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AI应用“春节档”持续上新
财联社· 2026-02-09 10:42
Core Viewpoint - The article discusses the recent surge in AI applications during the "Spring Festival" period, highlighting the launch of new products by major companies like ByteDance, Alibaba, Kuaishou, and Baidu, which has significantly impacted the A-share market, particularly the AI application sector [2]. Group 1: AI Product Launches - ByteDance launched the Seedance 2.0 AI video generation model, capable of creating movie-quality videos from text or images [2][3]. - Alibaba introduced the Qwen3-Max-Thinking AI assistant, which supports adaptive tool invocation and expands testing capabilities [3]. - Baidu released the OCR-VL-1.5 AI office tool, which includes text detection and recognition capabilities [3]. - Kuaishou's new model focuses on the entire video production process, including generation, editing, and post-production [3]. - Shanghai AI Laboratory's InternS1Pro boasts trillion-parameter multimodal reasoning capabilities [3]. - MiniCPM-o4.5 from Weiming Intelligent features human-like perception and communication abilities [3]. - The MOTUS world model from Tsinghua University and Shengshu Technology achieves a perfect closed loop of "seeing-thinking-moving" [3]. Group 2: Upcoming AI Products - ByteDance is set to release the Doubao 2.0 flagship large language model and the Seedream 5.0 image generation model [5]. - Xiaohongshu is testing OpenStoryline 1.0.0, a conversational editing tool similar to other models [5]. - Alibaba's Qwen 3.5 is expected to utilize a new attention mechanism and may be a native VLM model for visual understanding [5]. - Deepseek's DeepSeekV4 aims to integrate reasoning frameworks and visual understanding capabilities for efficient document processing [5].
涨停复盘:今日全市场共99只股涨停,连板股总数14只,AI应用引力传媒、中文在线涨停!
Sou Hu Cai Jing· 2026-02-09 10:06
2月9日,市场高开高走,沪指涨超1%,深成指涨超2%。截至收盘,沪指涨1.41%,深成指涨2.17%,创业板指涨2.98%。沪深两市成交额2.25万亿,较上一 个交易日放量1038亿。盘面上,市场热点快速轮动,全市场超4600只个股上涨。从板块来看,AI应用端持续拉升,引力传媒、荣信文化、中文在线、海看 股份、掌阅科技、欢瑞世纪涨停。化工板块反复活跃,闰土股份2连板,红太阳、华尔泰、海翔药业、亚邦股份涨停。光伏概念表现活跃,协鑫集成4连板, TCL中环4天2板。算力硬件概念集体走强,天孚通信触及20CM涨停创历史新高。商业航天概念走高,中超控股、顶固集创、杭萧钢构涨停。下跌方面,油 气股走势较弱,通源石油、潜能恒信震荡下挫。 今日全市场(不含ST股、退市股)共83股涨停,连板股总数14只,26股封板未遂,封板率为76%。焦点股方面,AI应用概念股名雕股份7天6板,影视股横 店影视8天6板,化工股百川股份9天6板,并购重组的韩建河山5连板、凯龙高科20CM4连板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | | | | 金融界股灵通复盘(2.9) | | | --- | --- | --- | ...
超4600只个股上涨
第一财经· 2026-02-09 07:23
2026.02. 09 本文字数:656,阅读时长大约1分钟 作者 | 一财阿驴 2月9日,A股三大指数集体上涨。截至收盘,沪指涨1.41%,深成指涨2.17%,创业板指涨 2.98%,科创综指涨2.47%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4123.09 c | 57.51 | 1.41% | | 399001 | 深证成指 | 14208.44 c | 301.70 | 2.17% | | 881001 | 万得全A | 6808.50 c | 126.03 | 1.89% | | 000680 | 科创综指 | 1796.86 c | 43.26 | 2.47% | | 399006 | 创业板指 | 3332.77 c | 96.31 | 2.98% | 盘面上,光伏设备、文化传媒、短剧游戏、BC电池板块涨幅居前,油气、燃气板块走低。 具体来看,光伏设备板块表现强势,聚和材料、协鑫集成、TCL中环等多股涨停,同享科技涨超 24%。 | 代码 | 名称 | 米帽子 | 现价 | 主 ...
