Group 1 - The gaming concept stocks have declined, with Light Media falling over 10%, Perfect World down over 4%, and companies like Kaiying Network, G-bits, and Changchun Technology dropping over 2% [1] - The gaming-related ETFs have also seen a decrease of approximately 3% [1] Group 2 - Some brokerages indicate that the global gaming market is currently in an upward cycle, with long-term optimistic growth expected in terms of revenue and player numbers [2] - The strong generative capabilities of DeepSeek may significantly enhance game development efficiency, creating more user-demanded virtual characters, maps, and storylines, thereby enriching gameplay and fostering paid scenarios [2]

截至2026年2月12日 10点44分，中证信息技术应用创新产业指数强势上涨1.35%，成分股东方国信上涨 7.55%，普元信息上涨6.18%，星环科技上涨5.27%，深信服，佰维存储等个股跟涨。信创ETF （562570）上涨1.12%，冲击4连涨 中银国际认为，2026年大模型迎来"春节档"，豆包2.0、SeedDance 2.0、Qwen 3.5等国内头部厂商大模 型有望在春节前后迎来密集更新，当前情绪低点、利空落地后迎来密集产业催化，AI应用或有望迎来 触底反弹，建议关注AI应用、云服务、存储等AI产业链环节投资机会。 相关ETF：信创ETF（562570）紧密跟踪中证信创指数，突出国产全栈替代，涵盖存储、CPU、AIPC等 关键环节，并积极融入DeepSeek生态（72%）与AI应用（58%），构建从底层硬件到行业智能的安全可 控体系，政策确定性强。目前，信创ETF（562570）为同类规模最大的ETF。 流动性方面，信创ETF盘中换手1.48%，成交799.91万元。规模方面，信创ETF最新规模达5.35亿元，创 近3月新高，领先同类。资金流入方面，信创ETF最新资金流入流出持平。拉长时间看，近5 ...

每经AI快讯，2月12日，智谱盘中拉升，日内涨幅扩大至20%，公司上调AI编程订阅套餐价格并将推出 新模型。 （文章来源：每日经济新闻） ...

每经AI快讯，2月12日，曹操出行(02643.HK)涨超6%，截至发稿涨6.13%，报37.06港元，成交额1.24亿 港元。 （文章来源：每日经济新闻） ...

Group 1 - The port and shipping sector is experiencing a significant rise, with companies like China Merchants Energy and COSCO Shipping Energy reaching their daily limit up [1] - Other companies in the sector, such as China Merchants South China and Nanjing Port, are also seeing increases in their stock prices [1]

2026年车市大幕拉开，多家主流车企陆续公布年度销量目标。 据《每日经济新闻》记者观察，2026年，传统汽车集团普遍坚持稳健增长策略，将新能源业务的深化转 型与海外市场的版图扩张列为核心发力点；而造车新势力及跨界入局的科技企业，则凭借2025年的高速 交付势头与产品口碑积累，纷纷设定大幅超越行业平均增速的激进目标，力求在智能电动赛道抢占更多 市场份额。 传统车企稳增长，目标增速10%至15% 综合来看，多家传统汽车集团基于2025年市场表现，普遍设定了10%至15%的同比增长目标，同时将新 能源业务作为销量提升的关键引擎，通过产品矩阵扩容与品牌细分巩固市场地位。 东风集团与奇瑞集团目标相近，均瞄准320万辆级别市场。东风集团将2026年整体销量目标定为325万 辆，其中新能源汽车170万辆、出口60万辆。这一目标建立在2025年新能源汽车和自主乘用车"双百 万"销量目标达成的基础上，旗下岚图品牌2025年87%的同比增速也为其注入信心。2026年，东风集团 将深化与华为的合作，并在技术上持续加码，包括发力混动技术和自主车规级芯片等。 长城汽车则采取相对审慎的策略，将2026年销量目标定为不低于180万辆。相较 ...

每经AI快讯，2月12日，国债期货盘初多数下跌，30年期主力合约跌0.02%报112.710元，10年期主力合 约持平于108.565元，5年期主力合约涨0.02%报106.085元，2年期主力合约跌0.02%报102.456元。 （文章来源：每日经济新闻） ...

Group 1: Market Performance - The Shanghai Composite Index rose by 0.09% to close at 4131.98 points, while the Shenzhen Component Index fell by 0.35% to 14160.93 points, and the ChiNext Index decreased by 1.08% to 3284.74 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average down by 0.13%, the Nasdaq Composite down by 0.16%, and the S&P 500 unchanged [1] - The Philadelphia Semiconductor Index increased by 2.28%, with notable gains from NXP Semiconductors (up 5.55%) and Micron Technology (up 9.94%) [1] Group 2: Industry Insights - DeepSeek has updated its web and app versions to support a maximum context length of 1 million tokens, an increase from the previous 128K tokens [2] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the need for central enterprises to enhance investment in computing power and promote the synergy of "computing power + electricity" to strengthen data governance capabilities [2] - The SASAC also called for a focus on independent innovation, particularly in breakthrough core technologies and the development of large models, to facilitate the transformation of innovative results into products and industries [2] Group 3: AI and Semiconductor Sector - Bohai Securities anticipates the launch of DeepSeek V4 during the Lunar New Year, which may drive a new round of technological iteration for domestic large models [3] - The upgrade of domestic large models like DeepSeek V4 is expected to accelerate technological innovation and application deployment in the AI sector [3] - The semiconductor equipment ETFs, such as the Sci-Tech Semiconductor ETF (588170), focus on semiconductor materials and equipment, benefiting from the AI revolution and domestic substitution trends [3]

（文章来源：每日经济新闻） 每经AI快讯，2月12日，30年期日本国债收益率下跌8个基点，至3.415%；40年期日本国债收益率下跌9 个基点，至3.635%。 ...

Group 1 - The core viewpoint of the news highlights the recent performance of the non-ferrous metal sector, particularly the significant inflow of funds into the Tianhong Non-Ferrous Metal ETF, which has reached a new high in scale and is closely tracking the Zhongzheng Industrial Non-Ferrous Metal Theme Index [1] - The Tianhong Non-Ferrous Metal ETF has seen a net inflow of 779 million yuan over the last five trading days, with its latest scale reaching 1.873 billion yuan, marking a record high since its listing [1] - The ETF's top three industries, copper (34.43%), aluminum (21.82%), and rare earths (13.60%), account for nearly 70% of its holdings, with a notable emphasis on rare earths as a strategic resource amid ongoing US-China trade negotiations [1] Group 2 - Indonesia's Ministry of Energy and Mineral Resources has officially announced a significant reduction in nickel ore production quotas for 2026, lowering the target range to 260-270 million tons, a decrease of approximately 30% from the 2025 target of 379 million tons [2] - The approved production quota for the Weda Bay Nickel mine has also been drastically cut from 42 million tons in 2025 to 12 million tons, indicating a shift in global nickel supply dynamics [2] - Tianfeng Securities notes that the recent stabilization and recovery of non-ferrous metal prices, combined with historical high production levels and increased fixed asset investment in the mining sector, suggest a continuous improvement in the industry's fundamentals and strong demand momentum [2]