今天谁能跑赢科创板？ 8月22日早盘，科创50涨幅扩大超5%，芯片产业链全线井喷，海光信息一度涨超19%，寒武纪一度涨超14%，芯原股份一 度涨超11%，中芯国际、龙芯中科等走高。主板算力中科曙光也涨停，AI算力指数盘中涨幅达3.01%。不过，早盘虽然很 热闹，但市场一度呈现涨少跌多格局。 盘面上，三大涉及人工智能的利好集中来袭，可能是造成上述格局的主要原因。 一是，据DeepSeek官方公众号消息，DeepSeek-V3.1正式发布。DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。 DeepSeek官微在置顶留言里表示，UE8M0 FP8是针对即将发布的下一代国产芯片设计。 二是，据21世纪经济报道，规模高达5000亿元的新型政策性金融工具将出，重点投向数字经济、人工智能等新兴产 业领域。与此同时，欧盟计划采购400亿美元美国人工智能芯片，进一步凸显全球对AI产业的重视。 三是，有报道指出，英伟达H20生产存疑，这使得国产替代再度成为市场焦点。 涨疯了 而从以往的行情来看，这种格局短期内仍会带来一定波动风险。但由于重磅事件的预期仍在催化当中，这种风险在近9— 10个交易日中爆发的概 ...

Group 1 - AIGC software company Wanxing Technology has successfully integrated OpenAI's latest model GPT-5, becoming one of the first domestic companies to adopt this cutting-edge AI technology [1] - The company has developed its own vertical models and AI algorithms, with the recently released Wanxing Tianmu Multimedia Model 2.0 showing a 90% performance improvement over version 1.0 [1] - Wanxing Technology has launched the AIGC video creation platform Wanxing Tianmu Creation Square and a mobile AIGC video creation tool, enhancing user experience in digital creative software [1] Group 2 - To strengthen its AI capabilities, the company has initiated a global recruitment drive for 2026, offering 500 high-quality job offers across various roles, with competitive salaries [2] - Wanxing Technology is recognized as a leading player in the digital creative software sector in China, with a broad product range and significant revenue, often referred to as the "Chinese version of Adobe" [2]

Core Viewpoint - Wankey Technology's stock has shown significant growth this year, with a year-to-date increase of 27.17%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first quarter of 2025, Wankey Technology reported revenue of 380 million yuan, a year-on-year increase of 6.06%, while the net profit attributable to shareholders was -32.81 million yuan, a decrease of 227.93% compared to the previous year [2]. - The company has distributed a total of 106 million yuan in dividends since its A-share listing, with 15.2851 million yuan distributed over the past three years [3]. Stock Market Activity - As of August 22, Wankey Technology's stock price was 80.31 yuan per share, with a market capitalization of 15.527 billion yuan. The stock experienced a trading volume of 240 million yuan and a turnover rate of 1.76% [1]. - The stock has seen a net inflow of 10.9589 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of March 31, 2025, Wankey Technology had 55,700 shareholders, a decrease of 6.95% from the previous period, with an average of 3,072 circulating shares per shareholder, an increase of 7.46% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.9104 million shares, which increased by 6.548 million shares compared to the previous period [3].

Group 1 - AIGC software company Wanxing Technology (300624.SZ) has successfully integrated OpenAI's latest model GPT-5, becoming one of the first domestic companies to adopt this cutting-edge AI technology [1] - The company has developed its own vertical models and AI algorithms, with the recently released Wanxing Tianmu Multimedia Model 2.0 showing a 90% performance improvement over version 1.0 [1] - Wanxing Tianmu has launched an AIGC video creation platform and a mobile AIGC video creation tool, enhancing user experience in digital creative software [1] Group 2 - To strengthen its AI strategy, the company has initiated a global recruitment drive for 2026, offering 500 high-quality job offers across various roles, with competitive salaries [2] - Wanxing Technology is recognized as a leading player in the digital creative software sector in China, with a broad product range and significant revenue, often referred to as the "Chinese version of Adobe" [2]

Company Overview - Wankang Technology closed at 78.70 yuan on August 21, with a decrease of 0.15 yuan, representing a decline of 0.19% [1] - The company operates in the software development industry and is a significant player in China's digital creative software sector, with a broad product range and high degree of globalization [1] Technological Advancements - Wankang Technology has been continuously investing in artificial intelligence technology research and has developed its own vertical models and algorithm systems [1] - The company has integrated OpenAI's latest model, GPT-5, becoming one of the first domestic enterprises to adopt this technology [1] - Recently, Wankang Technology released the 2.0 version of its multimedia large model, Wankang Tianmu, which shows a 90% performance improvement over the previous version [1] Recruitment and Financials - The company has initiated a global recruitment plan for 2026, offering 500 positions across multiple countries, with research and development roles potentially reaching an annual salary of one million yuan in the first year [1] - On August 21, the net outflow of main funds was 6.6379 million yuan, with a cumulative net outflow of 146 million yuan over the past five trading days [1]

