或由于古尔曼爆料苹果公司一系列新品即将密集登场，今日（2月10日）苹果产业链权重占比超45%的 电子ETF（515260）场内涨幅一度上探1.77%，现涨1.18%，盘中收复10日均线，冲击日线4连阳！ | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交額 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 交通股份 | 9.60% | - - - - | 电子 | 半导体 | 胶字芯片设计 | 1269Z | 27.78亿 | | 2 | 海光信息 | 6.17% | - | 电子 | 非号体 | 数字芯片设计 | 6172亿 | 44.24亿 | | 3 | 惠武纪-U | 3.79% /- | | 电子 | #导体 | 数字芯片设计 | 4756亿 | 52.03亿 | | 4 | 三式集团 | 3.73% | Property of the property of the | 电子 | 元件 | 被动元件 | 1077亿 | 6.64Z | | રે | ...

// 热点头条 // 1. 特斯拉：马斯克称SpaceX重心转向月球建设"自我生长型城市"，预计10年内实现，仍计划未来5-7年 启动火星建城计划。特斯拉公司副总裁陶琳透露，特斯拉FSD（智能辅助驾驶）在中国内地落地尚无具 体日期，但各项工作（包括本地训练中心的部署）都在稳步推进。 2. Alphabet：通过美元债券发行筹资200亿美元，高于最初计划的150亿美元，并首次在瑞士和英国市场 发债，此次美元债券发行吸引超过1000亿美元认购订单，英镑债包含罕见的100年期品种。 3. 台积电：宣布将扩大在日本熊本厂的投资至170亿美元，用于量产3纳米制程，该计划被日方视为经济 安全与AI技术基石，标志着台日半导体供应链深度绑定，对区域科技产业格局与地缘政治风险评估产 生重大影响，董事长魏哲家已拜会日本首相高市早苗并正式宣布该投资计划。 4. OpenAI：首席执行官萨姆·奥尔特曼表示，公司正保持强劲发展势头，ChatGPT月度增长率已重新超 过10%。OpenAI上周推出新的Codex模型GPT-5.3-Codex，本周还将推出更新的聊天模型。 5. 阿里：新一代模型Qwen3.5曝光。在全球最大AI开源社区H ...

我们先来看一组惊人的裁员数据。据全球裁员追踪网站Layoffs.fyi和TrueUp统计，2023年至2025年美国科技行业（核心是硅谷科技巨头）累计裁员超50万 人，其中亚马逊、甲骨文等巨头为典型代表。对此外界的一直解读为：AI来了，程序员完蛋了。但我在和包括硅谷在内的AI创业者、投资人等交流完毕 后，真相并非如此。 硅谷这一波裁员，称为"科技大重组"（The Great Tech Reset），其规模和性质与以往的经济衰退完全不同。不是因为公司赚不到钱了，根本原因是由于急 剧膨胀，原来以创新为核心的科技公司，已经成了充满官僚主义和管理黑洞的大型低效组织。AI只是官僚主义的背锅侠。 急剧膨胀+疯狂裁员的硅谷巨头 | 公司 | 2019 年底人数 | 2022 年高峰人数 | 增幅(约) | | --- | --- | --- | --- | | Amazon (亚马逊) | 79.8 万 | 160.8 万 | +102% | | Meta (脸书) | 4.5 万 | 8.7 万 | +94% | | Alphabet (谷歌) | 11.8 万 | 19.0 万 | +60% | | Microsoft ...

