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字节Seedance2.0引爆AI应用!软件板块强势反弹,三六零涨停!软件ETF汇添富(159590)大涨超3%!AI大模型"终结"软件行业?黄仁勋、机构发声
Sou Hu Cai Jing· 2026-02-09 06:52
Group 1: Software ETF Performance - The software ETF Huatai (159590) saw most of its constituent stocks perform positively, with Dongfang Guoxin rising over 16%, Wanjing Technology increasing by over 11%, and 360 reaching the daily limit [2] - Key stocks and their performance include: - 360 (601360): 4.03% weight, 9.97% increase, trading volume of 4.363 billion - Keda Xunfei (002230): 12.40% weight, 2.72% increase, trading volume of 2.972 billion - Tonghuashun (300033): 7.02% weight, 3.54% increase, trading volume of 2.591 billion - Dongfang Guoxin (300166): 0.92% weight, 16.83% increase, trading volume of 2.201 billion - Wanjing Technology (300624): 1.18% weight, 11.57% increase, trading volume of 2.154 billion [3] Group 2: AI Video Generation Technology - ByteDance's AI video generation model, Seedance 2.0, has gained significant attention for its ability to create high-quality videos from text or images in under 60 seconds, featuring multi-scene narratives [4] - The model addresses key pain points in AI video generation, such as controllability and coherence, and is expected to catalyze a rebound in AI applications [5][6] - The technology is seen as a turning point for video generation, shifting the focus from technical capabilities to content quality and narrative value [7][8] Group 3: Market Sentiment and Future Outlook - Market sentiment is currently at a low point, but the introduction of Seedance 2.0 is expected to stimulate the AI application sector, particularly in cloud services and computing [5] - Analysts predict that the AI industry will see significant growth as the technology matures, with a focus on AI applications and the integration of AI agents into business processes [10][11] - The evolution of AI agents is anticipated to lead to structural changes in the industry, with increased demand for hardware and a shift in application entry points [12]
A股AI应用概念强势,三六零、中文在线等十余股涨停
Ge Long Hui· 2026-02-09 05:22
Group 1 - The A-share market saw a significant increase in AI application stocks, with companies like 360 Technology hitting the daily limit, and others such as Zhongwen Online, Haikan Co., and Jiecheng Co. also reaching their daily limits [1] - The recent launch of the AI video generation model Seedance 2.0 by ByteDance has gained considerable attention, capable of creating cinematic-quality videos from text or images in just 60 seconds [1] - Seedance 2.0 allows users to generate multi-shot sequence videos with native audio by simply providing detailed prompts or uploading an image [1]
AI应用端涨势扩大 三六零等十余股涨停
Mei Ri Jing Ji Xin Wen· 2026-02-09 05:20
Group 1 - The core viewpoint of the article highlights a significant surge in AI application stocks, with notable companies experiencing substantial gains, including 三六零 (360), 中文在线 (Chinese Online), 海看股份 (Haikan), 捷成股份 (Jiecheng), 东方国信 (Oriental Guoxin), and 掌阅科技 (Zhangyue Technology) reaching their daily limit up [1] - The article reports that several companies, such as 流金科技 (Liujin Technology), 万兴科技 (Wanjing Technology), 海天瑞声 (Haitian Ruisheng), and 当虹科技 (Danghong Technology), saw their stock prices increase by over 10% [1]
万兴科技加码创意平权 旗下万兴喵影桌面端迎来升级
Zheng Quan Ri Bao Wang· 2026-02-08 13:40
作为万兴科技旗下视频创意明星产品,万兴喵影先在海外市场取得成功,其海外版Wondershare Filmora 系列产品风靡200多个国家和地区,跻身全球知名视频编辑软件行列。伴随中国的短视频、直播行业崛 起,万兴喵影2017年回归国内市场,近年来,其在视频剪辑行业率先实现桌面端、移动端覆盖,并成功 牵手华为、荣耀、英特尔等品牌融入国产生态圈,成长为最受欢迎的视频创作工具之一。 公开资料显示,万兴科技深耕数字创意软件二十余年,是中国数字创意软件领域产品覆盖面广、营收体 量大、全球化程度高的A股上市公司,被视为"中国版Adobe"。在视频创意业务领域,万兴科技持续以 AI推进产品焕新,应用范围已覆盖专业视频创作、移动视频、视频生成、视频转换、AI漫剧、数字人 等领域。 本报讯(记者舒娅疆)2月8日,记者从万兴科技(300624)集团股份有限公司(以下简称"万兴科技")获 悉,该公司加码推进创意平权,旗下新一代视频创意平台万兴喵影桌面端在近期迎来升级,聚焦"视频 免费剪,AI更出片",率先在国内推行"基础普惠+AI增值"的新模式,旨在推动视频创意行业从"基础功 能赋能"迈向"AI驱动的专业剪辑"新阶段,助力"人人 ...
