关注我，让学习成为一种信仰 ！ 硬科技风起云涌，互联网也不甘寂寞。 2026年，A股"网红第一股"正赴港IPO。投资家网获悉，近日互联网行业传来劲爆大消息，"帮助网红达人赚钱"、连接MCN机构、推动内容创作生态持续 商业化的网红营销头部平台、市值128亿元天下秀已向港交所递交上市申请。若顺利，港股会迎来"网红第一股"。 2009年成立的天下秀在内容创作圈声名显赫。天下秀创始人李檬是清华学霸，他常被描述成，"网红生态的构建者"、内容营销赛道的连续创业者。 他曾开拓互联网广告领域，打造了MUZ国际。后来他加盟博客网，设计了中国第一代博客广告系统。看到"中国互联网粉丝蕴藏的巨大财富能量"李檬决 定再创业，为网红、内容创作者提供丰富的商业化选择。 2010年起，天下秀被VC/PE、产业资本追捧。当中至关重要的融资来自新浪与微博。微博亦是天下秀最大外部机构股东。2020年，天下秀借壳更名，是A 股首家专注于"网红经济概念"的公司、"网红第一股"。 上市的天下秀发展迅猛，连续5年登顶"网红营销之王"。如今，完善"A+H"布局的天下秀想释放更大野心，"AI赋能，陪伴全球网红发家致富。" 小编|璞羽 隶属|我爱学习俱乐部编辑 ...

与此同时，蓝标传媒也在不断拓展出海业务的增长边界，积极探索网红营销、跨境电商、联盟营销、数字人以及出海营销技术平台建设等新方向，持续丰 富服务形态，提升对中国企业全球化发展的综合支撑能力。 12月29日，由智通财经主办的第八届投资年会荣耀启幕，备受瞩目的"资本市场最具价值影响力榜单"正式揭晓。蓝标传媒凭借在出海营销领域的深厚积 淀、全链路服务能力以及在AI技术应用上的创新突破，从众多参评机构中脱颖而出，荣获"出海卓越服务奖"。 作为中国财经领域兼具品牌影响力与专业公信力的权威榜单，智通财经"资本市场最具价值影响力榜单"已连续发布八届。本届评选体系全面升级，从多个 维度对不同行业与赛道的优秀企业和机构进行系统评估。其中，"出海卓越服务奖"旨在表彰为中国出海企业提供全面、专业、高质量服务的杰出机构，要 求参评机构不仅具备稳健的经营能力，更需在市场研究、品牌国际化、技术解决方案等维度展现出极高的专业水准。蓝标传媒的成功入选，正是实力与口 碑的双重体现。 蓝标传媒自2015年起便前瞻性布局全球化出海业务，通过整合全球媒体资源、汇聚创意人才、迭代技术平台，构建起一站式、系统化的出海营销服务体 系，助力中国品牌高效触达海 ...

围绕"AI+研发"主题，神州数码汽车BG咨询合伙人李铭浩在分享中提出，随着汽车行业从"卖方市场"转 向"买方市场"，研发精益化已成为车企提升产品竞争力的重要手段，研发数字化正从辅助性议题走向企 业核心议程。他表示，"AI for Process"的核心在于通过系统梳理研发流程中的断点与协同问题，再借助 AI实现自动化决策、任务执行与流程优化，避免脱离业务流程单点引入AI的误区。围绕这一理念，神 州数码在研发领域形成系统化布局，并在竞品分析、质量检测、工程设计等场景中实现落地应用，切实 提升研发效率与决策质量。 近日，由神州数码主办的"AI在场 数实共生——汽车行业AI 应用落地闭门研讨会"在上海举办。研讨会 围绕由神州数码提出的"AI for Process（AI赋能流程）"理念在汽车行业的实践路径展开系统探讨，强调 以业务流程为核心，推动AI深度融入企业运营。来自汽车主机厂、产业链伙伴及行业专家围绕AI在汽 车研发、营销等关键场景的落地路径与实践价值展开深入交流。 神州数码副总裁、企业云业务集团总裁吴昊在开场致辞中表示，近年来，神州数码持续将汽车行业作为 数字化转型的重要落地场景，并逐步明确以AI深度赋能业 ...

