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港股AI大模型、芯片股,午后大涨
Di Yi Cai Jing Zi Xun· 2026-02-09 07:07
2月9日,港股恒生指数、恒生科技指数午后双双走高,截至发稿,均涨近2%。 | 名称 | 现价 | 涨跌幅, | 涨跌 | | --- | --- | --- | --- | | 智谱 | 278.600 | 37.11% | 75.400 | | 迅策 | 59.800 | 13.04% | 6.900 | | MINIMAX-WP | 518.000 | 12.36% | 57.000 | | 阅文集团 | 38.080 | 10.63% | 3.660 | | 金山云 | 7.120 | 9.71% | 0.630 | | 汇量科技 | 14.190 | 8.49% | 1.110 | | 讯飞医疗科技 | 86.550 | 8.19% | 6.550 | | 阜博集团 | 4.600 | 7.98% | 0.340 | | 迈富时 | 40.860 | 8.27% | 3.120 | | 明略科技-W | 242.800 | 7.62% | 17.200 | 编辑|钉钉 半导体、芯片股领涨,兆易创新涨超11%,上海复旦涨超10%,华虹半导体、中芯国际涨近5%。 | 兆易创新 | 313.000 | 11 ...
31省份披露去年财政收入
Di Yi Cai Jing Zi Xun· 2026-02-09 06:53
2026.02.09 本文字数:2393,阅读时长大约4分钟 与2024年相比,山西、陕西、内蒙古三地2025年收入规模排名有所下降。这与三地2025年财政收入有所 下滑直接相关。 各地的财政收入规模与当地经济总量、产业结构等直接相关,一般来说经济总量越大,税收贡献大的产 业越多,地方盘活存量资源资产力度越大等,相应地财政收入规模越高。比如,2025年广东、江苏、山 东、浙江经济总量稳居全国前四,四地财政收入规模也位居全国前列。 作者 |第一财经 陈益刊 随着地方近期陆续披露当地政府"账本",2025年31省份地方一般公共预算收入(下称"财政收入")规模 随之揭晓。 | 省份 | 2025地方一般公共预算收入(亿元) | 同比增长(%) | | --- | --- | --- | | 广东 | 13939 | 3 | | 江苏 | 10246 | 2. 1 | | 浙江 | 8865 | 1.8 | | 上海 | 8501 | 1.5 | | 山东 | 7864 | 2 | | 北京 | 6681 | 4.8 | | 116 | 5854 | 3.9 | | 河南 | 4502 | 2.5 | | 河北 | ...
曾10分钟售500万桶,昔日网红“自嗨锅”被申请破产审查
Di Yi Cai Jing Zi Xun· 2026-02-09 06:19
2026.02.09 本文字数:790,阅读时长大约2分钟 封图|图源自嗨锅官方账号 爱企查App显示,近日,自嗨锅关联公司杭州金羚羊企业管理咨询有限公司新增一则破产审查案件,申 请人为马某,经办法院为杭州市余杭区人民法院。 企业品牌项目信息显示,自嗨锅成立于2018年,是一个自热方便火锅品牌,产品包括麻辣牛肉自热火 锅、自热汤锅、自热干锅、自热煮锅等。 | ◎ 爱企查 #2020#1800 | 着企业,杭州金羚羊企业管理咨询有限公司 宜一下 | | | 应用 · w 老户特惠 供需集市 园AF | | --- | --- | --- | --- | --- | | 司法信息 211 基本信息 125 | 经营诊断 999+ | 知识产权 110 | 企业发展 26 | 经营状况 30 Frida Carmer | | ਕਿਵੇ 项目名称 | 最新融资轮次 | 成立时间 | 所属地 | 项目简介 | | 25 自時锅 | C+轮 | 2018 | 浙江省 | 自嗨锅是一个自热方便火锅品牌,产品包括麻 辣牛肉自热火锅、目热汤锅、自热干锅、自热 煮锅等,采用来自川西地区的胰根、花椒及腰 椒,不添加食品添加剂,基于 ...
