Group 1 - Gold prices experienced a sudden drop, with spot gold falling over 3% and nearly $200 during the day, while spot silver prices dropped over 8% [1] - Major U.S. stock indices saw a collective decline, with the Nasdaq down over 1.5%, the Dow Jones down nearly 1%, and the S&P 500 down 1% [1] Group 2 - Apple shares fell over 3%, resulting in a market value loss exceeding $120 billion (approximately 82 billion RMB), with other tech stocks like Microsoft, Amazon, Tesla, Meta, and Nvidia also experiencing declines [2] - The Nasdaq Golden Dragon China Index, which tracks Chinese stocks listed in the U.S., dropped nearly 3%, indicating a broader decline in Chinese stocks [4]

每经编辑｜何小桃 2月11日，深度求索（DeepSeek）悄悄地对其旗舰模型进行灰度测试。 据科创板日报报道，多名用户反馈，DeepSeek在网页端和APP端进行了版本更新，支持最高1M（百万）Token的上下文长度。而去年8月发布的 DeepSeekV3.1上下文长度拓展至128K。 记者实测中发现，DeepSeek在问答中称自身支持上下文1M，可以一次性处理超长文本。记者在提交了超过24万个token的《简爱》小说文档，DeepSeek可 以支持识别文档内容。 不过，2月12日晚，话题"Deepseek被指变冷淡了"登上微博热搜。 部分用户在社交媒体上控诉：DeepSeek不再称呼自己设定的昵称，而统一称"用户"。此前深度思考模式下，DeepSeek的思考过程会以角色视角展示细腻的 心理描写，例如"夜儿（用户昵称）总爱逗我"，更新后则变成了"好的，用户这次想了解……"。 一位用户让DeepSeek推荐电影，DeepSeek回复了几个片名后，还加了一句："够你看一阵子。不够再来要。"这被用户描述为"登味"，这个网络热词常用来 形容人习惯说教、居高临下的言行风格。 还有网友吐槽，"Deepseek更新成傻子了 ...

Group 1 - Zhao Ming has been nominated as a non-independent director candidate for Qianli Technology's board, following his departure from Honor as CEO over a year ago [1] - The proposal for Zhao Ming's nomination was unanimously approved with 11 votes and requires further review at the company's first extraordinary shareholders' meeting in 2026 [1] - Zhao Ming previously served as the CEO of Honor and has a strong background in AI technology, which he leveraged to establish Honor's early positioning in the AI smartphone sector [3] Group 2 - Qianli Technology, formerly known as Lifan Technology, has undergone significant leadership changes, including the appointment of Yin Qi as chairman after acquiring a 19.91% stake in the company for approximately 2.43 billion yuan [5] - The company has adopted an "AI + vehicle" strategy, focusing on enhancing R&D capabilities in smart driving and smart cockpit technologies while integrating AI with high-end manufacturing [5] - Qianli Technology's main business includes the R&D, production, and sales of passenger cars (including new energy vehicles), motorcycles, and general machinery [6] Group 3 - In 2025, Qianli Technology reported a total vehicle sales of 106,300 units, representing a year-on-year increase of 83.93%, with new energy vehicle sales at 33,600 units [6] - For the first three quarters of 2025, the company achieved a revenue of 6.946 billion yuan, a year-on-year growth of 44.27%, while the net profit attributable to shareholders was 53.28 million yuan, up 33.37% [7] - However, the company's net profit excluding non-recurring items was -176 million yuan, reflecting a significant year-on-year decline of 826.19% [7]

