数据宝 春晚，合作上市公司曝光！科技新星登场 原创 阅读全文 分享一篇文章。 ...

分享一篇文章。 科创日报 99笔+200亿，谁在抢位商业航天？ 原创 阅读全文 ...

近日，央行发布1月金融统计数据报告。数据显示，1月住户存款增加2.13万亿元，非金融企 业存款增加2.61万亿元，非银行业金融机构存款增加1.45万亿元。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 中金公司林英奇团队分析称，1月M2同比增速升至9.0%，主要由于非银存款和对公存款多 增。而非银存款同比大幅多增2.56万亿元，一方面是由于2025年同期同业存款自律定价调整 影响形成低基数，另一方面可能由于居民存款向股市搬家导致。 相对2025年同期来看，非银机构存款同比多增2.56万亿元，而住户存款同比少增3.39万亿 元。综合券商分析师观点，这背后除受春节错月影响外，也反映了居民存款搬家正在加速。 再结合央行2月10日发布《2025年第四季度中国货币政策执行报告》（下称《报告》）来 看，业内有分析认为，居民财富呈现出从传统存款向资管产品迁移的大趋势。 居民存款搬家加速 根据央行发布的数据，1月末，广义货币(M2)余额347.19万亿元，同比增长9%。狭义货币 (M1)余额117.97万亿元，同比增长4.9%。结构方面，1月份人民币存款增加8.09万亿元。其 中 ...

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以下文章来源于央视财经 ，作者央视财经 央视财经 . 近日， 字节跳动正式上线新一代视频生成模型Seedance2.0 ，并接入旗下生成式AI 创作平台即梦以及豆包App。 这款视频生成模型发布后，凭借逼真的画面效果与简易的创作方式迅速走红。 在 海外社交平台上， 美国企业家埃隆·马斯克转发演示并评论称，这一模型"进展太 快" 。 它有哪些绝活儿，又将为内容创作行业带来哪些改变？ AI视频生成模型Seedance2.0走红 国产技术赋能内容创作 总台央视记者 吴佳灵： 这个动图的画面，是我通过近期推出的AI视频生成模型Seedance2.0 生成的。用户只需要输入简单的文字、图片或者视频素材，就能生成几秒甚至十几秒的视 频。和过往的AI视频模型相比，它的生成效果明显提升，画面更精准、更逼真，可控性也 更强。这样的技术升级，不仅大幅降低了视频创作的门槛，也吸引了不少普通用户和影视行 业从业者的关注。 据了解，Seedance2.0采用了统一的多模态音视频联合生成架构，模型可以理解用户输入的 内容，参考画面构图、镜头语言、动作节奏等元素来生成视频， 让普通用户也能像导演一 样，进行视频创作 。 清华大学新闻与传播 ...

Core Viewpoint - The A-share listed real estate companies are facing significant losses in 2025, with 74% of the 77 companies that released earnings forecasts expecting to report losses totaling approximately 208.2-209.4 billion yuan, indicating a deep industry adjustment [2][4]. Group 1: Loss Forecasts - Among the companies, Vanke is expected to incur the largest loss of 820 billion yuan, marking the highest loss in A-share real estate history, a 65.7% increase from 2024 [4]. - Other companies with substantial losses include China Fortune Land Development (160-240 billion yuan), Greenland Holdings (160-190 billion yuan), and China Overseas Land & Investment (130-155 billion yuan) [4][5]. - The overall decline in sales volume and prices is reflected in the financial metrics, with a reported 8.7% decrease in new housing sales area and a 12.6% drop in sales revenue [5]. Group 2: Common Challenges - The primary reasons for the losses include weak sales leading to reduced profit recognition, as profits from real estate sales are recognized with a lag [6]. - Despite diversification efforts, companies remain heavily reliant on real estate development, which has been underperforming during the industry downturn, limiting their ability to offset losses from core operations [6]. - Asset impairment provisions have surged due to declining real estate prices, with Vanke reporting over 50 billion yuan in impairments, significantly impacting overall losses [6]. Group 3: Notable Exceptions - Kaisa Group stands out as a positive example, projecting a net profit of 300-350 billion yuan for 2025, primarily due to debt restructuring gains of 680-700 billion yuan [7]. - The company has shifted its focus from traditional real estate development to light asset operations, including property services and commercial management, to enhance resilience against market fluctuations [7]. Group 4: Industry Outlook - The year 2025 is seen as a critical period for the real estate sector, with ongoing adjustments expected to lead to a gradual recovery starting in 2026, supported by favorable policies and market improvements [11][12]. - Regulatory measures are being implemented to stabilize the financing environment and stimulate demand, which may help quality companies regain market share while weaker firms face potential elimination [11][12].

