据新华社援引美联社12日援引消息人士的话报道，美国已下令向中东地区派遣第二艘航空母 舰。 来源丨新华社 编辑丨黎雨桐 港股年内最牛新股出现，首日狂飙220% 王兴兴：具身智能未来热度或是现在的1000倍 SFC 21君荐读 另据新华社援引《纽约时报》报道，"杰拉尔德·R·福特"号航空母舰及其护航舰艇已奉命从加 勒比海开往中东地区，"预计到4月底或5月初方能返回母港"。报道援引消息人士的话说，舰上 人员已于当天早些时候得知这一决定。 ...

Core Viewpoint - Haizhi Technology Group, known as the "first AI de-hallucination stock," saw its stock price surge over 200% on its first day of trading in Hong Kong, marking the best debut performance for a new stock in the Hong Kong market this year [1]. Company Overview - Founded in 2013, Haizhi Technology Group focuses on developing industry-level intelligent agents and providing AI solutions through its proprietary high-performance graph computing technology. Its products are widely used across various sectors, including finance, energy, smart manufacturing, transportation, healthcare, and public services. The company is recognized as a national high-tech enterprise [3]. - According to Frost & Sullivan, Haizhi Technology Group is the first company in China to effectively reduce hallucinations in large language models using knowledge graphs, achieving a market share of 50% in the AI intelligent agent sector based on graph technology by 2024 [3]. Financial Performance - Despite the strong market performance, the company is currently operating at a loss. Financial reports indicate net losses of 176 million yuan, 266 million yuan, 93.73 million yuan, and 128 million yuan for the years 2022, 2023, 2024, and the first half of 2025, respectively. The company attributes these losses to high upfront investments in upgrading existing products and accelerating commercialization [4]. IPO Details - The company issued a total of 28.03 million H-shares globally, with 2.8032 million shares available for public offering in Hong Kong and 25.227 million shares for international placement. The issue price was set at 27.06 HKD per share, close to the upper limit of the offering range of 28 HKD, raising a total of 760 million HKD [2].

记者丨李金萍 编辑丨孙超逸 春节年货买什么？ 华强北的科技年货一定榜上有名。 2月13日，记者从华强北街道获悉，在"广货行天下"消费电子促销行动的带动下，华强北科技年货持续走俏，数据显 示， 近两个月华强北科技类产品整体销售额较平日增长超30%，其中AI眼镜销量增长达70%—80%，无人机、机器人 销量增长30%—50%；外籍客商数量同比增长100%。 图：华强北主街活动现场，摄\李金萍 多家媒体密集报道后，大量游客和网友在评论区留言，希望街道公布真实销售情况，推出一个权威的热门榜单，为消 费者提供购物参考。 2月13日，街道联合各大市场和商户，系统梳理近两个月真实销售数据，正式发布"华强北AI八骏"榜单。 本次发布的榜单产品分别为：无人机、机器人、AI眼镜、AI玩具、AI手表、AI翻译机、AI学习机、AI音响。 2026 · 华强北年礼钜惠 ● Top1: 无人机 优惠企业代表:品航无人机等 8.5折 优惠 热销榜单 9折 Top3: Al、AR、MR眼镜 优惠企业代表:意境视界AI眼镜等 最高立减￥1140 Top4: Al玩具 优惠企业代表:深元AI禄马等 优惠 最高立减 ¥ 300 Top2: 机器人 ...

Core Viewpoint - The launch of ByteDance's video generation model Seedance 2.0 marks the end of the "childhood era" of AIGC, indicating a significant leap in AI's ability to understand and integrate multimodal information, which will drastically change video production costs and processes in the content industry [1][2]. Group 1: Seedance 2.0 Impact - Seedance 2.0 can create movie-quality videos based on text or images, automatically planning scenes and maintaining consistency across transitions without manual editing [1]. - The model addresses challenges related to physical laws and long-term consistency, providing creators with unprecedented freedom and meeting professional production quality requirements [1]. - The animation market appears to be the most affected by Seedance 2.0, with traditional filming methods still preferred for high-quality projects [2]. Group 2: Animation Market Dynamics - The animation market is currently undergoing a reshuffle, with only 4 out of 26 domestic animated films released in 2025 surpassing 500 million yuan in box office revenue, while 20 films earned less than 100 million yuan [5]. - The 2025 animated film "The King's Avatar" contributed nearly one-third of the total box office, but many projects are struggling financially, as seen with the loss reported by Guomai Culture for its animated film [5]. - The overall anime market is also declining, with a 7.45% drop in viewership for 2025 compared to the previous year, indicating a challenging environment for traditional animation [5]. Group 3: Rise of AI-Driven Content - AI-driven content, particularly AI live-action dramas, has seen rapid growth, with production costs significantly lower than traditional short films, making it an attractive alternative for creators [6]. - The number of production companies for AI dramas has increased from 20 to 60 within a year, reflecting a shift in audience preferences towards shorter, faster content [6]. - AI dramas are now seen as a major application for large video models, positioning them as key clients for video generation technologies [8]. Group 4: Future of Animation and IP - Traditional animation production is expected to integrate more AI tools, shortening production cycles while maintaining core competencies in artistic aesthetics and storytelling [9]. - The competition in the animation market will increasingly focus on intellectual property (IP), with major players like Tencent and ByteDance controlling significant IP assets [9][10]. - Companies with IP are actively adopting new technologies, creating opportunities for smaller animation firms to innovate and compete despite the dominance of larger platforms [10].

