NVIDIA and AMD Showcase at CES 2026 Accelerate Hardware Evolution; Wondershare (300624.SZ) Leads Application Layer Iteration

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The global technology spectacle, the 2026 Consumer Electronics Show (CES 2026), recently commenced in Las Vegas, USA. As one of the world's most influential consumer electronics exhibitions, CES gathers the latest innovative technologies and is regarded as a bellwether for new tech and industry trends. This year's CES achieved an unprecedented scale, hosting over 4,100 exhibitors and expecting an attendance exceeding 150,000 visitors. Simultaneously, cutting-edge industry trends such as the paradigm shift from "digital intelligence" to "embodied intelligence" and the accelerated integration of artificial intelligence into physical hardware captured global attention; core computing power providers like NVIDIA and AMD, alongside major model and AI application firms such as OpenAI and Wondershare Technology Group Co.,Ltd. (300624.SZ), are rapidly influencing the entire AI industry chain.

During the event, leading global chip companies showcased numerous more powerful, accessible, and efficient AI computing infrastructure solutions. NVIDIA, a pivotal player in the AI compute market, pre-released its next-generation AI chip platform, "Rubin," at CES, boasting a 3.5x improvement in training performance—the core of AI development—and a 5x boost in inference performance compared to its predecessor. AMD launched the MI440X AI chip for enterprises, designed to be compatible with infrastructure not specifically built for AI clusters, thereby powering scalable training, fine-tuning, and inference workloads. Intel formally introduced its third-generation Core Ultra processors, the first computing platform built on the Intel 18A (18-angstrom, or 1.8-nanometer) process node, aiming to establish it as a comprehensive core platform for AI PCs.

Beyond AI hardware, AI applications are swiftly integrating into all scenarios of production and daily life, driving a new wave of efficiency revolution. Data indicates that since the launch of ChatGPT, the number of active AI users has surged from 1 million to 1 billion, with projections suggesting this figure will reach 5 billion by 2030. Riding this AI wave, AI application companies are accelerating the transformation of AI capabilities into tangible productivity. Among them, software vendors represented by Wondershare are promoting the efficient implementation of related technologies through forward-looking initiatives in technological innovation and product application.

On the technological innovation front, Wondershare released Wondershare Timbre 2.0, its audio-video multimedia large model, in June 2025. Leveraging billions of data points, this large model demonstrates an average performance improvement of approximately 90% compared to version 1.0, excelling particularly in professional camera movements, stereophonic sound effect generation, and intelligent transition completion for the first and last frames. Its overseas version, Wondershare ToMoviee 2.0 AI, ranked among the top three globally in the VBench-2.0 text-to-video evaluation, with its camera motion and motion rationality metrics achieving the number one spot worldwide.

In terms of large-scale application deployment, Wondershare continues to enhance the AI capabilities within its three major creative software product matrices: video, document, and drawing. In the video creative software domain, the company launched the revamped video creativity product Wondershare Filmora 2026, focusing on intelligent generation and creative workflow management. It pioneers a one-stop experience in general-purpose video editing software, encompassing everything from AI asset generation and AI-assisted writing to fine-grained editing, significantly lowering the barrier to professional video creation. Furthermore, several of the company's overseas products have integrated industry-leading generative models, including Google's next-generation image generation and editing model Nano Banana Pro, the new AI video generation model Veo 3.1, and OpenAI's next-gen video generation model Sora 2, further unleashing user creative potential.

In the document and drawing creative software sectors, Wondershare has launched the renewed document creativity software Wondershare PDFelement 2025, featuring new AI functionalities like intelligent encryption and professional translation that substantially boost document processing efficiency. The drawing creativity software Wondershare MindMaster V13, through upgrades to its knowledge base system and AI capabilities, promotes intelligent and systematic knowledge management. The全新万兴图示V15则聚焦AI绘图与智能交互,为用户提供更便捷的图表创作体验。new Wondershare EdrawMax V15 focuses on AI drawing and intelligent interaction, offering users a more convenient chart creation experience.

Notably, Wondershare has been intensifying its focus on AI talent acquisition. Its recent 2026 campus recruitment initiative, featuring a "Million Yuan Annual Salary Plan for New Graduates," attracted widespread attention. The company has opened positions in product development, R&D, and other areas, planning to issue over 500 high-value offers, with an average annual salary for new graduates reaching 500,000 yuan. First-year salaries for R&D talent can go as high as 1 million yuan, with no upper limit for exceptional candidates. As an A-share listed company in China's digital creativity software sector with extensive product coverage, substantial revenue scale, and a high degree of globalization, Wondershare's business now spans over 200 countries and regions worldwide, accumulating more than 2 billion active users, earning it the moniker "China's Adobe."

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