Core Viewpoint - The Ministry of Public Security has initiated a special deployment video conference to address the issue of tobacco-related crimes, particularly as the Spring Festival approaches, indicating a rise in such criminal activities during the peak sales season for tobacco products [1] Group 1: Current Situation and Focus - The meeting highlighted that the period around the Spring Festival is critical, with an increased likelihood of tobacco-related crimes occurring [1] - Authorities are urged to focus on key timeframes before and after the Spring Festival to implement effective measures against these crimes [1] Group 2: Action Plan - A strong emphasis was placed on conducting thorough investigations and breaking significant cases, adhering to the "full chain, full link, full element" approach [1] - There is a call for enhanced efforts in digging deep into the production, supply, and sales criminal networks, as well as counterfeit production sites [1] - The plan includes strict legal actions against the masterminds and key members of criminal organizations involved in tobacco-related crimes [1]

"全网最爱发钱的老板"崔培军又要发钱了。 据大象新闻及大河报报道，河南矿山集团将于2月13日开年会，届时，被网友称作 "全网最爱发钱老板" 的崔 培军，要在年会现场发放超6000万元现金年终奖，加上线上发放部分，集团年终奖总额直接超1.8亿元。 据悉，当天将有7000名左右员工及家属到场，安排700多桌宴席，还有屠洪刚等歌手登台献唱。 河南矿山集团总裁魏学明告诉记者，今年发的钱比去年多六七千万元，数钱时间延长至15分钟，由于公司推 崇孝文化，所以首次邀请优秀个人员工家属参加。还评选了孝星员工，走访评选。 图源：大河报 这类"豪横发钱"并非偶然：2024年，企业净利润2.6亿元，给员工发放了1.7亿元 ；企业还在麦收季安排员工 带薪返乡收麦，每人额外发放1000元现金；妇女节给近2000名女员工每人发放800元现金+玫瑰+礼品，暑期 送清凉、节日有惊喜，企业基本实现"一月一个小活动，三月一个大活动"。 图：崔培军在之前的年会发钱，来源大象新闻 该企业已连续举办13年的中秋孝文化旅游节，每年3月底，企业都会组织员工父母免费外出旅游，去年出动 77辆大巴，带领4000余名老人奔赴杭州、上海等地，吃住行全程全包，不少 ...

Group 1 - The stock of Laopu Gold (06181.HK) has experienced a decline of over 5%, specifically a drop of 5.14%, bringing the share price to 729.5 HKD [2] - The trading volume for Laopu Gold reached 238 million HKD at the time of reporting [2]

（责任编辑：张晓波 ） 每经AI快讯，2月13日，恒指期货日盘开盘跌1.24%，报26631.49点，低水401.05点。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

A股早盘低开后走势分化，军工概念股盘中快速拉升，航材股份涨超9%，航发控制涨超4%，航发动 力、国睿科技、中航机载等涨超3%。 受成分股上涨影响，军工龙头ETF（512710）盘中涨超1%。 资料显示，军工龙头ETF（512710）跟踪中证军工龙头指数，该指数选取业务涉及军工产品和服务的30 只上市公司证券作为指数样本，以反映军工领域龙头上市公司证券的整体表现。 消息面上，2月12日，由中国运载火箭技术研究院研制的捷龙三号火箭在广东阳江附近海域点火升空。 火箭采用"太空拼车"方式，将7颗卫星顺利送入预定轨道，发射任务取得圆满成功。 强大的运力是大国必争的战略高点，在政策、需求、资本的多重催化下，商业航天已成为市场近期的最 强主线之一。 有券商表示，近年来我国在船舶、航空航天、卫星导航等领域的全球竞争力持续提升，国防军工行业是 新质生产力发展突破的重要方向，行业前景广阔。"十五五"规划提出高质量推进国防和军队现代化，新 域新质作战力量建设将加快先进武器装备的更新换代，军工装备迎来新的发展时期。在全球冲突多发和 地缘局势并不平静的背景下，国防安全重要性提升，行业估值有望获得支撑。 （文章来源：每日经济新闻） ...