天涯社区宣布回归
Di Yi Cai Jing Zi Xun· 2026-02-09 04:44
Group 1 - Tianya Community announced its relaunch after nearly three years of suspension, with plans to restore access on June 1, 2026 [2][4] - The announcement highlighted liquidity issues that led to the suspension of services on April 1, 2023, due to unpaid telecom IDC fees, putting the data at risk [4][9] - A new investment entity, Chengdu Tianya Ke Network Technology Co., Ltd., was established in April 2024 to support the relaunch and has already invested over 1 million yuan to ensure data preservation [4][7] Group 2 - The "New Tianya Genesis Member Product Service Package" is being launched, with a limited issuance of 9,999 units priced at 1,999 yuan each, aimed at funding the community's data preservation and relaunch efforts [5][6] - The total crowdfunding amount from the Genesis Member initiative is projected to reach 19.988 million yuan [6] - The new Tianya plans include an online and offline integrated platform, a restored Tianya Community, and a WEB3.0-based overseas Tianya for decentralized governance and IP rights trading [4]
白酒春节旺季迟到,头部酒企带头“砸钱”促销
Di Yi Cai Jing Zi Xun· 2026-02-09 04:39
2026.02.09 本文字数:1077,阅读时长大约2分钟 在业内看来,白酒企业加大促销力度,主要还是针对C端消费者,核心目的是围绕"开瓶"战略展开,希 望消费者多"喝"。 白酒独立评论员肖竹青告诉记者,很多酒厂加码"开盖扫码"等促销活动,这是酒企在为渠道减负、促进 真实开瓶动销的重要举措。头部酒企正从过去追求回款增长转向注重实际动销与库存去化,通过扫码红 包、宴席买赠等方式提升开瓶率,缓解渠道压力。 封图 |第一财经 任玉明 摄 春节前是白酒的传统旺季,记者从多地酒商处了解到,今年的春节旺季比往年来迟近1个月,酒企今年 也加大了年末的促销力度,通过红包、抽奖希望帮助经销商消化库存。 "今年进了2月才开始有旺季的感觉。"山东淄博酒商李辰告诉记者,往年一般元旦前后酒水销售就有上 升的趋势,但今年元旦后市场一直不温不火,直到2月才开始转旺。中国酒业协会特邀常务理事、福建 龙基名久负责人席康也表示,今年春节动销从1月中旬才开始有明显迹象,比往年晚了最少1个月。 多位受访酒商告诉记者,一方面今年本身春节时间较晚,春节旺季启动也有所推迟;另一方面,今年企 业团购、家庭消费者等购买行为也更加理性。预计2月10日到除夕前 ...
内存接口芯片龙头港股首秀飙涨近50%
Di Yi Cai Jing Zi Xun· 2026-02-09 04:22
Core Viewpoint - Lanke Technology, a leading memory interface chip company, successfully listed on the Hong Kong Stock Exchange, with its stock price significantly increasing from the issue price, reflecting strong market interest and confidence in the company's growth potential [1][2]. Group 1: Company Overview - Lanke Technology is a global leader in fabless integrated circuit design, focusing on providing innovative, reliable, and high-efficiency interconnect solutions for cloud computing and AI infrastructure [3]. - According to Frost & Sullivan, Lanke Technology is projected to be the largest supplier of memory interconnect chips globally by 2024, holding a market share of 36.8% based on revenue [3]. Group 2: Financial Performance - The company plans to achieve a net profit of between 2.15 billion to 2.35 billion RMB for the fiscal year 2025, representing a year-on-year growth of 52.29% to 66.46% [3]. - Excluding non-recurring gains and losses, the expected net profit is projected to be between 1.92 billion to 2.12 billion RMB, with a potential growth rate nearing 70% [3]. - The anticipated increase in performance is attributed to the booming demand in the AI industry, which has significantly boosted the shipment volume of the company's interconnect chips [3].
