市场监管总局发布《汽车行业价格行为合规指南》 五是附则。提出充分发挥行业协会作用，指导协会参照指南制定细化落实措施。 来源：新华社 （文章来源：中国证券报） 一是明确总体原则和要求。明确指南制定目的、依据和适用范围，规定价格行为应遵循的基本原则，并 鼓励行业协会加强自律，推动行业价格合规建设。 二是细化汽车生产企业价格行为规范。明确从整车到零部件生产、从定价策略到销售行为各环节的价格 合规要求。实行全流程价格管理，强化公平定价约束，规范促销与定价行为，依法打击不正当价格行 为。 三是明确汽车销售企业价格行为要求。聚焦汽车新车销售环节，着力规范不按规定明码标价、虚假促销 等突出问题。建立风险提示机制，鼓励平台对显著低价行为进行经营风险和消费风险双向提示。 四是引导企业加强内部合规建设。鼓励汽车生产和销售企业建立内部价格合规管理机制，包括价格决 策、销售合同管理、内部监督、价格应急处置、风险防控及价格合规培训6项机制，实现价格行为全流 程管控。 新华社北京2月12日电 12日，市场监管总局发布《汽车行业价格行为合规指南》，进一步规范汽车行业 价格行为，促进汽车市场健康有序发展。 汽车产业是国民经济的重要支柱产业， ...

2月12日，A股市场震荡走强。截至收盘，沪指涨0.05%，深证成指涨0.86%，创业板指涨1.32%，科创综指涨1.56%。全市场成交额超2.16万亿元，较前一 交易日增加1597亿元。 同花顺数据显示，今日其他电源设备、小金属、半导体、电网设备、通信设备等行业板块涨幅居前，影视院线、旅游及酒店、零售、白酒等板块展开调 整。 午后，AI概念继续发酵。利欧股份直线涨停，截至收盘，该股总市值为614.88亿元，涨停板上有超87万手封单。值得注意的是，该股今日主力资金净流入 32.68亿元，位居A股第一。 消息面上，北京时间2月11日，国际指数编制公司MSCI公布了2月指数审议结果。本次调整中，MSCI中国指数新纳入37只股票，包括安集科技、白银有 色、利欧股份、宏桥控股、香农芯创等33只A股。 实际上，利欧股份在AI领域布局已久。公司1月8日披露的投资者关系活动记录表显示，公司互联网板块下属子公司利欧数字自2023年起布局AI领域，并 推出自研AIGC生态平台"LEO AIAD"，围绕数字营销业务持续推进AI能力的应用与迭代。利欧数字开发了"利欧数字AI一体化平台"，向集团员工开放使 用，其中的AI创意工厂模块已 ...

Core Insights - The article highlights the rapid advancements in AI technology, particularly focusing on the launch of new models like GLM-5 by Zhiyu and Seedance2.0 by ByteDance, which are gaining significant attention in the market [1][3][5]. Group 1: AI Model Developments - Zhiyu's new model GLM-5 has gained popularity, topping the charts on the global model service platform OpenRouter, leading to a significant increase in Zhiyu's stock price, which rose over 50% in just two trading days [1][6]. - Seedance2.0, launched by ByteDance, has been described as a revolutionary video generation model, achieving high-quality outputs that have impressed both domestic and international users [3][4]. - The improvements in Seedance2.0 include enhanced character consistency, camera movement, and audio-visual synchronization, which significantly lower the barriers to video creation [3][4]. Group 2: Market Impact and Investment Opportunities - The surge in AI applications, particularly in media and entertainment, has sparked interest among investors, with expectations of accelerated commercialization in these sectors [1][9]. - Companies involved in AI video generation, such as those in the media and entertainment sectors, have seen substantial stock price increases, indicating a positive market response [1][9]. - Long-term benefits are anticipated for upstream computing power providers and platform-based companies, as the demand for AI-generated content is expected to rise significantly, driving growth in GPU and AI server markets [9][10].

