受此消息影响，阿里巴巴美股下跌2%，报155.55美元；港股当日亦跌2%，收报155.4港元。 来源：观点地产网 观点网讯：2月13日，据媒体报道，美国特朗普政府最快将于当地时间2月13日将阿里巴巴等多家中国企 业列入"1260H清单"。 最新消息显示，除阿里巴巴外，百度、比亚迪、华虹半导体等共8家中国企业亦在此次拟列入名单之 列。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 根据公开资料整理，美国国防部的1260H清单虽未直接实施制裁，但会向美国政府机构及供应商传递对 相关企业的风险提示。 此前腾讯、宁德时代已被列入该名单。 ...

Alibaba (NYSE: BABA) shares slid more than 5% in pre-market on Friday, February 13, following news that the U.S. government is preparing to expand a Pentagon list of companies allegedly supporting the Chinese military.The placement on the Pentagon’s list does not automatically trigger sanctions, rather, it serves as a warning to U.S. partners about potential national security concerns, Reuters first reported citing two familiar with the matter.Nonetheless, the development can strain commercial partnerships, ...

Group 1 - US stock indices opened lower, with Nasdaq down 0.16%, Dow Jones down 0.04%, and S&P 500 down 0.01% [1] - Chinese concept stocks fell, with Alibaba and Baidu dropping over 3%. However, Applied Materials rose over 11% due to better-than-expected Q1 earnings. Rivian surged 26% after projecting a 53% increase in delivery volume by 2026 [1] Group 2 - Eli Lilly's acquisition of Ventyx Biosciences has received approval from the US Federal Trade Commission, with a cash purchase price of $14 per share, totaling approximately $1.2 billion. The deal is expected to close in the first half of 2026 [2] Group 3 - Moderna reported Q4 revenue of $678 million, a 30% year-over-year decline, while the market had expected $625.1 million. The company posted a Q4 loss of $2.11 per share, an improvement from a loss of $2.91 per share in the same period last year [3] Group 4 - SoftBank's PayPay has officially submitted an IPO application in the US, reporting a profit of 103.3 billion yen and revenue of 278.5 billion yen for the nine months ending December 31 [4] Group 5 - TrendForce forecasts that HBM4 validation will be completed by Q2 2026, driven by growing GPU demand due to AI infrastructure expansion. Major memory manufacturers are nearing the end of the HBM4 validation process, with Samsung expected to lead, followed by SK Hynix and Micron [5]

体育博彩运营商DraftKings跌12.0%，2026年收入展望不及预期。 应用材料涨超11%，公司第一财季业绩高于预期。 Rivian大涨26%，此前公司预计2026年交付量增长53%。 美股三大指数集体低开，纳指跌0.16%，道指跌0.04%，标普500指数跌0.01%。 纳斯达克中国金龙指数跌超1%，世纪互联跌8.30%，百度跌3.91%，金山云跌3.30%，陆金所控股跌 3.26%，阿里巴巴跌3.09%。 ...

《指引》提出了8个场景中的新型垄断风险，包括：平台间算法共谋、组织帮助平台内经营者达成垄断 协议、平台不公平高价、平台低于成本销售、封禁屏蔽、"二选一"行为、"全网最低价"、平台差别待 遇，为平台经营者加强反垄断合规管理提供可操作性强的指导建议。 智通财经APP获悉，周五，阿里巴巴(BABA.US)盘前跌逾3%，报158.73美元。消息面上，2月13日，国 家市场监管总局发布《互联网平台反垄断合规指引》，旨在促进平台经济创新和健康发展，为平台经营 者开展反垄断合规提供清晰指引。《指引》重点规定了垄断协议、滥用市场支配地位、经营者集中和滥 用行政权力排除、限制竞争等4类垄断风险。为平台经营者划出清晰明确的"红线"。 ...

阿里巴巴美股盘前跌幅扩大至3.8%。 来源：滚动播报 ...

