| 代号 | 公司 | | --- | --- | | 772 | 阅文集团 | | 917 | 趣致集团 | | 1357 | 美图公司 | | 1860 | 汇量科技有限公司 | | | | 12月11日，恒生指数公司发布通告，恒生港股通软件及半导体指数将改名为恒生港股通软件主题指数， 编算方法亦将更新，成份股数目固定为40只。加入阅文集团(00772)、趣致集团(00917)、美图(01357)、 汇量科技(01860)四只股份，剔除ASMPT(00522)、中芯国际(00981)、华虹半导体(01347)等几只股票，指 数的重新命名及相关的成份股变动将于2025年12月16日生效。成份股数目仍维持32只。 此外其编算方法更新还包括：更改指数目的、选股范畴、行业要求和成份股挑选方法；新增主题要求、 缓冲区和快速纳入规则。 | 代름 | 公司 | | --- | --- | | 522 | ASMPT Ltd. | | 981 | 中芯国际集成电路制造有限公司 | | 1347 | 华虹半导体有限公司 | | 2577 | 英诺赛科(苏州)科技股份有限公司 - H 股 | ...

智通财经APP获悉，12月11日，恒生指数公司发布通告，恒生港股通软件及半导体指数将改名为恒生港 股通软件主题指数，编算方法亦将更新，成份股数目固定为40只。加入阅文集团(00772)、趣致集团 (00917)、美图(01357)、汇量科技(01860)四只股份，剔除ASMPT(00522)、中芯国际(00981)、华虹半导 体(01347)等几只股票，指数的重新命名及相关的成份股变动将于2025年12月16日生效。成份股数目仍 维持32只。 此外其编算方法更新还包括：更改指数目的、选股范畴、行业要求和成份股挑选方法；新增主题要求、 缓冲区和快速纳入规则。 | 代号 | 公司 | | --- | --- | | 522 | ASMPT Ltd. | | 981 | 中芯国际集成电路制造有限公司 | | 1347 | 华虹半导体有限公司 | | 2577 | 英诺赛科(苏州)科技股份有限公司 - H 股 | ...

吴欣鸿介绍，美图单个AI创新工作室人数不超过10人，更偏向全能型人才，以半年为时限，充分授权 员工进行产品开发，公司会像风险投资一样给到1000万元的基础预算，并视项目实际需要酌情加大投 入；同时，公司提供整个中后台能力供项目团队调用，团队自主负责产品的定义、美学的把握、整个项 目和工程的管理等；此外，团队成员可获得对应的分红激励。 吴欣鸿透露，为应对AI时代的挑战，美图主动进行组织变革，希望2000多人的团队可以变成一个个小 组织，"未来我们最激烈的竞争不一定是跟大厂，反倒是跟一些新锐的创业团队，所以得提前以他们的 效率为标准去尽量对齐。" 吴欣鸿认为，当下美图需要提升组织效率和能力，"效率是对标敏捷的创业公司，能力是让每个人都能 成为超级个体。"为此，美图对标当下AI创业团队，内部推出了AI创新工作室机制。 12月11日，近日，美图公司CEO吴欣鸿在媒体对话中透露，美图正从中型公司重回创业团队，打造AI 创新工作室进行内部"赛马"，每个工作室不超过10人，可申请1000万元基础资金，以半年为期进行产品 创新。 ...

Core Viewpoint - The Hong Kong Stock Exchange has launched the Hong Kong Stock Exchange Technology 100 Index, which tracks the performance of the 100 largest technology companies listed on the exchange [1] Group 1: Index Overview - The Hong Kong Stock Exchange Technology 100 Index is the first index of its kind for Hong Kong stocks, focusing on major technology firms [1] - The index covers six major innovation themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1] Group 2: Constituent Stocks - Initial constituent stocks of the Technology 100 Index include major companies such as Tencent Holdings, Alibaba, Xiaomi Group, and Meitu [1] - The index features a rapid inclusion mechanism, allowing newly listed companies that meet specific criteria to be added outside the regular review cycle after being included in the Hong Kong Stock Connect trading [1]

经济观察网12月9日，香港交易所宣布推出香港交易所科技100指数(港交所科技100)，港交所科技100是 首只港股指数。港交所科技100是一个宽基股票指数，追踪100家在香港交易所上市的市值最大的科技公 司的表现。港交所官网显示，腾讯控股、阿里巴巴、小米集团、美团、京东集团等互联网与科技龙头， 美图公司、易鑫集团等新兴科技企业入选指数。 ...

该指数覆盖人工智能、生物科技及医药、电动车及智能驾驶、信息科技、互联网和机器人六大科技及创 新主题，除美图公司外，腾讯控股、阿里巴巴-W、小米集团-W等个股入选。 12月9日，香港交易所科技100指数发布，作为港股AI应用代表，美图公司(1357.HK)入选。 香港交易所科技100指数是香港交易所推出的首只港股指数，追踪100家在香港交易所上市的市值最大科 技公司的表现。纳入该指数的成分股，需满足过去六个月日均成交额不低于2000万港元，且过去两年研 发投入占比超3%或营收年增超5%。 作为港股AI应用标的，美图公司今年在资本市场倍受关注，被摩根士丹利、瑞士银行等国际大行给 予"买入"评级。 ...

