OpenAI CEO山姆·奥尔特曼2月16日官宣，OpenClaw创立者Peter Steinberger将加入OpenAI，致力于推动下一代个人智能体的研发，"预计这将很快成为我 们产品的核心。" 奥尔特曼承诺，OpenClaw 将以开源项目的形式存在于基金会中，OpenAI 也将继续为其提供支持。未来将是高度多智能体化的时代，而支持开源是 OpenAI实现这一目标的重要组成部分。 （文章来源：第一财经） ...

对受影响金额1000元以下者进行全额补偿。 2月15日晚间，国投瑞银发布《关于白银基金相关方案的公告》，公布了此前国投白银LOF估值调整事 件受影响投资者的补偿方案，其中对受影响金额1000元以下者进行全额补偿。 具体方案如下： 3.上述自然人投资者可通过支付宝搜索"国投瑞银白银基金"小程序，按提示完成身份核验后，依指引在 线办理相关事宜。 杜卿卿 1.对估值调整影响金额（由-17%调至-31.5%的部分）为1000元以下的自然人投资者，按实际影响金额全 额确定和解金额（该部分投资者占当日赎回投资者的比例超9成）。 2.对估值调整影响金额（由-17%调至-31.5%的部分）超过1000元（含）的自然人投资者，在1000元基础 上加上超1000元部分乘以一定比例确定总和解金额。 ...

作者 | 第一财经 乐琰 2月15日是"最长春节假期"首日、马年"小除夕"。在这一天，很多人正在从工作的城市赶往家的方向， 而一批"60后""70后"旅客已抵达北上广深，与儿女团聚。 去哪儿旅行数据显示，2月15日是60岁以上旅客的酒店入住高峰，入住量环比前一日大涨60%，与2025 年春节假期首日相比也增长了54%。让爸妈到大城市来"反向过年"，省下的机票钱请他们住酒店、逛景 区、自驾游。这一波"反向过年"游客，也让北上广深等大都市的春节不再冷清，旅游消费市场较往年更 加火红。 不少到大城市"反向过年"的游客，假期第一天就涌入景区。去哪儿旅行数据显示，2月15日，来自三线 及以下城市的游客，预订景区门票量同比增长三成。60岁以上游客预订景区门票增长10%。最受60岁以 上游客欢迎的景区中，排名第一的是北京环球度假区。环球影城度假区及周边，也是当日北京酒店预订 量TOP5商圈。 从上海的数据来看，据上海旅游大数据监测，春节假日第一天共接待游客256.12万人次，同比增长 38.97%。春节期间，上海市推出节庆活动、演出项目、博物馆展览、美术馆展览、非遗活动、公共文 化活动、儿童友好阅读新空间活动七大板块，共计 ...

⑤次世代Xbox芯片设计全部完成 目标发售窗口为2027年； ⑥马斯克：Grok 4.20版本将于下周正式发布。 ③纳米漫剧流水线首批接入Seedance 2.0：工业级AI内容生产再提速； ④马斯克：擎天柱机器人从明年开始将改变人类生活； ①千问总裁吴嘉发声：坚信中国的AI应用领域会走在世界前列；②马斯克：Grok 4.20版本将于下周正 式发布。 ①千问总裁吴嘉发声：坚信中国的AI应用领域会走在世界前列； ②抖音集团副总裁：春晚是第一个用上Seedance2.0的公开项目； ...

2月15日是"最长春节假期"首日、马年"小除夕"。在这一天，很多人正在从工作的城市赶往家的方向， 而一批"60后""70后"旅客已抵达北上广深，与儿女团聚。 去哪儿旅行数据显示，2月15日是60岁以上旅客的酒店入住高峰，入住量环比前一日大涨60%，与2025 年春节假期首日相比也增长了54%。让爸妈到大城市来"反向过年"，省下的机票钱请他们住酒店、逛景 区、自驾游。这一波"反向过年"游客，也让北上广深等大都市的春节不再冷清，旅游消费市场较往年更 加火红。 从上海的数据来看，据上海旅游大数据监测，春节假日第一天共接待游客256.12万人次，同比增长 38.97%。春节期间，上海市推出节庆活动、演出项目、博物馆展览、美术馆展览、非遗活动、公共文 化活动、儿童友好阅读新空间活动七大板块，共计2570项特色活动，实现文娱、体育、科技等新春主题 游全覆盖，打造年味浓郁、业态丰富、性价比高的春节文旅体验。 去哪儿大数据研究院研究员杨涵分析，今年"反向过年"火热，是春节团圆理念的更新，也是一笔务实的 经济账；对春运格局而言，逆向出行的长辈们，既有助于平抑拥挤的春运航线，也在一定程度上激活着 一线大城市的春节文旅市场。 出境 ...

从上海的数据来看，据上海旅游大数据监测，春节假日第一天共接待游客256.12万人次，同比增长38.97%。春节期间，上海市推出节庆活动、演出项目、博 物馆展览、美术馆展览、非遗活动、公共文化活动、儿童友好阅读新空间活动七大板块，共计2570项特色活动，实现文娱、体育、科技等新春主题游全覆 盖，打造年味浓郁、业态丰富、性价比高的春节文旅体验。 去哪儿大数据研究院研究员杨涵分析，今年"反向过年"火热，是春节团圆理念的更新，也是一笔务实的经济账；对春运格局而言，逆向出行的长辈们，既有 助于平抑拥挤的春运航线，也在一定程度上激活着一线大城市的春节文旅市场。 出境游方面，假期第一天，不少游客已开启旅程，去哪儿旅行数据显示，2月15日，平台上的中国游客飞往了全球475个城市。途牛数据显示，免签游、海岛 游、异域文化体验游等备受游客青睐，马尔代夫、马来西亚、新加坡、印度尼西亚、泰国、澳大利亚、越南、埃及、韩国、阿联酋等目的地假期首日出游热 度排名靠前。值得一提的是，眼下正值2026年冬奥会举办，带动飞赴意大利观赛+旅游热度攀升。 2月15日作为春节假期首日，迎来"反向过年"高峰。 2月15日是"最长春节假期"首日、马年"小 ...

