美东时间周三，受美国非农数据提振，美股三大指数集体高开，盘中跳水全部翻绿，纳斯达克中国金龙指数跌幅扩大，截至北京时间 23:15左右，跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 纳斯达克100 | 25076.07 | -51.57 | -0.21% | -0.69% | | 万得美国科技七巨头指数 | 63899.13 | -283.79 | -0.44% | -3.58% | | 万得中概科技龙头指数 | 4127.90 | -59.18 | -1.41% | -3.54% | | 纳斯达克中国金龙指数 | 7804.99 | -80.56 | -1.02% | 3.66% | 记者丨曾静娇 赖镇桃 编辑丨江佩霞 | 伦敦金现 | 5077.820 | 50.158 | 1.00% | 17.59% | | --- | --- | --- | --- | --- | | 伦敦银现 | 84.109 | 3.358 | 4.16% | 17.51% | | COMEX黄金 | 5080.9d | 49.9 | 0 ...

Core Insights - The article highlights significant advancements in China's AI model landscape, particularly focusing on the launch of new models like GLM-5 by Zhiyu and Seedance 2.0 by ByteDance, which are set to revolutionize video generation and production capabilities [1][3]. Group 1: AI Model Developments - Zhiyu's new model GLM-5 has topped the popularity charts on OpenRouter and is now available on chat.z.ai [1]. - DeepSeek has updated its model to support a context length of up to 1 million tokens, a significant increase from the previous version's 128,000 tokens [1]. - MiniMax is set to officially launch its M2.5 model, which is currently in beta testing in overseas markets [1]. Group 2: Seedance 2.0 Capabilities - Seedance 2.0 can generate high-quality video content with minimal input, allowing users to create cinematic experiences with simple prompts [3]. - The model demonstrates advanced understanding of context and can synchronize audio and visuals effectively, addressing previous challenges in AI video production [3][4]. - Despite some minor flaws, the potential for ordinary users to create professional-level videos is highlighted, indicating a shift in video production dynamics [4]. Group 3: Industry Implications - The emergence of Seedance 2.0 marks the end of traditional production cost structures, enabling video creation to become more accessible and interactive for the general public [4]. - The rapid decrease in video production costs and increase in efficiency could lead to a content explosion across various sectors, including short films, animation, advertising, and gaming [4]. - Concerns about the blurring lines between reality and fabrication due to the realism of AI-generated content are raised, prompting discussions on the implications for authenticity in media [5].

璀璨光影织就湾区奇境， 精彩演艺玩转文化潮流。 图片摄影：罗仲贤（粤港澳大湾区灯会供图） 2月10日晚， 2026年粤港澳大湾区灯会亮灯启幕， 正式开园迎客。 图片摄影：南方财经记者 陈梦璇 本届灯会总面积约53.5万平方米， 主游线路长达2.5公里， 庆祝独具中国风、岭南韵、国际范的 如何用不一样的视角"打开"灯会？ 跟随南方财经记者的镜头， 一起360°沉浸式漫游， 一键打卡这场绝美光影盛宴！ 欢乐中国年， 为市民群众献上一场 立足湾区、辐射全国、对话世界的 地标性文化盛宴。 图片摄影：罗仲贤（粤港澳大湾区灯会供图） 南方财经记者陈梦璇 南沙报道 如此盛大的灯会 你想亲临现场体验码？ 机会来了 现在免费送给你！ ✅ 参与方式： 第一步：「评论+点赞+分享」本篇文章； 第二步：关注「大湾区灯会官方」微信公众号、 「 粤港澳大湾区灯会 」 小红书号； 将以上操作截图，发送至 21世纪经济报道公众号 后台。 抽奖&开奖规则： ✨ 兑奖小贴士： （本活动最终解释权归21世纪经济报道所有） | 票种名称 | 适用时间 | 价格(元) | | --- | --- | --- | | 早鸟票 | 2月7日-2月9日 | ...

