（文章来源：第一财经） 美国最高法院已将2月20日定为判决意见发布日，提前了对特朗普总统全面关税制度作出潜在裁决的时 间表。 预测市场 Polymarket的交易者认为，最高法院裁定支持特朗普关税政策的概率仅为28%。该案一 旦作出不利裁决，可能触发超过1300亿美元的关税退款，并重塑美国贸易政策。 ...

恐慌指数VIX重回20关口。 *三大股指分化，纳指跌0.22%； 【热门股表现】 *中长期美债收益率大幅回落，2年期美债创四年低位； *美国1月CPI略好于预期，提振降息前景。 周五美股涨跌互现，通胀数据降温支撑了市场对美联储降息的预期，科技股仍然面临AI 相关担忧引发 的剧烈波动。截至收盘，道指涨48.95点，涨幅0.10%，报49500.93点，纳指跌0.22%，报22546.67点，标 普500指数涨0.05%，报6836.17点。 本周道指累计下跌1.28%，纳指跌1.49%，标普500指数跌1.45%。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49500.93 | 22546.67 | 6836.17 | | +48.95 +0.10% -50.48 -0.22% +3.41 +0.05% | | | 标普500指数本周录得去年11月以来最大单周跌幅，道琼斯工业平均指数也将迎来去年11月以来最深周 度跌幅。芝加哥期权交易所波动率指数（VIX）早盘一度触及 22.40 点高位，突破20的关键心理关口。 芝加哥商品交易所集团（CME Group） ...

近年来，随着《上海市进一步促进商旅文体展联动吸引扩大消费的若干措施》等政策的实施，上海正积 极推进文化、旅游、商业、体育与展览等多业态的深度融合。在此背景之下，广富林"上海之根"文化溯 源之旅焕新改造项目应运而生，并于2025年下半年正式启动，对广富林文化展示馆进行了整体焕新。在 上海市委宣传部、上海市科委和上海市文旅局的指导与支持下，本次焕新由复旦上科团队与上海松江新 城投资建设集团有限公司共同推进，围绕"上海之根"文化主题进行深入挖掘与创新阐释。据悉，截至目 前此次广富林文旅整体焕新投资约3000万元。#在上海过中国年# 据了解，广富林文化遗址公园是全国重点文物保护单位与国家4A级旅游景区，也是追溯上海6000年文 明史的重要实证地。很多人误以为上海是"从小渔村发展而来"，但广富林的考古发现，彻底颠覆了这一 认知。自1958年被发现以来，广富林遗址经过多轮考古发掘，成为上海迄今发掘规模最大、出土文物最 丰富、历史面貌最清晰的古代遗址。 【#新春走基层#｜广富林焕新：#上海之根以科技唤醒6000年文明史#】从先民的渔猎耕种、制陶建房到 唐天宝十年华亭县的设立、元至元年间松江府的崛起，广富林是一部深埋地下的" ...

Core Viewpoint - The article discusses the impact of Elon Musk's statements on the space photovoltaic industry and the subsequent market reactions, highlighting the volatility of the A-share space photovoltaic index and the challenges facing the commercialization of space solar power in China [1]. Group 1: Market Reactions - On February 13, the space photovoltaic concept stock, Shenyang Double Energy (600481.SH), closed at the daily limit down after a previous surge due to news of receiving orders related to SpaceX's Starship launch base expansion [1]. - The Wind space photovoltaic index rose nearly 40% in January following Musk's comments at the Davos Forum, but has since declined over 8% from its peak due to multiple companies issuing clarification announcements [1]. Group 2: Industry Insights - Industry experts indicate that large-scale commercialization of space photovoltaic technology is unlikely in the short term, with ground-based power stations remaining the primary source of energy consumption [1]. - Factors such as international politics make it unrealistic for Chinese photovoltaic companies to secure large orders from the U.S. market [1]. - There is a call for the Chinese photovoltaic industry to enhance collaboration with domestic commercial space ventures to support China's space strategy, with some perovskite companies already testing joint applications with satellite firms [1].