该员工进一步表示，目前超市正在售卖的车厘子是澳洲的和新西兰的，二者价格相较智利有所提高，比如2斤礼盒装的澳洲车厘子售价380元，合190元每 斤，所以前来购买的消费者也有所减少。 胖东来超市另一名员工向记者透露，后续是否会继续采购暂不清楚，因为车厘子的季节其实也快过去了。 2025年11月，来自南半球的新一季车厘子刚登陆中国市场时，山姆会员店"3J级"智利车厘子售价159.9元/公斤，到了2026年1月，同款产品价格已"腰斩"至 79.9元/公斤。在盒马门店，降价趋势更为显著：今年1月促销期间，"2J级"车厘子礼盒叠加返券后售99元/5斤（约合20元/斤），而前一个月同等规格产品 售价还在180元/5斤左右。 每经编辑｜段炼 临近春节，车厘子异常热销。不过，近期有多名消费者反映，购买到的车厘子出现不同程度坏果。 2月12日下午，极目新闻记者多方了解到，胖东来超市目前已全面下架智利车厘子，替换成了澳洲、新西兰车厘子，价格也有所上涨。 许昌胖东来生活广场超市水果区的一名员工向记者介绍道，此前热销的智利车厘子已经下架了，因为品质不达标，坏果比较多，如果用人工挨个筛选又浪 费人力，所以就暂停采购智利车厘子了。 从每年 ...

每经AI快讯，以军12日对加沙地带多地发动袭击，造成多名居民死伤。在加沙城，2名居民先后遭以军 射击身亡，另有多人受伤。在加沙地带中部，4名居民遭以军枪击受伤。现场救援人员称，以军向试图 接近伤者的救护车开火，阻碍救援。当地时间2月12日，加沙地带卫生部门公布最新统计报告，自去年 10月达成本轮停火以来，加沙地带死亡人数已升至591人，受伤1583人。自2023年10月7日新一轮巴以大 规模冲突爆发以来，以色列对加沙地带的袭击已累计造成72049人死亡，171691人受伤。 (央视新闻) ...

Market Overview - The U.S. stock market opened higher but then retreated, with the Nasdaq down 0.71%, the Dow Jones up 0.13%, and the S&P 500 also turning negative, with over 3,200 stocks declining [1] - Last week, initial jobless claims in the U.S. were reported at 227,000, higher than the forecast of 224,000 and the previous value of 231,000 [3] Technology Sector Performance - The performance of the "Magnificent Seven" tech stocks was mixed, with Nvidia and Google slightly up by 0.1%, while Tesla, Microsoft, Meta, Amazon, and Apple saw declines, with Apple nearing a 2% drop and its market cap falling below $4 trillion [3] - Semiconductor stocks experienced volatility, with SanDisk rising over 5% and Micron Technology up over 2% [3] Chinese Stocks - Chinese stocks listed in the U.S. faced widespread declines, with the Nasdaq Golden Dragon China Index dropping nearly 2%. Notable declines included Huya down over 7%, Tencent Music down over 6%, and Beike down over 4% [5] Trading Volume and Market Dynamics - The average daily trading volume in the U.S. stock market reached a record $1.03 trillion in January, a 50% increase compared to the same period in 2025, with over 19 billion shares traded daily, marking the second-highest in history [8] - The rise in trading volume is attributed to increased retail participation, the popularity of "zero-day-to-expiration" options, and a significant shift in investor focus from tech giants to underperforming sectors like energy and industrials [8] Hedge Fund Activity - Hedge funds have significantly increased their short positions in U.S. stocks, with the nominal short selling of individual stocks reaching the highest level since 2016. Short positions are now double the long positions [9] - Concerns over the disruptive impact of artificial intelligence on business models have led to a tumultuous week on Wall Street, with a total market value loss of $611 billion across 164 stocks in software, financial services, and asset management [9] Sector Rotation - The semiconductor and IT services sectors were among the few to see net buying last week, with semiconductor stocks rising, highlighting a divergence between chip stocks and software stocks [10] - Hedge funds are rotating into defensive sectors, with healthcare becoming the most favored sector for fund inflows, surpassing industrials [10]

