2026年春晚，宇树科技与塔沟武校合作的《武BOT》燃爆全场并登顶热搜。从去年的扭秧歌，到今年的 醉拳、空翻、舞棍，人形机器人多机协同、高动态控制等关键技术取得突破。春晚开播仅两小时，京东 平台机器人搜索量环比增超300%，社交平台上"机器人相关ETF"成为热词，不少投资者连夜寻找能够分 享这一产业红利的投资标的。 机器人火了，但怎么投？指数化投资是高效选择，目前市场上主流的机器人指数有两只——国证机器人 产业指数和中证机器人指数，两者在编制规则、成份股构成以及对机器人细分领域的覆盖上存在一定差 异，尤其是"人形含量"的高低。 综合来看，两只指数各有千秋，投资者可以根据自身投资目的、投资经验、风险承受能力等，在充分了 解指数特征的基础上审慎做出投资决策。对于希望精准布局人形机器人赛道的投资者而言，国证机器人 产业指数可能是较好的选择，机器人ETF易方达（159530）最新规模超175亿元、在跟踪该指数的产品 中位居第一，兼具纯度和流动性。 本文系企业供稿｜理财有风险 投资须谨慎 (编辑：许楠楠)关键字： 简单来说，国证机器人产业指数更聚焦"机器人本体+核心零部件"这一核心环节，而中证机器人指数覆 盖产业链更全 ...

Core Viewpoint - The transition of "Artificial Intelligence +" from policy statements to practical implementation has occurred over the past year, emphasizing the importance of real-world applications that address essential societal needs [1] Group 1 - The Chairman of iFlytek, Liu Qingfeng, highlighted that the focus of artificial intelligence should not be on parameter competition but rather on its application in various fields to solve pressing human needs [1] - This presents a significant opportunity for private enterprises to make substantial contributions and achievements in the AI sector [1]

比如在教育领域，AI不再只是辅助工具，而是被嵌入到教学流程中。通过大模型对学生学习路径的分 析，薄弱点被精准标注，作业反馈、学情分析不再完全依赖老师的"经验判断"。 2025年2月17日，一场聚焦民营经济发展的高规格座谈会在京召开，习近平总书记出席并发表重要讲 话。春风化雨培沃土、处处新景涌生机。一年来，民营企业发展得怎么样，有什么新目标、新突破？中 新网、中新经纬联合推出"新春走基层·民企这一年"专题报道。 在一年前的民营企业座谈会上，释放出一个清晰信号：广大民营企业和民营企业家大显身手正当其时。 这一年来，这个判断正在被不断验证。 近日，科大讯飞董事长刘庆峰接受三里河专访时，描述了大量人工智能应用的具体场景，勾勒出民营科 技企业在这一年里的真实发展：人工智能不在于参数竞赛，而在于如何在各领域实际应用场景落地、能 否真正解决人类社会的"刚需"问题。 "这是民营企业建功立业的好时机。"刘庆峰强调。 让人工智能"看得见、摸得着" 过去一年，"人工智能+"从政策表述走向实际落地。 刘庆峰认为，人工智能已在越来越多看得见、摸得着的场景中，实现了能用统计数据证明的业务成效。 "今天，我们的国产自主可控生态已经起步，未 ...

Core Insights - The core focus of the article is on iFlytek's impressive financial performance in 2025 and its strategic direction for 2026, highlighting significant growth in revenue, cash flow, and product usage metrics [1][3]. Financial Performance - In 2025, iFlytek achieved operating revenue exceeding 27 billion yuan, with operating cash flow reaching a record high of 3 billion yuan, representing a year-on-year growth of 28% [1]. - The scale profit increased by 40% year-on-year, reaching 7 billion yuan [1]. - The daily usage of the open platform's large model increased by 45 times compared to the previous year, with gross profit growing by 244%, and single business gross profit surpassing 1 billion yuan for the first time [1]. Product and User Growth - The user base for iFlytek's "Xunfei Tingjian" surpassed 100 million, and overseas gross profit from AI marketing grew by over 500% [1]. - The education large model demonstrated leading performance in real-world applications domestically, while the medical large model achieved industry-leading key metrics, with the "Smart Medical Assistant" completing over 1.1 billion consultations [3]. Market Expansion and Strategic Focus - iFlytek's overseas revenue exceeded 1 billion yuan, with notable success in Latin America and ASEAN, where it has surpassed similar products from the United States in certain key languages [3]. - The company plans to focus on four key initiatives: strategic focus, strengthening systematic innovation, deepening project-based approaches, and accelerating talent development [3]. - iFlytek aims to leverage its "Spark SuperAgent" to penetrate various sectors such as education, healthcare, automotive, and office environments, providing optimal solutions for clients [3].