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.81%, and the ChiNext Index up by 1.18% [2] Sector Performance - The market's focus was primarily on the non-ferrous metals and computing hardware sectors, with significant gains observed in computing hardware stocks such as CPO, liquid-cooled servers, optical chips, and optical circuit switches [4] - Notable performers included Tianfu Communication, which surged by 11.61% to reach a historical high of 322 CNY per share, bringing its market capitalization to 250.33 billion CNY [4] - The non-ferrous metals sector also showed strong activity, with Xianglu Tungsten Industry achieving "3 boards in 5 days" and Zhangyuan Tungsten Industry achieving "2 consecutive boards" [4] Computing Industry Developments - The computing industry chain experienced a significant rise, with multiple stocks in the sector showing strong performance. Tianfu Communication led the charge with an 11.61% increase, while other stocks like Yimikang and Kexin Innovation Source rose over 10% [4][6] - The State-owned Assets Supervision and Administration Commission held a meeting emphasizing the need for central enterprises to enhance investment in computing power and promote the synergy between computing and electricity [7] - Meta announced the construction of a $10 billion data center in Indiana, which will support its AI development needs, with an expected operational capacity of 1 GW by late 2027 or early 2028 [7][8] Financial Market Insights - Moody's recently assigned a AAA rating to a portion of asset-backed securities issued by Compass Datacenters, marking a significant milestone for data center financing [8] - Major tech companies, including Amazon, Microsoft, and Alphabet, are leveraging the credit market for financing, with Morgan Stanley predicting that spending on data centers and AI will exceed $5 trillion over the next five years [8] Company-Specific News - Zhiyu Technology's stock price surged over 33%, reaching a historical high with a market capitalization exceeding 170 billion HKD following the announcement of its new flagship model GLM-5 [10] - The company reported a tenfold increase in user flow in a short period, prompting it to expand its capacity to meet demand [10]

Core Insights - The article highlights the rapid advancements in AI technology, particularly focusing on the launch of new models like GLM-5 by Zhiyu and Seedance2.0 by ByteDance, which are significantly impacting the AI landscape and investment opportunities in the sector [1][4][5]. Group 1: AI Model Developments - Zhiyu's new model GLM-5 has gained significant attention, with its stock price surging over 50% in just two trading days, reflecting strong market interest [1][4]. - ByteDance's Seedance2.0 has been described as a revolutionary AI video generation model, achieving high-quality outputs that have impressed both domestic and international users [2][3]. - Seedance2.0 addresses previous limitations in video generation, such as audio-visual synchronization and character consistency, leading to a substantial reduction in production costs and time [3][2]. Group 2: Market Reactions and Implications - The launch of these AI models has led to a notable increase in stock prices for companies in the media, film, and gaming sectors, indicating a strong market response to AI advancements [7][8]. - Analysts predict that the commercialization of AI applications will accelerate, benefiting not only media sectors but also computational and platform-based enterprises in the long run [7][8]. - The integration of AI in content creation is expected to create a significant demand for computational resources, benefiting GPU manufacturers and AI server suppliers [7][8]. Group 3: Future Trends and Opportunities - The emergence of AI models like GLM-5 and Seedance2.0 is seen as a precursor to a broader wave of intelligent agent applications, which could transform user interactions with digital environments [5][6]. - Companies that can create a complete ecosystem from model development to content production and distribution are likely to gain a competitive edge, as they can leverage user feedback for continuous improvement [8]. - The future of AI commercialization is anticipated to focus on subscription models and enterprise applications, with potential revenue streams from advertising and value-added services [8].