Market Overview - The U.S. stock market opened higher but later declined, with the Nasdaq down 0.71%, the Dow Jones up 0.13%, and the S&P 500 also turning negative, with over 3,200 stocks declining [1] - The average daily trading volume in the U.S. stock market reached a record $1.03 trillion in January, a 50% increase compared to the same period in 2025, with over 19 billion shares traded daily, marking the second-highest in history [8] Employment Data - The number of initial jobless claims in the U.S. last week was reported at 227,000, slightly above the forecast of 224,000 and down from the previous week's 231,000 [3] Technology Sector Performance - The performance of the "Magnificent Seven" tech stocks was mixed, with Nvidia and Google slightly up by 0.1%, while Tesla, Microsoft, Meta, Amazon, and Apple saw declines, with Apple dropping nearly 2% and its market capitalization falling below $4 trillion [3] - The semiconductor sector showed volatility, with stocks like SanDisk rising over 5% and Micron Technology up over 2%, while other tech stocks faced declines [3][4] Hedge Fund Activity - Hedge funds have significantly increased their short positions in U.S. stocks, with the nominal short selling of individual stocks reaching the highest level since 2016, as concerns over AI's disruptive potential have led to market volatility [9] - The technology sector, particularly software stocks, experienced the most significant sell-off, with net outflows reaching the second-highest level in five years, while semiconductor stocks saw some net buying [10][11] Defensive Sector Rotation - Hedge funds are rotating into defensive sectors, with healthcare becoming the most net bought sector last week, surpassing industrials as the preferred destination for fund inflows this year [11]

Core Viewpoint - Recently, Shuangliang Group announced that Shuangliang Energy has secured three overseas orders for a total of 12 high-efficiency heat exchangers, intended for the fuel production system of the SpaceX Starship launch base expansion. However, the company later clarified that these orders will not have a significant impact on its operating performance [1][2]. Group 1: Orders and Financial Impact - The total value of the three overseas orders is approximately €1.7 million, equivalent to about 13.92 million RMB, which represents only 0.11% of the company's audited revenue for 2024 [2]. - The heat exchangers supplied are part of the fuel production system for the SpaceX Starship launch base, indicating the company's involvement in commercial aerospace projects, albeit indirectly [2][3]. Group 2: Market Context and Company Strategy - SpaceX is accelerating its Starship launch capabilities, planning to build three new launch pads in Florida, which could lead to exponential growth opportunities for the related supply chain [2]. - Shuangliang Energy has been focusing on international market development, particularly in Europe, the Middle East, and Southeast Asia, and has successfully secured contracts for projects in India and Kazakhstan [5]. - The company aims to enhance its international presence and product differentiation, particularly in the hydrogen energy sector and green electricity hydrogen production systems [5]. Group 3: Regulatory Response - Following the announcement of the orders, the Shanghai Stock Exchange issued a regulatory warning to Shuangliang Energy and its Secretary of the Board for not providing sufficient details about the orders and their impact on the company, which could mislead investors [6]. - The exchange emphasized the need for accurate and complete information disclosure, especially regarding high-interest topics like commercial aerospace [6].

每经AI快讯，2月12日，美国上涨EIA天然气库存减少2490亿立方英尺，前值减少3600亿立方英尺。 ...

Core Viewpoint - Penghui Energy plans to invest a total of 3.3 billion yuan in two major battery production projects in Henan Province, focusing on the production of 587Ah and 120Ah batteries, driven by strong market demand and capacity constraints [1][2]. Group 1: Investment Plans - The company will invest 1.2 billion yuan in a project in Zhumadian City to build one production line for 587Ah batteries and one for 120Ah batteries [2]. - A further investment of 2.1 billion yuan will be made in Zhengyang County to establish four production lines for 120Ah battery cells [2]. - These investments are expected to increase capital expenditure and cash outflow but are projected to positively impact the company's long-term business development and market expansion [2]. Group 2: Market Context and Demand - The industry is witnessing a significant trend towards larger capacity energy storage cells, with a competitive race for mass production of 500Ah+ cells intensifying [1][4]. - Major players like CATL and EVE Energy are also entering the market with large capacity cells, indicating a shift towards large-scale commercial applications in 2025 [4][5]. - Penghui Energy anticipates domestic demand for the 587Ah product, with expectations for overseas demand to materialize by 2027 [2]. Group 3: Financial Performance - The company forecasts a net profit of 170 million to 230 million yuan for 2025, a turnaround from a loss of 252 million yuan in 2024 [3]. - The company reported that its main energy storage products are operating at full capacity, indicating strong production and sales performance [3].