完整早报音频，请点击标题下方小耳机收听 【史上最强机器人阵容登台， 2026 总台春晚合作盘点： 29 家品牌覆盖 AI 到潮玩】 据不完全统 计，截至目前，中央广播电视总台《 2026 年春节联欢晚会》（以下简称"总台春晚"）已官宣的合作 伙伴共计 29 家，覆盖 AI 科技、具身智能机器人、出行、消费、潮玩等多领域。其中，魔法原子、 银河通用、宇树科技、松延动力等 6 家机器人品牌"组团"登台，构成春晚史上最大规模机器人阵 容；追觅科技成为春晚首个以全生态形态合作的科技企业；小红书、抖音等社交平台以新媒体合作形 式出现， B 站此次作为独家弹幕视频平台将开放真弹幕；酒企中，古井贡酒创下连续 11 年登春晚纪 录、五粮液已是第 4 次登上春晚、洋河梦之蓝 M6+ 连续第 7 年成为总台春晚的独家报时合作伙 伴；出行方面，长城汽车连续 2 年当选春晚新媒体指定用车，华为与江淮合作推出的尊界 S800 成 为此次总台春晚智慧出行时代旗舰合作伙伴；名创优品、卡游则是春晚合作中首次出现的文化消费类 品牌。（腾讯网） | | 2026总台春晚官宣合作品牌 | | | --- | --- | --- | | 板块 | ...

Core Insights - iFLYTEK is set to showcase practical AI solutions at MWC Barcelona 2026, focusing on real-world applications that emphasize security, offline deployment, and multilingual capabilities [1][8] AI Infrastructure - The company will present its secure AI infrastructure aimed at providing stable and customized foundations for AI transformation in organizations and government sectors [3] - iFLYTEK's All-In-One AI Solutions integrate computing power and large-scale language models into a unified platform, ensuring secure and compliant private, offline deployment for sensitive data in sectors like finance and telecommunications [4] AI Translation Solutions - iFLYTEK will highlight its AI translation solutions, including AINOTE 2, an AI paper tablet for real-time transcription, and the iFLYTEK Smart Translator, which supports face-to-face translation in over 60 languages [5][6] - These solutions address the growing demand for efficient communication across languages in business, public services, and cross-border collaboration [6] Service Efficiency - The company will introduce enterprise-grade AI Solutions in the Smart Solution Zone, featuring Spark GuideX, an AI virtual human guide designed for various scenarios to enhance service efficiency and reduce labor costs [7] Commitment to Europe - iFLYTEK aims to demonstrate the practical use of AI by embedding it into deployable solutions, reflecting a long-term commitment to Europe through local partnerships and compliance with regional requirements [8]

登录新浪财经APP 搜索【信披】查看更多考评等级 1.*ST立方，拟终止上市 *ST立方(300344.SZ)公告称，公司于2月14日收到深圳证券交易所下发的《事先告知书》，拟决定终止 公司股票上市交易。 《事先告知书》指出，公司2021年至2023年年度报告信息披露存在虚假记载，2021年和2022年连续两年 存在虚假记载的营业收入金额合计达到5亿元以上，且超过该两年披露的年度营业收入合计金额的 50%。公司股票将于2月24日起停牌。 公告进一步说明了后续安排。若公司股票被深圳证券交易所作出终止上市决定，自公告终止上市决定之 日起五个交易日后的次一交易日起，公司股票将复牌并进入退市整理期，交易期限为十五个交易日，股 票简称将变更为"XX退"。退市整理期届满的次一交易日公司股票摘牌终止上市。公司应在股票摘牌之 日起四十五个交易日内安排股票转入全国中小企业股份转让系统等证券交易场所转让。 2.龙磁科技7.6亿元定增：扩充越南产能，加码AI芯片电感 根据龙磁科技2月11日披露，公司拟向不超过35名特定对象发行股票，募集资金总额不超过7.6亿元（含 本数）。本次向特定对象发行股票的价格不低于定价基准日前20个交易日 ...

