Market Performance - The Hong Kong stock market showed a strong performance with the Hang Seng Index rising by 0.43% to 27,299.62 points, the Hang Seng Tech Index increasing by 1.1% to 5,510.82 points, and the National Enterprises Index up by 0.41% to 9,280.92 points [1] - Major technology stocks mostly saw gains, with Alibaba up by 0.81%, JD.com up by 0.64%, Xiaomi up by 4.72%, and NetEase up by 1.04%, while Tencent fell by 0.54% [1] Company Earnings - Semiconductor company SMIC reported a significant increase in performance, with projected sales revenue of $9.327 billion for 2025, a year-on-year increase of 16.2%, and a net profit of $685 million, up by 39.1% [2] - SMIC's average capacity utilization rate reached 93.5% for the year, with Q4 utilization hitting 95.7% [2] - PCCW reported a 7% increase in revenue to HKD 40.252 billion, with a 16% reduction in losses [2] Corporate Developments - Minth Group plans to establish a joint venture with Aisin and Toyota to produce aluminum vehicle body frames, strengthening its supply chain in North America [3] - Singlomics completed a placement raising HKD 835 million, with 90% allocated for global Phase III clinical trials of its obesity drug ASC30 [5] - Huatai Securities completed a zero-coupon convertible bond issuance of HKD 10 billion [6] Market Insights - CICC noted that the recent pullback in the Hong Kong market is due to three pressures: hawkish expectations from the Federal Reserve, doubts about AI capital expenditure returns, and lower-than-expected PMI [7] - The market is expected to have limited upward space in the medium term, with a target range for the Hang Seng Index between 28,000 and 29,000 points [7] - Analysts suggest focusing on essential retail and technology hardware sectors for potential growth [7]

本文源自：金融界AI电报 禾赛-W(2525.HK)大涨近8%，至216.2港元。 ...

Group 1 - The core viewpoint of the news is that SenseTime has been included in the MSCI China Index, marking a significant recognition of its value in the global AI sector and attracting international passive investment [1][2][4] - SenseTime's stock price surged by 11.39% to HKD 2.64 per share on the day the MSCI announcement was made, indicating strong market interest [1] - The inclusion in the MSCI China Index is seen as a validation of SenseTime's competitive advantages and long-term value, as the index is a key benchmark for global capital allocation [2][4] Group 2 - SenseTime's strategic advantage lies in its "big device - big model - application" integrated approach, which differentiates it from competitors that focus solely on models or applications [3] - The company's recent financial report indicates that its generative AI revenue is expected to rise significantly, reaching 77% by mid-2025, with projections of 91% by 2030 according to Goldman Sachs [3] - The MSCI index adjustment could lead to a substantial reallocation of funds, as over USD 17 trillion in assets are benchmarked to MSCI indices, with passive funds exceeding USD 2 trillion [4] Group 3 - The inclusion of SenseTime in the MSCI China Index signifies its core position in the AI industry, potentially attracting a broader base of long-term value investors [4] - SenseTime's addition to the index aligns it with other major tech companies like Tencent and CATL, highlighting its technological strength and governance standards [4] - The current narrative around AI development is largely defined by Western entities, and companies like SenseTime are expected to gradually shape the future global technology landscape [5]

丙午启新岁，骏影伴春归。2026年2月10日，上海科技馆焕新重启后的首个重磅大展"奇骥奔腾——马年科技文化特展"，在上海科技馆B1层正式启幕，2月 17日（正月初一）起面向公众开放，预约通道现已全面开启。 作为展览的核心部分，"奇骥奔腾"特展汇集了故宫博物院精选的二十余件马主题珍贵文物，通过"实物展品+数字演绎"的形式分主题展出。实体展品均为首 次在沪亮相，涵盖汉唐至明清时期的陶马、陶俑、鞍辔、兵器等，系统性展现了马在不同历史阶段的多元角色。借助高精度数字还原技术，《平定伊犁回部 战图册》等画作中的骏马跃然"屏"上，历史触手可及，更直观地领略马在礼制、军事、交通、艺术与生活中的独特地位。 图说：2月10日下午，在上海科技馆"奇骥奔腾"特展开幕仪式上，一场《奇骥奔腾：马的诗意行进》大型球幕音画诗歌音乐会隆重举行。 以马为媒传递奋进精神，赴新春科普之约 本次展览以"马"为叙事轴心，通过"自然演化—人马同行—启迪未来"的逻辑主线，串联起"奇骥初现""生生之野""千载骏影""骥语共驰"四个篇章。同时，打 破传统展陈框架，融合文物、标本与数字互动科技，多维展现马从远古到现代、从自然到文明的不同面貌，打造突破时空边界，可 ...

