2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。即日起，打开快手搜索"春晚"即可提前预约马年央视春晚直播，把一年一度的团 圆时刻，提前放进日程里。 在快手，看春晚不仅是一场观看，更是一种陪伴。屏幕这一端，是万家灯火；屏幕那一端，是熟悉的年味与久违的欢声笑语。无论是和家人一起守着直播， 还是在零碎时间里回看那些曾经打动过我们的瞬间，春晚都能随时"回家"，在不同的时间点，回应同样的情感期待。 围绕"快手有年味，奔腾中国年"的春节主题，快手也将把热闹从舞台延伸到互动之中。2月4日至23日，用户摇一摇即可领红包，参与全部进度红包100%解 锁后可获88元现金红包。2月15日，用户锁定@辽宁卫视 直播间，即可抢辽宁春晚专属红包雨，最高可得10000元。而2月16日除夕当天，还将上线全天整点 红包雨，单场最高可赢 10000 元，让年味在观看、互动与分享中持续发生，也让团圆的情绪在参与中被不断放大。 家乡春晚追播日历 | 日期 | 春晚 | 快手开播账号 | (拟) 三 播 时 | | --- | --- | --- | --- | | 2月7日 | 2026中国网络视听盛典 | 视听新时代 | ...

编辑|陈柯名 魏文艺宋思艰 继抖音、B站之后，快手也加入了抢夺2026年总台春晚流量的"战局"之中。 2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。用户打开快手搜索"春晚"， 即可提前预约马年央视春晚直播。 据悉，春晚期间，快手将通过直播、点播及短视频等呈现2026年央视春晚全程内容。同时，春节期间， 快手还将上线红包互动活动，摇一摇即可领红包。 《每日经济新闻》记者注意到，此前，抖音、B站已分别宣布成为2026年总台新媒体《竖屏看春晚》独 家合作伙伴、《2026年春节联欢晚会》独家弹幕视频平台。 据不完全统计，2026年总台春晚的合作阵营堪称"豪华"，除抖音、快手、B站等互联网视频平台之外， 还有宇树科技、火山引擎等AI科技公司，以及五粮液、洋河、郎酒等传统酒企，各领域"玩家"摩拳擦 掌，纷纷试图"大手笔"抓住这块流量大蛋糕。 记者|温梦华 据悉，春晚期间，快手将通过直播、点播及短视频等呈现2026年央视春晚全程内容。同时，春节期间， 快手还将上线红包互动活动，摇一摇即可领红包。 《每日经济新闻》记者注意到，此前，抖音、B站已分别宣布成为2026年总台新媒体《竖屏看春晚》独 家合作 ...

新京报贝壳财经讯（记者韦英姿）2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成 合作，在快手可提前预约马年央视春晚直播。快手还宣布，2月4日至23日，用户摇一摇即可领红包，还 设置了红包雨等玩法。 校对 赵琳 编辑 杨娟娟 ...

【#快手春节期间上线红包互动活动#】2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》 达成合作。用户打开快手搜索"春晚"，即可提前预约马年央视春晚直播。春节期间，快手还将上线红包 互动活动，摇一摇即可领红包，除夕当天还有全天红包雨。（第一财经） ...

北京商报讯（记者 魏蔚）2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。 即日起，打开快手搜索"春晚"即可提前预约马年央视春晚直播。此外，2月15日，快手冠名的《2026辽 宁春节联欢晚会》将通过直播陪伴用户，快手还将联动来自全国20余个省市的春节联欢晚会内容。 春晚之外，2月4日至23日，用户摇一摇即可领红包，参与全部进度红包100%解锁后可获88元现金红 包。2月15日，用户锁定@辽宁卫视 直播间，可抢辽宁春晚专属红包雨，最高可得1万元。 2月16日除夕 当天，还将上线全天整点红包雨，单场最高可赢 1万元。 ...