Core Viewpoint - The emergence of space photovoltaic technology, driven by Elon Musk's vision, presents both opportunities and challenges for the Chinese photovoltaic industry, with a focus on collaboration with domestic aerospace companies and the need for technological advancements in the sector [1][2][6]. Group 1: Market Dynamics - The space photovoltaic sector is projected to have a market potential of 5.6 trillion yuan, driven by the deployment of satellites and the integration of solar energy with AI capabilities [2][3]. - The Wind Space Photovoltaic Index saw a nearly 40% increase in January, but has since corrected by over 8% due to clarifications from multiple companies [1][2]. - The capital frenzy surrounding space photovoltaics has been influenced by Musk's statements at the Davos Forum, highlighting the importance of solar energy for AI [1][2]. Group 2: Technological Challenges - The high cost of satellite launches and limited capacity have historically constrained the scalability of space photovoltaics, but advancements in reusable rocket technology by SpaceX are changing this landscape [3][7]. - The industry remains cautious about the large-scale commercialization of space photovoltaics, citing the need for extensive testing and validation of technologies in extreme space environments [3][4]. - Current space photovoltaic solutions are primarily custom-made in small batches, necessitating the establishment of standardized supply chains and quality control systems [3][4]. Group 3: Strategic Collaborations - Chinese photovoltaic companies are encouraged to leverage their existing advantages in ground solar energy to collaborate with aerospace firms, aiming to capture opportunities in the space photovoltaic market [6][8]. - The integration of advanced technologies such as perovskite and heterojunction (HJT) solar cells is seen as crucial for the future of space photovoltaics, with potential applications in satellite energy systems [7][8]. - Companies are actively pursuing partnerships to test new technologies, with plans to replace traditional gallium arsenide solar cells with more efficient alternatives in upcoming satellite missions [6][7]. Group 4: Future Outlook - The global race towards space energy systems is intensifying, with initiatives like China's "Sunshine Plan" and the EU's SOLARIS plan emphasizing the importance of space photovoltaic stations [7]. - The next few years are expected to yield significant technological advancements in the photovoltaic sector, particularly in the development of P-type ultra-thin HJT cells and perovskite tandem cells [7][8]. - The Chinese photovoltaic industry is positioned to play a pivotal role in the future of space energy, given its comprehensive supply chain and competitive cost structure [8].

Core Insights - The Guangfulin Cultural Exhibition Hall has undergone a comprehensive upgrade through a model of "academic tracing + scene reconstruction + industrial activation" to enhance paid conversion rates with high-tech immersive experiences and integration of cultural tourism and commercial exhibitions [1][12] - Guangfulin is recognized as a significant archaeological site that challenges the perception of Shanghai's historical development, showcasing 6,000 years of civilization [3][6] - The recent renovation aims to increase the low paid visitor conversion rate, which stands at approximately 20% of the total annual visitors, by enhancing the cultural narrative and interactive elements of the exhibition [6][9] Investment and Development - The renovation project has received an investment of approximately 30 million yuan, supported by various governmental departments, and is set to officially launch in the second half of 2025 [3][12] - The upgrade includes the creation of new attractions such as the "Fulin Fantasy" XR immersive theater and a cultural exchange base, aimed at activating the cultural heritage of Guangfulin [6][12] Visitor Experience Enhancement - The exhibition hall now incorporates dynamic imaging, sound, and lighting to recreate the life scenes of Guangfulin's ancestors, transforming static displays into interactive experiences [9][12] - The innovative use of a layered narrative system allows for real-time interaction, enhancing visitor engagement and understanding of Guangfulin's cultural significance [9][12] Economic Impact - The integration of cultural, tourism, commercial, and exhibition sectors is expected to extend visitor spending time and stimulate consumption in dining, accommodation, and shopping [12] - The renovation aligns with Shanghai's policy initiatives to promote the synergy of cultural and commercial activities, aiming to enhance the overall cultural tourism industry in the region [12]

⑤地平线正式开源HoloBrain VLA基座模型。 ③蚂蚁集团开源混合线性架构的万亿参数思考模型Ring-2.5-1T； ④字节图像创作模型Seedream 5.0 Lite上线，首次支持联网检索； 上海：以人工智能技术创新为突破，赋能住建行业高质量发展；蚂蚁集团开源混合线性架构的万亿参数 思考模型Ring-2.5-1T。 ①上海：以人工智能技术创新为突破，赋能住建行业高质量发展； ②智元机器人远征A3计划2026年量产； ...

