芯片领域，传出多则重磅消息！ 2月10日下午，芯片代工巨头台积电披露的数据显示，该公司1月份营收同比增长36.8%，创下数月来最快增 速，凸显出全球人工智能支出依然强劲。 周二美股盘前，台积电股价直线拉升，涨幅超过3%。 另外，有外媒报道称，美国特朗普政府计划在即将出台的芯片关税中，给予亚马逊、谷歌、微软等大型科技企 业豁免，以支持它们建设推动人工智能（AI）发展的数据中心。 台积电业绩大增 台积电今日（2月10日）公布1月营收报告，当月合并营收约为4012.55亿新台币，较上月增加了19.8%，较去年 同期增加了36.8%。 该数据披露后，台积电股价在美股盘前大幅拉升。截至券商中国记者发稿时，台积电股价 涨幅仍超过3%。如果在美股周二正式开盘后维持这一涨势，台积电的股价将再度刷新历史新高。 包括微软、亚马逊、Meta、甲骨文公司和Alphabet在内的科技巨头，正计划在2026年总计投入超过6000亿美元 的资本支出。对此，黄仁勋强调，"人类历史上规模最大的基础设施建设"正在展开，其背后动力是对算力 的"极度旺盛"的需求，AI公司和超大规模云服务商正利用这些算力来创造更多收入。 1月中旬，台积电发布的季度业 ...

2月10日外交部发言人林剑主持例行记者会。 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 彭博社记者：荷兰与中国此前就芯片制造商安世半导体的所有权发生了争端。新一届荷兰内阁将包括数名 对华鹰派人物。荷兰政府计划针对中国窃取荷方知识产权以及对荷关键基础设施的干涉行为采取果断行 动。外交部对此有何评论？此外，舍尔茨玛将在荷内阁中担任贸易大臣，他曾于2021年被中方制裁。他目 前是否仍受到制裁？ 看券商中国 知天下财经 F 林剑：中荷都是全球重要经济体，互为重要合作伙伴。长期以来，双方秉持开放务实的精神推进互利合 作，为两国人民带来福祉，符合双方共同利益，也有利于 ...

Core Viewpoint - Since 2026, listed banks have experienced intensive institutional research, particularly focusing on small and medium-sized banks in economically developed coastal regions [1] Group 1: Institutional Research and Credit Performance - As of February 9, 2026, 13 listed banks have undergone 54 institutional research sessions, with 386 participating institutions [2] - Key topics of interest include the performance of credit in the "opening red" period, the "14th Five-Year Plan," asset-liability management, and wealth management [2] - Many banks reported a good start to the "opening red" period, with credit performance exceeding expectations compared to the previous year [4] Group 2: Focus on Credit Allocation - Credit allocation is primarily directed towards the technology and innovation sectors, with banks aligning their strategies with regional characteristics [3][4] - For instance, Shanghai Bank focuses on major strategic projects in Shanghai, while Qingdao Bank emphasizes technology finance and advanced manufacturing [5] - Analysts noted that the credit "opening red" performance is strong, with state-owned banks and high-quality city commercial banks showing positive feedback [5] Group 3: Middle Business Income Recovery - Banks are focusing on expanding middle business income as a core strategy to address margin pressure, with wealth management being a key area [6][7] - Many banks are enhancing their wealth management capabilities through diversified product offerings and improved customer service [7] - Analysts expect that wealth management will continue to drive fee income growth, supported by a favorable capital market environment [8] Group 4: Preliminary Annual Performance Reports - As of February 9, 2026, 11 listed banks have released preliminary performance reports, showing positive growth in operating income and net profit [9] - Notably, Qingdao Bank and Qilu Bank reported net profit growth of 21.66% and 14.58%, respectively [10] - The overall asset scale of these banks has expanded steadily, with many small and medium-sized banks achieving growth rates exceeding 10% [11] Group 5: Profit Growth Stability - Analysts believe that the stable profit growth of listed banks is due to a narrowing decline in interest margins and improved middle business income [12] - The recent implementation of structural monetary policy tools by the central bank is expected to stabilize net interest margin expectations and enhance credit issuance willingness [12]

