每经AI快讯，天眼查App显示，近日，SK海力士系统集成电路（无锡）有限公司发生工商变更，企业名称变更为SK海力士系统集成电路（无锡）股份有限 公司，同时，注册资本由约6.35亿美元增至14亿美元，增幅约120%。该公司成立于2018年8月，法定代表人为申熙泰（SHINHEETAE），经营范围包括生 产、销售进出口集成电路、电子元件及上述产品零部件，并提供相关技术服务等。股东信息显示，该公司由SK hynix system ic Inc.、无锡产业发展集团有限 公司、宁波高易三期创业投资合伙企业（有限合伙）、无锡高易海晟投资合伙企业（有限合伙）共同持股。 （文章来源：每日经济新闻） | 序号 | 变更日期 | 变更项目 | 变更 | | --- | --- | --- | --- | | 1 | 2026-02-12 | 名称变更(字号名称、 集团名称等) | SK海力士系统集成电路（无锡）有限 | | 2 | 2026-02-12 | 市场主体类型变更 | 有限责任公司（外商投资、非独资） | | 3 | 2026-02-12 | 注册资本变更 (注册资 | 63534.625000 | | | | 金、资 ...

每经AI快讯，2月13日，光线传媒成交额达100亿元，现涨15.52%。 （文章来源：每日经济新闻） ...

Group 1 - The Hong Kong insurance stocks collectively declined on February 13, with China Life Insurance (02628.HK) falling by 4.14% to HKD 32.92 [1] - China Pacific Insurance (02601.HK) decreased by 2.41% to HKD 37.26 [1] - New China Life Insurance (01336.HK) dropped by 2.1% to HKD 58.15 [1] Group 2 - China Property & Casualty Insurance (01339.HK) saw a decline of 3.52%, trading at HKD 6.56 [1]

Core Viewpoint - The Hong Kong stock market is currently in a high-level consolidation phase after previous recovery, supported by continued net inflows from southbound funds and increased trading activity, indicating structural opportunities and resilience in the index [1] Group 1: Market Analysis - Short-term outlook for the Hong Kong stock market shows a transition into a high-level fluctuation phase following prior recovery [1] - Southbound capital continues to experience net inflows, contributing to market support and increased trading activity [1] Group 2: Investment Strategy - The investment strategy suggests a focus on "value first, growth second," prioritizing sectors with stable cash flows and strong dividend certainty that are more adaptable to external interest rates [1] - This approach aims to enhance the defensive attributes and stability of investment portfolios [1] Group 3: ETF Insights - The Dividend Hong Kong Stock ETF (159331) tracks the Hong Kong Stock Connect High Dividend Index (930914), selecting 30 high-dividend securities with good liquidity and consistent dividends from the Hong Kong Stock Connect range [1] - The index is weighted by dividend yield and covers multiple industry sectors, particularly emphasizing financial and traditional industries, reflecting the overall performance of quality securities under a high dividend strategy [1] - The ETF has a notable characteristic of robust investment, with monthly assessments of dividends as per the fund contract, making it worthy of attention [1]

Core Viewpoint - North American CSP companies are accelerating capital expenditures, focusing on high-power servers, power systems, cooling, and networking equipment, indicating a significant increase in AI training and inference demand [1] Group 1: AI Industry Dynamics - The domestic AI application sector is rapidly expanding, with large-scale implementations expected to significantly increase the frequency of inference computing power usage, creating a reverse pull on upstream computing power and infrastructure [1] - The AI industry is transitioning from a "single-point computing power boom" to a collaborative expansion phase involving "computing power, infrastructure, and application ecosystem" [1] Group 2: Market Opportunities - The server, power equipment, data centers, and liquid cooling sectors, along with the domestic computing power supply chain, are positioned to benefit continuously from these trends [1] - Recent domestic AIDC tenders are beginning to emerge, with clear growth potential in the HVDC/SST industry trend, indicating a high market space and further value enhancement opportunities [1] Group 3: New Energy Sector - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20%, selecting listed companies involved in clean energy, new energy vehicles, and energy storage technologies to reflect the overall performance of innovative and growth-oriented companies in the new energy sector [1]

Group 1 - The DRAM sector is experiencing significant investment growth in both HBM and general DRAM, leading to a tightening market supply and demand [1] - Investment in logic chip manufacturing processes is increasing as the industry moves towards 2nm and 1.4nm technology nodes [1] - The NAND flash memory sector is seeing rising demand for eSSD in data centers, prompting clients to increase utilization rates and invest in new equipment [1] Group 2 - Overall WFE investment in the Chinese market is expected to remain stable, with a shift from last year's focus on storage investment to logic chip investment [1] - In the medium to long term, AI applications are projected to continuously drive investments in advanced semiconductors, with the high-end wafer front-end manufacturing equipment market expected to maintain a compound annual growth rate of 10% until 2030 [1] Group 3 - The Guotai ETF (589630) tracks the Sci-Tech Innovation Index (000680), which has a daily price fluctuation limit of 20% [1] - The index consists of eligible securities listed on the Sci-Tech Innovation Board, aiming to reflect the overall performance of the board [1] - Its constituent stocks cover a significant portion of the market capitalization of the Sci-Tech Innovation Board, with a balanced industry distribution focusing on information technology, biomedicine, and high-end equipment, showcasing strong innovation and growth potential [1]

中信证券研报称，预计算力板块2025年业绩将在CSP大厂Capex持续兑现、Token需求不断释放、产品能 力不断提升等背景下持续景气增长；AI应用显现结构性亮点，如AI金融科技、AI医疗、AI数据等领域 表现突出，通用Agent应用亦韧性增长；板块整体盈利有望明显改善。展望2026年，算力景气有望持 续、AI应用迎拐点机遇。 中证人工智能主题指数选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券 作为指数样本，以反映人工智能主题上市公司证券的整体表现；中证科创创业人工智能指数则从科创板 和创业板中选取50只业务涉及人工智能基础资源、人工智能技术以及人工智能应用领域的股票作为指数 样本，反映双创板块中人工智能主题股票的整体表现。 2月13日，PCB、存储芯片概念午后活跃，带动相关指数反弹。截至13:44，中证人工智能主题指数上涨 0.4%，中证科创创业人工智能指数上涨0.3%，人工智能ETF易方达（159819）盘中净申购达6000万份。 （文章来源：每日经济新闻） ...

每经AI快讯，2月13日，颐海国际(01579.HK)涨近3%，截至发稿涨2.72%，报16.59港元，成交额4105.18 万港元。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，长华化学涨6.96%，报47.65元/股，股价再创新高，总市值突破69.31亿元，成交 额达2.85亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，指数走弱，沪指下挫跌逾1.00%，深成指跌0.90%，创业板指跌1.10%，午后油 气、有色等资源股跌势扩大，权重股中国石油、紫金矿业、洛阳钼业均跌超5%。 ...