Core Insights - The A-share index has collectively declined, with the Shanghai Composite Index experiencing a drop of over 2% during trading, particularly in sectors such as energy metals, batteries, photovoltaic equipment, and power grid equipment [1] - China's AI software industry is accelerating its global expansion, with a report from Bain & Company and Amazon Web Services projecting the global AI software and hardware market to reach between $780 billion and $990 billion by 2027, with an average growth rate of 40% to 55% [1] - The software industry plays a crucial role in the AI value chain, providing essential technology support and application implementation in both the midstream technology layer and downstream application layer [1] Industry Analysis - Current analysis indicates that China's software companies are entering a rapid development phase driven by both supply and demand, fueled by the rapid iteration of global generative AI and cloud-native technologies, as well as the widespread demand for digital transformation across various industries [2] - The software industry in China has accumulated significant engineering practices and agile iteration capabilities during the mobile internet era, which are being transformed into scalable products and services through deep collaboration with global cloud vendors [2] - The software industry is poised for a critical leap from scale expansion to high-quality global expansion, supported by technological breakthroughs and the demand for practical applications [2] Related Products - Notable related products include the ChiNext Software ETF (159256), ChiNext 200 ETF (159573), and Artificial Intelligence ETF (515070) [2]

张铮表示，传统数字软件碰上AI以后，能量会得到进一步放大。举例来说，当需要一个脚本创作一个 视频，只需要直接用语言告诉AI，AI就可以帮助创造一个脚本，生成一个视频。目前，AI已广泛应用 在万兴科技上百款软件里，为用户提供创意赋能。 作为"湘商回归"的代表企业，万兴科技自2018年回湘发展以来，公司已在长沙建成全球运营总部暨创意 软件全球研发中心，并通过AIGC技术深度参与本地数字化建设，连续两年赋能岳麓大会，推出大会首 个AI数字人"小麓"和预热短片《AI湘江畅想》，以科技创新推动文化传播。 长沙晚报11月20日讯（全媒体记者 刘军）"AIGC技术的快速发展正在重塑视频内容生产流程，大模型 技术正加速改变创作生态……"20日，2025世界计算大会在长沙开幕。万兴科技副总裁张铮在接受记者 采访时表示，从创意构思到成品输出，AI不仅显著提高了生产效率，更重要的是打破了专业技术壁 垒，让更多人能够参与高质量内容创作，推动"创意平权"时代的到来。 当前，中国人工智能产业规模突破9000亿元，国产大模型持续创新，推动音视频领域加速变革。数据显 示，中国AI视频行业市场规模预计到2030年达5800亿元。同时，湖南正紧 ...

Core Insights - Wankang Technology has launched the upgraded AI video creation software, Wankang Miaoying 2026, aimed at enhancing video creativity through AI-driven features [1][2] - The company is positioning itself as a leader in the digital creative software sector, comparable to "China's version of Adobe," with a broad product range and significant global reach [2] Group 1: Product Launch and Features - The new Wankang Miaoying 2026 desktop version introduces numerous powerful features designed for both professional and general creative needs, marking a shift towards AI-driven video editing [1] - The software offers a comprehensive experience from AI material generation to fine editing, catering to various creators looking to monetize and grow their audience [1] Group 2: Market Position and Future Outlook - Wankang Technology operates in over 200 countries and regions, emphasizing its extensive market presence and revenue potential in the digital creative software industry [2] - The global creator economy is projected to reach $143 billion by 2024, indicating significant growth opportunities for Wankang Technology as it continues to innovate and expand its AI capabilities [2] - The company aims to build a new ecosystem for video creativity by exploring the limitless possibilities of AI in video creation, thereby supporting millions of creators worldwide [2]

Group 1 - Google released its latest AI model, Gemini 3, which scored 1501 in the LMArena large model arena, ranking first [1] - Gemini has over 650 million monthly active users, with more than 70% of cloud customers utilizing its AI capabilities, and 13 million developers are leveraging its generative models [1] - Berkshire Hathaway's first investment in Alphabet indicates strong recognition of Google's product ecosystem and AI strategy, boosting global market expectations for AI companies [1] Group 2 - Chinese AI company Wondershare Technology has integrated Google's Veo3 and Nano Banana model capabilities into its products, showcasing its AI-powered video editing tool at the 2025 Google Developer Conference [2] - Wondershare Technology operates in over 200 countries and regions, with a cumulative active user base exceeding 2 billion, offering popular products like Wondershare Filmora and others [2] - In the first three quarters of 2025, Wondershare's AI server call volume surpassed 800 million, reflecting increased user enthusiasm for AI [2]

Group 1 - Google launched its latest AI model, Gemini 3, which scored 1501 in the LMArena large model arena, ranking first [1] - Gemini has over 650 million monthly active users, with more than 70% of cloud customers utilizing its AI capabilities, and 13 million developers using its generative models [1] - Berkshire Hathaway's first investment in Alphabet indicates strong recognition of Google's product ecosystem and AI strategy, boosting market expectations for AI companies globally [1] Group 2 - Chinese AI company Wondershare Technology has integrated Google's Veo3 and Nano Banana model capabilities into its products, showcasing its AI video editing tool at the 2025 Google Developer Conference [2] - Wondershare's products are available in over 200 countries, with a cumulative active user base exceeding 2 billion, including popular offerings like Wondershare Filmora [2] - In the first three quarters of 2025, Wondershare's AI server call volume surpassed 800 million, reflecting increased user enthusiasm for AI [2]

每经AI快讯，有投资者在投资者互动平台提问：董秘你好，公司同谷歌有对应的合作，主要有哪些内 容？ 万兴科技（300624.SZ）11月19日在投资者互动平台表示，AI大模型方面，公司已接入谷歌Veo3及Nano Banana模型能力接入并应用于旗下多款产品；产品方面，公司旗下视频创意产品万兴喵影/Filmora于今 年8月亮相2025谷歌开发者大会，作为唯一受邀现场展示的视频剪辑产品呈现了"AI 一键成片"创作能 力，并获得Google Play应用商店全球首页首屏推荐。公司将持续以开放态度积极与全球产业内企业保持 友好合作，持续探索外部合作机遇，共建AI创新生态。 （记者 张明双） ...