Core Insights - AI application concept stocks experienced fluctuations, with Zhangyue Technology hitting a limit-up for the fifth consecutive day, while other stocks like Guotou Intelligent and Wangsu Technology also saw gains [1] - Domestic AI companies are witnessing a surge in model releases, exemplified by MiniMax's announcement of its new text model, MiniMax M2.5, which allows for cost-effective operation of complex agents [1][2] Group 1: Market Trends - The cloud computing ETF Huaxia (516630) and the entrepreneurial board AI ETF Huaxia (159381) are undergoing adjustments due to the pullback in the optical module CPO and data center sectors [1] - The entrepreneurial board AI ETF Huaxia has attracted over 500 million yuan in the last 60 days, indicating strong investor interest [1] Group 2: AI Model Developments - MiniMax's M2.5 model can operate complex agents at a cost of only $0.3 per hour, suggesting that $10,000 can sustain four agents for an entire year [1] - The primary challenge for the M2 series models is the pace of capability improvement, highlighting the competitive landscape in AI model development [1] Group 3: Investment Opportunities - Huatai Securities reports that the acceleration of Agent applications is expected to peak in 2026, driven by rapid iterations in Agentic Coding and competition among major companies for personal agent assistants [2] - The entrepreneurial board AI ETF Huaxia has a high elasticity with nearly 50% weight in CPO, covering domestic software and AI application companies [2] - The cloud computing ETF Huaxia focuses on domestic AI software and hardware, with a combined weight of 83.7% in computer software, cloud services, and computer equipment [2]

半导体设备ETF（159516）跟踪的是半导体材料设备指数（931743），该指数聚焦于半导体产业链中的 材料与设备领域，从市场中选取涉及半导体材料生产、加工以及相关设备制造等业务的上市公司证券作 为指数样本，以反映半导体产业链上游关键环节相关上市公司证券的整体表现。该领域具有较高的技术 壁垒和成长性，是科技投资的重要参考方向之一。 （文章来源：每日经济新闻） 中原证券指出，AI驱动半导体周期持续上行，国内主要晶圆厂持续满载运行，部分工艺节点的价格已 经上涨。AI服务器需求的爆发式增长使得封测产能出现严重短缺，封测厂商也已开始调涨价格。由于 上游成本的上涨，产业链多家厂商陆续发布涨价函。由于AI推理需求的激增，拉动推理服务器的需 求，英特尔和AMD已经售出2026年大部分服务器CPU的产能，并计划在本季度调涨服务器CPU价格。 半导体行业持续景气，涨价已从存储蔓延至产业链各环节，半导体产业链迎来全面涨价潮。目前半导体 行业仍处于上行周期，AI为推动半导体行业成长的重要动力。 ...

每经编辑｜许绍航 "全网最爱发钱的老板"崔培军又要发钱了。 据大象新闻及大河报报道，河南矿山集团将于2月13日开年会，届时，被网友称作 "全网最爱发钱老板" 的崔培军，要在年会现场发放超6000万元现金年终 奖，加上线上发放部分，集团年终奖总额直接超1.8亿元。 图：崔培军在之前的年会发钱，来源大象新闻 据悉，当天将有7000名左右员工及家属到场，安排700多桌宴席，还有屠洪刚等歌手登台献唱。 这类"豪横发钱"并非偶然：2024年，企业净利润2.6亿元，给员工发放了1.7亿元 ；企业还在麦收季安排员工带薪返乡收麦，每人额外发放1000元现金；妇 女节给近2000名女员工每人发放800元现金+玫瑰+礼品，暑期送清凉、节日有惊喜，企业基本实现"一月一个小活动，三月一个大活动"。 图源：大河报 该企业已连续举办13年的中秋孝文化旅游节，每年3月底，企业都会组织员工父母免费外出旅游，去年出动77辆大巴，带领4000余名老人奔赴杭州、上海 等地，吃住行全程全包，不少老人的第一次坐飞机、第一次出国，都由企业安排。 此外，自建厂第二年起，河南矿山便开启捐资助学之路，如今已坚持22届，累计帮助4800余名因家庭变故陷入困境的 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，据"华为中国"官方微博消息，华为将于3月19日至20日在深圳举办"华为中国合 作伙伴大会2026"。 ...

Group 1 - The China Securities Information Technology Application Innovation Industry Index decreased by 0.05% as of February 13, with mixed performance among constituent stocks, where Green Alliance Technology led with a rise of 9.58% [1] - The latest price of the Xinchuang ETF (562570) is 1.55 yuan, with a trading volume of 967.74 million yuan and a turnover rate of 1.76% [1] - The Xinchuang ETF reached a new high in scale at 5.48 billion yuan, leading its peers, with a net inflow of 50.63 million yuan over the last five trading days [1] Group 2 - According to Zhongyin International, the large model sector is expected to see significant updates from leading domestic manufacturers around the Spring Festival in 2026, suggesting a potential rebound in AI applications [2] - The Xinchuang ETF (562570) closely tracks the China Xinchuang Index, emphasizing domestic full-stack substitution and integrating key segments such as storage chips and CPUs, with strong policy certainty [2] - The Xinchuang ETF is currently the largest in its category by scale, actively incorporating elements from the DeepSeek ecosystem and AI applications [2]