Summary of Key Points from Conference Call Records Industry Overview 1. PCB (Printed Circuit Board) - The PCB sector has shown weak performance since Q4 of last year, primarily due to divergent market views on orthogonal backplane solutions, with some believing they may be replaced by copper cables/CPO or delayed until 2028. However, the orthogonal backplane is currently progressing steadily and is expected to enter mass production in H2 2027. Leading companies are experiencing stock price stagnation due to these divergences, highlighting their cost-effectiveness. Recommended companies include Dongshan Precision, Shenghong Technology, and Huidian Co. [1] - The CoWoP (Chip on Wafer on PCB) solution has stronger certainty, can reduce costs, improve efficiency, and bypass the shortage of substrate capacity. The value per square meter of PCB may increase several times, potentially reaching tenfold, with product launches expected by the end of 2027 and full implementation in 2028. Recommended companies in this direction include Pengding Holdings, Shennan Circuit, and Xinsong Technology. [1] 2. Storage - Contract prices remain in an upward cycle despite fluctuations in spot prices. Module companies are expected to see explosive Q1 performance, with Jiangbolong and Demingli realizing low-priced inventory. Recommended design companies include Zhaoyi Innovation (with a profit expectation of 6 billion) and Puran Co., Beijing Junzheng, and Hengshuo Co. [2] - Demand for memory modules is driven by AI servers and general servers, with recommendations for Lanke Technology (long-term profit of 10 billion) and Jucheng Co. (long-term profit of 1.5 billion). [2] 3. Communication - The recent decline in optical modules is related to the pullback of US tech stocks and speculation around CPO concepts. However, industry sources (such as Coherent and Xuchuang) indicate that CPO's potential to replace optical modules in ScaleOut scenarios is low, suggesting that short-term speculation may be excessive. [2] - North American cloud service providers have exceeded capital expenditure guidance for 2026 (620 billion, up 65% year-on-year), indicating potential accelerated demand for optical modules in 2027. Key upcoming catalysts include Nvidia's quarterly report (February 26), GTC conference (March), and OFC exhibition (NPO product showcase). Recommended companies include Zhongji Xuchuang, Xinyisheng, and Dongshan Precision. [2] - For copper connections as a Plan B alternative to orthogonal backplanes, companies to watch include Luxshare Precision, Wokai Nuclear Materials, and Huiju Technology (with potential for stock doubling). [2] - The price of scattered fiber has surged in the short term (from 25 to 50 yuan), but the low willingness of operators to raise prices raises doubts about long-term sustainability. [2] 4. Computing - Domestic computing resources are in short supply, with the recent downtime of Qianwen highlighting the scarcity of AI foundational resources. The demand for CPUs is expected to rise due to increased usage of agents compared to chatbots. Recommended companies include Haiguang Information (benefiting from both CPU and GPU), Cambrian (leading domestic AI chip manufacturer), and Tianshu Zhixin (expected to accelerate integration with leading players). [2] - Cloud infrastructure resources are expected to benefit from price increases, with recommendations for Kingsoft Cloud, Wangsu Technology, and Fourth Paradigm. [2] - In the AI application sector, the recent drop in overseas software and restructuring of SaaS business models may lead to a narrative reversal with the launch of native agent products in Q3 2026. Companies to watch include Alibaba for 2C entry reconstruction and third-party AI agents like TaxFriend, Zhongkong Technology, and Dingjie Smart. [2] 5. Media - Tencent has faced a decline due to market concerns over potential tax increases on internet platforms, although there is no space for increased game value-added tax. The company remains recommended despite rumors of Q4 earnings downgrades, maintaining a PE ratio of 15 times, which still offers value. [3] - The download situation for the Yuanbao app remains stable, and Tencent's AI capabilities may be closing the gap with larger competitors. [3] - In gaming, companies with upcoming catalysts such as Giant Network and Perfect World are recommended for short-term focus, while Century Huatong and Kaiying Network are suggested for medium to long-term attention due to expected catalysts. [3] - Tencent's establishment of a separate AI comic app is beneficial for the production side, which is entering a period of profitability. Recommendations include Kuaishou, Huanrui, and Rongxin. [3] 6. Pharmaceuticals - Attention is drawn to the update of the essential drug catalog, which may accelerate progress. [4] - The probability of inclusion in the essential drug catalog is high for unique products, with several specific products from companies like Jichuan Pharmaceutical and Panlong Pharmaceutical being highlighted. [4] - Emphasis on the global competitiveness of the innovative drug industry chain, with a focus on new-generation ADCs, IOs, small nucleic acids, and CGT. Recommended companies include Kanghong, Yingen, Yunding, and Chengdu Xian Dao. [4] - The brain-computer interface theme is noted, with a potential showcase of non-invasive products during the Spring Festival and a semi-invasive product approval for Borui Kang in March. [4] - Recommendations include Meihua Medical, Dongwei Semiconductor, and Sanbo Brain Science. [5] - The surgical robot sector is expected to see comprehensive implementation of charging policies before August, with overseas orders doubling and maintaining high growth in 2027. Key types include laparoscopic and orthopedic robots, with strong overseas performance for laparoscopic robots. Recommended companies include MicroPort, Jingfeng Medical, Tianzhihang, and Sanyou Medical. [6]

