周三，美国股市回吐早盘涨幅最终收跌，尽管就业数据强劲提振市场，但对人工智能(AI)冲击多个行业 的担忧抑制了此轮反弹。 标普500指数微跌收盘，盘中一度有望刷新历史收盘新高，最终悉数回吐涨幅。科技权重集中的纳斯达 克100指数收涨0.3%，盘中最高上涨1%;而芝加哥期权交易所波动率指数(VIX)徘徊在18附近。 "就业报告发布后的反弹有些出人意料，毕竟近期市场更关注美联储，而非经济本身，"Nationwide首席 策略师Mark Hackett表示，"此轮抛售主要来自科技板块，延续了过去几个月的格局——国际股与价值股 领涨。" 一项衡量美股"七巨头"的指数下跌0.6%，跟踪软件股的ETF大跌2.6%。 一周多来，由于市场担忧AI对行业带来颠覆性冲击，软件股持续承压。投资者转而拥抱业务难以被AI 替代的公司。 房地产服务类股周三也走低，因市场评估该类企业面对AI技术冲击的脆弱性。世邦魏理仕(CBRE.US)重 挫12%，仲量联行(JLL.US)与Cushman&Wakefield(CWK.US)也双双下跌。 该板块成为最新一波被卷入Keefe,Bruyette&Woods分析师Jade Rahmani所称"AI ...

Group 1 - The overall market size of surgical robots in China is expected to grow from 7.2 billion RMB in 2024 to 76.7 billion RMB by 2032, with a CAGR of approximately 34% [1] - The market for laparoscopic surgical robots is projected to have a CAGR of about 29% from 2024 to 2032, driven by the release of pricing directories and increased penetration rates [1] - The orthopedic surgical robot market is anticipated to grow at a CAGR of around 41% during the same period, supported by the implementation of pricing directories and increasing hospital admissions [1] Group 2 - CITIC Securities believes that surgical robots represent one of the best business models in the medical device sector, as installed equipment will drive continuous consumption of consumables, leading to stable revenue and cash flow [2] - The global market for leading surgical robot companies has surpassed 1 trillion RMB in market value, with significant growth potential in penetration rates and market size [2] - AI is expected to empower surgical robots to achieve autonomous operations, further assisting or replacing some surgical procedures performed by doctors, which will benefit industry penetration rates and enhance company valuations [2] Group 3 - Related Hong Kong stocks in the surgical robot sector include Precision Surgery-B (02675), MicroPort Scientific-B (02252), and Kangji Medical (09997) [3]

Core Viewpoint - Manulife Financial Corporation (00945) plans to initiate a "normal course issuer bid" subject to approval from the Toronto Stock Exchange, allowing the company to repurchase and cancel up to 42 million common shares, representing approximately 2.5% of its issued and outstanding common shares [1] Group 1 - The "normal course issuer bid" has been approved by the Office of the Superintendent of Financial Institutions Canada [1] - As of January 31, 2026, Manulife has a total of 1.6767 billion issued and outstanding common shares [1] - The repurchase plan is part of Manulife's capital management strategy aimed at maintaining a robust regulatory capital ratio while also creating value for shareholders [1]

为了惠及更广泛的开发者社区，智谱(02513)即日起在Hugging Face与ModelScope平台同步开源GLM-5模 型权重，遵循MIT License。 与此同时，GLM Coding Plan服务也同步升级，为用户带来Agentic Engineering体验。新能力包括官方适 配OpenClaw，支持快速配置Agent工作流;并为Pro/Max用户限量赠送AutoGLM*OpenClaw，支持将云端 AI助手接入飞书等平台，实现智能自动化任务执行。 目前，GLM-5模型已上线智谱开发平台BigModel.cn、Z.ai及智谱清言(App/网页端)，可供用户体验。需 要注意的是，由于算力限制，当前仅Max用户套餐中包含GLM-5调用额度，官方表示将逐步扩大开放范 围。 ...

