Core Viewpoint - The company Youcai Resources (002998.SZ) has received a notification from the National Intellectual Property Administration granting a patent for an invention related to a multi-objective optimization method for recycled polyester fibers [1] Group 1: Patent Details - The patent is titled "A Multi-Objective Optimization Method for Recycled Polyester Fibers" [1] - This invention addresses multiple objectives simultaneously, which allows for effective resolution of conflicts between cost and performance, unlike single-objective optimization models [1]

当地时间2月11日，英伟达液冷供应商Vertiv（维谛技术）交出了一份超预期的财报。 第四季度，Vertiv营收达到了28.8亿美元，同比增长22.74%；归母净利润4.456亿美元，同比涨幅高达203.13%。 这个指引非常激进，也显示出公司对于供应链和产能爬坡的极强信心。 受此消息影响，昨夜Vertiv美股跳空大涨24.49%，创下了历史新高。 今日，液冷服务器概念表现强势，优刻得20cm涨停，方盛股份、申菱环境、依米康涨超10%，川润股份、英维克、大元泵业、博杰股份等多股涨停。 | 代码 名称 | | 现价 · | 涨跌 涨幅� | | --- | --- | --- | --- | | 688158 优刻得-W | | 45.05 | +7.51 +20.01% | | 920662 方盛股份 | | 32.04 | +4.70 +17.19% | | 301018 | 申菱环境 | 88.22 | +12.48 +16.48% | | 300249 | 依米康 | 18.00 | +2.02 +12.64% | | 300594 | 朗讲科技 | 29.37 | +2.71 +10.17% | | ...

Core Viewpoint - Tianji Co., Ltd. (002759.SZ) experienced a significant drop in stock price, hitting the daily limit down, primarily due to regulatory concerns following an investigation by the China Securities Regulatory Commission (CSRC) for alleged information disclosure violations [1] Group 1: Stock Performance - The stock price of Tianji Co., Ltd. fell to 39.56 yuan, with a market capitalization dropping below 20 billion yuan [1] - The sell-off was triggered by the announcement of the CSRC's investigation, leading to a sealed order amounting to 1.749 billion yuan [1] Group 2: Regulatory Issues - The company is under investigation by the CSRC for suspected violations of information disclosure laws, which has heightened investor concerns regarding compliance risks [1] - On January 15, the company faced regulatory measures from the Shenzhen Stock Exchange and the Guangdong Securities Regulatory Bureau due to issues related to goodwill impairment testing and inaccurate financial accounting [1]

此外，海外云服务商大幅提高资本开支。根美国云服务商在最新财报季中进一步明确了AI驱动的资本 开支加速趋势。Meta预计2026年资本开支为1150~1350亿美元，中值YoY+73%，重点投向超级智能实验 室和AI基础设施。Alphabet（谷歌母公司）预计2026年资本支出为1750~1850亿美元，中值YoY+97%， 主要用于AI功能优化和云基础设施扩容。亚马逊预计2026年资本开支约为2000亿美元，YoY+52%。微 软表示短期资产（CPU和GPU服务器）占资本开支的比例将维持在三分之二左右。美国四大云服务商均 表示，2026年全年将持续面临关键计算资源的供应限制，并需要通过加速投资、优化产能配置来应对快 速攀升的需求。 中银国际预计算力市场资本开支将持续推动技术迭代和需求增长，算力材料市场亦有望深度受益。 A股市场CPO概念股集体走强，天孚通信涨超10%，带动创业板人工智能ETF华宝、创业板人工智能 ETF华安、创业板人工智能ETF富国、创业板人工智能ETF大成、创业板人工智能ETF招商、创业板人 工智能ETF南方、创业板人工智能ETF华夏涨超2%。 | 序号 | 代码 | 名称 | 涨跌幅 ▼ ...

Core Viewpoint - Goldman Sachs reports that SMIC's operating profit for Q4 2025 exceeds expectations, and the revenue guidance for Q1 this year meets expectations [1] Group 1: Company Performance - The company is expected to benefit from increased domestic customer demand, ongoing capacity expansion, and product mix optimization this year [1] - SMIC plans to add 49,000 wafers per week capacity (based on 12-inch wafers) by 2025 while maintaining strong wafer yield [1] Group 2: Market Trends - The demand for high-margin products is expected to grow faster than traditional products, driven by the AI boom, supply chain restructuring, and localization trends [1] Group 3: Investment Outlook - Based on the optimistic growth outlook, Goldman Sachs anticipates that SMIC will continue to expand capacity and advance technology transfer in advanced processes, setting a target price of HKD 134 and rating the stock as "Buy" [1]