在A股市场上，谷歌生态链企业也在近期受到了投资者的关注。AIGC软件A股上市公司万兴科技 （300624）集团股份有限公司（以下简称"万兴科技"）成为资金关注的热点之一，该公司的股价在11月 17日、18日连续两个交易日上涨。 本报讯 （记者舒娅疆）近日，"巴菲特投资谷歌"的消息引发全球市场关注。巴菲特领导的伯克希尔·哈 撒韦公司（以下简称"伯克希尔"）在第三季度首次买入美国大型科技股——谷歌母公司Alphabet，持仓 市值约43.4亿美元，使其一跃成为伯克希尔的第十大持仓股，有观点认为，市场资金由此嗅到了"股 神"巴菲特科技投资方向的转变。 据介绍，万兴科技近年来积极拓展AI创新产品，深化AI生态布局；明星产品亮相全球舞台，产品实力 与全球业务布局再获行业认可；移动化战略成效卓著。公告显示，万兴科技旗下Wondershare Filmora用 户付费意愿逐步提升，2025年前三季度，其移动端收入同比增长超过100%，并获得Google Play应用商 店全球首页首屏推荐，入选多国精选应用，产品全球影响力持续扩大。此外，2025年前三季度，万兴科 技的AI服务器调用量已超8亿次，用户的AI使用热情进一步提升 ...

Core Viewpoint - The Integrated Circuit Development Forum (Chengdu) and the 31st Integrated Circuit Design Industry Exhibition (ICCAD-Expo 2025) will be held in Chengdu from November 20 to 21, focusing on digital transformation challenges faced by semiconductor companies, with AIGC software company Wankang Technology showcasing its AI creative software and office efficiency solutions [1][3]. Group 1: Event Overview - The forum will gather leading industry players such as TSMC, SMIC, and Huada Jiutian to discuss cutting-edge technologies and innovation trends in the integrated circuit industry [3]. - AI technology is continuously injecting strong momentum into the semiconductor industry, with IDC predicting that China's digital transformation spending will reach $733 billion by 2028 [3]. Group 2: Company Initiatives - Wankang Technology is actively constructing a full-link creative software and office efficiency solution to meet the digital transformation needs of semiconductor companies [4]. - The company’s AI office solutions are deeply adapted to the collaboration scenarios of semiconductor enterprises, facilitating a complete closed loop from creative inspiration to knowledge accumulation [4]. Group 3: Product Offerings - Wankang Technology's products include Wankang Mind Map V13, which utilizes AI for multi-modal knowledge management, and Wankang Diagram V15, which offers professional templates for visualizing complex concepts [4]. - Wankang PDF V12 enhances document processing efficiency through features like intelligent encryption and professional translation [4]. Group 4: Strategic Collaborations and Recruitment - The company is advancing its domestic ecosystem layout by forming strategic partnerships with Huawei Cloud, Zhongke Hongqi, and Kirin Software, with products adapted for major state-owned enterprises [4]. - Wankang Technology has initiated a global campus recruitment drive for 2026, offering competitive salaries, with an average annual salary of 500,000 yuan for fresh graduates and up to 1 million yuan for R&D talents [4]. Group 5: Market Presence - As a leading A-share listed company in China's digital creative software sector, Wankang Technology has a global presence in over 200 countries and regions, with a cumulative active user base exceeding 2 billion [5]. - The company has developed several flagship products, including Wankang Film, Wankang Tianmu AI, and Wankang Super Media Agent, and aims to explore AI applications in the semiconductor industry through the ICCAD platform [5].

36氪获悉，近日，万兴科技面向国内市场发布视频创意软件万兴喵影2026桌面端（海外版： WondershareFilmora V15）。据介绍，万兴喵影以AI大模型为基础，聚焦智能生成与创作流管理，实现 AI全链路提效，首次在通用型视频创意软件中提供从AI素材生成、续写到精细剪辑的一站式体验，上 线数据化模板、钢笔工具等编辑功能，并全新推出双时间线编辑、多工程编辑等专业功能。 ...

Core Points - The Shanghai Composite Index closed at 3939.81 points, above the six-month moving average, with a decline of 0.81% [1] - The total trading volume of A-shares reached 1,945.96 billion yuan [1] - A total of 51 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 3939.81 points, indicating a slight decline of 0.81% [1] - The total trading volume for A-shares today was 1,945.96 billion yuan [1] Stocks Surpassing Six-Month Moving Average - 51 A-shares have broken through the six-month moving average, with the highest deviation rates observed in: - Longxun Co., Ltd. with a deviation rate of 18.63% and a price increase of 20.00% [1] - Meideng Technology with a deviation rate of 14.56% and a price increase of 22.82% [1] - Jingchen Co., Ltd. with a deviation rate of 9.04% and a price increase of 11.90% [1] Additional Notable Stocks - Other stocks with significant performance include: - Guangyun Technology with a deviation rate of 8.67% and a price increase of 19.99% [1] - Qixin Group with a deviation rate of 8.30% and a price increase of 10.07% [1] - Haohan Deep Technology with a deviation rate of 6.70% and a price increase of 9.03% [1]