前言 《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①云计算+算力租赁+液冷+智谱AI+AI应用+芯片+机器人！这家公司拟不超40亿元采购设备及配件用于云 计算业务及技术产品研发；②光模块+商业航天+芯片+量子科技！这家公司精密光学元组件产品满足商业 航天卫星激光通信领域要求且已有小批量向客户交付并开展验证；③存储芯片+光刻胶+无人驾驶+锂电 池！公司光刻胶及高纯化学品已用于存储芯片制造。 ...

今日美股开盘，三大指数集体高开，纳指涨0.33%，道指涨0.37%，标普500指数涨0.32%。 存储概念股延续涨势，美光科技涨超3%，闪迪涨超6%，西部数据涨超4%。 ...

Core Viewpoint - JD Technology has launched a new payment method called "JD AI Pay," which integrates its self-developed JoyAI model, featuring multi-modal understanding, contextual awareness, and real-time risk interception [3][4]. Group 1: JD AI Pay Features - "JD AI Pay" allows users to make payments without leaving the payment page or manually entering passwords, significantly simplifying the transaction process [3]. - The system can accurately identify user intent and dynamically verify identity based on environmental factors, biometric features, and behavioral habits [3]. - The payment method has been implemented in two scenarios: through the JoyAI App and JD's smart glasses, JoyGlance, enabling voice-activated purchases [3]. Group 2: Security Measures - To ensure fund security, JD AI Pay employs an end-cloud collaborative risk control architecture, conducting local voiceprint and liveness detection while analyzing transaction risks in real-time [3]. - If any anomalies are detected, such as non-personal voice or high-risk merchants, the process will be interrupted, triggering secondary verification [3]. Group 3: Competitive Landscape - JD Technology's entry into the AI payment sector is part of a broader trend, with Alibaba also launching the ACT protocol to facilitate AI interactions across platforms [5][6]. - The ACT protocol allows AI to execute order operations while keeping payment authorization under user control, enhancing user experience [6]. - Internationally, companies like Google and Anthropic are developing their own protocols, focusing on communication standards and security boundaries for AI agents in payment processes [7][8]. Group 4: Strategic Analysis - Analysts suggest that JD's approach focuses on consumer experience innovation, while Ant Group emphasizes risk control to build merchant trust, creating a differentiated competitive landscape [8]. - The competition in the AI payment sector is shifting from technical superiority to seamless user experience and ecosystem development, indicating a need for internet giants to innovate rapidly [8].

据央视新闻，北京时间今天14时37分，我国在广东阳江附近海域成功发射"一箭七星"，其中有一颗名为"港中大一号"的卫星， 是全球首颗 面向城市可持续发展的AI大模型卫星。 "港中大一号"是香港中文大学参与设计、研发及应用的对地观测卫星。该卫星创新性地融合了高分辨率遥感与AI人工智能技术， 相当于把 大模型搬上了太空，是我国在智能遥感卫星领域的一项创新成果。 香港中文大学卫星星座总设计师 马培峰： 针对城市，尤其是特大城市复杂地物目标探测的问题，我们设计了1米分辨率十谱段的光学遥感 相机。对香港以及粤港澳大湾区周边环境可以进行一个更精细化监测，服务于防灾减灾、智慧交通和生态保护等领域。 据介绍，团队针对星载算力受限、在轨运行稳定性要求高等工程挑战，在国际上首次在卫星端对人工智能大模型进行了轻量化与流程重构， 使其能够在星上完成卫星数据的目标识别与特征提取，有效突破传统对地观测"海量数据回传—地面处理—延时响应"的技术瓶颈，为智能化 遥感应用提供了新技术范式。 香港中文大学卫星星座总设计师 马培峰： 在政府的指导与支持之下，我们学校的老师和学生直接参与了卫星的设计、研发和应用，我们的 深圳合作方负责卫星的制造。将来 ...

| 10.71 | 所属行业：机械设备 +0.65% > | | | 查看所属板块 > | | --- | --- | --- | --- | --- | | +0.97 +9.96% | | 光伏 +0.48% 最相关 | 智能制造 +0.47% | | | 今 开 9.67 | | 最 高 | 10.71 成交量 | 177万手 | | 昨 收 9.74 | | 最低 | 9.41 成交额 | 17.6亿 | | 市盈动 | -27.69 换手率 | | 9.46% 总市值 | 201亿 | 上交所决定，对双良节能系统股份有限公司及时任董事会秘书杨力康予以监管警示。 今日午后开盘10分钟左右，双良节能股价异动，并快速拉向涨停。截至收盘，其股价报10.71元/股，市值为201亿元。消息面上， 今日13：02，双良节能在微信公众号上发布"近日再获3个海外订单"消息，而交易关联方正是马斯克旗下太空探索技术公司Space X。 双良节能(600481) 02-12 16:39:08 沪 融 上交所发布关于对双良节能系统股份有限公司及有关责任人予以监管警示的决定，其中指出，当前，"商业航天"属于市场较为关注的热点概 ...