Core Viewpoint - The article discusses the implementation opinions released by five departments in China regarding the development of low-altitude infrastructure, emphasizing the importance of information and communication technology in supporting the low-altitude economy [1][2]. Group 1: Implementation Opinions Overview - The implementation opinions highlight that low-altitude infrastructure is a crucial foundation for the development of the low-altitude economy, with the information and communication industry possessing rich network resources and comprehensive information service capabilities [2]. - The opinions outline ten key tasks aimed at enhancing the construction of information-based infrastructure to support low-altitude applications and services [7]. Group 2: Key Tasks - The ten key tasks include advancing communication network coverage for low-altitude scenarios, exploring multi-source detection and collaborative service capabilities, and enhancing navigation precision service levels [7]. - Specific measures include utilizing existing 5G networks to improve coverage in low-altitude flight routes and hotspots, and encouraging telecom companies to collaborate with relevant departments to meet the demands of low-altitude applications [7][8]. Group 3: Goals and Standards - By 2027, the goal is to achieve a ground mobile communication network coverage rate of no less than 90% for low-altitude public air routes, with further improvements in multi-source perception solutions and navigation service levels [6]. - The implementation opinions also call for the development of at least ten standards for information-based infrastructure, targeting urban governance, logistics, and cultural tourism sectors [6]. Group 4: Technological Integration - The opinions stress the importance of integrating new technologies such as IoT, AI, cloud computing, and big data to build a low-altitude intelligent network system [8]. - There is a focus on enhancing the supply capacity of the industry by promoting the development of 5G-A technology and reducing equipment costs through innovation [8]. Group 5: Frequency Resource Planning - The implementation opinions propose conducting research on low-altitude radio frequency resource planning and developing guidelines for the utilization and technological innovation of these frequencies [9]. - It emphasizes the need for regulatory compliance in the management of low-altitude infrastructure-related radio frequencies and monitoring [9].

作为数字化财富管理转型的深入践行者，国泰海通始终坚持以客户为中心，坚守长期主义，以高质量财富管理专业服务助力广大人民群众持续拓宽财产性收入来 源，构建满足客户个人发展、家业传承、企业成长与社会责任等多维需求的买方综合金融服务生态，在全球市场新格局中，助力每一位投资者行稳致远。 为满足客户日益高涨的资产配置需求，践行"金融为民"初心与使命，值此马年新春，国泰海通打造"2026五福临门"活动，推出资产配置专业服务，陪伴投资者开启财 富新程。本届活动将专业资产配置服务与新春主题深度融合，以数字平台为载体、场景服务为纽带，将国泰海通财富管理优势服务转化为客户可感知、可参与的温暖 实践，为4000万客户献上一份承载美好祝愿与财富智慧的五福新年礼。 专业筑基：资产配置服务创造长期价值 在低利率时代背景下，资产配置的重要性日益凸显。国泰海通秉持"全球视野、中国智慧"，构建系统化的买方投研体系与服务范式，升级"买方资产配置服务体 系"和"win产品体系"，着力提升投资体验与长期回报。国泰海通资产配置服务构建了覆盖全球的系统化资产配置框架，研究范围覆盖22个国家和地区，权益、固收与 另类投资三大核心资产及百余细分领域；形成了业 ...

随后，记者联系12306官方客服，工作人员表示，并没有"留言就能提高候补成功率"的说法，是否能候补成 功都是按照用户提交顺序来排的，至于有 用户留言后候补成功是巧合情况， 官方没有特殊的抢票渠道，也不 建议使用第三方平台所谓"抢票加速包"。 源：铁路12306 春节将至，不少人即将或已经踏上春运旅程。但也有部分人仍在候补车票当中，由此，一种 "许愿抢票法" 在 社交平台走红，许多网友还分享 "成功候补" 的经验。 据了解，所谓"许愿抢票法"实际上就是 用户通过微信或短信多次私信12306官方，留言"许愿"抢票成功，结 果真的候补到了车票，颇为"玄学"。 2月9日上午，记者在某社交平台上搜索关键词发现，大批网友发布相关帖文，称自己用这种方法真的候补到 了车票，成功概率貌似真的变大了。不过，也有网友留言表示自己留言多次，仍没有候补成功。 记者注意到，2月6日，铁路12306官方微信发布年度十大谣言中，专门对"许愿抢票法"辟谣：留言补票成功 纯属巧合，铁路12306人工无法干预补票结果，一切都是系统自动候补的结果。建议旅客采用正确候补方式， 以免错过购票时机。 此外，国铁集团表示，抢票服务无法改变铁路12306平台 ...