万兴科技旗下万兴喵影桌面端重磅升级:视频免费剪,AI更出片!
Zhi Tong Cai Jing· 2026-02-07 08:20
基础普惠方面,万兴喵影桌面端的无水印导出及智能抠图、智能打光、美颜美型、智能遮罩、音频降 噪、钢笔工具、人声美化、智能人声分离、精准仿色等十余项专业剪辑付费功能,现已向用户普惠开 放。 万兴喵影桌面端同步限时开放自研资源库,包括特效、模板(不含AI资源)、滤镜、贴纸等内容,其中既 涵盖影视级特效与专业转场,也包含适用于品牌宣传、企业传播等场景的企业级与定制化素材,可满足 用户多元创作需求。 AI增值方面,万兴喵影桌面端采取"限免体验+按需付费"模式,面向用户开放图生视频、文生视频、视 频续写、AI绘画、语音转文字、文字转语音及智小喵(AI剪辑助手)等核心AI功能免费试用额度,并取消 登录设备数量限制。用户可在实际体验后,根据使用频率与创作需求选择相应增值服务。 近日,AIGC软件A股上市公司万兴科技(300624)(300624.SZ)加码推进创意平权,旗下风靡全球的新 一代视频创意平台万兴喵影桌面端迎来重磅升级,聚焦"视频免费剪,AI更出片",率先在国内推行"基 础普惠+AI增值"的新模式,旨在推动视频创意行业从"基础功能赋能"迈向"AI驱动的专业剪辑"新阶段, 助力"人人都是创作者"的时代加速到来。 此次 ...
万兴科技(300624.SZ)旗下万兴喵影桌面端重磅升级:视频免费剪,AI更出片!
智通财经网· 2026-02-07 08:20
Core Viewpoint - AIGC software company Wondershare Technology (300624.SZ) is enhancing its video creative platform, Miao Ying, focusing on a new model of "free basic editing + AI value-added services" to promote the video creative industry towards an AI-driven professional editing phase, aiming to accelerate the era of "everyone is a creator" [1] Group 1: Product Upgrades - The latest version of Miao Ying desktop has undergone a significant upgrade, emphasizing "free basic editing, AI-enhanced output" [1] - Basic editing features and professional editing functions are now widely available to users, while some AI features will be charged as value-added services [3] - Users can experience the upgraded version by logging into the new platform (miao.wondershare.cn) [1] Group 2: Features and Accessibility - The desktop version now offers over ten professional editing features, including watermark-free export, smart background removal, and audio noise reduction, available for free to users [3] - A self-developed resource library is temporarily open, including effects, templates, and filters, catering to diverse creative needs [3] - AI value-added services are available on a "limited free trial + pay-per-use" basis, allowing users to experience core AI functions before deciding on paid services [3] Group 3: Market Position and Strategy - Wondershare Technology has established itself as a leading player in the digital creative software sector, with a global user base exceeding 2 billion [5] - The company has successfully integrated its products into the domestic ecosystem, partnering with brands like Huawei and Intel [4] - In the global AIGC video creative software market, Wondershare ranks first among independent providers in China based on projected 2024 revenue [6]
万兴喵影桌面端推出“基础普惠+AI增值”新模式
3 6 Ke· 2026-02-06 09:34
36氪获悉,近日,万兴科技旗下的视频创意平台万兴喵影桌面端迎来升级,率先在国内推行"基础普惠 +AI增值"的新模式。该模式下,基础剪辑功能、基础资源素材与专业剪辑功能面向用户普惠开放,部 分AI功能及AI素材采取增值服务收费的方式。基础普惠方面,万兴喵影桌面端的智能打光、美颜美 型、智能遮罩等十余项专业剪辑付费功能,现已向用户普惠开放。 ...