Group 1 - The 2026 CCTV Spring Festival Gala will be the first global project to deeply utilize the domestic AI video generation model Seedance 2.0 [1] - Douyin Group's Vice President Li Liang announced that the Spring Festival Gala is the first event to use Seedance 2.0, which requires real-person authentication for creating digital avatars [1] - The platform currently does not support the generation of real human face references or IP images, including popular characters from Disney and "Boonie Bears" [1] Group 2 - The team is focusing on continuously maintaining and strengthening anti-infringement strategies [1]

（文章来源：第一财经） 吴嘉透露，千问2月6日免单的效果远超预期，第一天的实际订单达到1500万单，是原来预计的15倍。他 还称阿里此次投入远超过30亿。 2月15日，千问C端事业群总裁吴嘉表示，千问春节活动的初衷，并不是为了和谁卷，而是让AI融进老 百姓的日常生活场景中。他坚信这一波的AI应用，中国一定会走在世界的最前列。 ...

Market Overview - The U.S. stock market experienced a decline, with the Dow Jones falling by 1.23%, the Nasdaq by 2.10%, and the S&P 500 by 1.39% last week [1] - In contrast, European indices saw gains, with the FTSE 100 up by 0.74%, the DAX 30 up by 0.78%, and the CAC 40 up by 0.46% [1] Federal Reserve Insights - The recent non-farm payroll report indicated strong U.S. employment data, with 130,000 jobs added in January, suggesting a low likelihood of interest rate cuts in the short term [2] - However, lower-than-expected inflation data has reignited expectations for potential rate cuts, with the market fully pricing in a 25 basis point cut by July [2] - The upcoming Federal Reserve meeting minutes are expected to reveal debates among policymakers regarding maintaining rates versus supporting cuts [2] Economic Indicators - Key upcoming economic data includes the U.S. GDP preliminary value for Q4 and the PCE inflation data, which are critical for the Fed's assessment [2] - The European PMI data for February will be crucial for assessing economic outlook, with expectations of slight improvements in services but a contraction in manufacturing [8] Commodity Market - International oil prices declined, with WTI crude down by 1.04% to $62.89 per barrel and Brent crude down by 0.44% to $67.75 per barrel [5] - Gold futures rose by 1.43% to $5022.00 per ounce, while silver futures increased by 1.45% to $77.851 per ounce, driven by expectations of lower interest rates [5][6] Corporate Earnings - The earnings season is nearing its end, with notable companies such as Occidental Petroleum, Walmart, eBay, and Chinese company Vipshop set to report their results [4]

Group 1 - The US stock market experienced a decline this week due to "AI panic trading" and increased probabilities of the Federal Reserve maintaining its policy unchanged after the January non-farm employment report [1] - Despite a generally favorable macro environment with steady job growth and easing inflation, concerns over cost and profit margin pressures for tech companies have dampened investor optimism [1] - The ability of tech stocks to stabilize and the strengthening of interest rate cut expectations from the Federal Reserve will be crucial for market recovery in the coming week [1] Group 2 - The Federal Reserve's interest rate cut expectations have slightly increased, with mixed economic data being digested by investors [2] - Retail sales data showed weakness, with December sales flat month-on-month, below the previous value of 0.6% and the expected 0.4% [2] - The January non-farm payroll report indicated a significant increase of 130,000 jobs, surpassing the market expectation of 65,000, with the unemployment rate dropping to 4.3% [2] Group 3 - Economic signals are mixed, with the January employment report contradicting the narrative of stagnant hiring, while retail sales data challenges the view of strong consumer spending [3] - The yield curve for US Treasury bonds has flattened, with the 2-year yield dropping to its lowest level since 2022, approaching 3.40% [3] - The inflation report appears encouraging, with housing prices slowing and tariff-related impacts diminishing, leading to expectations of two interest rate cuts later this year [3] Group 4 - The recent decline in retail sales is viewed as a temporary pause following strong spending, with tax refunds and robust wage growth expected to support consumption recovery in the coming months [4] - The significant increase in non-farm employment is concentrated, raising questions about its sustainability due to demographic constraints and weakening labor demand in other sectors [4] Group 5 - The US stock indices fell over the past week, with investors continuing to reduce exposure to tech stocks, leading to a decline in the S&P 500 index [5] - Concerns regarding the impact of new AI tools on specific industries have caused market volatility, initially affecting software and financial stocks, and later spreading to real estate and logistics companies [5] Group 6 - The financial sector experienced the largest decline this week, down 4.8%, followed by communication services down 3.5%, while utilities saw a significant increase of 7.1% due to safe-haven inflows [6] - Other sectors such as real estate and materials also recorded gains of over 3%, while energy, consumer staples, and industrial sectors showed positive performance [6] Group 7 - The introduction of AI tools by companies like Altruist has raised concerns about job displacement, leading to a cautious sentiment among traders [7] - The market's reaction to AI-related news has resulted in a "sell first, ask questions later" approach, with fears of AI disruption affecting various sectors beyond just software [7] Group 8 - The outlook for the next week suggests that a significant decline in Treasury yields could typically act as a bullish catalyst for the stock market, but bearish signals in the tech sector indicate potential further downside risks [8] - The volatility index (VIX) remains around 20, indicating that the market is seeking protective measures and may maintain higher-than-average volatility in the short term [8]