问题的讨论。有律师提醒,演员授权形象不意味着AI智能体可以随意利用肖像,肖像许可使用合同应该明确使用范围、期限、方式。

站在爱奇艺、艺人、用户及网友等不同角度看,对AI的思考点、使用点、价值点、影响面是截然不同的。

02 爱奇艺太急了

最近几年,谈及爱奇艺这家长视频平台,总会给外界不同的形象及观点。

比如,一旦有爆款电视剧或者网剧在爱奇艺上播出,就会引发爱奇艺爆款剧的创造能力及给爱奇艺带来的商业价值回报的讨论。

而我们能听到的有关爱奇艺更多的讨论则是关于抖音、快手等短视频平台抢走了用户,分流了用户,特别是微短剧的风靡,让更多人抛弃了长视频平台。

据2026年4月网络视听大会上发布的《中国网络视听发展研究报告(2026)》显示,微短剧人均日常时长129分钟(2025年12月)。

爱奇艺还面临B站、小红书等平台的追击。《新品略财经》关注到,现在B站上的很多中长视频在类别、数量、质量等方面不比爱奇艺差,小红书不仅是种草平台,其短视频内容也已经崛起。

爱奇艺的焦虑和压力早就直接反映在了其财报数据中。据爱奇艺财报,截止2025年12月31日止,2025全年公司总收入272.9亿元,同比下滑6.62%,继2024年下跌7.97%后连续第二年陷入负增长。

值得注意的是,爱奇艺关于利润的计算,基于非美国通用会计准则(Non-GAAP)的运营利润为6.4亿元,相比2024年的23.6亿元大幅下滑约73%;若按美国通用会计准则计算,爱奇艺则是由盈转亏,净亏损2.06亿元。而在2023年,公司净利润曾高达19.3亿元,达到盈利顶峰。

其中,第四季度爱奇艺总收入67.9亿元,实现同环比双增长。Non-GAAP运营利润为1.4亿元。

面对激烈的竞争压力和现实的经营压力,爱奇艺急需讲出新故事,在所有互联网企业都纷纷讲出AI故事时,爱奇艺不甘落后,开始不断讲出AI新故事。

2025年下半年爱奇艺瞄准AI微短剧、AI漫剧、AI儿童动画等领域。在2026年2月的财报电话会议上,讲出了C端故事,AI角色互动,用户和虚拟明星/IP角色实时聊天、剧情共创的桃豆世界,还有为用户自动剪辑高光、二创、混剪视频的个性化AI剪辑。

然后就是爱奇艺最新发布的纳逗Pro正式发布+ 100艺人AI数字分身,没想到却引发了如此大的争议。

爱奇艺创始人、CEO龚宇还表示,目标今年夏天,最晚今年秋天能出现AI商业大片。

在《新品略财经》看来,AI成了爱奇艺当前成本最低、见效最快的故事线,希望能讲出一个新故事、新增长点去提振市场信心。

今年3月底,爱奇艺宣布已以保密方式向香港联交所提交申请,拟推进赴港上市,爱奇艺就更需要向资本市场讲出新故事。

很显然,基于多方面原因,爱奇艺正在疯狂讲AI新故事,但明显有些太急了。

资深媒体人胡锡进对爱奇艺AI艺人库一事发表评论称,“爱奇艺高调宣布117位演员签约AI影视艺人库,并表示未来真人实拍可能将成非遗,我个人感觉很吃惊。”胡还明确表示,“爱奇艺过于急功近利了。”

