以下文章来源于科创日报 ，作者马兰 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 除了黄仁勋之外，科技行业的富豪今年几乎都经历了财富的缩水，例如当前排名第二和第三的谷歌两位创始人Larry Page和Sergey Brin， 两人身家均下降超过50亿美元。 其中，财富缩水最严重的当属甲骨文董事长Larry Ellison，他今年的财富已经下降348亿美元至2130亿美元，距离巅峰时期更是下降超过 45%。另一位受到重创的科技富豪是亚马逊创始人贝索斯，今年其财富缩水近278亿美元。 与此同时，Jim Walton、Rob Walton和Alice Walton三兄妹携手闯进全球前十大富豪榜单，三人的净资产合计达到4658亿美元。这三兄 妹是沃尔玛公司的三名创始成员，沃尔玛今年以来股价上升超过18%，与科技业的资金撤离形成鲜明对比。 沃尔玛近期的数字化转型是推动该公司股价走高的一个重要原因，此次转型帮助这家零售商抢占了市场份额，并吸引了更多线上购物者，同 时保持了其低价策略。这一策略受到了投资者的高度支持。 本月初，沃尔玛的市值突破1万亿美元大关，创下了美国零售商的新纪录。在 ...

Core Insights - Doubao 2.0 has officially entered its second phase, focusing on systematic optimizations for large-scale production environments, enhancing capabilities in efficient inference, multimodal understanding, and complex instruction execution to better tackle real-world complex tasks [1] Product Overview - The Doubao 2.0 series includes three general-purpose agent models (Pro, Lite, Mini) and a Code model, designed to flexibly adapt to various business scenarios: - Doubao 2.0 Pro targets deep reasoning and long-chain task execution, fully competing with GPT 5.2 and Gemini 3 Pro [2] - Doubao 2.0 Lite balances performance and cost, with comprehensive capabilities surpassing the previous generation model Doubao 1.8 [2] - Doubao 2.0 Mini is aimed at low latency, high concurrency, and cost-sensitive scenarios [2] - The Code version (Doubao-Seed-2.0-Code) is specifically designed for programming scenarios, showing enhanced performance when used in conjunction with TRAE [2]

Core Viewpoint - The article emphasizes the importance of implementing the Party's leadership in central enterprises to ensure high-quality development and adherence to the principles set forth by the Party's leadership [1][2][3]. Group 1: Meeting Overview - The meeting was chaired by Zhang Yuzhuo, where central enterprise party secretaries reported on their responsibilities and issues in party building [2]. - Zhang Yuzhuo highlighted the need for party secretaries to take responsibility for party governance and to ensure the implementation of strict party discipline [2][3]. Group 2: Key Responsibilities and Actions - Central enterprises have been working to strengthen the Party's leadership and improve the institutional framework for governance, ensuring the implementation of the Party's directives [2]. - There is a focus on enhancing political supervision and ensuring that the Party's leadership is integrated into all aspects of corporate governance [3]. - The article stresses the importance of aligning party building with operational performance to enhance the effectiveness of enterprises in contributing to national goals [3]. Group 3: Future Directions - The emphasis is placed on continuous improvement of the Party's leadership mechanisms and enhancing the effectiveness of political supervision [3]. - There is a call for deeper integration of party work with production and operations, particularly in key areas such as technological and industrial innovation [3]. - The article advocates for maintaining a high-pressure stance against corruption and fostering a clean political environment within enterprises [3].

Core Viewpoint - The speech emphasizes the achievements of the past year and outlines the goals for the upcoming year, highlighting the importance of unity and perseverance in advancing China's modernization efforts [2][3][4]. Group 1: Achievements in the Past Year - The year 2025 was marked by significant progress in various sectors, including economic, technological, and defense capabilities, with the completion of major goals set for the year [2]. - The implementation of proactive macro policies and deepening reforms contributed to a resilient and vibrant economy, showcasing a shift towards higher quality development [2][3]. - The successful convening of the 20th Central Committee's Fourth Plenary Session laid out the development blueprint for the 15th Five-Year Plan, reinforcing the commitment to modernization [3]. Group 2: Goals for the Upcoming Year - The year 2026 is significant as it marks the 105th anniversary of the Communist Party and the beginning of the 15th Five-Year Plan, with a focus on high-quality development and social stability [4]. - The commitment to a people-centered approach remains paramount, with an emphasis on achieving results that withstand the test of practice, public opinion, and history [4]. - The speech calls for unity among the people and a collective effort to advance on the path of Chinese-style modernization, symbolized by the year of the Horse, which represents strength and resilience [6].

北京时间2025年12月22日，位于法国巴黎大区的京东仓库遭遇盗窃。京东今日回应《科创板日报》记者称：近2个月来，在法国巴黎警方的不懈努力 和中国驻法大使馆的大力支持下， 案件侦破工作已取得阶段性成果，目前绝大多数被盗物资被顺利追回。 对于失窃货物的后续追回和交接，将全力 配合巴黎警方，做好妥善安排处理。据了解，京东欧洲线上零售业务 Joybuy将于今年三月上线。 ...