记者丨雷椰 编辑丨陈洁 2月11日，国务院办公厅发布《关于完善全国统一电力市场体系的实施意见》（以下简称《实 施意见》）。 多位业内人士向21世纪经济报道记者表示， 本次《实施意见》的公布，标志着电力市场化改 革从部门推动上升为国家战略部署。 文件提出全国统一电力市场顶层设计原则和目标愿景， 为新形势下对照纵深推进全国统一大市场建设要求，深化全国统一电力市场体系建设明确了方 向和路径。 《实施意见》明确，到2030年，基本建成全国统一电力市场体系，各类型电源和除保障性用户 外的电力用户全部直接参与电力市场， 市场化交易电量占全社会用电量的70%左右 。到2035 年，全面建成全国统一电力市场体系，市场功能进一步成熟完善，市场化交易电量占比稳中有 升。 《实施意见》提出推动电力资源在全国范围内优化配置、健全电力市场的各项功能、促进各类 经营主体平等广泛参与电力市场、构建全国统一的电力市场制度体系等多项内容。 | 索引 号： 000014349/2026-00009 | 主题分类: 国土资源、能源电力 | | --- | --- | | 发文机关： 国务院办公厅 | 成文日期: 2026年02月08日 | | 标 ...

Group 1 - The U.S. non-farm payrolls increased by 130,000 in January, exceeding the forecast of 65,000 and the previous value of 50,000 [1] - The unemployment rate in the U.S. fell to 4.3%, the lowest since August 2025, compared to the forecast and previous value of 4.4% [1] - The December non-farm payrolls were revised to an increase of 48,000, and November was revised to an increase of 41,000 [1] Group 2 - The annual benchmark revision showed a downward adjustment of 862,000 jobs, compared to the forecast decrease of 825,000 [1] - Following the employment data release, traders reduced bets on a Federal Reserve rate cut, with full pricing now indicating a cut in July instead of June [1] - A Reuters survey indicated that among 101 economists, 60 expect a 25 basis point rate cut to the 3.25%-3.50% range by the end of June [1] Group 3 - The U.S. stock index futures rose after the data release, with Nasdaq futures up 0.35%, S&P 500 futures up 0.31%, and Dow futures up 0.24% [1] - The U.S. Treasury yields increased, with the 10-year yield rising by 4 basis points to 4.192% [1] - The U.S. dollar index (DXY) initially surged by 50 points before quickly retreating [1]

Core Viewpoint - The article discusses the recent surge in downloads for the apps Qianwen and Antifufu, which topped the free app rankings in the Chinese App Store, driven by promotional activities during the Spring Festival [1][3]. Group 1: App Performance and Promotions - Qianwen and Antifufu have seen significant increases in user downloads due to their respective promotional activities, such as the milk tea ordering event and the "Health Fortune" campaign [3]. - The competition among various apps during the Spring Festival is intensifying, with the introduction of new players like Doubao, which is set to launch a cash prize event on February 13, offering up to 8,888 yuan in red envelopes [3]. Group 2: Competitive Strategies - Different companies are employing unique strategies to attract users: - Tencent leverages social interactions and AI creativity through its "Yuanbao" social feature [3]. - Baidu integrates its red envelope activities within its app to encourage frequent interactions with its AI assistant [3]. - Alibaba focuses on service-oriented promotions, investing 3 billion yuan in a "Spring Festival Treat Plan" to enhance user experiences across its ecosystem [3]. - Doubao, while not heavily promoting cash giveaways, is expected to integrate deeply with the upcoming CCTV Spring Festival Gala through its partnership with ByteDance's Volcano Engine [3]. Group 3: Industry Observations - Some industry observers express caution regarding whether substantial financial investments can effectively cultivate user habits around AI applications [4]. - The establishment of AI usage habits will ultimately depend on the robust ecosystems and technological foundations provided by major companies, as users prioritize the intelligence, accuracy, and practicality of AI models in their daily lives [5]. - The upcoming Spring Festival celebrations, with a projected 4.5 billion yuan in promotional activities, signify a pivotal moment in the competitive landscape of AI applications, benefiting users regardless of the eventual market leaders [5].

| | 531.91 -23.80 -4.28% | 76.60(USD) | | | | | 中际旭创 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 300308 | | SZSE CNY 15:30:36 闭市 | | | | | | | 通 融 △ ● + | | 委比 | 21.01% 委差 | | 25 | Wind ESG评级 A | | | 详情 | | 委主 | 531.96 | | 26 | रुक्ट | -12.80% 120日 | | 123.67% | | 卖四 | 531.95 | | 2 | 5日 | -5.02% 250日 | | 396.00% | | 际三 | 531.94 | | 1 | 20日 | -10.30% 52周高 | | 658.80 | | 炭二 | 531.92 | | 1 | 60日 | 10.08% 52周低 | | 66.86 | | | 531.91 | | 17 | | 2023 | 2024 | 2025Q3 | | 杀一 | 531.90 | | 19 ...