Group 1 - A company associated with self-heating pots, Hangzhou Jinlingyang, is facing bankruptcy with a total execution amount exceeding 1.4 billion yuan [2] - The company has multiple legal issues, including 6 execution records and 9 instances of being listed as a dishonest executor [2] - The legal representative, Cai Hongliang, has been restricted from high consumption due to these issues [2] Group 2 - Xiaohongshu is developing an AI video editing product named OpenStoryline, currently in testing and may be open-sourced in the future [2] Group 3 - A certain e-commerce platform has launched a limited edition gold phone case priced at 139,999 yuan, which includes a free iPhone 17 Pro Max with the purchase [3][4] - The gold phone case is available in various weights, starting from 10g to 100g, with the highest priced version at 139,999 yuan [3][4] Group 4 - Memory prices are expected to surge by 80%-90% by the first quarter of 2026, driven by a significant increase in DRAM prices for general servers [6] - The price of 64GB RDIMM contracts has risen from 450 USD in the fourth quarter to over 900 USD in the first quarter, with expectations to exceed 1000 USD in the second quarter [6] Group 5 - Apple is preparing to celebrate its 50th anniversary, with CEO Tim Cook confirming that a commemorative event will take place, although details are not yet disclosed [7] - Cook emphasized the importance of reflecting on the company's history while looking forward to future innovations [7] Group 6 - Tesla's FSD (Full Self-Driving) technology does not have a specific launch date in China, but local training centers have been established to support its deployment [8] - The company aims to ensure that the technology will perform at a level comparable to or better than local drivers [8] Group 7 - Alphabet's dollar bond issuance has attracted over 100 billion USD in demand, indicating strong investor interest in AI-related bonds [9] - The expected issuance size is around 15 billion USD, showcasing a rare level of enthusiasm in corporate bond markets [9] Group 8 - Seres plans to divest significant assets, resulting in a loss of control over Blue Electric Vehicles, with the local government and other investors taking a substantial stake in the new entity [10] - The agreement indicates that Seres will only hold a minority interest in Blue Electric Vehicles post-divestment [10] Group 9 - Playboy has signed an agreement to sell 50% of its China business to UTG Group for a total of 122 million USD, which includes cash payments and guaranteed dividends [12] - This deal allows UTG to manage Playboy's operations in mainland China, Hong Kong, and Macau [12]

Market Overview - Technology stocks continue to support the rise of US markets, with the S&P 500 up 0.47%, Dow Jones up 0.04%, and Nasdaq up 0.90% [1] - Major tech companies like Microsoft rose over 3%, Nvidia up 2.5%, while Apple fell over 1% [1] - The chip index increased by over 1%, outperforming the market, with AMD and Broadcom both rising over 3% [1] Chinese Stocks - The Chinese concept stock index saw a slight increase, with Mingda Jiahe rising over 93%, Xuniao Software up over 48%, and Huami Technology up about 27% [2] - New Oriental experienced a decline of over 4% [2] Currency and Commodities - The US dollar index fell for two consecutive days, reaching a one-week low, while the offshore RMB broke the 6.92 mark for the first time in nearly three years [3] - Bitcoin dropped over 6% from its daily high, falling below $69,000, before slightly recovering [3] - Gold prices rose over 2%, surpassing $5,000, with silver prices increasing nearly 9% [3] Technology Developments - Elon Musk announced that SpaceX will shift its focus to building a "self-growing city" on the Moon before advancing its Mars plans [4] - Apple is reportedly planning to launch the iPhone Flip, prompting Samsung Display to consider expanding OLED panel production [5] - Altman stated that ChatGPT's growth has "recovered to over 10%" and plans to launch a new model this week [6] Semiconductor and Storage Market - Counterpoint reported that memory prices surged by 80%-90% quarter-on-quarter in Q1, marking a historic increase [7] - The price of general server DRAM significantly increased, with contract prices for 64GB RDIMM rising from $450 to over $900, with expectations to exceed $1,000 in Q2 [16] Energy Storage Innovations - A new compressed air energy storage compressor, developed by the Chinese Academy of Sciences, has achieved international leading levels, with over 100% increase in single-machine power [17] - This technology is expected to play a crucial role in supporting new energy systems and achieving carbon neutrality goals [17] Rare Earth Market - Prices of rare earth products have accelerated, with praseodymium-neodymium oxide and metal prices rising by 7.59% and 6.27% respectively [19] - The cumulative increase in praseodymium-neodymium oxide this year has reached 34% [19] Company Announcements - Zhongke Shuguang plans to issue convertible bonds to raise up to 8 billion yuan for AI-related projects [20] - Yuanjie Technology intends to invest 1.251 billion yuan in a semiconductor chip and device production base [20] - Hainan Mining plans to acquire a 69.9% stake in Fengrui Fluorine Industry [20]