"AIR+出海并非简单的技术输出，更不是'算法轰炸'，而是人工智能与国际规则、文化差异、用户情感 的深度融合。"广东省工商业联合会党组书记陈志清致辞时表示，越来越多大湾区民营企业正借助AI打 开国际市场，但出海绝非单一维度的突破，需技术、人才、金融等多股力量同向发力，形成协同效应。 广东作为全国人工智能产业集聚地和外贸第一大省，正依托先天优势搭建出海"助推器"。广东省工业和 信息化厅总经济师邹勇兵表示，目前，广东省正着力打造 "1+3+N" 人工智能产业出海工作体系，助力 企业更好应对海外拓展过程中面临的技术、市场、合规等挑战，全面提升人工智能产业国际化发展水 平。 （原标题：AIR重构出海范式：破解全球市场增长的新密码） 南方财经记者 庞成 广州报道 人工智能技术与跨境营销的深度结合，正为企业精准把握海外市场、优化品牌传播、提升本地化运营效 率，提供了强有力的技术支撑与创新路径。 12月12日下午，2025年粤港澳大湾区人工智能与机器人产业大会"AIR+营销（出海）"论坛在广州举 行，聚焦"AI+出海"重构企业出海增长新范式，探讨AI技术如何赋能中国企业突破全球化壁垒，构建智 能化、高效率的全球营销生态。 ...

Core Insights - The establishment of the joint laboratory between Wanka Yilian and Beihang University marks a significant step in advancing technology innovation and industrial application in data intelligence and data security [1][2] - The collaboration aims to address key industry challenges such as "data silos," "model black boxes," and "compliance risks" through the development of an intelligent advertising engine [1][3] Group 1: Strategic Focus - The joint laboratory will focus on three core strategies: tackling core technology challenges, building a talent ecosystem, and facilitating the transformation of research outcomes into market-ready products [2] - The goal is to evolve the advertising system into a highly autonomous intelligent entity, enhancing the capabilities of Wanka Yilian's advertising platform [2] Group 2: Financial Performance - Wanka Yilian has achieved a 39.0% year-on-year revenue growth to 1.713 billion yuan in the first half of 2025, with overseas business revenue surging over 400% [2] - The company is on track to reach a revenue target of 10 billion yuan, supported by the strategic partnership with Beihang University [2] Group 3: Technological Development - The laboratory will focus on several research directions, including historical data analysis for advertising, development of automated advertising engines, and optimization of creative advertising materials [2] - The collaboration is expected to enhance Wanka Yilian's investment value and drive growth through the "AI + overseas expansion" strategy [3]

Company Summary - The company, MaiFushi (02556), reported a 45% year-on-year growth in AI SaaS business revenue for Q3 2025, and a 37% increase in gross revenue from precision marketing services, exceeding market expectations and continuing the robust growth trend seen in the first half of the year [1] - MaiFushi has strengthened its AI Agent product matrix by launching two new products, the international version of CDP/MA and AgentData, and upgrading the "Video Marketing Expert Nora," enhancing its capabilities in cross-border marketing and data-driven decision-making [1] - The new products aim to leverage AI Agent technology to connect the entire chain from customer insights to marketing execution, promoting the large-scale implementation of AI-native SaaS in enterprises [1] - The company is deepening the integration of AI technology in international operations and marketing scenarios, expanding localized delivery capabilities across multiple regions to enhance growth resilience for businesses in the "AI + Going Global" process [1] - By strengthening the overseas omnichannel reach and collaborating deeply with the AI-Agentforce intelligent platform, the company is building a global marketing closed loop of "data insights - precise reach - effect optimization," addressing common pain points faced by cross-border enterprises such as channel fragmentation and insufficient data insights [1] Industry Summary - According to Minsheng Securities, the Hong Kong stock earnings season is expected to drive a continuous valuation recovery in the technology sector, with a recommendation to focus on AI ecosystem companies that possess synergy in computing power, models, and application scenarios [2] - Dongwu Securities noted that the Hong Kong stock market may maintain volatility in the short term, but the long-term allocation value is becoming more prominent; with upcoming policy expectations and overseas technology earnings as catalysts, the technology sector in Hong Kong is likely to regain upward momentum [2]

Core Viewpoint - The company has launched the "Global Cloud Network AI Intelligent Hub Overseas Full-Chain Platform" in collaboration with the Zhejiang Big Data Exchange Center, aimed at supporting Chinese brands in expanding overseas markets effectively [2]. Group 1: Platform Features - The platform is driven by "global cloud network infrastructure + intelligent workbench + AI operational intelligence + industry solutions" [2]. - It provides long-term, effective, and continuous support services for Chinese brands going global [2]. Group 2: Strategic Goals - The company plans to deepen its "AI + Going Global" strategic cooperation to help Chinese enterprises efficiently expand into overseas markets [2]. - The initiative aims to accurately reach target users, enhance brand influence, and create replicable global operational experiences [2].

