Group 1 - The core viewpoint of the article emphasizes the advantages of CPO technology over traditional optical modules, including significant reductions in power consumption and enhancements in speed, with initial small-batch shipment verification underway [1] - Two companies have begun testing samples with major players like NVIDIA and Broadcom, indicating a strong interest in CPO technology from leading tech firms [1] - The packaging of optical engines and switching chips presents the highest difficulty in the CPO process, with advanced packaging being a cornerstone of CPO technology [1] Group 2 - A domestic company capable of providing 2.5D/3D packaging technology is expected to play an increasingly important role in the industry [1] - The emergence of CPO technology will significantly raise the component threshold for both active and passive optical devices, necessitating improved performance of CW light sources and higher precision for FAU [1] - Another company identified as a core supplier in this field also possesses the capability to supply FAU products, highlighting its strategic importance in the evolving market [1]

今日市场早盘高开高走， 截至午间收盘 ，沪指涨1.17%，深成指涨2.07%，创业板指涨3.11%。沪深两市半日成交额1.49万亿，较上个交易日放量 1068亿。 下载财联社APP获取更多资讯 盘面上热点快速轮动，全市场超4400只个股上涨。 从板块来看，光伏概念爆发，十余只成分股涨停，协鑫集成4连板。算力硬件概念集体走强，天孚 通信20cm涨停续创历史新高。AI应用端反复活跃，荣信文化、中文在线、海看股份、掌阅科技、风语筑、欢瑞世纪涨停。化工板块表现活跃，闰土 股份2连板，吉华集团、海翔药业、亚邦股份涨停。商业航天概念拉升，顶固集创、杭萧钢构涨停。下跌方面，油气股表现较弱，通源石油、潜能恒 信震荡下挫。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

国投白银LOF复牌触及跌停后震荡拉升，现涨幅扩大至超8%。此前5个交易日， 国投白银LOF均录得跌停。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 | 国投自银LOF 8 17 Q | | | --- | --- | | 161226 L1 ▼ | | | 2.789 最高 3.365 最低 3.322 47 | 2.789 | | 7.20% 0.223 息手 680.7万 金额 19.98亿 量比 | 38.69 | | 最新净值 2.0792 折价率… -59.77% 最新份额 36.38亿 | 电子 | | 国投瑞银白银期货( ... 02-06净值 2.0792 近一年收益 119.16%> | | | 分时 五日 日K 周K 月K 更多, & | | | 均价:2.935 最新:3.322 0.223 7.20% | 2 大单模式 | | 3.409 10.00% 五档 大单 分价 | | | 按数量 按金额 | | | $5 | 3.329 135 | | ST4 | 3.328 4 | | 23 | 3.327 557 | | 3.32 ...

据央视新闻， 香港特区高等法院9日上午就反中乱港分子黎智英涉嫌违反香港国安法等案件作出宣判，判处黎智英20年有期徒刑。 ...

以下文章来源于财联社AI daily ，作者张真 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 近日，一款名为Seedance2.0的AI视频生成模型再度刷屏海内外互联网。 根据官方资料，Seedance2.0由字节跳动推出，可根据文本或图像创建电影级视频。它采用双分支扩散变换器架构，可同时生成视频和音 频。只需编写详细的提示或上传一张图片，Seedance 2.0 即可在60秒内生成带有原生音频的多镜头序列视频。 值得一提的是， 这款模型独有的多镜头叙事功能，能够根据单个提示自动生成多个相互关联的场景 。AI会自动保持所有场景切换中角色、 视觉风格和氛围的一致性，无需手动编辑。官方声称："非常适合创建从开头到高潮的完整叙事序列，并确保专业级的连贯性。" 于是一经发布，大量用户纷纷主动尝试Seedance2.0，类似下图效果： 图源：影视飓风 与此同时，知名科普博主影视飓风的一则评测视频再度加速Seedance2.0"出圈"。测评结果显示，该模型在视频的大范围的运动、分镜、音 画匹配等方面均有可圈可点之处。比如分镜上具有"明显的角度切换"，能够"像真人导演一 ...

Core Viewpoint - The article highlights significant announcements in the stock market, focusing on various corporate activities such as suspensions, investments, acquisitions, performance reports, and stock adjustments, aiming to help investors identify potential investment opportunities and mitigate risks. Group 1: Company Developments - A company has become a core material supplier for global commercial aerospace and space photovoltaic projects, integrating technologies like space photovoltaics, chips, HJT batteries, and BC batteries [1] - Another company is involved in the application of heterojunction slurry in the space photovoltaic field, has a stake in the humanoid robot market, and is conducting small-scale trial production of products for leading clients [1] - A company is supplying high-temperature resistant cables for aerospace applications in bulk, engaging in sectors such as commercial aerospace, optical communication, robotics, photovoltaics, and smart grids [1]