Core Viewpoint - The solid-state battery industry is advancing rapidly, with multiple companies outlining their technological paths and industrial plans for commercialization by 2026 and beyond [1][2][3]. Group 1: Company Developments - Geely has established three technological routes for solid-state batteries, focusing on polymer, sulfide, and halide composite solutions, with a goal to launch prototype vehicles by 2026 and achieve small-scale production by 2027 [1]. - Chery plans to produce a 0.5GWh pilot line and commence continuous production of 60Ah solid-state cells by 2026, with vehicle demonstration work starting in 2027 [2]. - FAW's Hongqi brand has successfully developed a solid-state battery prototype, achieving significant breakthroughs in key areas such as sulfide electrolyte performance and cell testing [2]. - BYD is focusing on sulfide solid-state batteries, aiming for small-scale production by 2027, while Sunwoda has already achieved mass production of its first and second-generation semi-solid batteries [2]. Group 2: Policy and Standards - The development of national standards for solid-state batteries is underway, with a draft expected to be completed by December 2025 and formal publication planned for July 2026 [3]. - The Ministry of Industry and Information Technology emphasizes enhancing the self-controllability of the supply chain and accelerating breakthroughs in core technologies, including solid-state batteries [3]. Group 3: Industry Challenges and Future Directions - Despite the recognized potential of solid-state batteries, challenges remain, including unclear material systems and engineering difficulties that could affect safety and lifespan [4]. - The domestic solid-state battery market is expected to evolve from semi-solid scale production to small-scale full solid-state production and then to mid-to-high-end large-scale production between 2026 and 2030 [4].

财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①国内少数具备X86、ARM、MIPS等多架构BIOS及BMC固件开发能力的厂商，AI应用打开新成长曲线， 鸿蒙业务有望催生新兴业务空间； ②智谱提价反映算力需求高增，国内AI助手已经从Chat聊天到了Agent 办事的阶段，Tokens从"对话消耗"走向"任务消耗"。 前言 ...

Group 1 - The core viewpoint of the article is that Xiaomi's robotics team has officially entered the open-source phase with the release of the embodied intelligence VLA model "Xiaomi-Robotics-0" [1] - The showcased robot can smoothly perform physical tasks such as folding towels and disassembling blocks, demonstrating continuous motion and responsive actions [2] - Xiaomi's technical homepage, GitHub open-source code, and Hugging Face model weights have all been made publicly available, indicating the company's long-term commitment to the robotics sector and its intention to promote open-source technology and transparency in results [3]

一、微博账号"澄馫"、快手账号"玲子爱狗狗"、哔哩哔哩账号"空空说电影"等，发布狗在高铁站救下婴儿、狗拆炸弹救人、鳄鱼伤人等视 频时，未添加AI生成标识，借虚构感人故事、猎奇事件恶意博取流量。相关账号已被依法依约处置。 下一步，网信部门将对无AI标识的虚假不实信息保持高压严管态势，发现即处置，严厉打击违规行为。同时，也呼吁广大网络内容创作者按 照相关规定主动添加AI标识，避免误导公众，共同营造风清气正的网络环境。 据网信中国，近期，部分网络账号发布AI生成合成信息时，不添加AI标识，存在利用虚假不实内容欺骗误导公众的问题，破坏网络生态，造 成恶劣影响。 网信部门督促网站平台深入排查整治，依法依约处置账号13421个，清理违法违规信息54.3万余条。 现将部分典型案例通报 如下： 二、微信账号"浮萍9419"、微博账号"乘风已归来"、快手账号"东东情感"等，以AI换脸、声音克隆等方式，假冒运动员、演员、主持人、 企业家等公众人物，发布不实言论，借此吸粉引流，或未经授权，售卖AI生成的公众人物"送祝福""拜年"等视频，从中不当牟利。相关账号 已被依法依约处置。 三、抖音账号"巷子里的鱼""禾粟"、快手账号"朵姐正 ...

央行发布公开市场买断式逆回购招标公告，为保持银行体系流动性充裕， 2026年2月13日，中国人民银行将以固定数量、利率招标、多重价位中标方 式开展10000亿元买断式逆回购操作 ，期限为6个月（182天）。 | | | 中国人民银行 THE PEOPLE'S BANK OF CHINA | | | 货币政策司 Monetary Policy Department | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息公开 | 新闻发布 | 法律法规 | 货币政策 | 宏观审慎 | 信贷政策 | 金融市场 | 金融稳定 | 调查统计 | 银行会计 | 支付体系 | | | 金融科技 | 人民币 | 经理国库 | 国际交往 | 人员招录 | 学术交流 | 征信管理 | 反洗钱 | 党建工作 | | | 服务互动 | 政务公开 | 政策解读 | 公告信息 | 图文直播 | 央行研究 | 音频视频 | 市场动态 | 网上展厅 | 报告下载 | 报刊年鉴 | | | 网送文告 | 办事大厅 | 在线申报 | ...