记者11日获悉，国务院国资委日前召开中央企业"AI+"专项行动深化部署会。此次会议上，国 务院国资委提出央企要强化自主创新，着力突破关键核心技术，持续攻关"大模型"技术，推动 更多自主创新成果从样品变成产品、形成产业；要强化场景培育，加强人工智能与主责主业、 产业需求的精准对接，在高适配、高价值、高可靠上下更大功夫，推动人工智能规模化落地应 用。 此外，国务院国资委要求中央企业强化开源开放协同，加快推动开源"焕新社区"迭代升级，努 力成为"赋能型企业"，推进"AI+"产业共同体建设，不断涵养互利共赢的产业生态。 国务院国资委日前提出，中央企业要强化投资牵引，积极扩大算力有效投资，推进"算力+电 力"协同发展，提升全链条数据治理能力，不断夯实人工智能产业基础底座。 来源丨新华社 编辑丨曾静娇 华住会被约谈 一人公司开始在北京流行 现货黄金站上5100美元，白银急涨6%，美国即将公布重要数据 SFC 21君荐读 近年来，国务院国资委全力推进中央企业"AI+"专项行动，推动中央企业找准与人工智能技术 和产业发展趋势的结合点和突破口，实现高价值应用场景加快落地、数据集共建共享稳步推 进、智能算力供给能力持续提升、自主 ...

先给大家看一段视频，你们觉得拍这么一段得花多少钱多长时间？ 如果我说，这根本不是实拍，而是AI在几分钟内"一键生成"的，你敢信吗？ 春节前，当大家还在忙着抢红包的时候，字节跳动毫无征兆地扔出了一颗"王炸"——新一代视 频生成模型Seedance 2.0。 AI生成视频不是什么新鲜事，但过去可能得花不菲的价钱，反复生成几十次，才能赌到一个勉 强能用的片段。但Seedance 2.0不一样，它号称"一条过"， 一次生成的视频可用率据说能达到 惊人的90%。 光能看还不够，它还能把你的想法，直接变成"导演级"的叙事，知道什么时候该特写，什么时 候该拉远，还能让不同镜头里的主角保持一致。影视飓风的Tim在体验后都抑制不住兴奋地表 示，模型在摄像机运动、分镜连续性以及音画匹配上都非常出色。 这意味着什么？这意味着，导演、摄影师、剪辑师、配乐师……这个传统影视工业链条，正在 被一个模型"打包压缩"。有专业摄影人士分析，如果 人工制作一段十几秒打斗视频，涉及CG 制作、动作捕捉、3D建模、后期合成等，需要跨部门协作数周甚至一两个月。而现在，这个 过程被压缩到了几分钟。 另一方面，我们也不能忽视背后的风险。Tim发布的实测视 ...

Group 1 - The core viewpoint of the article highlights recent legal issues faced by two listed companies: Lanshi Heavy Industry and Tianji Co., with Lanshi's vice president being detained for suspected violations and Tianji under investigation for information disclosure violations [1][10]. Group 2 - Lanshi Heavy Industry's vice president Wang Bingzheng has been detained due to suspected disciplinary and job-related criminal offenses, with the company stating that operations remain unaffected and management is functioning normally [4][7]. - The company anticipates a net loss of approximately 440 million to 370 million CNY for 2025, primarily due to declining gross margins in traditional energy equipment and goodwill impairment of about 223 million CNY [7]. - As of February 11, Lanshi's stock price fell over 1% to 10.63 CNY per share, with a total market capitalization of 13.9 billion CNY, despite a nearly 38% increase over the past 120 trading days [7]. Group 3 - Tianji Co. has been placed under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, although the company claims that its operations are not significantly impacted [10][13]. - The company previously faced regulatory actions for issues related to goodwill impairment testing, inaccurate financial accounting, and non-compliance in information disclosure [13]. - Following a rise in sales prices of lithium hexafluorophosphate, Tianji reported a turnaround in profitability for the fourth quarter of 2025, projecting an annual profit of between 70 million to 105 million CNY [13]. - As of February 11, Tianji's stock price increased over 7% to 43.96 CNY per share, with a total market capitalization of 22 billion CNY, reflecting a 356% increase over the past 120 trading days [13].