每经AI快讯，2月9日，快手官微正式宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。即 日起，上快手搜索"春晚"，即可一键预约马年央视春晚直播。 （文章来源：每日经济新闻） ...

2月9日，快手宣布与中央广播电视总台《2026年春节联欢晚会》达成合作。用户打开快手搜索"春晚"， 即可提前预约马年央视春晚直播。春节期间，快手还将上线红包互动活动，摇一摇即可领红包，除夕当 天还有全天红包雨。 （文章来源：第一财经） ...

Core Viewpoint - Kuaishou (01024) has announced a collaboration with China Central Television (CCTV) for the 2026 Spring Festival Gala, enhancing its content offerings and user engagement during the festive season [1] Group 1: Collaboration Details - Kuaishou will allow users to search for "Spring Festival Gala" to pre-book the live broadcast of the 2026 CCTV Spring Festival Gala [1] - The platform will present the entire content of the 2026 CCTV Spring Festival Gala through various formats including live streaming, on-demand, and short videos [1] - Kuaishou will also support the playback of past Spring Festival Gala programs, catering to the diverse viewing needs of global Chinese audiences [1] Group 2: User Engagement Activities - During the Spring Festival period, Kuaishou will launch interactive red envelope activities, where users can shake their devices to receive red envelopes [1] - On New Year's Eve, Kuaishou will host a full-day "red envelope rain" event to enhance the festive experience for users [1]

Group 1: AI Defamation Case - A recent AI defamation case was heard in Beijing Haidian District Court, where a lawyer claimed that AI generated false negative information about him, including serious criminal allegations [3][4] - The defendant, Baidu, argued that AI hallucinations are unavoidable and that they provide neutral technology services without any subjective fault [4] - The lawyer sought damages of 1 million yuan for professional reputation loss and 50,000 yuan for emotional distress, highlighting that other AI platforms did not generate similar false content [4] Group 2: AI Hallucination Legal Precedents - The first domestic AI hallucination case established that generative AI is considered a "service" rather than a "product," applying a fault liability principle [5] - The court emphasized that companies must fulfill three core obligations to avoid liability: clear notification of potential inaccuracies, ensuring functional reliability, and compliance with regulatory filings [5] - The increasing number of disputes related to AI hallucinations indicates a significant industry challenge, necessitating thorough tracing of data sources and training methods to prevent errors [5] Group 3: Market Regulation and Competition - Kimi, an AI product, called on Baidu to remove misleading paid advertisements that confused users by impersonating its official website [6][7] - The market regulatory authority has identified several cases of unfair competition involving AI, particularly focusing on impersonation and false advertising practices [8] - Despite the crackdown on such practices, there has been little accountability for the platforms disseminating misleading information [8] Group 4: WeChat Restrictions on Competitors - WeChat has implemented restrictions on sharing links and codes for various AI products, including Tencent's Yuanbao and Alibaba's Qianwen, citing disruptions to platform order and user experience [9][11] - This move follows a historical precedent where WeChat previously blocked links to Taobao during a major shopping event, indicating a pattern of controlling competitive dynamics [11] Group 5: Regulatory Developments in AI - The European Union has mandated Google to ensure fair access to its ecosystem for third-party AI service providers, aiming to maintain a competitive environment [11] - The EU's regulatory actions will clarify how Google should provide equal access to data and functionalities for AI services, promoting a level playing field [11] Group 6: Penalties for Non-Compliance - Kuaishou was fined 119 million yuan for failing to manage inappropriate content on its platform, reflecting stricter enforcement of cybersecurity laws [12] - The recent increase in penalty limits under the revised cybersecurity law signals a tougher regulatory landscape for large platforms, emphasizing the need for compliance [12]