2月13日，京东集团发布新春贺信。信中称，今年将在春节9天总投入超13亿元，通过加班费、过大年红 包、子女团聚补贴等形式，为京东的采销、快递、客服、医生、店员、家政和新加入的全职骑手，提供 超国家法定标准的福利补贴和各类保障。 未来五年，还将投入220亿，新建15万套"小哥之家"。未来五年，还将采购300万台机器人、100万台无 人车和10万架无人机，全面投入物流供应链全链路场景。 （文章来源：第一财经） ...

瑞安称，美元和日元"近来无疑失去了部分光环"，而瑞士法郎则"巩固了其作为首选避险货币的地位"。 从去年开始持续到今年，美元、日元和瑞士法郎表现各异，预期不同，如今这三个传统避险货币到底谁才是避险"神话"？ 日本三菱日联银行的货币分析师哈德曼（Lee Hardman）表示，日元和美元的避险吸引力都因政治动荡而"受到削弱"。从长远来看，瑞士法郎被证明是G10 货币中最佳的价值储存币种。 FXTM富拓首席中文市场分析师卢晓旸对第一财经记者表示，2026年伊始，全球外汇市场正处于一个关键转折点。美元在年初虽有短暂回暖，但整体弱势格 局几乎已经确定，是多重因素交织的结果。 他进一步分析道，其次，美联储降息预期调整，去年年底，市场一度预计2026年最高或会降息四次，但随着预期修正为两次，美元在今年年初有所反弹。目 前美元价格已基本消化这一降息步伐预期放缓的变化。CME FedWatch工具显示，6月降息至少25个基点的概率达75%，这将支撑第一、第二季度美元的进一 步走弱。美联储政策转向宽松，结合美国经济增长放缓，进一步削弱美元吸引力。 去美元化加剧 美国总统特朗普2025年加征关税的举动，引发了一场"抛售美国"的浪潮， ...

Core Viewpoint - The company focuses on the research, production, and sales of fiberglass and related products, and is currently not involved in electronic cloth products [1] Group 1 - The company has a main business in fiberglass and its products [1] - The construction of the 300,000-ton second-phase production line will be carried out based on market conditions [1]

Volatility - Today, 6 stocks in the A-share market experienced a volatility exceeding 20% [1] - The stocks with the highest volatility include Vision Smart, Yitian Co., and *ST Yunchuang [1] Turnover Rate - There are 13 stocks in the A-share market with a turnover rate exceeding 30% today [1] - The stocks with the highest turnover rates include Dawi Technology, C Linping, and Rongxin Culture [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as electronics, banking, transportation, automotive, home appliances, steel, and agriculture, while experiencing a net outflow from sectors like power equipment, non-ferrous metals, media, computers, machinery, communications, and biomedicine [1] - The stocks with the largest net inflows include Dongshan Precision (1.948 billion), Deep Technology (1.857 billion), Huasheng Tiancheng (1.644 billion), Sunshine Power (1.429 billion), and C Electric Science (1.427 billion) [1] - The stocks with the largest net outflows include BlueFocus (3.294 billion), Zhongji Xuchuang (2.741 billion), Xiexin Integrated (2.637 billion), New Yi Sheng (2.599 billion), and Xinwei Communication (2.111 billion) [1]

新模型在多项基准测试中创下新纪录。 北京时间2月13日，谷歌发布了Gemini3DeepThink的重大升级，作为专门用于复杂任务的推理模式，DeepThink旨在解决科学、工程领域的诸多挑战。 值得一提的是，去年9月加入谷歌DeepMind的清华物理系知名研究者姚顺宇（ShunyuYao）也是这次DeepThink新模型的核心参与者，他在今天发帖号召大家 体验新模型。 blog.google/innovation-and ... x.com/GoogleDeepMind ... 翻译帖子 Gemini 3 Deep Think ARC-AGI-2 Humanity's Last Exam MMMU-Pro Codeforces Multimodal understanding soning & knowledge Academic reasoning oding and algorithms and reasoning 3455 84.6% 81.0% 79.5% 73.9% 2512 68.8% 2352 52.9% 48.4% 40.0% 31.1% 谷歌CEO桑达尔·皮查伊（SundarPichai） ...