超4400只股上涨
Di Yi Cai Jing Zi Xun· 2026-02-09 04:01
作者 |一财阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘,沪指涨1.17%,深成指涨2.07%,创业板指涨3.11%,科创综指涨2.22%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 4113.28 | 47.70 | 1.17% | | 399001 | 深证成指 | 7 | 14194.23 | 287.50 | 2.07% | | 399006 | 创业板指 | 3 | 3337.03 | 100.57 | 3.11% | | 000680 | 科创综指 | 5 | 1792.49 | 38.88 | 2.22% | 盘面上,算力硬件产业链爆发,CPO、存储器方向领涨;光伏产业链走强,太空光伏方向活跃;AI应 用、半导体、商业航天、消费电子题材涨幅靠前。 2026.02.06 沪指高开0.93%,深成指高开1.50%,创业板指高开1.95%,科创综指高开1.99%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- ...
AI时代的生存指南——《第一财经》杂志2月刊
Di Yi Cai Jing Zi Xun· 2026-02-09 03:58
Group 1 - The core theme of the magazine issue is the integration of AI into the workplace, raising the question of who benefits as AI becomes a standard tool [1][2] - AI is seen as a double-edged sword, creating super individuals who effectively utilize tools while also highlighting concerns about talent development gaps [1] - The magazine aims to provide insights into industry trends and personal strategies for navigating the evolving landscape shaped by AI [11] Group 2 - The cover story discusses the implications of AI as a baseline in various industries and identifies potential winners in this new environment [2] - The issue includes a review of significant business news from 2025, highlighting both successes and failures of major companies [7] - Articles feature diverse perspectives, including how young children can use AI and strategies for navigating market conditions [10]
3700亿元天价“学费”!全球三大车企为电动化误判埋单
Di Yi Cai Jing Zi Xun· 2026-02-09 03:45
2月初,Stellantis集团宣布大规模收缩电动车业务并计提高达222亿欧元的资产减记。这一消息直接导致 其股价在美法两地市场分别大跌23.79%和25.24%。 这家由法国标致雪铁龙与意大利-美国菲亚特克莱斯勒合并而成的全球第四大车企,拥有Jeep、玛莎拉 蒂、标致、雪铁龙等14个知名品牌。 在初步预计2025年下半年净亏损190亿至210亿欧元的情况下,Stellantis已决定暂停2026年的股息发放。 与此同时,公司还计划通过发行混合债券筹集最多50亿欧元以维持财务稳定。 Stellantis正在系统性削减电动车业务布局,包括退出与韩国LG新能源在加拿大的电池合资企业NextStar Energy,并叫停了RAM 1500纯电皮卡在美国的生产,推迟了Alfa Romeo在欧洲的电动车项目。 这个周末,全球第四大车企Stellantis"爆雷"一事不断发酵,原因是这家企业日前宣布收缩电动车业务并 计提222亿欧元(约1820亿元人民币)亏损,其股价在法国和美国市场同步暴跌超过20%。 Stellantis首席执行官安东尼奥·菲洛萨承认公司"高估了能源转型的速度",这使他们偏离了许多汽车买家 的实际需求 ...
国投白银LOF,震荡拉升涨超6%
Di Yi Cai Jing Zi Xun· 2026-02-09 03:35
| G | 国投白银LOF(161226.SZ) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 02-09 11:11:00 | | | | | | 3.300 | 昨收 | 3.099 | 流通盘 | 36.38亿 | | | +0.201 | 开盘 +6.49% | 2.789 | 流通值 | 120亿 | | | 最高 | 3.365 成交量 | 6.8亿 | 换手率 | 18.59% | | | 最低 | 成交额 2.789 | 19.83亿 | 均价 | 2.932 | | | IOPV | 0.0000 溢折率 | 0.00% | 贴水率 | 58.71% | | | | 净值走势 国投瑞银白银期货A(161226.OF) 2.0792 -13.63% | | | | | | 分时 五日 | 日K | 围K | 目K | 由文 | | | 鹽加 3.409 | | | 均价:2.932 10.00% | 盘口 成交 | | | | | | 225 | 3.306 1.70万 | | | | | | | 3.304 100 | | | ...