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涉嫌垄断软件维护服务市场 SAP(SAP.US)突遭欧盟调查
智通财经网· 2025-09-25 11:26
智通财经APP获悉,欧盟监管机构已对德国软件巨头SAP SE(SAP.US)发起反垄断调查,旨在查明该公 司在售的一款管理类软件相关本地部署维护及支持服务是否存在扭曲市场竞争的行为。 欧盟委员会周四通过电子邮件发表声明称,SAP的商业行为可能阻碍其客户选择其他能以更低价格提供 相关服务的供应商。此次调查涉及SAP授权的一款名为"企业资源计划"(Enterprise Resource Planning,简 称ERP)的软件,该软件主要用于企业业务运营管理。 值得注意的是,在欧盟宣布此次调查之前,这家欧洲最大的软件厂商刚宣布与OpenAI及亚马逊 (AMZN.US)AWS达成合作,计划向欧洲各国政府拓展其"数字主权"相关服务。 近年来,SAP一直致力于推动软件业务适应云计算需求,如今也正积极调整以应对生成式人工智能时代 的挑战。数据显示,SAP的云业务销售额预计将达到近220亿欧元,接近其2019年水平的三倍。 SAP则在另一份声明中强调,其业务政策遵循全球软件行业长期通用的标准,所有政策与行为均符合法 律规定,且此次调查不会对公司财务业绩产生重大影响。 截至发稿,SAP周四美股盘前下跌约1.6%,其同行企业股价 ...
深化全球化布局 万兴科技联手友都八喜举办Filmora AI体验活动
Zheng Quan Ri Bao· 2025-09-25 07:05
Group 1 - The core idea of the news is that Wondershare Filmora, an AI video creation software by Wanxing Technology, is enhancing its presence in the Japanese market through localized events and partnerships with local creators [2][4] - Wanxing Technology emphasizes a user-centered approach, aiming to empower local creators in Japan by breaking down technological barriers and promoting the use of AI in content creation [2][3] - The company has established a strong influence in Japan over the past decade, with over 49 million users of Wondershare Filmora, making it one of the top three video editing software in the market [3] Group 2 - Wanxing Technology has a broad product coverage in the digital creative software sector and is recognized as the "Chinese version of Adobe," with a global presence in over 200 countries [3] - The company has built a robust network in Japan, collaborating with over 5,600 partners and more than 30 agents, and has maintained long-term relationships with major institutions like Mitsubishi [3][4] - Future plans include continued investment in localized resources and activities in Japan to better meet the needs of local users and creators [4]
软件ETF(515230)盘中涨超2.4%,算力革新驱动行业逻辑变化
Mei Ri Jing Ji Xin Wen· 2025-09-25 06:57
Group 1 - Huawei has launched new super nodes and multiple Ascend series chips, with the Ascend 950-based super node expected to be the strongest globally, surpassing NVIDIA's NVL576 system set to release in 2027 [1] - The Ascend 960-based super node is also scheduled for release in Q4 2027, promising substantial computing power [1] - Huawei introduced its self-developed low-cost HBM, supporting more precision formats like FP8, and announced the "Lingqu" interconnection protocol for super nodes, capable of forming clusters of over 500,000 cards [1] Group 2 - The first quantum computing company in China, Benyuan Quantum, has initiated an IPO, focusing on building self-controlled engineering quantum computers with a full-stack layout covering quantum chips and quantum computing measurement and control integrated machines [1] - NVIDIA plans to invest $5 billion in Intel, while Microsoft is investing $7.3 billion to create the "world's strongest AI data center," indicating a sustained high demand for global computing power investments, with AI applications expected to accelerate benefits [1] Group 3 - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in system software, application software development, and related services to reflect the overall performance of the software industry [1] - The index focuses on companies with outstanding technological innovation capabilities and high market share, characterized by significant growth and volatility [1] - Investors without stock accounts can consider the Guotai CSI Software ETF Connect A (012636) and Guotai CSI Software ETF Connect C (012637) [1]
万兴科技联手友都八喜举办Wondershare Filmora AI体验活动
Zhong Zheng Wang· 2025-09-25 03:33
据悉,在日本市场,Wondershare Filmora累计用户数突破4900万。作为中国数字创意软件出海领军企 业,万兴科技成立以来持续深化全球化布局,业务覆盖全球多个国家和地区。2011年,万兴科技在东京 设立运营中心,经过十余年深耕,已在日本市场建立起深厚影响力。 转自:中国证券报·中证网 中证报中证网讯(王珞)近日,万兴科技联合日本知名零售企业友都八喜(Yodobashi),在日本东京 秋叶原举办旗下视频创意软件Wondershare Filmora AI生成体验暨用户线下交流活动。 万兴科技相关负责人表示,公司积极践行以用户为中心的理念,持续以AI创新用户内容创作链路,拓 宽场景边界,推动用户价值增长。"日本是万兴科技海外重点市场之一,我们非常重视与用户面对面的 机会,希望以AI为媒,促进日本本土用户及创作者对中国AIGC创意软件的了解和使用。目前,万兴科 技旗下ToMoviee AI AIGC创作平台也已在日本市场上线。我们期待通过更多活动,让更多日本创作者 爱上AI,爱上AI创作。" 上述负责人表示。 此次活动是万兴科技深化全球化战略及创作者经济市场的又一重要举措。万兴科技表示,未来将在日本 市 ...
