(本文来自第一财经) 大位科技跌停，光环新网、云天励飞跌超10%，奥飞数据、网宿科技、数据港、青云科技、云赛智联、 东方国信、亚康股份、杭钢股份等跌幅居前。 ...

春节国产大模型闪耀全球，差距有望持续缩小！【天风计算机团队】 核心逻辑，两句话: 布局马年，强推国产链从应用到算力。 春节国产大模型闪耀全球，差距有望持续缩小！【天风计算机团队】 核心逻辑，两句话: 从春节前字节的多模态Seedance2.0到春节期间智谱的生产力GLM5，能明确看好国内外大模型差距的再缩小。 其中Seedance2.0达到#全球SOTA级别。 这背后，我们认为与25年下半年强化学习投入（从0到30%）和高质量数据投入有关。 布局马年，强推国产链从应用到算力。 目前Seedance2.0和GLM5已在各自场景验证了数倍效率的提升（好莱坞的行动最真实，#去年的Deepseek都未有如 此影响），且已能进行长程Agent任务。 其中，多模态视频生成是中国特色的AI应用，千亿市场的内容的供给有望持续爆发。 基于此，建议全面布局AI应用， 1、 字节链重点关注兆驰，旗下风行官宣合作Seedance2.0（根据公司公众号）。 智谱链重点关注深信服，Coding产品首批接入GLM5（根据公司公众号） 2、 胜负手多模态重点关注兆驰股份(家电覆盖)/昆仑万维(传媒覆盖)/阜博集团。 工具和分发层是B端入口， ...

经济观察网东方国信（300166）(300166.SZ)股价近期出现大幅波动，主要受业绩巨亏与算力转型预期 强烈反差、市场传闻与监管关注、以及技术面和资金面多重因素影响。 业绩经营情况公司于2026年1月30日发布2025年业绩预告，预计归母净利润亏损1.5亿至2亿元，扣非净 利润亏损1.75亿至2.32亿元，为上市15年来首次年度亏损。但市场解读亏损主因为战略投入的会计代 价：内蒙古智算中心项目集中转固后，单季度折旧超8000万元，叠加研发费用同比增长28%，而非主营 业务恶化。同期，公司传统大数据业务基本盘稳定(2025年前三季度营收仅同比下滑3.73%)，且经营性 现金流预计达5.2亿至5.8亿元，连续12年为正。这种"阶段性亏损"与算力业务增长潜力的认知差，成为 股价博弈的核心。 机构观点2026年2月9日至10日，华福计算机团队称公司内蒙古智算中心在手订单超240MW，若全部交 付可带来年营收约12亿元(相当于2025年营收的60%)，市场传闻大客户为字节跳动。2月上旬，信达证券 （601059）首次覆盖并给出"买入"评级，指出公司通过控股视拓云整合近4万张GPU卡，服务超70万C 端用户，在A股算 ...

证券之星消息，2月13日互联网医疗板块较上一交易日下跌1.08%，东方国信领跌。当日上证指数报收 于4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。互联网医疗板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日互联网医疗板块主力资金净流出17.34亿元，游资资金净流入6.91亿元，散户资 金净流入10.43亿元。互联网医疗板块个股资金流向见下表： ...

Group 1 - The core viewpoint of the article emphasizes the importance of compliance in information dissemination during the AI era [1] - The article highlights that over 13,000 accounts have been disposed of and more than 543,000 pieces of information have been cleaned up, indicating a strong regulatory approach [5] - There is a call for creators to proactively add AI identification to foster a clean and positive online environment [5] Group 2 - The article outlines several key areas related to AI content review, including digital watermarking and AI anti-fraud measures [6] - It mentions various companies involved in the digital watermarking technology and network security, such as Hanbang Gaoke, Xinhua Net, and Keda Xunfei [6] - The content also references the application of digital watermarking in extending its use cases, indicating a growing trend in the industry [6]

Market Overview - The digital RMB sector experienced a decline of 0.19% compared to the previous trading day, with Dongfang Guoxin leading the drop [1] - The Shanghai Composite Index closed at 4082.07, down 1.26%, while the Shenzhen Component Index closed at 14100.19, down 1.28% [1] Stock Performance - Notable gainers in the digital RMB sector included: - Hanbang Gaoke (300449) with a closing price of 9.18, up 20.00% on a trading volume of 674,900 shares and a transaction value of 604 million [1] - ST Rendo (002647) and Lang Technology (300042) both increased by 4.98% [1] - Conversely, Dongfang Guoxin (300166) saw a significant decline of 6.07%, closing at 14.38 with a trading volume of 2,198,000 shares and a transaction value of 3.246 billion [2] Capital Flow - The digital RMB sector experienced a net outflow of 923 million from institutional investors, while retail investors saw a net inflow of 731 million [2] - The capital flow for specific stocks showed: - Chip Origin (688521) had a net inflow of 2.95 billion from institutional investors but a net outflow of 2.83 billion from speculative funds [3] - Hanbang Gaoke (300449) had a net inflow of 1.53 billion from institutional investors but a significant outflow from both speculative and retail investors [3]

从资金流向上来看，当日医疗信息化板块主力资金净流出16.85亿元，游资资金净流入6.82亿元，散户资 金净流入10.04亿元。医疗信息化板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月13日医疗信息化板块较上一交易日下跌0.99%，东方国信领跌。当日上证指数报收 于4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。医疗信息化板块个股涨跌见下表： ...

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, highlighting potential investment risks in the affected sectors. Group 1: Stock Outflows - The top stock with the largest outflow is Liou Co., with a fund outflow of 1.17 billion [1] - Zijin Mining follows closely with an outflow of 1.125 billion [1] - Bona Film Group experienced an outflow of 974 million [1] - Jiecheng Co. had a fund outflow of 914 million [1] - BlueFocus Media saw an outflow of 860 million [1] Group 2: Sector Analysis - The internet services sector, represented by Liou Co. and Wangsu Science & Technology, shows notable outflows of 1.17 billion and 596 million respectively [1][2] - The cultural media sector, including Bona Film Group and Jiecheng Co., experienced significant outflows totaling 1.888 billion [1][2] - The battery sector, represented by Ningde Times, had an outflow of 616 million, indicating potential concerns in this industry [1][2] - The photovoltaic equipment sector, with companies like Xiexin Integration and Sunshine Power, also faced outflows of 569 million and 501 million respectively [1][2] Group 3: Performance Metrics - Liou Co. had a slight increase in stock price by 1.21% despite the outflow [2] - In contrast, Jiecheng Co. experienced a significant decline of 11.51% alongside its outflow [2] - The overall trend shows that many companies with high outflows also faced negative stock performance, indicating a correlation between fund outflows and stock price declines [2][3]

证券之星消息，2月12日海洋经济板块较上一交易日上涨1.66%，东方国信领涨。当日上证指数报收于 4134.02，上涨0.05%。深证成指报收于14283.0，上涨0.86%。海洋经济板块个股涨跌见下表： 从资金流向上来看，当日海洋经济板块主力资金净流入9.79亿元，游资资金净流出18.21亿元，散户资金 净流入8.42亿元。海洋经济板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月12日医疗信息化板块较上一交易日上涨0.7%，东方国信领涨。当日上证指数报收于 4134.02，上涨0.05%。深证成指报收于14283.0，上涨0.86%。医疗信息化板块个股涨跌见下表： 从资金流向上来看，当日医疗信息化板块主力资金净流入9.73亿元，游资资金净流出5.64亿元，散户资 金净流出4.09亿元。医疗信息化板块个股资金流向见下表： ...