Core Insights - The core focus of the articles is on iFLYTEK's strategic advancements in AI, particularly through the launch of the Spark X2 model and its emphasis on domestic computing power amidst global competition and supply chain challenges [1][3][12]. Group 1: Company Performance and Strategy - iFLYTEK's president reported a 45-fold increase in daily usage of its open platform large model and a 244% growth in gross profit, projecting over 27 billion yuan in operating revenue and a record cash flow of 3 billion yuan by 2025 [1][6]. - The company aims to solidify its unique strategic position by focusing on "self-controllable, industry application, integrated software and hardware, and multilingual" capabilities by 2026 [1][12]. - iFLYTEK's large model is the only mainstream model trained on domestic computing power, highlighting its commitment to domestic resources [1][4]. Group 2: Market Dynamics and Competitive Landscape - The global computing power landscape is undergoing significant changes due to U.S. export controls on high-end AI chips, which has led to a surge in domestic AI chip sales, projected to rise from 6 billion USD in 2024 to 16 billion USD in 2025, increasing market share from 29% to 42% [3][4]. - iFLYTEK's approach to leveraging domestic computing power is seen as a strategic advantage in the context of international political and economic competition [3][4]. Group 3: Product Development and Innovation - iFLYTEK has made significant strides in product development, launching the first fully domestic computing power platform "Feixing No. 1" in collaboration with Huawei, and the Spark 4.0 Turbo model, which surpasses GPT-4 Turbo in several core capabilities [5][6]. - The company has achieved notable advancements in various sectors, including education, healthcare, and automotive, with significant project wins across these industries [6][7][8]. Group 4: Financial and Market Achievements - In 2025, iFLYTEK's overseas revenue surpassed 1 billion yuan, with significant market penetration in Latin America and ASEAN, achieving partial superiority over U.S. competitors [8][9]. - The company secured a total of 23.16 billion yuan in project bids related to its large models, significantly outpacing competitors in key industries [6][7]. Group 5: Future Outlook and Strategic Focus - iFLYTEK has outlined three strategic national positions for the future: maintaining a globally competitive large model, leading in industry-specific applications, and developing multilingual models to provide alternatives on the international stage [9][12]. - The company is committed to addressing real-world needs in sectors like finance and governance, focusing on delivering tangible value rather than competing for consumer attention in the C-end market [10][11].