Core Viewpoint - The news highlights the vibrant consumer market in Shanghai during the 2026 Spring Festival, showcasing the role of CITIC Bank in empowering small and micro enterprises and enhancing consumer experiences through various financial services and promotional activities [1][7]. Group 1: Consumer Market and Financial Empowerment - The consumer market in Shanghai is experiencing significant growth, with CITIC Bank launching a series of promotional activities to enhance the festive atmosphere [1]. - CITIC Bank has introduced the "e-Manager" service to address the financial management challenges faced by franchise brands, improving financial efficiency and reducing operational costs for franchisees [3]. Group 2: New Consumption Trends - The brand "Three Number Coconut" has rapidly expanded, opening over 300 stores nationwide since its inception in 2023, with plans to exceed 1,000 stores by 2026 [2]. - The brand is focusing on creating a fashionable lifestyle for consumers, launching new products and limited editions to enhance social interaction through consumption [2][3]. Group 3: Cultural Integration and Events - The 2026 Yuyuan Lantern Festival exemplifies the integration of traditional culture and modern commerce, attracting significant foot traffic and boosting sales in the Yuyuan shopping area [4][5]. - Last year's festival attracted approximately 4 million visitors, leading to a 62% year-on-year increase in transaction volume, with expectations for further growth this year [5]. Group 4: Financial Services and Consumer Engagement - CITIC Bank is actively participating in various consumer engagement initiatives, including discounts and promotional offers during the Spring Festival, aimed at stimulating consumer spending [7][9]. - The bank's collaboration with various sectors, including jewelry, dining, and cultural industries, demonstrates its commitment to providing comprehensive financial support and understanding industry dynamics [5][7].

Market Overview - The A-share market experienced a collective decline on February 13, with the Shanghai Composite Index falling by 1.26% to 4082.07, the Shenzhen Component Index down 1.28% to 14100.19, and the ChiNext Index decreasing by 1.57% to 3275.96 [2][3]. Sector Performance - The military equipment sector showed strong performance, with stocks such as Andavere, Yaxing Anchor Chain, and Aero Engine Corporation of China reaching their daily limit up, while Jianghang Equipment and Jianglong Shipbuilding rose over 8% [3][4]. - Conversely, the photovoltaic equipment sector faced significant declines, with Shuangliang Energy hitting the daily limit down, GCL-Poly Energy falling over 9%, and Maiwei Co. dropping more than 8% [3][5]. Capital Flow - Main capital flows indicated a net inflow into defense, electronics, and computer sectors, while there was a net outflow from communication, power equipment, and non-ferrous metals sectors [7]. - Specific stocks that attracted net inflows included Deep Technology, Huasheng Tiancheng, and Light Media, with inflows of 3.397 billion, 3.255 billion, and 1.502 billion respectively [7]. Institutional Insights - Citic Securities suggested monitoring the performance trends of major U.S. internet companies and potential investment opportunities following narrative reversals [7]. - Huatai Securities projected that domestic iron phosphate companies would see improved profitability as operating rates increase [7]. - China Galaxy Securities noted that tight supply is driving prices up, indicating an upward cycle for the electronic cloth industry [7].

2月13日，文化传媒主题指数中，光线传媒涨15.3%，掌阅科技涨10%。AI应用指数中，深科技涨10.02%，风语筑涨9.98%。在恒生指数与恒生科技指数双双 走弱的背景下，智谱、MiniMax逆势走强，分别上涨13.78%、9.86%，盘中两家公司市值交替领先。截至发稿，智谱市值暂时反超，达到上市以来新高。 模型与应用的推动下，行业热度向算力板块倾斜。截至发稿，据Wind数据，半导体设备指数涨2.02%，富创精密涨11.6%，京仪装备涨5.92%。 国产模型用工程实力逼近全球第一梯队。 字节跳动旗下AI视频生成模型Seedance2.0与智谱新模型GLM-5引发的热潮仍在延续。 | 代码 | 名称 | 两日图 | 现价 | | --- | --- | --- | --- | | HSI | 恒生指数 | man / Marker | 26555.27 | | HSTECH | 恒生科技 | 19-4-4-4 1-4 ﻤﺴﺘﻤﺮﺍ | 5346.36 | | 2513 | 智谱 | 1200 | 457.400 | | 0100 | MINIMAX-WP | por var ह | 646.000 | 迈入涨 ...

2月13日，Wind数据显示，A股市场共计46只个股涨停。其中文化传媒板块掌阅科技5连板，储能板块金 时科技3连板。一图速览今日连板股>> 连板股追踪丨A股今日共46只个股涨停 这只文化传媒股5连板 ...

从全年看，三大指数全线飘红。 2月13日，三大指数集体收跌，沪指跌1.26%，深证成指跌1.28%，创业板指跌1.57%，科创综指跌 0.38%。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300719 | 安达维尔 | +19.99% | 20.89 | | 601890 | 亚星锚链 | +10.04% | 12.39 | | 600893 | 航发动力 | +10.01% | 57.17 | | 688586 | 江航装备 | +8.31% | 16.55 | | 300589 | 江龙船艇 | +8.17% | 21.58 | | 688563 | 航材股份 | +7.92% | 76.30 | | 000738 | 航发控制 | +7.44% | 29.45 | | 688510 | 航亚科技 | +7.19% | 44.28 | | 300065 | 海兰信 | +6.90% | 28.81 | | 300424 | 航新科技 | +6.59% | 19.40 | | 603268 | *ST松发 | +5.00% | 100.10 | ...