Core Viewpoint - The A-share market in the lunar year of the Snake has shown a strong performance, with major indices experiencing significant increases, indicating a bullish trend in the market [3][5]. Market Performance - The A-share market recorded a cumulative increase of 25.58% for the Shanghai Composite Index, 38.84% for the Shenzhen Component Index, and a remarkable 58.73% for the ChiNext Index during the trading period from February 5, 2025, to February 13, 2026 [3]. - The CSI 2000 Index, which includes 2000 smaller-cap stocks, saw a cumulative increase of 50.39%, while the CSI 500 and CSI 1000 indices rose by 48.49% and 40.35%, respectively [3]. Sector Performance - The performance across various sectors was generally positive, with the non-ferrous metals sector leading with a cumulative increase of over 100%. The defense and military industry followed with an increase of nearly 80% [5]. - Other sectors such as telecommunications, electrical equipment, electronics, machinery, construction materials, basic chemicals, light industry manufacturing, and construction decoration also performed well, each with cumulative increases exceeding 50% [5]. - The banking sector lagged behind, with a cumulative increase of less than 10%, while sectors like food and beverage, non-bank financials, transportation, social services, and retail showed relatively weak performance [5]. Individual Stock Performance - Over 4600 A-shares increased in value during the trading period, accounting for nearly 90% of all A-shares, with more than 700 stocks doubling in value [7]. - Notable stocks that saw increases exceeding 500% include Upwind New Materials, Tianpu Co., and others, while stocks like *ST Aowei and *ST Yanshi experienced declines exceeding 50%, highlighting structural risks even in a bullish market [8]. Future Outlook - The market is expected to maintain a positive long-term trend due to reasonable valuations, ongoing supportive policies, and a solidifying macroeconomic recovery [8]. - Looking ahead to the Year of the Horse, it is anticipated that the A-share market will gradually stabilize and recover, with recommendations for investors to adopt a balanced and rational investment strategy focusing on fundamentally strong assets and growth sectors [9][10].

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 大家好，今天是周六，一起聚焦海外市场最新收盘表现与本周整体走势。 美东时间 2 月 13 日收盘，美国股市涨跌不一，大型科技股下跌，中概股涨跌互现。 截至收盘，道琼斯工业平均指数涨 0.1% ，报 49500.93 点；标普 500 指数涨 0.05% ，报 6836.17 点；纳斯达克综合指数涨 0.22% ，报 22546.67 点。 从周度表现看，三大指数集体累跌。其中，纳指累跌 2.1% ，道指累跌 1.23% ，标普 500 指数累跌 1.39% 。 板块方面，美股大型科技股下挫，万得美国科技七巨头指数跌 1.31% 。 | | 序号 | 名称 | 现价 | | 涨跌幅 | 总市值1 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | NVDA | 英伟达(NVIDIA) | 182.785 | -4.155 | -2.22% | 44416亿 | | 2 | AAPL | 苹果(APPLE) | 255.790 | -5.940 | -2.27% | ...

Core Viewpoint - The logistics sector has become the latest victim of "AI panic trading," following significant declines in software and financial sectors, with major logistics stocks experiencing sharp drops in both US and European markets [2][5][7]. Market Impact - On February 12, the Russell 3000 Trucking Index fell by 7.8%, with Robinson Global Logistics (CHRW) dropping over 14% and Expeditors International (EXPD) declining over 13% [2][5]. - In the A-share market, several transportation stocks also saw significant declines, with China COSCO Shipping Energy Transportation (中远海能) down over 8% and China Merchants Energy Shipping (招商南油) down nearly 7% [4][5]. Triggering Events - The sell-off was triggered by the announcement from Algorhythm Holdings (RIME) regarding its AI logistics platform, SemiCab, which reportedly increased freight volumes by 300% to 400% without adding operational staff [5][6]. - Algorhythm's stock surged by 79% during trading but closed with a nearly 30% increase, despite its market capitalization remaining below $10 million [6]. Broader Market Context - The current AI "super cycle" is reshaping global industry dynamics, intertwining technological benefits with market anxieties [3]. - Analysts noted that the panic selling is not limited to tech stocks but affects all sectors associated with AI news, leading to a "sell first, think later" mentality [7][8]. Sector Performance - The logistics sector's decline is part of a broader trend where financial services and real estate stocks also faced sell-offs due to AI-related announcements [7]. - Major US stock indices, including the Nasdaq, S&P 500, and Dow Jones, experienced declines, with the Nasdaq dropping 2% [8].