Core Viewpoint - The article discusses the resurgence of veteran fund managers in the public fund industry, highlighting their ability to adapt and achieve strong performance despite recent market challenges and skepticism about their relevance [2][10]. Group 1: Performance of Veteran Fund Managers - Veteran fund managers have demonstrated a strong recovery in performance, with many achieving record highs in net value and returns in early 2026, despite facing significant market fluctuations in previous years [3][4]. - Notable examples include Wei Dong from Guolian An Fund, whose fund's annualized return has returned to over 10%, and Gu Jun from Bosera Fund, who achieved a 71.3% return in the past year [3][4]. - Other veteran managers, such as Qi Fapeng from Guotou Ruijin Fund and Zhou Weiwen from China Universal Fund, have also seen their funds reach historical highs, showcasing the effectiveness of their long-term investment strategies [4]. Group 2: Challenges Faced by Veteran Fund Managers - The market has seen a significant style divergence, leading to periods where veteran managers underperformed compared to newer managers who focused on high-growth sectors, resulting in a loss of investor patience and confidence [6]. - Some veteran managers faced criticism for their performance and were perceived as outdated, especially when managing larger funds that limited their flexibility in adjusting portfolios [6][7]. - Despite these challenges, many veteran managers have maintained their investment philosophies and adapted their strategies to align with market changes, demonstrating resilience and a commitment to continuous learning [7]. Group 3: Rebuilding Investor Trust - As the performance of actively managed equity funds improves, investor confidence is gradually being restored, reversing previous trends of fund redemptions and skepticism towards the public fund industry [8][9]. - The article highlights that veteran fund managers, through their stable and predictable performance, are helping to mend the trust gap that had developed among investors due to past volatility [8][9]. - Feedback from investors indicates a renewed faith in veteran managers, as many have seen their investments recover from significant losses, reinforcing the value of experienced fund management [9].

Core Viewpoint - The Hong Kong government, led by Chief Executive John Lee, expresses strong opposition to Panama's Supreme Court ruling regarding the Longfor Port contract, urging the Panamanian government to respect contractual agreements and ensure fair treatment for Hong Kong enterprises operating in Panama [1][2]. Group 1 - The Hong Kong government is disappointed by the ruling that deemed the contract between the Panama Port Company and the Panamanian government valid, emphasizing that such actions undermine legitimate economic relations and harm Panama's own development needs [1]. - The Hong Kong government has summoned the Panamanian Consul General in Hong Kong to convey its serious stance on the matter, highlighting the potential negative impact on the local business environment and economic development in Panama [1]. - The Chinese Ministry of Foreign Affairs has stated that it will take all necessary measures to protect the legitimate rights and interests of Chinese enterprises, with the Hong Kong government fully supporting national measures [1]. Group 2 - The incident is believed to have affected investor confidence, both locally and internationally, regarding current and future investments in Panama, with a call for Panama to adhere to contractual obligations and compensate enterprises for legitimate losses [2].

2月10日，中央纪委国家监委网站通报，十四届全国人大财政经济委员会副主任委员易炼红涉嫌严重违纪违 法，目前正接受中央纪委国家监委纪律审查和监察调查。 易炼红曾于2022年12月至2024年10月任浙江省委书记，2024年11月任全国人大财政经济委员会副主任委员，至 此次被查。 浙江省委常委会会议后，省人大常委会党组、省政府党组、省政协党组分别召开会议通报中央决定，传达省委 常委会会议精神。与会同志一致表示，坚决拥护党中央决定，坚决拥护中央纪委国家监委决定。 来源：潮新闻客户端、长安街知事 据潮新闻客户端消息，2月10日，浙江省委常委会召开会议，通报易炼红涉嫌严重违纪违法，目前正接受中央 纪委国家监委纪律审查和监察调查。省委书记王浩主持会议并讲话。与会同志一致表示，坚决拥护党中央决 定，坚决拥护中央纪委国家监委决定。 会议指出，党中央决定对易炼红涉嫌严重违纪违法进行纪律审查和监察调查，充分彰显了以习近平同志为核心 的党中央坚定不移推进全面从严治党、把党的自我革命向纵深推进的坚强意志，充分体现了我们党坚持有腐必 反、有贪必肃、除恶务尽、把反腐败斗争进行到底的鲜明态度，充分释放了反腐败一步不停歇、半步不退让的 强烈 ...

Core Insights - The article discusses the launch of ByteDance's image generation model Seedream 5.0, which is now available on various platforms including Capcut and Xiaoyunque, and highlights its capabilities in video editing and image generation [1][2] - Morgan Stanley's report indicates a significant consolidation in the Chinese AI market, with the number of capable model developers decreasing from over 200 to less than 10 [5][6] Group 1: Seedream 5.0 Launch - Seedream 5.0 supports 2K and 4K resolution outputs, with enhancements in image detail and texture generation, and allows users to adjust images precisely [2] - The previous model, Seedance 2.0, gained significant attention during its internal testing phase, leading to a surge in related stocks [2] Group 2: Market Trends and Insights - The Chinese AI industry is transitioning from a "hundred model war" phase to one where commercial viability, model innovation, and global presence are critical for success [6] - The report emphasizes that the largest profit pools in the AI sector may shift towards platform giants, while independent firms must find niches through structural neutrality [6] - The increasing costs of model training and computational resources are reshaping the industry, with a focus on long-term sustainability rather than just model capabilities [6]