万兴科技(300624.SZ)战略投资生数科技Vidu 共创AI漫剧工业化生产新范式
智通财经网· 2026-02-06 02:36
智通财经APP获悉,继推出万兴剧厂、千万级投资爆款漫剧制作厂商灵漫快创后,2月5日,AIGC软件A股上市公司万兴科技(300624.SZ)对外宣布加码其AI 漫剧战略,斥资数千万元战略投资专注于多模态通用大模型研发的人工智能企业生数科技,同时双方正式达成战略合作,将进行"大模型+工具+场景"的生 态级共创,打造AI漫剧工业化生产新范式。双方在深圳举办战略投资合作签约仪式,万兴科技董事长吴太兵、生数科技CEO骆怡航等双方核心高层共同出 席和见证。 据悉,此次双方强强联合,旨在充分发挥各自优势,共同加速AI技术在数字创意,尤其是漫剧领域的深度融合及规模化落地,包括基于生数科技Vidu AI漫 剧大模型,结合万兴科技全球解决方案,全面构建AI漫剧"生态+技术"完整闭环;通过产品与模型共创,打造面向未来的漫剧创作工具;联合推进多模态大 模型在视频生成、图像生成等场景的技术创新与应用;共建面向专业创作者和企业的AIGC工具链与解决方案,构建共创共享共赢的AIGC应用生态体系等, 共绘AI漫剧为代表的AIGC内容产业新蓝图。 生数科技CEO骆怡航现场表示,生数科技始终致力于让顶尖多模态AI技术扎根于最具价值的产业土壤。与 ...
万兴科技2月5日获融资买入7548.03万元,融资余额7.21亿元
Xin Lang Zheng Quan· 2026-02-06 01:22
2月5日,万兴科技跌3.31%,成交额9.93亿元。两融数据显示,当日万兴科技获融资买入额7548.03万 元,融资偿还9867.74万元,融资净买入-2319.71万元。截至2月5日,万兴科技融资融券余额合计7.23亿 元。 机构持仓方面,截止2025年9月30日,万兴科技十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股858.88万股,相比上期减少104.34万股。南方中证1000ETF(512100)位居第八大流通股 东,持股141.55万股,相比上期减少1.35万股。中欧新蓝筹混合A(166002)退出十大流通股东之列。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 资料显示,万兴科技集团股份有限公司位于广东省深圳市南山区粤海街道海天二路软件产业基地5栋D 座10楼,香港湾仔皇后大道东248号大新金融中心40楼,成立日期2003年9月28日,上市日期2018年1月18 日,公司主营业务涉及视 ...
万兴科技战略投资生数科技Vidu
3 6 Ke· 2026-02-05 12:59
Group 1 - The core viewpoint of the article is that Wanxing Technology is intensifying its AI comic strategy by investing hundreds of millions in the multimodal general model innovation company, Shengshu Technology, and establishing a strategic partnership [1] - The collaboration will leverage Shengshu Technology's Vidu AI comic model and Wanxing Technology's global solutions to promote an ecosystem of "large models + tools + scenarios" [1] - The goal is to create a complete closed loop of AI comic "ecology + technology" and establish a new paradigm for industrialized production of AI comics, sharing the benefits of the industry [1]