今日涨跌停股分析:96只涨停股、8只跌停股,AI应用端概念走强,引力传媒等多股涨停
Xin Lang Cai Jing· 2026-02-09 07:21
*ST万方(维权)连续20日跌停,*ST精伦连续10日跌停,*ST国华连续6日跌停,*ST原尚连续2日跌 停,国发股份、郴电国际等跌停。 2月9日,A股全天下来共有96只涨停股、8只跌停股。 AI应用概念走强,引力传媒、荣信文化、中文在 线、掌阅科技等涨停。化工板块反复活跃,闰土股份2连板,红太阳、华尔泰、海翔药业、亚邦股份涨 停。 连板股方面,ST京蓝(维权)11天9板,百川股份9天6板,名雕股份7天6板,韩建河山5连板,天通股 份7天4板,ST京机6天4板,京投发展5天4板,协鑫集成、凯龙高科4连板,金富科技、ST华西(维权) 等3连板,TCL中环、拓日新能等4天2板,吉华集团3天2板,协鑫能科等2连板,长飞光纤、盛和资源等 涨停。 ...
引力传媒2026年2月9日涨停分析:业绩扭亏+AIGC赋能+融资议案通过
Xin Lang Cai Jing· 2026-02-09 03:32
2026年2月9日,引力传媒(sh603598)触及涨停,涨停价28.45元,涨幅10.02%,总市值76.69亿元,流 通市值76.61亿元,截止发稿,总成交额8.71亿元。 根据喜娜AI异动分析,引力传媒涨停原因可能如下,业绩扭亏+AIGC赋能+融资议案通过: 1、公司经 营基本面显著改善,2026年1月30日公告的2025年报显示,公司归母净利润扭亏为盈,达到1400 - 2000 万元。这一业绩表现增强了市场对公司的信心,引发投资者关注,推动股价上涨。 2、公司在业务上积 极应用AIGC技术,自研的"九合创意"平台提升了运营效率。在当前AIGC热潮下,该技术赋能让公司在 数字营销领域更具竞争力,契合市场热点,吸引资金流入。同时,公司高票通过融资议案,授信及担保 议案获99%以上赞成率,显示了股东的支持,为公司发展提供资金保障。 3、近期广告营销板块表现活 跃,引力传媒多日入选龙虎榜,吸引了游资关注。2月2日、4日成交额分别达到25.92亿、10.59亿。板块 内的资金联动使得引力传媒等相关个股获得资金推动,形成涨停效应。 4、从资金流向来看,多日龙虎 榜显示有一定的资金买卖,表明资金对该股的关注度较高 ...
引力传媒股份有限公司2026年第一次临时股东会决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-04 22:52
Meeting Overview - The shareholders' meeting was held on February 4, 2026, at the Shimao Building, Beijing, with both in-person and online voting methods utilized [1] - The meeting was presided over by Chairman Luo Yanjie, with attendance from all seven current directors and key management personnel [1] Resolutions Passed - The proposal for the company to apply for a comprehensive credit limit for the year 2026 was approved [1] - The proposal for the company and its wholly-owned subsidiaries to provide mutual guarantees for comprehensive credit applications was also approved [1] Legal Verification - The meeting was witnessed by Beijing Anli Law Firm, confirming that the procedures followed were in compliance with legal and regulatory requirements [3] - The qualifications of attendees and the legitimacy of the meeting's proceedings were validated by the legal representatives [3]
引力传媒(603598) - 引力传媒:2026年第一次临时股东会决议公告
2026-02-04 10:00
证券代码:603598 证券简称:引力传媒 公告编号:2026-016 引力传媒股份有限公司 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 本次会议是否有否决议案:无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 547 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 107,432,600 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 39.8366 | | 份总数的比例(%) | | | 股东 | 同意 | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | | 类型 | 票数 | 比例(%) | 票数 | 比例(%) | 票数 | 比例(%) | | A 股 | 107,227,200 | 99.8088 | 139,200 | 0.1296 | 66,200 | 0.0616 | (四) 表决方式是否符合《公司法》及《公 ...