Group 1 - The company Manulife Financial-S (00945) announced a dividend distribution of CAD 0.485 per common share for the fourth quarter, scheduled for March 19, 2026 [1]

Core Insights - The article highlights the launch of the new flagship model GLM-5 by Zhiyuan (02513), which is designed to handle complex system engineering and long-range agent tasks, showcasing state-of-the-art (SOTA) capabilities in agentic engineering, comparable to Claude Opus4.5 [1] Group 1: Model Capabilities - GLM-5 represents a shift in the AGI industry from "Vibe Coding" to "Agentic Engineering," evolving model capabilities from simple dialogue and rapid prototyping to autonomously solving real-world long-range system engineering challenges [1] - The model features a parameter scale expanded to 744 billion and pre-training data increased to 28.5 trillion [1] Group 2: Technical Innovations - GLM-5 incorporates a new asynchronous reinforcement learning infrastructure called "Slime," aimed at maximizing the model's potential [1] - The model integrates a sparse attention mechanism for improved long-text performance while significantly reducing deployment costs [1] Group 3: Benchmark Performance - In benchmark tests, GLM-5 achieved programming capabilities aligned with Claude Opus4.5, scoring 77.8 in SWE-bench-Verified and 56.2 in Terminal Bench2.0, marking the highest scores among open-source models and outperforming Gemini3Pro [1] Group 4: Agent Capabilities - GLM-5 also demonstrates open-source SOTA agent capabilities, achieving the top performance in BrowseComp (networked retrieval and information understanding), MCP-Atlas (tool invocation and multi-step task execution), and τ-Bench (planning and execution in complex multi-tool scenarios) [2]

Core Insights - The company reported a record core profit of CAD 7.5 billion for the year 2025, representing a 3% increase compared to 2024 on a constant currency basis [1] - The fourth quarter core profit reached CAD 2 billion, up 5% from the same quarter in 2024 [1] - The net income attributable to shareholders for 2025 was CAD 5.6 billion, an increase of CAD 200 million from 2024, while the fourth quarter net income was CAD 1.5 billion, down CAD 100 million from the fourth quarter of 2024 [1] Financial Performance - The core EPS for 2025 was CAD 4.21, an 8% increase from 2024, with the fourth quarter core EPS at CAD 1.12, up 9% year-over-year [1] - The core ROE for the full year and fourth quarter were 16.5% and 17.1%, respectively [1] - APE sales increased by 14% for 2025 compared to 2024, while new business CSM rose by 28% and new business value increased by 18% [1] - In the fourth quarter of 2025, APE sales decreased by 1% compared to the same quarter in 2024, while new business CSM grew by 21% and new business value increased by 8% [1] Strategic Initiatives - The CEO highlighted 2025 as a significant year for the company, achieving record core profits and executing targeted strategic investments [2] - The company recorded over 20% growth in new business CSM across all insurance segments, establishing a solid foundation for future profitability [2] - Strategic moves included the acquisition of Comvest Credit Partners, a joint venture with Mahindra to enter the Indian life insurance market, and the establishment of a high-net-worth client office in Dubai [2] - The company was recognized as the top life insurer in AI maturity and responsible innovation, reflecting its commitment to becoming an AI-driven enterprise [2]

智通财经APP讯，强达电路(301628.SZ)公告，公司于2026年2月11日收到深圳证券交易所出具的《关于 受理深圳市强达电路股份有限公司向不特定对象发行可转换公司债券申请文件的通知》。深交所对公司 报送的向不特定对象发行可转换公司债券的申请文件进行了核对，认为申请文件齐备，决定予以受理。 ...

Group 1 - The company, Jingxin Pharmaceutical (002020), has submitted an application for the issuance of overseas listed shares (H shares) to the Hong Kong Stock Exchange on February 11, 2026 [1] - The application materials for this issuance and listing have been published on the Hong Kong Stock Exchange website on the same day [1]

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