深化全球化布局 万兴科技联手友都八喜(Yodobashi)在日举办Filmora AI体验活动
智通财经网· 2025-09-25 03:03
Core Insights - AIGC software company Wondershare Filmora, under Wanjing Technology, is enhancing its "creative equity" and local market localization efforts in Japan by collaborating with Yodobashi to host an AI-generated video experience event in Akihabara, Tokyo [1][3] Company Initiatives - The company emphasizes a user-centric approach, leveraging AI to innovate user content creation processes and expand application scenarios, aiming to increase user value [3] - Wanjing Technology has launched its ToMoviee AI AIGC creation platform in the Japanese market, highlighting its commitment to engaging with local users [3][11] Event Highlights - The event featured local video creators and influencers, including Takomun, who shared experiences and demonstrated Wondershare Filmora's AI capabilities, showcasing improvements in video creation efficiency and artistic expression [5][7] - Wondershare Filmora has gained significant traction in Japan, with over 49 million users, ranking among the top three video editing software in the market [5][10] Product Features - Wondershare Filmora allows users to create videos quickly and intelligently by inputting three reference images and a simple prompt, making it accessible even for beginners [7][9] Market Position - Wanjing Technology is recognized as a leading player in the digital creative software sector in China, with a broad product range and significant global presence, often referred to as the "Chinese version of Adobe" [9][10] - The company has established a strong influence in Japan since setting up its operational center in Tokyo in 2011, with over 5,600 local partners and long-term collaborations with major firms like Mitsubishi [10] Industry Trends - The creator economy is projected to grow significantly, with estimates indicating a market size of $143 billion in 2024 and $1,487 billion by 2034, highlighting the increasing demand for user-generated content and specialized tools [10][11]
深化全球化布局 万兴科技(300624.SZ)联手友都八喜(Yodobashi)在日举办Filmora AI体验活动
智通财经网· 2025-09-25 03:00
Core Viewpoint - Wankey Technology is enhancing its "creative equity" and local market localization efforts in Japan by collaborating with Yodobashi to promote its AI video creation software, Wondershare Filmora, aiming to empower local creators and break down technological barriers [1][2]. Group 1: Company Initiatives - Wankey Technology emphasizes a user-centric approach, focusing on AI innovations to expand content creation scenarios and enhance user value [2]. - The company has launched its ToMoviee AI AIGC creation platform in the Japanese market, highlighting its commitment to engaging with local users [2][10]. - The recent event in Akihabara featured local video creators and influencers, showcasing the capabilities of Wondershare Filmora, particularly its AI video generation features [3][4]. Group 2: Product Features and Market Position - Wondershare Filmora has gained significant traction in Japan, with over 49 million users, ranking among the top three video editing software in the market [3][7]. - The software allows users to create videos quickly and easily, requiring only three reference images and a simple prompt to generate short videos, making it accessible even for beginners [5][6]. - The product is well-received by young creators, vloggers, and small businesses due to its user-friendly interface and powerful AI functionalities [3][7]. Group 3: Market Context and Future Plans - The global creator economy is projected to reach $143 billion in 2024 and $1.487 trillion by 2034, indicating a growing demand for content creation tools [8]. - Wankey Technology plans to continue investing in localized resources in Japan and engage in a series of activities to better understand and meet local user needs [10].