Group 1 - The A-share market saw a collective surge in liquid cooling concept stocks, with Fangsheng Co. rising by 17%, Shenling Environment increasing by over 13%, and Langjin Technology and Yimikang both up by over 12% [1] - Other notable performers included Chuanrun Co., Bojie Co., and Dayuan Pump Industry, which all hit the daily limit of 10%, while Keda, Yingweik, Kexin Innovation, and Debang Technology rose by over 7% [1] Group 2 - The table lists several stocks with their respective price changes and market capitalizations, highlighting that Youkede-W had a price increase of 20.01% with a total market value of 20.6 billion, and a year-to-date increase of 60.38% [2] - Wansheng Co. experienced a 17.01% rise, with a market cap of 2.801 billion and a year-to-date increase of 10.23% [2] - Shenmeng Environment saw a 13.84% increase, with a market cap of 22.9 billion and a year-to-date increase of 35.74% [2]

Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].

Group 1 - The A-share market saw a collective decline in bank stocks, with Chongqing Bank dropping over 2% and several other banks, including Agricultural Bank, CITIC Bank, and Xiamen Bank, falling more than 1% [1] - Chongqing Bank's stock decreased by 2.27%, with a total market capitalization of 36 billion and a year-to-date decline of 2.91% [2] - Agricultural Bank's stock fell by 1.62%, with a market cap of 2,337.9 billion and a year-to-date decline of 13.02% [2] Group 2 - CITIC Bank's stock decreased by 1.57%, with a market capitalization of 417.9 billion and a year-to-date decline of 2.47% [2] - Xiamen Bank's stock also fell by 1.57%, with a market cap of 19.9 billion and a year-to-date increase of 2.59% [2] - Qingnong Commercial Bank's stock dropped by 1.55%, with a market cap of 17.6 billion and a year-to-date increase of 2.26% [2] Group 3 - Other banks such as Qilu Bank, Xi'an Bank, and China Construction Bank experienced declines of 1.18% to 1.30%, with respective market caps of 36.2 billion, 16.9 billion, and 23,152 billion [2] - The stock of Industrial and Commercial Bank fell by 1.10%, with a market cap of 25,697 billion and a year-to-date decline of 9.08% [2] - China Merchants Bank's stock decreased by 1.04%, with a market cap of 98.33 billion and a year-to-date decline of 4.99% [2]

格隆汇2月12日｜澳大利亚S&P/ASX 200指数上涨1%至9105点。 ...

Core Viewpoint - The CPO concept stocks in the A-share market have collectively strengthened, with significant gains observed in several companies, indicating a positive trend in this sector [1]. Group 1: Stock Performance - Juguang Technology (688167) saw an increase of 11.19%, with a total market capitalization of 33.7 billion and a year-to-date gain of 114.04% [2]. - Taicheng Technology (300570) rose by 10.27%, with a market cap of 33.4 billion and a year-to-date increase of 27.34% [2]. - Tianfu Communication (300394) experienced an 8.99% rise, with a market value of 244.5 billion and a year-to-date gain of 54.88% [2]. - Guangku Technology (300620) increased by 4.79%, with a market cap of 46.2 billion and a year-to-date gain of 26.05% [2]. - Changxin Bochuang (300548) rose by 4.49%, with a market capitalization of 48.2 billion and a year-to-date increase of 16.40% [2]. - Hengdong Light (920045) saw a 4.37% increase, with a market cap of 28.4 billion and a year-to-date gain of 34.79% [2]. - Shijia Photon (688313) increased by 4.13%, with a market value of 39.5 billion, but has a year-to-date decline of 1.63% [2]. - Liant Technology (301205) rose by 4.09%, with a market cap of 24.9 billion and a year-to-date gain of 13.93% [2]. - Jieput (688025) increased by 3.99%, with a market capitalization of 21.3 billion and a year-to-date gain of 58.38% [2]. - Shoubote (300757) rose by 3.48%, with a market cap of 69.9 billion and a year-to-date increase of 78.75% [2]. - Zhongbei Communication (603220) saw a 2.57% increase, with a market value of 14.1 billion and a year-to-date gain of 23.52% [2]. - Cambridge Technology (603083) increased by 2.17%, with a market cap of 36.6 billion but has a year-to-date decline of 22.85% [2]. - Zhongji Xuchuang (300308) rose by 2.01%, with a market capitalization of 602.9 billion but has a year-to-date decline of 11.05% [2].