Group 1 - The company, Wanxing Technology, has successfully integrated OpenAI's latest model, GPT-5, becoming one of the first tech companies in China to adopt this cutting-edge AI technology [1] - Wanxing Technology is recognized as the "Chinese version of Adobe," with a broad product coverage in the digital creative software sector, significant revenue scale, and a high degree of globalization [1] - The company has recently released the 2.0 version of its multimedia large model, which shows an average performance improvement of 90% compared to version 1.0 [1] Group 2 - Wanxing Technology has launched a global recruitment drive for the 2026 class, offering positions in product, research and development, marketing, design, and functional roles across locations including China, Japan, and Canada [2] - The first-year salary for research and development positions can reach up to one million [2]

Core Viewpoint - Wanjing Technology has successfully integrated OpenAI's latest model GPT-5, becoming one of the first domestic tech companies to adopt this cutting-edge AI technology [1] Group 1: AI Integration and Development - The company has completed the technical integration of GPT-5 and is closely monitoring the progress of overseas product functionalities for further product optimization [1] - Wanjing Technology has developed its own vertical models and AI algorithms, with the recently released Wanjing Tianmu Multimedia Model 2.0 showing a 90% performance improvement over version 1.0 [1] - The company has launched the AIGC video creation platform Wanjing Tianmu Creation Square and the mobile AIGC video creation tool Wanjing Tianmu AI App based on its large model capabilities [1] Group 2: Collaboration and Recruitment - Wanjing Technology is actively embracing technological advancements and has integrated capabilities from ChatGPT, Gemini 2.5, and DeepSeek into its digital creative software products [1] - To enhance its AI strategy, the company has initiated a global recruitment drive for 2026, opening 500 positions across five categories: product, research and development, marketing, design, and functions [1] - The recruitment will take place in various locations, including Changsha, Shenzhen, Hangzhou, Tokyo, and Vancouver [1]

Core Viewpoint - The company, Wanxing Technology, emphasizes its commitment to global operations and plans to expand its market presence in multilingual regions to diversify revenue sources [1] Group 1 - The company has established a customer base across over 200 countries and regions, including EU countries [1] - The company aims to enhance its global business layout and local operations to ensure sustainable and healthy business development [1]

Core Viewpoint - Wankey Technology's decision to list in Hong Kong is a gamble amid financial struggles, with high gross margins of 93.22% juxtaposed against a net loss of 163 million yuan in 2024, raising questions about its business model and sustainability [2][3][11] Financial Performance - In 2024, Wankey Technology reported a revenue of 1.44 billion yuan, a decrease of 2.78% from 2023's 1.481 billion yuan [3][4] - The company experienced a significant increase in sales expenses, reaching 849 million yuan, up 17.42% year-on-year, which outpaced revenue growth [4][5] - Research and development expenses amounted to 442 million yuan, accounting for 30.73% of revenue, indicating a heavy investment in innovation [4][5] Globalization Strategy - Wankey Technology aims to strengthen its global presence, with overseas revenue accounting for 35.1% in 2024, rising to over 90% in Q1 of the following year [6][8] - The company faces intense competition from international giants like Adobe and Canva, which pressures its market share and profitability [7][8] Risks in Global Market - The reliance on overseas markets exposes Wankey Technology to geopolitical risks and regulatory challenges, particularly in the U.S. and Europe [8][9] - The company is investing heavily in AI technologies, but the revenue from AI applications was only 67 million yuan in 2024, representing just 4.65% of total revenue [9][10] IPO and Future Outlook - The upcoming IPO is intended to fund R&D, strategic investments, and debt repayment, but raises concerns about further losses and the effectiveness of brand positioning [10][11] - Historical instances of shareholder cash-outs and governance issues have cast a shadow over the company's credibility, complicating its path forward [10][11]

"我是长沙人，长沙对我而言是更有归属感的城市，秋招时也是抱着'回长沙'的心态找工作的。"作为 2025年校招生，湖南大学硕士毕业的MIA提到，能把产品经理等产研岗放在长沙的公司相对较少，公司 不仅开放核心岗位招聘，还给出了对标一线城市的薪资，"长沙房价很香、烟火气更浓，加上购房补 贴，毕业第一年就可以完成买房大计"。 经济观察网 据三湘都市报消息，近日，湖南长沙某公司面向2026届本科生、硕士研究生正式启动校园 招聘计划。记者在招聘计划中看到，有产品类、研发类、营销类、设计类和职能类岗位，入职首年年薪 最高可达100万元。 万兴科技（300624）校园招聘部总监刘莉莉接受采访时表示，万兴能给出应届生50万，甚至100万的高 薪工作，是对年轻人有信心；我们内部有较为成熟的校招生培养体系，能带应届生一起成长，"我们已 启动2026年校招，待遇再加码。应届毕业生入职首年年薪可高达100万元，2026届实习生岗位日薪可高 达1000元"。 ...