出品丨21财经客户端 21世纪经济报道 编辑丨陈泽楷 黎雨桐 光伏龙头巨额封单跌停，市值一日蒸发20亿，昨日10分钟涨停 半导体集体爆发，港股科网股下挫，智谱5天狂飙超120% SFC 21君荐读 目前，具身智能赛道有多火？对此，宇树科技创始人、CEO王兴兴表示："目前机器人产业或 具身智能产业，背后最大的驱动因素或不确定因素，基本都是由AI主导，但增长曲线可能越来 越陡峭。 如果未来几年，有真正大规模应用的具身智能AI模型和机器人技术突破，那时候热 度可能会比现在至少高100倍，甚至1000倍。 而这个热度， 我觉得会远超移动互联网。 所 以，我觉得当下阶段绝对不是最热，目前可能还是处于爬坡或爬坡阶段的平台期。" ...

Core Insights - The article highlights the significant impact of AI payment services, particularly Alipay's "AI Pay," which has achieved over 1.2 billion transactions in just one week, marking it as the world's first AI-native payment product to surpass this milestone [3][4][5]. Group 1: AI Payment Breakthrough - The "Qianwen" app initiated a massive 30 billion yuan subsidy campaign, resulting in over 10 million AI order placements within just 9 hours, showcasing the explosive capability of AI in consumer scenarios [1]. - Alipay's "AI Pay" has integrated payment directly into AI applications, eliminating the need for users to navigate away from the app for transactions, thus enhancing user experience [1][4]. Group 2: New Interaction and Trust Mechanisms - The shift from "users seeking services" to "services embedded in conversations" represents a fundamental change in interaction logic, allowing users to access various services through natural language within a single app [4][5]. - Alipay has established a trust network for its AI payment service, utilizing a multi-dimensional risk control system and user identity verification methods to ensure secure transactions [5]. Group 3: Industry Evolution and Future Prospects - The introduction of the ACT (Agentic Commerce Trust) protocol by Alipay signifies a new standard for AI-driven transactions, addressing the need for a structured approach to AI executing user intentions [6]. - The ACT protocol aims to create a traceable and verifiable operation log for AI-executed transactions, positioning Alipay as a leader in the evolving landscape of AI payment infrastructure [6][7].

Market Overview - On February 13, A-shares experienced a collective decline, with the ChiNext Index leading the drop, closing at a decrease of 0.96% [1] - The Shanghai Composite Index fell by 0.7%, while the Shenzhen Component Index decreased by 0.67% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.2 trillion yuan, with over 2,600 stocks declining [1][2] Index Performance - Shanghai Composite Index: 4105.04, down 28.98 points (-0.70%) [2] - Shenzhen Component Index: 14187.44, down 95.55 points (-0.67%) [2] - ChiNext Index: 3295.99, down 32.07 points (-0.96%) [2] - Total A-shares: 6800.24, down 33.64 points (-0.49%) [2] Sector Performance - The military industry sector showed strong performance, with stocks like Yaxing Anchor Chain hitting the daily limit [3] - The semiconductor sector was active, with significant gains in stocks related to photolithography machines and materials, such as Guofeng New Materials and Fuchuang Precision [3] - Storage prices continued to rise in January, with DRAM and NAND Flash industries reaching record high outputs [3] Declining Sectors - The port and shipping sector saw a collective decline, with stocks like COSCO Shipping Energy and China Merchants Jinling experiencing significant drops [4] - The photovoltaic equipment sector weakened, highlighted by the sharp decline of Shuangliang Energy, which saw a market value loss of 2 billion yuan in one day [4] Hong Kong Market - The Hang Seng Index fell by 1.8%, with the Hang Seng Tech Index down by 1.6% [4] - Major tech stocks in Hong Kong, including Tencent Music and Meituan, experienced declines of over 10% and 4%, respectively [4][6] Notable Stock Movements - Semiconductor stocks like Aixin Yuan Zhi and Tian Shu Zhi Xin saw gains of over 16% and 9%, respectively [7] - The new stock Haizhi Technology Group had a remarkable debut, surging over 268% on its first day of trading [8] Market Sentiment - Current market sentiment in Hong Kong is relatively low, with short-selling transactions accounting for about 19.2%, indicating potential for a short-term rebound [8]