2月13日晚间，上海 嘉麟杰 纺织品股份有限公司（嘉麟杰，002486.SZ）公告称，公司于2026年2月13日收到东旭集团有限公司的通知， 公司实际控制人李兆廷被石家庄市公安局执行拘留，相关案件正在调查过程中。 然而，监管部门调查显示， 2015年至2019年期间， 在李兆廷主导下，东旭集团通过虚构业务、虚假记账等方式大肆财务造假， 累计虚增 收入478.25亿元， 虚增利润130.01亿元， 最高单年度虚增货币资金更是高达447.9亿元。 依托这些虚假财务数据，东旭集团2018年 欺 诈发行公司债券35亿元； 旗下东旭光电2017年骗取股票非公开发行核准， 违法募资75.65亿元。 此外，东旭集团还长期非经营性占用东 旭光电、东旭蓝天资金，截至案发未归还金额合计169.59亿元。 在2024至2025年， 李兆廷及旗下多家公司因涉嫌信息披露违法违规、欺诈发行等严重问题，被证监会立案调查。最终，相关主体合计被罚 约17亿元，创下近年资本市场单案处罚金额新高； 旗下东旭光电、东旭蓝天也在此轮风波中相继退市。 其中，河北证监局对李兆廷作出警 告并处约5.9亿元罚款，同时对李兆廷等五人采取终身证券市场禁入措施。 ...

与此同时，公司已推出首批具身智能机器人产品系列，并开启了不可退款、非约束性付费预订，首批交付预计在本月底。围绕机器人业务，公司正 在推进量产准备、定制化开发、测试验证及AI数据训练等关键工作，持续推动公司两大类核心产品——EAI车辆与机器人的双擎驱动增长曲线。 Faraday Future今日宣布，公司于美西时间2026年2月13日召开的特别股东大会已完成相关议案审议并获得通过。 在本次特别股东大会上，股东批准了增加公司授权股数的提案。该提案仅涉及授权股数储备的增加，不会即时增加实际发行股数。 ...

据贵州省纪委监委消息：经贵州省委批准，贵州省纪委监委对原云上贵州大数据（集团）有限公司党委书记、董事长徐昊严重违纪违法问题进行了 立案审查调查。 经查，徐昊丧失理想信念，背弃初心使命，无视中央八项规定精神， 盲目铺摊子、上项目，搞劳民伤财的"政绩工程"，致使国家利益遭受重大损 失、 收受可能影响公正执行公务的礼品、接受可能影响公正执行公务的宴请；不正确履行职责；违反国家法律法规，构成职务违法；贪欲膨胀，大 搞权钱交易，利用职务便利为他人在项目承接、组建公司、竞拍土地等方面提供帮助，非法收受巨额财物。 徐昊严重违反中央八项规定精神、工作纪律，构成严重职务违法并涉嫌受贿犯罪，且在党的十八大后不收敛、不收手，性质严重，影响恶劣，应予 严肃处理。依据《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经贵州省纪委常委 会会议研究并报贵州省委批准，决定给予徐昊开除党籍处分，由贵州省监委给予其开除公职处分；终止其中共贵州省第十三次代表大会代表资格； 收缴其违纪违法所得；将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移送。 ...

以下文章来源于科创日报 ，作者夏军雄 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 据媒体援引消息人士报道，世界首富埃隆·马斯克旗下的太空探索技术公司 SpaceX正考虑在首次公开募股（IPO）中采用双重股权结构。 双层股权结构将赋予部分股东拥有额外投票权的股票，使其能够主导公司决策。此举将使包括马斯克在内的内部人士在持股比例不高的情况 下，仍可维持对公司的控制权。 知情人士表示，目前相关讨论仍在进行中，IPO 的具体细节仍可能发生变化。 双重股权结构在美国科技公司中相当常见，例如Meta 和谷歌母公司Alphabet。 双重股权结构通常被视为让创始人能够专注于长期愿景的一种方式。在该结构情况下，创始人和内部人士每股拥有10票甚至20票投票权， 而普通股通常只有1票投票权。 然而，批评者认为，这种结构会削弱管理层的问责性。 如果SpaceX采用双重股权结构，将赋予马斯克"超级投票权"，这位亿万富翁将能够有效抵御激进投资者在违背其意愿的情况下推动公司变 革。 事实上，马斯克一直赞赏这种分层股权结构。他曾提议在特斯拉设立双重股权结构，以确保自己拥有至少25%的投票权，并表示如 ...

Market Overview - The three major indices showed mixed performance, with the Dow Jones up 0.10% to 49,500.93 points, the S&P 500 up 0.05% to 6,836.17 points, and the Nasdaq down 0.22% to 22,546.67 points [3] - All three indices recorded weekly declines, with the S&P 500 down 1.4%, the Dow down 1.2%, and the Nasdaq down 2.1% [3] Economic Indicators - The U.S. Bureau of Labor Statistics reported that the January CPI rose 2.4% year-over-year and 0.2% month-over-month, both below market expectations [3] - The core CPI, excluding volatile food and energy prices, increased by 2.5% year-over-year and 0.3% month-over-month, aligning with market expectations [3] - Phil Blancato, Chief Market Strategist at Osaic, indicated that this data could pave the way for interest rate cuts and inflation control if the trend continues [3] Sector Performance - Concerns over AI disruption led to market sell-offs, affecting various sectors including software, real estate, trucking, and financial services [6] - Financial stocks such as Charles Schwab and Morgan Stanley fell by 10.8% and 4.9%, respectively, while software company Workday dropped 11% and commercial real estate firm CBRE fell 16% [6] - The media sector was also impacted, with Disney down approximately 3% and Netflix down 6% [7] Technology Stocks - Major tech stocks mostly declined, with Nvidia down 2.21%, Apple down 2.27%, Microsoft down 0.13%, Google down 1.06%, and Amazon down 0.41% [7] - Tesla saw a slight increase of 0.09%, while Oracle rose by 2.34% and Netflix increased by 1.33% [7] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.10%, with Alibaba down 1.89%, JD.com down 1.38%, and Pinduoduo up 0.06% [7] - NIO remained flat, while Xpeng rose by 1.36% and Li Auto fell by 1.81% [7]