Core Viewpoint - The recent election results in Japan indicate that the ruling coalition led by Prime Minister Kishi Sanae has maintained control over the House of Representatives, which is expected to influence the financial markets positively, particularly in terms of the yen, Japanese stocks, and bonds [1][2]. Currency Market Impact - Following the election results, the yen experienced a short-term sell-off, dropping approximately 0.3% to 157.76 yen per dollar, marking its lowest level in over two weeks [3]. - The rise of Kishi Sanae as Japan's first female Prime Minister has previously led to significant stock market gains but also substantial sell-offs in Japanese bonds and the yen [2]. Economic Policy Expectations - Kishi has promised to implement aggressive fiscal and monetary policies to stimulate economic growth, raising concerns about potential overspending and increasing Japan's already high debt burden [4]. - Analysts predict that her decisive election victory will likely reinforce expectations for aggressive fiscal policies, leading to further short-term depreciation of the yen [5]. Stock Market Reaction - The Japanese stock market opened significantly higher, with the Nikkei 225 index reaching a new historical intraday high, reflecting strong investor confidence in Kishi's government [6][7]. - The recent performance of the Japanese stock market has been bolstered not only by domestic political developments but also by a rebound in U.S. stock markets, which saw significant gains [8]. Bond Market Concerns - The potential for increased government spending under Kishi's administration raises concerns among bond investors, particularly given Japan's already substantial debt load [9]. - Analysts suggest that Kishi's election victory could lead to upward pressure on Japanese government bond yields, as the market anticipates a revival of "Kishi trading" [10]. Balancing Fiscal Policies - Experts believe that Kishi will need to maintain a delicate balance between aggressive fiscal policies and fiscal discipline to manage the rising bond yields effectively [11].

据央视新闻，根据最新计票结果，在2月8日举行的日本众议院选举中，由自民党和日本维新会组成的执政联盟获得过半数议席。 开票数据显示，自民党获得316个议席，日本维新会获得36个议席。在野党方面，由立宪民主党和公明党共同组建的新党"中道改革联合"获得49个议 席，国民民主党获得28个议席，参政党获得15个议席，新兴政党"未来团队"获得11个议席，日本共产党获得4个议席，令和新选组获得1个议席，"减 税日本·忧国联合"获得1个议席，无党派及其他获得4个议席。 日本众议院选举采取小选区制与比例代表制并立的选举制度。465个议席中小选区议席有289个，比例代表议席有176个。小选区由选民直接对候选人 投票，得票最多者当选；比例代表选区则由选民对各政党投票，根据得票多少，议席按一定比例分配给各政党。此次众议院选举于当地时间8日7时 （北京时间6时）开始投票，当地时间8日20时（北京时间19时）结束投票，共有1284名候选人参选。 日本众议院于1月23日正式解散，从解散到投票，时间仅隔16天，创下第二次世界大战结束以来的众议院解散到投票间隔时间最短纪录。 ...

早 报 精 选 宏 观 新 闻 2、国家外汇管理局2月7日发布的最新统计数据显示，2026年1月末，中国官方黄金储备为7419万盎司，较2025年12月末增加4万 盎司。目前，中国央行已连续15个月增持黄金。 3、证监会发布《关于境内资产境外发行资产支持证券代币的监管指引》。境内资产境外发行资产支持证券代币，应当严格遵守跨境 投资、外汇管理、网络和数据安全等法律、行政法规和有关政策规定，履行前述相关监管部门要求的核准、备案或安全审查等程序， 不得损害国家利益和社会公共利益。 4、中国人民银行、国家发展改革委、工业和信息化部、公安部、市场监管总局、金融监管总局、中国证监会、国家外汇局等八部门 联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》。《通知》明确，境内对虚拟货币坚持禁止性政策，相关业务活动属 于非法金融活动，一律严格禁止，坚决依法取缔。《通知》还提出，未经相关部门依法依规同意，境内主体及其控制的境外主体不得 在境外发行虚拟货币。《通知》强调，未经相关部门依法依规同意，境内外任何单位和个人不得在境外发行挂钩人民币的稳定币。 5、日本众议院选举结果公布。据日本广播协会报道，在8日举行的日本众议院选举 ...

Key Points - The article highlights the importance of major announcements in the stock market, including suspensions, investments, acquisitions, performance reports, and other significant events that can impact stock prices [1] - It emphasizes the role of specific companies in emerging technologies such as space photovoltaics, chips, HJT batteries, and BC batteries, indicating their position as core material suppliers in the global commercial aerospace and space photovoltaic projects [1] - The article also mentions a company involved in the development of heterogeneous junction slurry for space photovoltaic applications, which has a stake in the humanoid robot market and has begun small-scale production for leading clients [1] - Another company is noted for its products in commercial aerospace, optical communication, robotics, photovoltaics, and smart grids, with high-temperature cable products already being supplied in bulk [1]