然而，上述行为随即触发上交所监管介入。在监管督促下，双良节能于2月12日盘后发布说明公告，对订单信息进行全面更正与补充。公告显 示，上述3项订单分别签订于2025年10月25日与2026年1月9日，合计金额约1392.3万元，仅占公司2024年度经审计营业收入的0.11%，对公司 经营业绩无重大影响。 公司同时澄清，商业航天并非其主营应用领域，公司未与SpaceX直接开展合作，仅为项目非独家间接供应商；相关订单获取高度依赖商业航天 项目建设与扩产规划，未来持续性存在不确定性。 上交所监管警示函指出，当前"商业航天"属于市场较为关注的热点概念，为投资者高度关注。公司在微信公众号中发布相关信息时，未说明订 单的供货方式、销售规模及对公司整体经营影响较小等具体情况，也未就后续订单的不确定性等情况充分提示风险，"可能对投资者决策产生误 导"。公司直至监管督促后才发布公告予以说明，相关信息发布不准确、不完整，风险提示不充分，违反相关规定。 记者丨李益文 编辑丨叶映橙 2月13日，A股光伏设备板块下挫，太空光伏概念龙头股双良节能开盘跳水跌停，截至发稿，跌停板上封单超21万手， 封单最高一度达2.25亿 元。市值 单日缩水 ...

记者丨金珊 编辑丨刘雪莹 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC 出品丨21财经客户端 21世纪经济报道 日韩股市下挫，软银大跌7% 万亿巨头疑似售假，消费者直呼塌房 21君荐读 2月13日，黄金白银经历昨 夜闪崩后继续 低开，黄金一度下探失守4900美元关口，随后盘中 急速反弹翻红，截至北京时间10:05左右，COMEX黄金期货涨超1%，重回5000美元/盎司，现 货黄金涨逼近5000美元/盎司，现货白银站上76美元/盎司。国内商品期货早盘方面，沪银跌超 7%，沪金跌超1%。 华源期货近日表示，美联储当前或仍具备较大政策空间，本轮降息周期的时间或也被通胀频 繁的扰动拉长，增加了黄金的做多窗口期。12月会议利率点阵图中值与9月份完全一致，预计 2026、2027年大概率各降息一次。华源期货认为，无论是宽松预期还是通胀上行，或都有利 于支撑黄金价格的上涨。 2月13日， 深圳市地方金融管理局等10部门发布进一步规范黄金市场经营行为的公开提示。其 中提到，企业不得违规开展黄金预定价交易、杠杆交易、延期交易等非法黄金交易活动，如 通过微信群或小程序、APP、网站等互联网平台， ...

记者丨金珊 编辑丨刘雪莹 2月13日，日韩股市低开。截至发稿，日经225指数跌幅继续扩大，跌超1.6%，报56686.95点；韩国KOSPI指数一度拉升翻红，随后再次短线 跳水，跌0.48%，报5496点。值得一提的是，昨日 日韩股市盘中均创历史新高。 叠加 0.66% 5558.82 0.00% 5485.72 -0.66% 当前为延时行情 获取实时行情 12:15 15:30 10:30 13:45 9:00 热门个股方面，目股软银集团跌7%，消息面上，软银2025年第三财季净利润不及市场预期。此外， 目立跌超5％，索尼跌超1%。 韩股三星电子、SK海力士开盘双双冲高，三星电子涨近2%， SK海力士由涨转跌近0.8%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。) 出品│21财经客户端 21世纪经济报道 金银深夜闪崩，黄金一度跌破4900美元 万亿巨头疑似售假，消费者直呼塌房 影石年会送员工5套房，还有豪车和定制金钞 02-13 09:48:10 延时行情 | 0 5496.01 昨收 5522.27 成交额 | | --- | | -26.26 -0.48% - 今开 - 55 ...