2026.02.13 本文字数：1198，阅读时长大约2分钟 同时，当代集团实际控制人艾路明，天风证券时任董事长余磊、时任副总裁兼财务总监许欣被采取终身证券市场禁入措施。 同日，天风证券披露，湖北证监局拟暂停该公司代销私募金融产品业务2年。 上述处罚落地之际，天风证券再被立案。据公告，该公司涉嫌福建省永安林业(集团)股份有限公司持股变动信息披露违法违规。 从前次立案情况看，去年11月底，天风证券突遭立案，事发涉嫌信息披露违法违规、违法提供融资。根据第一财经此前报道，接近天风证券 的人士透露，公司被监管立案，或与2022年年度报告中披露的原大股东当代集团资金占用事项有所关联。 另据第一财经了解，被立案后，天风证券制定整改方案，追回违规占用资金。"从2023年起，公司已不再受此类历史问题牵制，经营重心全面 转向合规建设与业务发展。"有接近天风证券的人士对记者表示。 随着处罚落定，更多违规细节也浮出水面。监管经调查认定，2020年至2022年期间，天风证券违法为当代集团提供融资、未按规定披露与当 代集团关联交易，当代集团与天风证券共同实施相关违法行为，严重违反证券法律法规。 记者关注到，天风证券曾在2022年年报中 ...

商务部等9单位近日印发《2026"乐购新春"春节特别活动方案》的通知，要求在2026年2月15日—23日春 节假期内，充分保障消费者通过线下渠道申领家电以旧换新、数码和智能产品购新补贴，加强商品供 应，办好促销活动。 消费者围绕家务减负、家宴聚会、科技送礼等场景的需求显著升温。 家住广州的徐小姐近日在商场购买了一台新款的75英寸搭载AI画质芯片和AI大模型的Mini LED电视。 这台电视原来标价10999元，享受了15%、近1650元的国家以旧换新补贴，加上商场8.8折的会员优惠以 及品牌厂家门店促销，到手价7500元。 春节临近，在新一轮国家以旧换新补贴以及厂家、商家的合力促销下，超大屏AI电视、智能清洁电 器、AI影像手机等新式智能电器正在成为畅销年货。 "AI功能正从高端尝鲜走向主流标配，"颜正坤说，苏宁易购相关产品销售占比近6成，其中搭载端侧大 模型的电视等产品加速普及。 天水永盛家电和宝鸡永盛家电的总经理刘玟娟告诉记者，当地今年新国补开始稍晚，原来每周周五的十 点发放一次国补券。因为春节快到了，为了拉动消费，当地在春节前，每周增加了几次发放国补券的时 间，近期领到券的消费者增多了。90英寸及以上的 ...

证监会2月13日晚间披露，针对天风证券为武汉当代科技产业集团股份有限公司（下称"当代集团"）涉 嫌违法提供融资及信息披露违法违规的行为，湖北证监局拟对天风证券和当代集团合计处以2500万元的 顶格罚款，9名相关责任人被罚款合计3480万元。 登录新浪财经APP 搜索【信披】查看更多考评等级 【#天风证券被顶格处罚2500万#、#天风证券罚单刚出再被立案#】被立案调查两个多月后，天风证券收 罚单。 上述处罚落地之际，天风证券再被立案。据公告，该公司涉嫌福建省永安林业(集团)股份有限公司持股 变动信息披露违法违规。 同时，当代集团实际控制人艾路明，天风证券时任董事长余磊、时任副总裁兼财务总监许欣被采取终身 证券市场禁入措施。 同日，天风证券披露，湖北证监局拟暂停该公司代销私募金融产品业务2年。 ...