马斯克2月16日在社交媒体平台X表示："星链太棒了，无论在地球何处，都能提供超高带宽和超低延迟，而且 很快就能在地球之外服务了。 " 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 ...

阿里今天下午在chat.qwen.ai页面上线了Qwen3.5-Plus和Qwen3.5-397B-A17B两款新模型。 Qwen3.5-Plus定位为Qwen3.5系列最新大语言模型，Qwen3.5-397B-A17B定位则是Qwen3.5开源系列旗舰大语言模型。两款模型均支持文本和多模态 任务。 ...

Core Insights - The article highlights the surge in global demand for GLM-5, leading to service issues such as queuing, response delays, and lag, which have affected user experience [1] - Despite multiple expansions of domestic chip clusters and the limited release of the GLM Coding Plan package, the company has not been able to fully resolve the supply-demand imbalance [1] - To enhance user experience, the company has launched a "Computing Power Partner" recruitment program aimed at optimizing GLM-5 through collaboration with chip manufacturers and computing partners [1] Group 1 - The company acknowledges the recent spike in demand for GLM-5, resulting in service disruptions [1] - The company has attempted to address the supply-demand issue through chip cluster expansions and limited product offerings, but challenges remain [1] - The "Computing Power Partner" initiative aims to collaborate with chip manufacturers and inference service providers to improve service performance [1]

豆包APP目前暂停了视频通话功能 ，页面显示"新春人数较多，暂不支持此功能"，或因算力压力所致。 据悉，今日除夕，豆包将通过总台春晚进行红包互动。 N 2 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 新对话 内容由 AI 生成 新春人数较多,暂不支持打电话,稍后再试 → AI 创作 Ơ 帮我写作 ← 快速 > 8 豆包过年 6 发消息 ... (+) (·)) ...

Core Viewpoint - MiniMax's stock price surged following the launch of its flagship model M2.5, marking a significant milestone in the AI industry and indicating a value explosion period for domestic AGI [1] Group 1: Stock Performance and Market Reaction - On the last trading day before the Spring Festival, MiniMax's stock price reached a peak of 886 HKD, setting a new high for the Hong Kong stock market in 2026 [1] - As of the midday close, the stock was reported at 847 HKD, with a market capitalization exceeding 265.6 billion HKD [1] - The strong performance of MiniMax's stock reflects market confidence in the company's technological moat and commercialization capabilities [1] Group 2: Model Launch and Technical Advancements - The recent price increase is attributed to the launch of the M2.5 model, which has been optimized for code generation, complex logic reasoning, and agent task planning [2] - M2.5 achieved or surpassed industry SOTA in various productivity scenarios, with performance metrics such as SWE-Bench Verified at 80.2% and Multi-SWE-Bench at 51.3% [2] - Compared to its predecessor M2.1, M2.5 completed tasks 37% faster in SWE-Bench Verified tests [2] Group 3: Economic Viability and Internal Efficiency - M2.5 allows for economically feasible continuous operation of complex agents, costing only 1 USD for one hour of operation at 100 tokens per second [2] - In real business scenarios, M2.5 autonomously completes 30% of overall tasks across various functions, with increasing penetration rates [2] Group 4: Industry Leadership and Innovation - MiniMax has rapidly updated its models, compressing the iteration cycle from six months to monthly updates, leading the industry in technological advancement [4] - The speed of improvement in MiniMax's M2 series models is the fastest in the industry compared to competitors like Claude, GPT, and Gemini [4] Group 5: Future Outlook and Industry Standards - The evaluation criteria for AI companies are shifting from current strength to the speed of improvement, emphasizing the importance of systemic evolution capabilities [6] - 2026 is viewed as a pivotal year for AI, transitioning from foundational model development to full-scale application [6] - MiniMax's stock performance serves as a bellwether for the AI industry, indicating that leading AI companies possess self-sustaining and iterative capabilities [6]

