AI应用板块异动拉升，万兴科技上涨超10%

云掌财经01-12

1月12日，AI应用板块盘中异动拉升，万兴科技(300624)股价强势上涨10.84%，报收91.50元，成交额达19.19亿元，换手率12.12%。叠加，引发市场对AI场景化应用的高度关注。消息面上，此次异动背后包含着港股MiniMax上市火爆、春节档期预期强化及“GEO”概念升温等多重利好因素。另外，Google凭借生态护城河反攻OpenAI，推动市场聚焦“场景+流量”为核心的AI下半场竞争...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2602562974?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-12 10:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2602562974","market":"us","top_or_hot":-1,"title":"AI应用板块异动拉升，万兴科技上涨超10%","media":"云掌财经","content":"<div>\n<p>1月12日，AI应用板块盘中异动拉升，万兴科技(300624)股价强势上涨10.84%，报收91.50元，成交额达19.19亿元，换手率12.12%。叠加，引发市场对AI场景化应用的高度关注。消息面上，此次异动背后包含着港股MiniMax上市火爆、春节档期预期强化及“GEO”概念升温等多重利好因素。另外，Google凭借生态护城河反攻OpenAI，推动市场聚焦“场景+流量”为核心的AI下半场竞争...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112105823a4b8ba72&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI应用板块异动拉升，万兴科技上涨超10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI应用板块异动拉升，万兴科技上涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112105823a4b8ba72&s=b><strong>云掌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月12日，AI应用板块盘中异动拉升，万兴科技(300624)股价强势上涨10.84%，报收91.50元，成交额达19.19亿元，换手率12.12%。叠加，引发市场对AI场景化应用的高度关注。消息面上，此次异动背后包含着港股MiniMax上市火爆、春节档期预期强化及“GEO”概念升温等多重利好因素。另外，Google凭借生态护城河反攻OpenAI，推动市场聚焦“场景+流量”为核心的AI下半场竞争...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112105823a4b8ba72&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823421333.USD","symbol_name":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112105823a4b8ba72&s=b","article_id":"2602562974","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112105823a4b8ba72&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602562974","pubTimestamp":1768185254,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"1月12日，AI应用板块盘中异动拉升，万兴科技股价强势上涨10.84%，报收91.50元，成交额达19.19亿元，换手率12.12%。叠加，引发市场对AI场景化应用的高度关注。2025年前三季度，公司AI服务器调用量已突破8亿次，技术落地能力显著增强。业内分析认为，随着AI技术从模型竞赛转向场景落地，具备“技术+流量”双重优势的企业将在新一轮竞争中占据先机。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4566":"资本集团","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","GOOG":"谷歌","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4538":"云计算","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4588":"碎股","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","SG9999001077.SGD":"United International Growth Fund SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4561":"索罗斯持仓","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0557290698.USD":"施罗德环球可持续增长基金","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","AI":"C3.ai, Inc.","BK4527":"明星科技股","BK4543":"AI","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0444971666.USD":"天利全球科技基金","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD"},"translate_title":"The AI application sector moved up, and Wanxing Technology rose by more than 10%","themeId":"d8e3bd0478d779f273e2d3bf0b4908d3","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"AI":0.9,"GOOG":0.9},"content_text":"1月12日，AI应用板块盘中异动拉升，万兴科技(300624)股价强势上涨10.84%，报收91.50元，成交额达19.19亿元，换手率12.12%。叠加，引发市场对AI场景化应用的高度关注。消息面上，此次异动背后包含着港股MiniMax上市火爆、春节档期预期强化及“GEO”概念升温等多重利好因素。另外，Google凭借生态护城河反攻OpenAI，推动市场聚焦“场景+流量”为核心的AI下半场竞争逻辑。中泰证券最新研报指出，万兴科技通过“双模驱动”战略实现技术突破与商业化协同：其自主研发的万兴天幕音视频大模型完成全面升级，VBench-2.0综合得分位列全球前三，摄像机运动与运动合理性两项指标更是斩获全球第一，并构建起垂直场景特效模型训练体系。同时，公司开放接入谷歌Veo3、Nano Banana、阿里通义万相Wan2.5、可灵2.5Turbo等第三方大模型，形成多模型协同生态。2025年前三季度，公司AI服务器调用量已突破8亿次，技术落地能力显著增强。在存量产品迭代方面，万兴喵影/Filmora移动端亮相2025谷歌开发者大会并获Google Play全球首页推荐，前三季度移动端收入同比增长超100%；万兴脑图/EdrawMind完成移动端升级，新增云笔记、挖空记忆、AI智能解析功能；万兴PDF/PDFelement移动端V6版本则强化创意笔记、AI知识理解及知识沉淀场景应用。创新产品矩阵持续扩容：天幕AI/ToMoviee AI推出文生视频、图生视频等20余项原子能力，已与深圳广电、湖北卫视、大艺博ONLINE等机构合作落地AI创作案例；万兴超媒Agent/ReelBot实现脚本及分镜生成、场景创建、配音配乐一站式自动化视频创作；SelfyzAI则通过质量优化与模板玩法创新，持续拓展用户创作边界。业内分析认为，随着AI技术从模型竞赛转向场景落地，具备“技术+流量”双重优势的企业将在新一轮竞争中占据先机。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602562974","isCrawlerRequest":true}