03 爱奇艺的AI思考题

此次爱奇艺发布AI艺人库,本来是想放大招,结果没想到却引发了多位艺人的否认授权声明,还引发了外界对爱奇艺及背后的影视AI的大讨论。

每一次技术更新迭代都会对视频行业及爱奇艺等长视频平台产生深远影响。比如,上一次是从PC时代转向互联网,后来就是短视频风靡对长视频形成冲击,爱奇艺只能接招应对。

最新一轮AI技术浪潮对影视、视频及视频平台等多方的影响更大,爱奇艺也只能去拥抱AI,去不断讲出自己的AI新故事。

AI在影视中应用是大势所趋,但AI在影视行业中的应用也有鲜明对比的AB两面,也是一把双刃剑。

一方面,AI技术能够大幅降低成本,优化创作流程,提升制作效率,在影视拍摄和后期剪辑等过程中,AI就是神器。

另一方面,虽然AI技术进步很明显,已经达到了以“假”当真的阶段,但AI创作已经数据化、模块化和公式化。

比如,在短视频平台上泛滥的AI短剧,充满着霸道总裁、重生逆袭等剧情,故事和套路高度雷同,甚至同一个剧本会生成出不同的AI版,很同质化和流水线化。

所以,爱奇艺的第一道思考题就是自己要推出更多的AI工具,去做AI平台,还是要成为AI的主角?扬子晚报就此评论称,爱奇艺,让你拥抱AI,没有让你成为AI。

至少从目前来看,AI还是一个辅助技术手段和工具,AI的故事未来会更多样化,也会不断进步。

爱奇艺要做的第二道思考题是冰冷的AI和活人感,观众更喜欢谁?

对于爱奇艺这样的长视频平台而言,核心竞争力还是优质IP、强制作能力、爆款网剧和电视剧的制作等能力,这些作品关键是剧本、演员演技及对观众带来的观感。

如果作品中出现了过多的AI,就连主角都变成了AI,那么冰冷的AI感只会越来越强。

观众,特别是爱奇艺的会员更在乎的永远是一部优秀作品中的活人感,毕竟一个角色的感情表现及变化永远无法用AI去替代。

爱奇艺应该采用不同的策略。比如,在AI微短剧、AI漫剧及AI电影等作品上,可以猛打AI牌,但要制作出一部优质作品,AI的成本并不低。

爱奇艺的第三道思考题是要去做平台方、艺人及观众等多方利益的平衡题。

正如前文所述,爱奇艺此次发布AI艺人库,站在不同参与者的角度来看,的确有不同的出发点和思考点,其中特别是如何去让艺人接受是其中的关键一点,当然最重要的一点是还是要看观众对AI作品接受度。

2025年,AI生成的“演员”Tilly Norwood横空出世后,美国演员工会,欧洲及加拿大演员工会相继跟进,一致表态“坚决反对用合成角色替代真人演员”。一些国际共识表明,AI可以当工具,但不能当主角,尤其不能以牺牲真人生计和艺术尊严为代价。

如果放大到整个长视频行业来看,AI所带来的上述多方面思考题,不只是爱奇艺一家的思考题,而是大家共同的思考题。

参考资料:

[1] “爱奇艺疯了”?CEO龚宇回应,张若昀于和伟等紧急声明,界面新闻

[2] “爱奇艺疯了”,让你拥抱AI,没让你成为AI,扬子晚报

[3] 爱奇艺财报,爱奇艺

(本文不构成任何投资建议)

Perguntas relacionadas

Q爱奇艺在2026世界大会上宣布了什么AI相关计划,引发了哪些争议?

A爱奇艺宣布推出“AI艺人库”,声称已有超过百位艺人入驻,包括张若昀、于和伟等。但多位艺人随后紧急发布声明,否认签署过任何AI相关授权,引发“爱奇艺疯了”等热搜话题和广泛争议。

Q爱奇艺CEO龚宇在大会上发表了哪些关于AI的观点?

A龚宇表示,AI能帮助演员从一年演4部戏变成14部戏,让大家有更多时间休息,并称“未来真人实拍或成为世界文化遗产”,这些观点进一步加剧了公众讨论。

Q爱奇艺为何急于讲AI新故事?其经营状况如何?

A爱奇艺面临短视频平台竞争和用户分流压力,2025年总收入同比下滑6.62%,连续两年负增长,Non-GAAP运营利润大幅下滑73%。为提振市场信心并推进赴港上市,爱奇艺急需通过AI故事寻找新增长点。

QAI在影视行业应用有哪些利弊?爱奇艺面临哪些AI思考题?

AAI能降低成本、提升效率,但易导致内容同质化和流水线化。爱奇艺需思考:是做AI平台还是主角?观众更偏好真人还是AI?如何平衡平台、艺人和观众利益?AI应作为工具而非替代真人。

Q哪些艺人否认了爱奇艺的AI授权?爱奇艺官方如何回应?

A张若昀、于和伟、王楚然等艺人发布声明否认签署AI授权。爱奇艺回应称,入驻艺人库代表接洽AI项目的意愿,具体项目需单独商谈和授权,旨在为AIGC创作提供规范平台。

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