在红包大战之外，大厂还在争夺终端入口。上海财经大学特聘教授胡延平认为，未来Agent（智能体）可能会接管手机、电脑等终端，实质是生成式AI技术 重构智能硬件与软件行业。2025年AI的范式、价值与能力已经得到充分确认，2026年将出现技术大投入、竞争大分化、市场大分流。 经济观察报 记者 钱玉娟 编者按：2025 年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停下。 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈 陷入了一种 " 无所不能 " 的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别了一夜暴富的粗放模式，漫剧直接降维打击，头部内 容公司既兴奋又不安。 这不再是写份 PPT 就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下去，并且要硬核地活下去，成了 2025 年 TMT 行业的共 识。 马年将至，腾讯、阿里巴巴和字节跳动等头部科技公司将AI竞争拉回了他们最熟悉的战场——流量战争。 腾讯元宝发放10 ...

（来源：中国旅游报） 转自：中国旅游报 编辑：徐晓 审核：邓敏敏 近日，金融监管总局联合市场监管总局、中国人民银行，对携程旅行、高德地图、同程旅行、飞猪旅 行、航旅纵横、去哪儿旅行等六家出行平台企业进行约谈。针对上述企业在与金融机构合作开展借贷业 务中存在的问题，要求其规范营销行为，不得使用误导性宣传用语；清晰披露贷款机构名称及信贷产品 信息，并向借款人明确提示理性借贷；畅通客户投诉渠道，及时回应并妥善处理消费纠纷 【下载黑猫 投诉客户端】，着力提升服务品质，切实保障消费者合法权益。 来源：国家金融监督管理总局网站 ...

Core Viewpoint - The Trump administration is expected to add Alibaba and other Chinese firms to a list of companies allegedly aiding China's military, which could impact their future contracts with the U.S. government [1]. Group 1: Companies Involved - Alibaba is among the companies expected to be added to the Pentagon's 1260H list, which includes major firms like Tencent Holdings and CATL [1]. - Other firms mentioned for potential inclusion are AI firm DeepSeek, smartphone maker Xiaomi, and electronic display maker BOE Technology [1]. Group 2: Implications of the List - Being added to the list does not impose formal sanctions but prevents the Pentagon from contracting with these companies in the future [1]. - The update to the list may strain U.S.-China relations, especially following a recent trade truce between Xi Jinping and Donald Trump [1].

Core Viewpoint - The article discusses the dominance of ByteDance in the tech industry, particularly in the context of the Hang Seng Tech Index, highlighting how its aggressive strategies and innovative approaches have outpaced traditional competitors like Tencent and Alibaba [1][19][22]. Group 1: Competitive Landscape - ByteDance is described as a formidable competitor that has effectively created a "red ocean" in various sectors, challenging established players without being a publicly listed company [1][19]. - Among the top 10 companies in the Hang Seng Tech Index, 6 are in direct competition with ByteDance, collectively holding a 40% weight in the index [2]. - The article emphasizes that ByteDance's approach to competition is not merely about financial strength but about its relentless drive and adaptability in the market [1][19]. Group 2: Market Disruption - ByteDance's entry into e-commerce through Douyin (TikTok) has significantly impacted Alibaba, with Douyin's GMV projected to approach 4 trillion yuan by 2025, capturing a substantial market share [6][9]. - The article argues that ByteDance's innovative model of combining content with e-commerce is more effective than Alibaba's traditional search-based approach, leading to a shift in consumer behavior [6][9]. - The dominance of ByteDance in various sectors, including short videos, news, and AI, is highlighted, indicating its broad market influence [7][9]. Group 3: Management and Leadership - The core competitive advantage of ByteDance is attributed to its founder, Zhang Yiming, whose unique management style and continuous learning mindset set the company apart from its competitors [11][12]. - Zhang's approach to management emphasizes equality, flexibility, and a focus on talent density, allowing for a more dynamic and innovative corporate culture [12][13]. - The article suggests that ByteDance's ability to maintain efficiency and cross multiple sectors is a testament to its superior management capabilities compared to other tech giants [13][19]. Group 4: Industry Implications - The article posits that the ongoing competition in the tech industry is not just between companies but also a challenge for companies to adapt and innovate continuously [22][23]. - It warns that companies in the Hang Seng Tech Index must either learn from ByteDance's strategies or risk being outpaced and potentially eliminated from the market [22][23]. - The narrative concludes that the future of the tech industry will be shaped by companies that embrace change and innovation, with ByteDance leading the charge [22][23].