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。 ...

Group 1 - The software sector is experiencing a strong performance, with the China Software Service Index rising nearly 2% as of November 18, driven by favorable news and the increasing importance of self-controlled basic software for national security and sustainable industrial development [1] - The domestic software industry is in a growth phase, with significant potential for future development due to multiple positive factors [1] Group 2 - Berkshire Hathaway's recent 13F filing revealed a substantial investment in Alphabet, valued at approximately $4.3 billion, making it the company's tenth-largest holding, indicating a consensus on AI investments [2] - The AI sector has seen a net inflow of nearly 99 billion yuan in financing this year, reflecting a strong trend in the industry [2] Group 3 - The electronics and computer sectors have become the primary focus for capital, with the electronics industry achieving a transaction volume exceeding 53 trillion yuan over the past year, significantly outpacing other sectors [3] Group 4 - Recent policies from the Ministry of Industry and Information Technology and the State Administration for Market Regulation emphasize support for key enterprises in the electronic information manufacturing industry, promoting domestic products and technological self-reliance [4] - The central government has highlighted the importance of technological independence and the institutionalization of data elements in its 14th Five-Year Plan, aiming to accelerate the development of core technologies in software and integrated circuits [4] Group 5 - Several domestic software companies reported positive third-quarter results, with Kingsoft Office achieving a revenue increase of 25.33% and a net profit increase of 35.62%, while Foxit Software reported a revenue increase of 47.80% and a net profit increase of 106.29% [5] - International software companies, including Google and Cloudflare, also reported strong performance, with ongoing investments in AI infrastructure and expansion into various AI application scenarios [5] Group 6 - The Software 30 ETF by E Fund focuses on AI software, aiming to capture investment opportunities in the sector, reflecting the overall performance of listed companies in software development and services [8] - The index tracks 30 representative companies in the software service industry, indicating a potential for sustained investment value driven by domestic demand and technological innovation [8]

Palantir has been a major beneficiary of artificial intelligence (AI) spending, but the stock's rally could start to wane.Despite some volatility earlier in the year, 2025 has shaped up to be another impressive year for artificial intelligence (AI) stocks. Per usual, data analytics platform Palantir Technologies (PLTR 1.63%) has remained one of the best AI stocks -- with shares surging 130%.One sector that has been relatively weak this year, however, is health insurance. Among notable laggards is UnitedHeal ...

Core Insights - Palantir Technologies Inc. is recognized as one of the 15 Best Aggressive Growth Stocks to Buy Right Now, with a recent price target increase from DA Davidson from $170 to $215 while maintaining a Neutral rating [1] - The company reported an "outstanding quarter" with accelerating revenue growth, attributed to a significant increase in US demand for AI solutions [1] - Cantor Fitzgerald also raised its price target from $155 to $198, citing revenue that exceeded market expectations and the midpoint of the company's guidance [3] Company Positioning - Palantir is well-positioned to assist customers in effectively deploying AI through its Ontology platform, being described as "the best story in all of software" by DA Davidson [2] - The company specializes in big data analytics and AI platforms, serving key government and commercial enterprises [5] Valuation Concerns - Despite the positive outlook, both DA Davidson and Cantor Fitzgerald maintained a Neutral rating due to valuation concerns, with Palantir's stock trading at approximately five times higher than the median of the firm's infrastructure software coverage [2][4]

AppLovin Corporation (NASDAQ:APP) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On November 6, Piper Sandler increased its price target on AppLovin Corporation (NASDAQ:APP) from $740 to $800 and kept an Overweight rating on the stock. This decision by the firm came after AppLovin Corporation (NASDAQ:APP) reported its results for the third quarter of 2025. Piper Sandler Raises AppLovin (APP) Price Target, Keeps Overweight Rating AppLovin Corporation (NASDAQ:APP) reported revenue that b ...

EQUITY: TECHNOLOGY VGT, Shennan, Kingsoft Office, Kingdee Quick Note China Technology: CIF meeting takeaways We met with representatives of several PCB companies during our China Investment Forum in Shenzhen this week, including Victory Giant (300476 CH, Buy) and Shennan Circuits (002916 CH, Buy). We discussed investors' most frequently asked questions with management, including demand-supply dynamics, capacity expansion plans, and competitive landscape. We also met with managements of Kingsoft Office (6881 ...