瑞银:预计今年全球AI支出增长67%,建议布局半导体、软件及互联网
Ge Long Hui A P P· 2025-09-24 09:25
格隆汇9月24日|瑞银财富管理亚太区投资总监办公室指,预计全球有关AI领域的支出将在2025年同比 增长67%,达到3750亿美元,2026年增至5000亿美元,2030年将达到9600亿美元。考虑到当前美国政府 对经济增长与支援企业发展的政策导向,尽管市场上已出现多项高调的战略联盟与合作,该行预期反垄 断审查仍将相对有限。 瑞银表示,对AI结构性增长趋势保持高度信心,建议投资者考虑在半导体、软件及互联网行业中采取 均衡布局。尽管估值已上升,该行认为短期内若出现市场回调,将为长期投资者提供良好入场机会。 ...
Adobe美股盘前跌1.4%
Mei Ri Jing Ji Xin Wen· 2025-09-24 08:20
每经AI快讯,9月24日,Adobe美股盘前跌1.4%,此前摩根士丹利下调其评级和目标价。 ...
万兴科技(300624):2025年半年报点评:AI落地成效显著,深化全球化市场布局
Huachuang Securities· 2025-09-24 08:20
Investment Rating - The report maintains a "Recommendation" rating for the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [2][18]. Core Insights - The company reported a total operating revenue of 760 million yuan for the first half of 2025, representing a year-on-year growth of 7.77%. However, the total profit reached -51 million yuan, a decrease of 255.13% year-on-year, with a net profit attributable to the parent company of -53 million yuan, down 315.63% year-on-year [2][4]. - The implementation of AI technology has shown significant results, with the company's AI server call volume doubling to over 500 million times compared to the previous version, and the performance of the AI model improving by approximately 90% [8]. - The company has established a solid global presence, with overseas revenue growing by 11.06% to 712 million yuan, accounting for over 93% of total revenue [8]. - The company is focusing on deepening technical cooperation and expanding its ecosystem, including partnerships with major tech firms and optimizing its subscription service model to enhance user retention [8]. Financial Summary - The company is projected to achieve total operating revenues of 1.666 billion yuan, 1.963 billion yuan, and 2.338 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 8 million yuan, 88 million yuan, and 108 million yuan [4][9]. - The earnings per share (EPS) are expected to be 0.04 yuan, 0.45 yuan, and 0.56 yuan for the years 2025, 2026, and 2027, respectively [4][9]. - The company's total market value is reported at 13.584 billion yuan, with a circulating market value of 12.031 billion yuan [5].
云红利倒计时启动 SAP(SAP.US)万亿市值迎战AI生死局
智通财经网· 2025-09-24 07:09
智通财经APP了解到,欧洲最具价值软件公司SAP(SAP.US)正面临一场"转型生死局",SAP在CEO克里 斯蒂安・克莱因领导下,一度通过强硬的云转型策略摆脱增长停滞,成为欧洲软件巨头;但随着2027年 云红利消退,SAP将未来押注于AI应用,却面临客户不满、内部疑虑、市场竞争、行业AI不成熟等多重 挑战,其转型成败不仅关乎自身命运,同时也将影响欧洲科技产业在全球的竞争力。 六年前,45岁的首席执行官克里斯蒂安·克莱因临危受命接手SAP时,公司因错失云转型而增长停滞。 他在发布黯淡财报引发股价暴跌后,向客户发出"迁移上云,否则停止支持"的最后通牒。这一冒险举措 最终成功倒逼转型,使SAP云业务激增,并成为欧洲市值最高的软件公司。 云增长红利将尽,AI成唯一出路却障碍重重 今年春天,克莱因向1.1万名员工、客户及经销商合作伙伴描绘了SAP的未来蓝图——将AI全面融入旗 下所有产品,包括用于整合和解读信息的智能助手,以及能跨应用自动执行任务的AI代理,所有功能 将打包成便捷的服务套餐。 但许多客户仍在消化SAP上一轮技术变革(云转型)的影响。部分客户坦言,云升级过程既昂贵又复杂, 多数企业甚至尚未启动,这让他们 ...