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.81%, and the ChiNext Index up by 1.18% [1] Industry Highlights - The market focus was primarily on the non-ferrous metals and computing hardware sectors, with significant strength observed in computing hardware stocks such as CPO, liquid-cooled servers, optical chips, and optical circuit switches [1][5] - Notable stocks included Tianfu Communication, which surged by 11.61% to reach a historical high of 322 CNY per share, resulting in a market capitalization of 250.33 billion CNY [2][5] Stock Performance - The non-ferrous metals sector was notably active, with Xianglu Tungsten Industry achieving "3 boards in 5 days" and Zhangyuan Tungsten Industry achieving "2 consecutive boards" [3] - The electric grid equipment sector also saw significant gains, with stocks like Siyuan Electric and Sifang Co. reaching new highs [3] Computing Power Sector Developments - The computing power industry chain experienced a substantial increase, driven by multiple favorable factors, including government initiatives to enhance investment in computing power and the construction of large-scale data centers by major tech companies [8] - Meta announced the construction of a $10 billion data center in Indiana, which will support its AI development needs, with an expected operational capacity of 1 GW by late 2027 or early 2028 [8] Financial Market Insights - Moody's recently assigned a AAA rating to a portion of asset-backed securities issued by Compass Datacenters, marking a significant milestone as it is the first time a top rating agency has granted such a rating for data center ABS transactions [9] - Morgan Stanley predicts that spending on data centers and AI will exceed $5 trillion over the next five years, indicating a robust growth outlook for the sector [9] Company-Specific News - Zhizhu's stock price surged over 33%, reaching a historical high and a market capitalization exceeding 170 billion HKD following the announcement of its new flagship model GLM-5 [10][13] - Zhizhu reported a tenfold increase in user flow shortly after the model's release, prompting the company to expand its capacity to meet demand [13]

Core Insights - Huatu Group is deepening its collaboration with Feishu to enhance operational efficiency and implement AI applications across its extensive network of over a thousand campuses, aiming to establish an AI-centric infrastructure for improved quality and efficiency [1][2] - The company is transitioning from an "educational institution" to an "educational technology platform," with a strategic focus on AI as articulated by its founder, Yi Dinghong, who has committed to an "All in AI" strategy without budget constraints for AI investments [1][4] Group 1: Collaboration with Feishu - The partnership with Feishu aims to create an AI hub that connects headquarters with frontline operations, allowing for direct communication and real-time feedback on key tasks across campuses [2][3] - Feishu's capabilities will enable a unified portal for Huatu, embedding AI into every workflow, thus enhancing efficiency and allowing educators to focus on creative teaching rather than administrative tasks [2][3] Group 2: AI Tools and Impact - AI tools developed by Huatu significantly reduce the time teachers spend on grading, with one tool able to score essays in just 10 seconds, cutting down grading time from four hours to thirty minutes daily [3] - The AI-driven approach is expected to enhance student learning outcomes by allowing teachers to dedicate more time to personalized instruction [3] Group 3: Self-developed AI Hardware - Huatu is expanding its service offerings by introducing self-developed AI hardware, marking a shift from solely providing courses to also offering physical products [4][5] - The new hardware is designed to serve as a long-term intelligent partner for users, providing personalized learning paths during exam preparation and assisting with workplace tasks post-employment [5] Group 4: Business Model Transformation - The integration of AI products with physical hardware and subscription services is projected to increase user lifetime value by 2-3 times, transitioning Huatu's revenue model from one-time fees to ongoing service subscriptions [5] - This strategic shift positions Huatu as a comprehensive partner throughout the educational journey, moving from a focus on exam training to a broader role in career development [5]

Core Viewpoint - The launch of the "Investment Portrait One-Click Check" New Year theme activity by CITIC Securities aims to help investors understand their investment behavior and clarify their wealth management direction for the new year [1][2]. Group 1: Activity Overview - The activity utilizes CITIC Securities' Polaris account diagnosis product to create personalized investment portraits for both existing and new users, allowing them to identify their investment "DNA" [1][2]. - Existing customers receive a detailed analysis based on their actual trading data, while new users can participate by completing a questionnaire to obtain a behavior-based investment report [2][4]. Group 2: Technology and Service Model - The Polaris account diagnosis product represents CITIC Securities' advancements in financial technology, transforming complex investment logic into accessible services for ordinary investors [3]. - The product employs a comprehensive diagnostic approach, linking macro market conditions to individual behaviors, thus enhancing the wealth management service model from "single-point service" to "full-cycle value companionship" [3][5]. Group 3: User Engagement and Insights - The activity emphasizes deep interaction and value resonance with users, moving beyond traditional promotional methods to foster self-discovery among investors [5]. - Participants reported gaining insights into their investment blind spots, highlighting the meaningfulness of the experience compared to typical festive giveaways [5]. Group 4: Future Developments - CITIC Securities plans to further develop the "Investment Portrait" and "Account Health Score" as core features of the Polaris product, continuously iterating to include more data dimensions and smarter algorithms [6].