Core Viewpoint - Kunlun Wanwei has successfully returned to profitability in Q3 2025, driven by strategic investments in AI and a strong revenue growth trajectory, indicating a positive transformation in its business model [1][2][10]. Financial Performance - For the first three quarters of 2025, Kunlun Wanwei achieved a revenue of 5.805 billion yuan, representing a year-on-year increase of 51.63%. In Q3 alone, revenue reached 2.072 billion yuan, up 56.16% year-on-year, with net profit attributable to shareholders rising to 190 million yuan, a 180.13% increase [1][2][10]. - The overall gross margin for the company stood at 67%, maintaining a high level [2]. AI Strategy and Technological Development - The company has been focusing on solidifying its technological foundation and accelerating the commercialization of its AI business, which is now entering a harvest phase [2][3]. - R&D expenses increased from 1.144 billion yuan to 1.211 billion yuan in the first three quarters, reflecting the company's commitment to building an AI ecosystem [3][5]. Product Innovations and Market Position - Kunlun Wanwei has launched several advanced AI models, including the Skywork series, which have achieved top rankings in various evaluations, showcasing the company's strength in AI research and application [4][5]. - The company's short drama platform, DramaWave, has seen significant growth, ranking third in overseas short drama platform revenue as of August 2025, with over 4 million downloads in a single month [5][6]. Global Expansion and Revenue Growth - The company reported overseas revenue of 5.4 billion yuan for the first three quarters of 2025, a year-on-year increase of 58%, with overseas revenue accounting for 93% of total revenue [10][11]. - The global market for short dramas is projected to reach 2.473 billion USD in 2025, indicating a robust growth opportunity for Kunlun Wanwei's international business [10]. Future Outlook - The company aims to leverage its unique global platform advantages to integrate AI technology with various business sectors, fostering a new growth paradigm [11][12]. - Analysts suggest that as the company transitions from investment to revenue generation, its growth potential and strategic execution capabilities are likely to be reassessed positively by the market [11][12].

Core Insights - The company reported a revenue of 2.734 billion yuan and a net profit attributable to shareholders of 36 million yuan for the first three quarters of the year [1] - The WEIQ influencer marketing platform has strengthened its "super connector" advantage, achieving significant operational improvements through collaborations with major platforms [1] Group 1: Financial Performance - For the first three quarters, the company achieved a revenue of 2.734 billion yuan and a net profit of 36 million yuan [1] Group 2: Business Development - The WEIQ platform successfully integrated with Xiaohongshu's Pugongying API and deepened collaborations with Douyin's Juyuan Xingtu and Bilibili's Huohuo, creating a cross-platform resource-data-tool synergy [1] - The launch of the WEIQ BOSS influencer intelligent investment feature marks a strategic upgrade from "helping merchants find influencers" to "AI precision influencer targeting" [1] - The platform has served over 200,000 small and medium-sized enterprises and 3.5 million influencers, significantly lowering marketing barriers for SMEs through standardized tools [1] Group 3: Strategic Focus - The company is focusing on the "AI + Going Global" core strategy, with significant progress in innovative business and global layout [2] - The AIGC platform, Linggan Island, has evolved from a tool to an intelligent marketing ecosystem, offering various SaaS solutions that serve a wide range of industries [2]

Core Insights - The company reported a total revenue of 2.734 billion yuan and a net profit of 35.66 million yuan for the first three quarters of 2025, showcasing resilience in its core business and steady improvement in operational quality [1] Group 1: Business Performance - The WEIQ influencer marketing platform has solidified its position as a "super connector" by integrating with various platforms such as Xiaohongshu, Douyin, and Bilibili, enhancing its cross-platform resource, data, and tool collaboration system [1] - The company has received multiple accolades, including four honors from the Douyin Giant Engine Star Map business and recognition as a top partner from Kuaishou and Xiaohongshu, further establishing its core position in the mainstream content platform ecosystem [1] Group 2: Strategic Developments - On September 26, the WEIQ platform launched the WEIQ BOSS influencer intelligent investment feature, transitioning from "helping businesses find influencers" to "AI-precise influencer targeting," significantly lowering marketing barriers for small and medium-sized enterprises [2] - The company is focusing on an "AI + overseas expansion" strategy, with its AIGC platform, Linggan Island, evolving into an intelligent marketing ecosystem, offering various SaaS solutions across multiple industries [2] Group 3: Future Outlook - The company plans to continue focusing on deepening its engagement in the influencer economy and the AI + overseas expansion strategy, leveraging technological innovation to strengthen its competitive edge and drive long-term growth [3]