引力传媒(603598) - 北京市安理律师事务所关于引力传媒股份有限公司2026年第一次临时股东会的法律意见书
2026-02-04 10:00
在本法律意见书中,本所律师根据《股东会规则》的要求,仅对公司本次股东会的召集、 召开程序是否符合法律、行政法规、《股东会规则》和《公司章程》的规定、出席会议人员的 资格、召集人资格是否合法有效、会议的表决程序和表决结果是否合法有效等事宜发表意见, 而不对本次股东会审议的议案内容以及这些议案中所表述的事实或数据的真实性和准确性 进行核查和发表意见。 在本法律意见书中,本所律师假定所有被授权出席本次股东会现场会议并行使表决权的 股东授权代表所出具的授权委托书上委托人的签名和/或印章均是真实的,并且授权委托书 上的授权内容是委托人本人的真实意思表示。本所律师假定公司及上证所信息网络有限公司 提供的有关网络投票的统计数据真实有效,并且所有参加网络投票的股东的投票结果都是其 1 / 5 北京市安理律师事务所 关于引力传媒股份有限公司 2026 年第一次临时股东会的 法律意见书 致:引力传媒股份有限公司 引力传媒股份有限公司(以下简称公司)2026 年第一次临时股东会(以下简称本次股东 会)于 2026 年 2 月 4 日采用现场投票和网络投票相结合的方式举行,现场会议于 2026 年 2 月 4 日 14 时 30 分 ...
A股收评 | 连续两日尾盘回升 沪指收涨0.85%站上4100点 光伏概念全线爆发
智通财经网· 2026-02-04 07:20
Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.85% to surpass 4100 points, while the Shenzhen Component Index increased by 0.21%, and the ChiNext Index fell by 0.40% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.48 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day [1] Key Sectors Coal Sector - The coal sector experienced a surge, with over ten stocks hitting the daily limit, including Shaanxi Black Cat and Yanzhou Coal Mining [3] - The increase in energy demand for heating due to severe weather conditions and government efforts to ensure stable energy supply contributed to this surge [3] Photovoltaic Sector - The photovoltaic sector saw a significant rally, with stocks like JinkoSolar and Zhonglai Co. hitting the daily limit [4] - Reports indicated that Elon Musk's team visited several Chinese photovoltaic companies, which sparked interest in the sector [4] AI Industry - The AI industry faced a downturn, with hardware and application stocks declining, including companies like Yili Media and Tiandi Online [5] - The release of an AI legal plugin by Anthropic led to a sell-off in software companies, raising concerns about AI potentially replacing core software business models [5] Real Estate Sector - The real estate sector showed active performance, with stocks such as Rong'an Real Estate and Caixin Development hitting the daily limit [6] - Research indicated that the focus for 2026 should be on policies related to land supply and housing inventory [6] Institutional Insights Consumption and Economic Outlook - Zheshang Securities emphasized that consumption will be the most important counter-cyclical variable in 2026, suggesting a need for a positive fiscal policy stance [7] - The report highlighted that the market should focus on risk appetite rather than interest rates for the stock market outlook [7] Geopolitical Concerns - Ray Dalio from Bridgewater Associates warned that the world is nearing a critical point of "capital war" due to escalating geopolitical tensions, asserting that gold remains the safest asset [8] - Despite recent volatility in precious metals, Dalio maintained that gold's status as a safe haven would not change over time [8] Commercial Aerospace Development - CITIC Securities noted that the global commercial aerospace sector is entering a new phase focused on large-scale deployment and ecosystem building, with significant competition between the U.S. and China [8] - The report highlighted the shift from single technology breakthroughs to comprehensive competition in reusable rocket engineering and satellite manufacturing [8]
收评:沪指涨0.85%重返4100点 煤炭、光伏概念全线走强
Mei Ri Jing Ji Xin Wen· 2026-02-04 07:09
Market Overview - The market rebounded with the Shanghai Composite Index returning to 4100 points and the Shenzhen Component Index turning positive after previously dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.48 trillion yuan, a decrease of 633 billion yuan compared to the previous trading day [1] Sector Performance - The coal sector experienced a surge with over ten stocks hitting the daily limit, including Shaanxi Black Cat, Yanzhou Coal Mining, and China Coal Energy [1] - The space photovoltaic sector saw significant gains, with Zhonglai Co. hitting a 20% limit up and Guosheng Technology achieving two consecutive limit ups [1] - The airport and shipping sector strengthened, with China Eastern Airlines and Huaxia Airlines both hitting the daily limit [1] - The real estate sector was active, with Rong'an Real Estate, Caixin Development, and I Love My Home all reaching the daily limit [1] - The hydrogen energy sector rapidly increased, with Beijing Capital Co. and Zhiyuan New Energy hitting the daily limit [1] Declining Sectors - The AI application sector faced significant declines, with stocks like Yili Media and Tiandi Online hitting the daily limit down, and several others experiencing substantial drops [1] - Precious metals and computing hardware sectors also saw notable declines [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 0.21%, while the ChiNext Index fell by 0.4% [1]