经营范围含许可项目：互联网信息服务。（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准）技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广；广告设计、代理；广告制作；广告发布；会议及展览服务；专业设计服务；工业 设计服务；版权代理。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 企业名称厦门站酷信息技术有限公司法定代表人陈翠娥注册资本1000万人民币国标行业信息传输、软件 和信息技术服务业>软件和信息技术服务业>软件开发地址厦门火炬高新区软件园一期曾厝垵北路3号科 汇楼402室-A1088企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-12-9至无固定期 限 天眼查显示，近日，厦门站酷信息技术有限公司成立，法定代表人为陈翠娥，注册资本1000万人民币， 由厦门美图网科技有限公司全资持股。 序号股东名称持股比例1厦门美图网科技有限公司100% 来源：市场资讯 ...

Core Viewpoint - The Hong Kong Stock Exchange has launched the Technology 100 Index, which includes Meitu Inc. as a representative of AI applications in Hong Kong stocks [1] Group 1: Index Overview - The Technology 100 Index is the first index launched by the Hong Kong Stock Exchange, tracking the performance of the 100 largest technology companies listed on the exchange [1] - To be included in the index, companies must have an average daily trading volume of at least 20 million HKD over the past six months and either invest more than 3% of their revenue in R&D or achieve a revenue growth of over 5% in the past two years [1] Group 2: Industry Coverage - The index covers six major themes in technology and innovation: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1] Group 3: Company Spotlight - Meitu Inc. has gained significant attention in the capital markets this year, receiving "buy" ratings from major international banks such as Morgan Stanley and UBS [1] - Other notable companies included in the index are Tencent Holdings, Alibaba Group, and Xiaomi Corporation [1]

新浪科技讯 12月9日下午消息，美图公司旗下AI设计工具美图设计室、AI助手RoboNeo等产品先后上线 与升级AI海报、尺寸延展、拆分图层等针对专业海报设计的功能。 针对电商场景对产品宣传图与实际到货需完全相符的高要求，AI海报功能可支持图生海报，上传产品 图后即可生成完整海报；尺寸延展功能可一键转换为各类分辨率的海报，覆盖主流场景的长宽比，满足 商家在不同平台的营销需求；拆分图层可一键将背景、主体、标题、装饰元素等海报素材智能分层，解 决既往AI生图不可编辑的痛点。 美图公司相关负责人表示，随着生成式AI的持续升级，渗透用户日常与工作场景，美图公司将基于美 图影像研究院（MT Lab）长期储备的AI技术，结合美学洞察为生产力场景打造高效的AI工具，持续降 低电商、设计等不同领域的视觉内容制作门槛。 责任编辑：刘万里 SF014 针对电商场景对产品宣传图与实际到货需完全相符的高要求，AI海报功能可支持图生海报，上传产品 图后即可生成完整海报；尺寸延展功能可一键转换为各类分辨率的海报，覆盖主流场景的长宽比，满足 商家在不同平台的营销需求；拆分图层可一键将背景、主体、标题、装饰元素等海报素材智能分层，解 决既往 ...

Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to outperform the benchmark index by over 5% in the next 3-6 months [2][40]. Core Views - The media sector is anticipated to experience a rebound, particularly in gaming and AI applications, with significant growth potential in these areas. The report emphasizes the importance of both sharpness and allocation in the current market environment [3][6]. - The gaming market is highlighted as entering a favorable valuation zone, with specific companies like Giant Network and Century Huatong recommended for investment [6][16]. - The film market is recovering, with the total box office reaching approximately 437.06 billion yuan, which is about 78% of the 2019 level, indicating a strong recovery trajectory [19][20]. Market Performance Review - The media sector index fell by 3.86% last week, underperforming the CSI 300 index, which rose by 1.28%, resulting in a relative underperformance of 5.14% [9][10]. - The total market capitalization of the media sector is approximately 19,595.28 billion yuan, with a circulating market value of 17,850.96 billion yuan [3]. Gaming Market Insights - Tencent's products dominate the iOS gaming market, with titles like "Peace Elite" and "Love and Deep Space" performing strongly [16]. - Upcoming game releases include "Rust" and "PUBG: BLACK BUDGET," which are expected to generate significant interest [18]. Film Market Overview - The film "Zootopia 2" has achieved a box office of nearly 23 billion yuan within six days, with projections suggesting it could help the total annual box office exceed 500 billion yuan [27]. - The total box office for the year has reached 437.06 billion yuan, with a recovery rate of approximately 78% compared to 2019 [19][22]. Important News and Company Announcements - The establishment of the first micro-short drama export base in Shanghai marks a significant development in the media industry [27]. - Tencent's Magic Cube Studio celebrated its 15th anniversary, announcing major updates for several IP titles, indicating ongoing innovation in the gaming sector [28].