Investment Rating - The investment rating for Hundsun Technologies is "Buy" with a target price of Rmb40.7, implying an expected share price return of 37.7% and a total expected return of 38.5% [6]. Core Insights - Future growth for Hundsun Technologies is anticipated to be driven by strong demand for software localization due to US-China geopolitical tensions and the deadline for state-owned enterprises to localize software [2][4]. - The management noted that while brokers experienced improved earnings in the first half of 2025 and third quarter of 2025, asset managers are under pressure due to fully implemented fee cuts and declining assets under management [2]. - An employee share compensation scheme was launched in August 2025, embedding a target of 10% growth in recurring net profit, although management did not provide guidance for 2026 revenue and net profit growth due to uncertainties in project rollout [3]. - The competitive landscape is expected to become more benign, as many listed peers reported net losses in 2024, and smaller unlisted peers may shift strategies away from rapid expansion [4]. Summary by Sections Market Outlook - The demand for software localization is robust, driven by geopolitical factors and regulatory deadlines for state-owned enterprises [2]. - Management expressed confidence in the long-term outlook, focusing on product development and innovation to navigate market downturns [4]. Financial Performance - Brokers have seen improved earnings in 1H25 and 3Q25, while asset managers face challenges due to fee cuts and declining AUM [2]. - The newly launched employee share compensation scheme targets a 10% growth in recurring net profit [3]. Competitive Landscape - The market competition is likely to become more benign, with many listed peers suffering losses and smaller players potentially changing their growth strategies [4]. Valuation - The target price of Rmb40.7 is based on a discounted cash flow (DCF) valuation, projecting free cash flows up to 2034E with a terminal growth rate of 5.5% [8].

AI has fueled the stock market over the past few years.The blistering artificial intelligence (AI) trade that has fueled the bull market for years recently showed signs of fatigue, as investors began to question high valuations and other factors affecting the broader sector. Few companies are more impactful on AI than Microsoft (MSFT 0.53%), which appears to be forging deals and alliances with nearly every major company in the space, from Nvidia to CoreWeave.Recently, Microsoft CEO Satya Nadella delivered s ...

有分析指出，阿里、华为取得的AI技术层面的突破，有助于实现软件产业从构建自主能力到参与 全球竞争的关键跨越，加速AI国产化生态的闭环构建；AI应用相关板块受益于AI算力效率的提升，且 互联网巨头积极推进应用落地，软件板块有望受益。 科创板50ETF（588080）跟踪的科创板50指数由科创板中市值大、流动性好的50只证券组成，覆盖 软件开发等多个科技细分领域，"硬科技"龙头特征显著；软件ETF易方达（562930）跟踪的中证软件服 务指数则由30只业务涉及软件开发、软件服务等领域的股票组成，软件开发行业占比超70%。投资者可 通过以上产品把握AI算力效率提升和AI应用发展机会。 每日经济新闻 （责任编辑：董萍萍 ） 今日市场整体调整，AI软硬件方向均表现活跃，截至13点58分，科创板50指数上涨0.4%，中证软 件服务指数上涨1.2%。 消息面上，阿里巴巴昨日正式宣布"千问"项目，全力进军AI to C市场，千问App公测版当日上线， 明确对标 ChatGPT最新的5.1版本。据透露，未来阿里计划将地图、外卖、订票、办公、学习、购物、 健康等各类生活场景接入千问App，让其具备更强大的办事能力。 此外，华为操 ...

Core Insights - Intuit has partnered with Rehmann to launch the Intuit Enterprise Suite, a cloud-based ERP system aimed at mid-market businesses, focusing on multi-entity accounting and reporting complexities [1][2] - The collaboration seeks to enhance financial management through automation and AI-driven capabilities, providing a seamless upgrade experience for clients currently using QuickBooks [2][4] - The suite includes features such as financial management, payments processing, business intelligence tools, payroll, and human resources management, all within a unified platform [3][4] Company Strategy - Rehmann aims to leverage the Intuit Enterprise Suite to improve its clients' accounting processes and support their growth through innovative solutions [2][5] - The partnership emphasizes a commitment to operational excellence and innovation, with a focus on delivering data-driven insights for better decision-making [3][5] - Intuit's strategy includes expanding its ERP offerings through collaborations with firms like Rehmann and Cherry Bekaert, targeting businesses seeking advanced financial management tools [5]