Core Viewpoint - The article discusses the competitive landscape of AI models during the 2026 Spring Festival, highlighting significant investments from major tech companies and the emergence of new AI products, indicating a shift in the industry towards multi-modal AI models and increasing token consumption [4][5][6]. Group 1: AI Model Releases and Market Dynamics - Major tech companies are engaging in a "red envelope war" with substantial financial commitments, including Baidu's 500 million, Tencent's 1 billion, and Alibaba's 3 billion [4]. - A series of AI model releases, including ByteDance's Doubao 2.0 and others, signifies a strategic positioning in the AI market, with each release aiming to reshape industry dynamics [4][6]. - The rapid release of multi-modal AI models is expected to increase the demand for tokens, leading to a structural rise in token consumption [6][7]. Group 2: Token Consumption Trends - The daily token consumption for major AI models has seen exponential growth, with Volcano Engine's model reaching 63 trillion tokens daily by the end of 2025, up from 20 trillion at the end of 2024 [7][8]. - The overall daily token consumption in China is projected to escalate from 100 billion in early 2024 to 180 trillion by February 2026, indicating a significant increase in AI usage [7][9]. Group 3: Pricing and Market Implications - The global cloud computing market is experiencing a price increase, with major players like Amazon and Google raising their prices, prompting domestic companies to follow suit [10]. - Zhizhu's recent price hike for its GLM Coding Plan, with an increase of at least 30%, reflects the strong market demand and the need for enhanced service quality [10][11]. - The shift in the industry from measuring success by user engagement to token consumption indicates a new pricing strategy, allowing model providers to leverage their bargaining power [11]. Group 4: Investment Directions - Investment opportunities are identified in cloud service providers and infrastructure, as AI-driven IT spending continues to rise, benefiting from increased demand for GPU computing and storage [12]. - Large model providers that can maintain subscription retention and expand their enterprise presence in high ROI scenarios are positioned to thrive despite competitive pressures [12]. - The need for AI safety and governance tools is expected to grow as companies integrate AI into workflows, creating a demand for AI security platforms [13].

La □ 舞蹈《丝路古韵》 E l u 艺术顾问:常沙娜 舞:非路热·伊力亚尔、李 淼 领 演:新疆艺术剧院歌舞团、新疆师范大学 表 新疆艺术学院、新疆新旅演艺舞团 L □ 歌曲《吉量》 E E 日 唱:周 深 演 表 演:贵州省黔东南州"贵州村T"表演队 Lal l ப □ 歌曲《来晒秋》 F E l d 演 唱:凤凰传奇 宁夏回族自治区中卫市中宁县 大战场镇农民合唱团 全国各地"三农"工作者代表 LT l = □ 喜剧短剧《你准喜欢》 U lu E 演:张小婉、周铁男、常 诚、张 京 表 姚 尧、陈宣佑、李 征、董剑文 杨 凯、许 沁、李源澈 bl l = □ 歌曲《人间共鸣》 E 日 演 唱:李 健 Li l പ 浙江义乌分会场《世界义乌中国年》 Lr | L | | | E | | --- | --- | --- | --- | | 挥:李心草 | 指 | | | | 演 | | 唱:成 龙、Lionel Richie (美国) | | | 舞 | | 蹈:朱洁静、周晓辉 | | | 表 | | 演:吴 楼、刘 烨、毛晓彤、张云龙 | | | | | 张若昀、蔡文静、章若楠 | | | □ 歌曲《奔腾 ...

据环球时报消息，据报道，美国军方首次通过空运方式运送微型核反应堆。当地时间2月15日，三架C-17运输机将美国核技术初创公司Valar Atomics的试验反应堆Ward 250的未装载燃料组件，从加州马奇空军预备役基地运抵犹他州希尔空军基地，之后计划运往实验室进行测试和 评估。 去年5月，特朗普签署了4项行政命令，旨在加速核能行业发展。 空运开始几分钟前，美国"战争部"在社交媒体上也发文预告，将"空运下一代核反应堆"，并称此举是遵循美国总统特朗普推广核能的命令。 ...

Group 1 - The 2026 Spring Festival Gala has announced over 20 partners across various sectors, including smart mobility, artificial intelligence, and liquor [1] - Key partners in the smart ecosystem include companies like ZhiMi Group, MOVA, and Huawei's Mate 80 series, which is designated as the live broadcast phone partner [2] - In the smart mobility sector, partners include Lynk & Co 900 and JAC Motors, which collaborates with Huawei on the flagship vehicle [2] Group 2 - The artificial intelligence and robotics sector features partners such as Volcano Engine, Yushu Technology, and Galaxy General, highlighting a strong technological presence at the gala [3] - Notably, there are 8 listed companies among the partners, including Wuliangye, Yanghe, and Great Wall Motors, indicating significant corporate involvement [3]

Group 1 - The Hang Seng Index closed up 0.52% after opening lower, while the Hang Seng Tech Index increased by 0.13% [1] - The AI application concept and non-ferrous metal sectors experienced significant gains, with MINIMAX-WP rising by 24% and Zhihui increasing by 4% [1] - Luoyang Molybdenum Co. saw an increase of over 5%, while Zijin Mining and Lingbao Gold both rose by over 4% [1] Group 2 - The semiconductor sector showed strength, with Lanke Technology rising by over 14% and Zhaoyi Innovation increasing by over 9% [1]