Core Viewpoint - The article discusses the trends and highlights of the 2026 Spring Festival gift boxes from various major companies, emphasizing practicality, interactivity, and a sense of adventure in their designs [4][5]. Group 1: Alibaba - Alibaba's gift box features a classic red design with a "Joy" theme, including traditional items like couplets, window decorations, and six types of red envelopes, each representing different forms of joy [9][11]. - The inclusion of a multifunctional blanket and a calendar adds practicality and companionship to the gift box [11][13]. Group 2: Tencent - Tencent's gift box adopts a minimalist approach with a simple red design, containing traditional items such as red envelopes and couplets that align with the Year of the Horse theme [15][17]. - The highlight is the blind box concept, which adds an interactive element, making the gift box more engaging [17][18]. Group 3: JD.com - JD.com's gift box includes traditional items like red envelopes and snacks, with a notable hanging painting that can be directly hung on the wall, enhancing the festive atmosphere [21][23]. Group 4: Meituan - Meituan's gift box revolves around the theme of "bringing home blessings," featuring practical items like a snack gift pack and a warm blanket [23][26]. - The gift box also supports a charitable initiative by donating to a children's playground, linking the gift to a social cause [26]. Group 5: Kuaishou - Kuaishou's collaboration with Wangwang results in a gift box designed as a red suitcase, filled with popular snacks and playful items like a plush pillow shaped like Wangwang snacks [30][32]. - The creative doorbell that plays a "Wangwang" sound adds a unique touch to the gift box [36]. Group 6: Zhihu - Zhihu's gift box stands out with a blue theme and includes a "Good Question 2026" calendar, encouraging daily reflection and thought [38][40]. Group 7: Ctrip - Ctrip's gift box emphasizes cultural elements with a design inspired by traditional Chinese art, featuring items like a ceramic gourd and a plate, enhancing the festive atmosphere [44][46]. Group 8: Cai Niao - Cai Niao's gift box is designed as a retro television, featuring interactive elements and a variety of snacks, blending nostalgia with practicality [51][57]. Group 9: Beisi - Beisi's gift box focuses on the theme of "dreams without limits," featuring tech gadgets and interactive designs that invite users to engage with the products [59][61]. Group 10: Giant Network - Giant Network's gift box includes traditional items and a gold coin, symbolizing prosperity and aligning with the theme of "immediate wealth" [67][71]. Group 11: Youse - Youse's gift box features a large backpack and practical items, emphasizing a balance between festive elements and everyday utility [74][78]. Group 12: Style3D - Style3D's gift box is uniquely designed in a cylindrical shape, filled with health products and fun items, catering to the needs of young consumers [80][82]. Group 13: Xiaohongshu - Xiaohongshu's gift box centers around travel, featuring a custom suitcase and travel accessories, promoting a sense of adventure for the new year [86][90]. Group 14: Xpeng - Xpeng's gift box includes a functional suitcase and travel-related items, emphasizing practicality for short trips and weekend getaways [92][94]. Group 15: Canban - Canban's gift box is designed as a giant gold bar, filled with oral care products, symbolizing wealth and prosperity for the new year [97][101]. Group 16: 360 Group - 360's gift box focuses on coffee-making equipment, combining traditional festive elements with a modern twist, enhancing the experience of transitioning from holiday to work mode [103][105]. Group 17: Aqara - Aqara's gift box features a minimalist design with traditional elements and a set of scented cards, promoting a calming atmosphere for the new year [107][109]. Group 18: Quwan Group - Quwan Group's gift box combines technology, practicality, and creativity, featuring a small electric cooker and a versatile bag that can transform into a vest [114][118]. Group 19: iFlytek - iFlytek's gift box is rich in variety, including snacks and collectible items, with a unique packaging style that reflects traditional Chinese aesthetics [121][125]. Group 20: Miko World - Miko World's gift box features a simple design with a focus on high-quality tableware, emphasizing everyday elegance and practicality [127][131]. Group 21: Mixue Ice City - Mixue Ice City's gift box is large and filled with playful items, embodying the themes of sweetness and prosperity for the new year [135][138].

Group 1: ByteDance and Chip Development - ByteDance's chip research team is starting large-scale recruitment in cities like Beijing, Shanghai, and Shenzhen, focusing on positions such as chip architecture and SoC design [1] - The team is currently centered on chip design, developing custom hardware for cloud scenarios using advanced semiconductor processes to enhance performance and reduce computing costs [1] - Multiple cloud chips have already entered mass production, with steady progress in research and deployment across various advanced process nodes [1] Group 2: GigaAI and GigaBrain-0.5M* - GigaAI has launched GigaBrain-0.5M*, a more powerful model following the success of GigaBrain-0.1, which won first place in RoboChallenge [2] - The new model utilizes a world model paradigm to redefine embodied intelligence capabilities, achieving error-free performance in real-world robotic tasks [2] Group 3: Wealth Changes Among Billionaires - Jensen Huang, CEO of NVIDIA, has fallen out of the top ten billionaires list, with a net worth of $151 billion, down over $3 billion this year [3][4] - Other tech billionaires, including Larry Page and Sergey Brin, have also seen significant wealth declines, with losses exceeding $5 billion each [4] - The Walton siblings have entered the top ten billionaires list, collectively holding a net worth of $465.8 billion [4] Group 4: Automotive Industry Developments - Beijing Benz is recalling 19,481 units of EQA and EQB vehicles due to safety concerns, with the recall set to begin on June 25, 2026 [6] - BYD and Geely are reportedly in the final bidding for a Nissan-Mercedes-Benz factory in Mexico, aiming to establish a manufacturing base in the country [6] - The Chinese electric vehicle market saw exports of over 302,000 units in January 2026, marking a 100% year-on-year increase [7] Group 5: AI and Technology Investments - Anduril, a U.S. defense tech startup, is negotiating a new funding round that could value the company at $60 billion, nearly doubling its previous valuation [6] - Various companies, including Wuji Power and Starfire Space, have completed significant funding rounds to advance their technology and product development [6] Group 6: Film Industry Performance - The film "Zootopia 2" has surpassed 4.545 billion yuan in box office revenue, ranking among the top seven in Chinese film history [7] - The Valentine's Day box office for 2026 has exceeded 100 million yuan, indicating strong consumer interest during the holiday season [7]