2月11日，"UU跑腿"发布关于代拜年服务的情况说明： 致广大网友与各界朋友： 近日，我司推出的万能帮手服务之【新春代拜年】服务引发了社交媒体的广泛关注与讨论。对此，我们高度重视，现就相 关情况及调整说明如下： 一、我们推出该项服务的初衷，是为了满足身在异地、行动不便或海外等无法返乡拜年群体的特定需求。希望通过此类服 务，帮助他们传递牵挂与心意，弥补无法当面问候的遗憾，提供更好的情绪价值，并非对传统礼仪的亵渎与曲解。 二、该服务上线后，虽然得到了不少用户的理解与预订，但也出现了一些批评的声音。为维护积极健康和谐的网络舆论环 境，避免因商业创新引发不必要的误解与对立，我们经过慎重评估，已主动将其中引发争议的服务项目予以下架。对于因 下架导致无法履约的订单，我们将主动为用户提供三倍金额补偿，原路退还。感谢大家的理解。 声明 致广大网友与各界朋友: 近日,我司推出的万能帮手服务之【新春代拜年】服务引发了社交媒体的广泛关 注与讨论。对此,我们高度重视,现就相关情况及调整说明如下: 一、我们推出该项服务的初衷. 是为了满足身在异地、行动不便或海外等无法 返乡拜年群体的特定需求。希望通过此类服务,帮助他们传递牵挂与心意, ...

国务院新闻办公室今天（2月11日）举行新闻发布会，请有关负责人介绍2026"乐购新春"春节特别活 动、保障春节市场供应有关情况。其中，近期商务部、财政部、税务总局确定在50个城市开展有奖发票 试点，半年实施期内将发放100亿奖补资金，其中春节9天假期的奖金规模将超过10个亿，大家在试点城 市购物、就餐、旅游、住宿等取得票面金额在100元以上的发票均可参与抽奖。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

责任编辑：栎树 国务院新闻办公室今天举行新闻发布会。其中提到，前不久商务部会同国家发展改革委、财政部拨出了 今年国补资金625亿元，目前已经到达各地商务部门。在春节9天假期内，将指导各地加大补贴投放，充 分保障消费者按政策要求申领补贴。 财经频道更多独家策划、专家专栏，免费查阅>> ...

Market Overview - A-shares showed a mixed performance with the Shanghai Composite Index slightly up by 0.22% to 4137.55 points, while the Shenzhen Component Index fell by 0.07% to 14200.38 points, and the ChiNext Index dropped by 0.91% to 3290.41 points, indicating a clear structural market trend [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.3 trillion yuan, with over 2700 stocks rising [1] Sector Performance - The chemical sector has shown strong performance, with key stocks like Jihua Group achieving a 5-day streak of gains, and stocks such as Sanfangxiang, Baichuan Co., and Huayitai hitting the daily limit [1][2] - The fiberglass sector also saw rapid gains, with stocks like Shandong Fiberglass and China Jushi reaching the daily limit [1] - The non-ferrous metals sector was active, particularly tungsten-related stocks, with Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [1][2] - The computing power leasing concept gained traction, with stocks like Nanxing Co. and Dawi Technology reaching the daily limit [1][3] Emerging Trends - The rare metals sector, including small and rare metals, has strengthened, driven by global supply chain restructuring and the rise of new industries, marking a new cycle of prosperity for these strategic resources [2] - The Seedance concept is gaining momentum, with companies like Zhangyue Technology and Huanyu Century recording three consecutive gains, driven by the recent evaluation of ByteDance's Seedance 2.0 model [2] Institutional Insights - Minsheng Securities noted that the market is experiencing a mild tug-of-war due to the upcoming holiday, suggesting that the best window for positioning is the week before the holiday, with a likely shift towards small and mid-cap growth stocks [4] - China Galaxy Securities highlighted the potential for box office releases during the upcoming long holiday, suggesting a focus on the performance of the film industry [4] - CITIC Securities pointed out that the surge in silver prices could accelerate the replacement of precious metal materials in the photovoltaic industry, leading to a differentiation in industry costs and the potential elimination of outdated capacities [4]

Group 1 - Dongfeng Motor Corporation has applied for a patent titled "Method, Device, Equipment, and Medium for Life Balance Control of Multi-Power Source Drive System," with publication number CN121469530A and application date of November 2025 [1] - The patent describes a method that processes torque and speed time-sequence signals using rain flow counting to convert them into load spectrum information, and calculates equivalent damage values for sensitive components of each power source based on Miner’s linear cumulative damage theory [1] - The invention addresses the issue of life imbalance caused by component differences, load history, and maintenance, enhancing the overall lifespan and reliability of multi-power source drive systems [1] Group 2 - Dongfeng Motor Corporation, established in 2001 and located in Wuhan, primarily engages in the automotive manufacturing industry [2] - The company has a registered capital of 858,937,000 RMB and has made investments in 44 enterprises, participated in 5,000 bidding projects, and holds 5,000 patent records [2] - Additionally, Dongfeng Motor Corporation possesses 156 administrative licenses [2]

中芯国际(0981.HK)盘中一度跌4.61%至68.25港元。 本文源自：金融界AI电报 ...