招商银行表示，若客户希望及时掌握账户变动情况，可通过该行App、个人银行PC版或网点渠道办理账 户变动短信通知服务。记者咨询招商银行客服得知，该行一卡通短信通知服务的收费标准为每月3元， 首次开通的前三个月（含开通当月）免费。按月收费，暂无包年收费方式。 招商银行客服表示，金葵花及以上级别客户、65岁（含）以上老年客户等的短信通知服务免费。招商银 行App动账通知服务也是免费的。除了招商银行，中信银行表示，自2月1日起，个人金融短信通服务全 面升级。对于借记卡，贵宾级（含）以上客户、新市民客户免收服务费。动账短信发送起点金额为300 元，官方微信免费提供0元起点动账提醒服务。 中小银行的步伐紧跟行业趋势。例如，新疆农商银行发布公告称，该行根据业务发展需求等，自4月下 旬起，将调整动账提醒短信起点金额，由0元提高至100元（含）。 "您尾号XXX账户完成快捷支付，支出金额9.9元，余额5000元。"曾几何时，此类动账短信是众多消费 者掌握银行账户资金动态的"标配"。但也有不少消费者反馈"每天收到的信息太繁杂"，不堪其扰。如 今，招商银行、中信银行等多家银行出手，调整动账短信提醒服务，上调免费动账短信的起点金额。 ...

Core Viewpoint - The company emphasizes its commitment to aligning with national goals and enhancing its core competitiveness while actively participating in the construction of a strong financial nation, aiming for high-quality development during the "14th Five-Year Plan" period [1][11]. Group 1: Implementation of Party's Guidelines - The company has actively implemented the spirit of the 20th Central Committee, organizing over 780 collective study sessions and nearly 260 concentrated publicity activities for employees [1][2]. - The company has undergone internal audits and inspections, resulting in a purified political ecosystem and more standardized operational mechanisms [2]. Group 2: Focus on Real Economy - The company has shifted its focus from merely facilitating IPOs to providing comprehensive support for listed companies, enhancing their operational standards and value [2]. - It has prioritized green finance, significantly increasing its issuance and underwriting of green bonds, supporting projects in clean energy and transportation [2]. Group 3: Governance and Risk Management - The company has strengthened its governance by integrating party leadership into all governance aspects, enhancing the effectiveness of its governance structure [4]. - A comprehensive risk management system has been established, with over 20 new or revised regulations to meet regulatory requirements by 2025 [6]. Group 4: Investment Banking Development - The company aims to build a first-class service-oriented investment bank, with a target of achieving a record high in financing for the real economy by 2025, reflecting a 10% year-on-year increase [5]. - It has successfully launched several market-first projects, including technology innovation bonds and real estate asset-backed securities [5]. Group 5: Talent and Cultural Development - The company is focused on building a high-quality talent pool, implementing training programs that have reached over 8,000 participants [7]. - It promotes a unique financial culture, integrating cultural values into its operational framework and enhancing its influence in the industry [8]. Group 6: Commitment to Social Responsibility - The company is dedicated to serving the real economy and fulfilling its social responsibilities, actively participating in initiatives that support rural revitalization and public welfare [10]. - It aims to enhance its product offerings to better meet the wealth management needs of residents, while also responding to social responsibility assessments [10].