近期，在国家文物局工作组指导下，江苏省委省政府调查组对南京博物院相关受赠文物管理问题进行了全面深入调查。 整理 ｜赵华丽 何雨婷 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 官方通报南京博物院事件，南京博物院发布致歉信 近期，在国家文物局工作组指导下，江苏省委省政府调查组对南京博物院相关受赠文物管理问题进行了全面深入调查。调查组共赴12省（直辖 市）调查取证，走访干部职工群众1100余人次，查阅档案材料65000余份，调取各类书证1500余件，组织比对书画文物藏品30255件，全面追溯南 博收藏的庞增和所捐赠《江南春》图卷等5幅画作去向，彻查画作调拨、流转过程中的涉嫌失职渎职等违纪违法问题。 2月9日，江苏省委省政府调查组通报了调查处理情况，公布了《江南春》图卷等5幅画作流转情况、《江南春》图卷等画作违规调拨、流转过程 中的涉嫌违纪违法问题。当晚，南京博物院发文致歉。（央视网） 北京西贝小牛餐饮更名为贝牛餐饮，贾国龙不再任职 李亚鹏宣布暂停直播：要去忙嫣然医院的工作 特斯拉陶琳：FSD在华落地尚无具体日期，已设立本地训练中心 以色列反垄断机构将对以色列航空处 ...

Group 1 - Li Yaping announced the suspension of live streaming sales, stating he will focus on the Yanran Hospital work, with the next broadcast possibly a long time away. His recent live stream on February 8 attracted 16.842 million viewers and generated sales between 75 million to 100 million yuan [3][4] Group 2 - Chasing Technology invested nearly 10 million USD in advertising during the Super Bowl, showcasing its high-end smart ecosystem products. The company expects North American revenue to grow by 189% by 2025, with overseas revenue accounting for nearly 80% [5] Group 3 - The self-heating hot pot brand "Self-Heating Pot" is undergoing bankruptcy review, with a peak valuation of 7.5 billion yuan. The company has faced multiple legal issues, including over 1.4 billion yuan in executed amounts [7][8] Group 4 - Beijing Xibei Xiaoniu Catering Management Co., recently renamed to Beijing Beiniao Catering Co., has undergone management changes, with Jia Guolong stepping down as legal representative [8] Group 5 - Elon Musk stated that China is likely to dominate in AI and manufacturing if the U.S. lacks breakthrough innovations, highlighting China's advanced manufacturing capabilities and significant electricity output [9] Group 6 - Dingdong Maicai confirmed its business operations remain stable amid concerns over Meituan's acquisition, assuring customers of unchanged quality standards [10][11] Group 7 - Databricks raised 5 billion USD in funding, increasing its valuation to 134 billion USD, a 34% rise from the previous round [18] Group 8 - The Australian AI infrastructure company Firmus Technologies secured 10 billion USD in debt financing for data center expansion, aiming for a total capacity of 1.6 gigawatts by 2028 [18] Group 9 - Sensor Tower predicts that the total revenue of the top 100 mobile games will reach 53 billion USD by 2026, driven by enhanced monetization strategies [23] Group 10 - The Chinese consumer-grade XR market is projected to grow by 13% in 2025, with AR sales expected to surpass VR for the first time [22]

1.【库克称AI将是苹果未来主要支柱】苹果CEO蒂姆·库克近日在一次面向全体员工的内部会议上明 确表态：人工智能将成为苹果未来的核心支柱。 Apple Intelligence自推出以来，用户反馈并不理 想，连一些基础功能都没能达到预期。更复杂的任务则需要依赖于OpenAI ChatGPT的集成才能完 成，这一现状招致了外界对苹果AI战略方向的尖锐批评。库克在会上直面了这些质疑，回应了员工对 竞争对手率先推出生成式AI产品的担忧。 库克表示，苹果将推出完全由AI驱动的全新产品和服务品 类。他强调苹果处于最有利的位置，能够提供对用户真正有意义的智能体验，而不仅仅是把AI当作一 个附加功能。 但光喊口号显然不够，苹果正在用实际行动做出改变。（金融界） 2.【阿里新一代模型Qwen3.5曝光】2月9日消息，在全球最大AI开源社区HuggingFace的开源项目 页面中，最新出现Qwen3.5并入Transformers的新PR（提交代码合并申请）。这意味着阿里千问新 一代基座模型Qwen3.5或发布在即。相关信息透露，千问3.5采用了全新的混合注意力机制，并且极 有可能是原生可实现视觉理解的VLM类模型。有开发者进 ...

Market Performance - US stock market closed higher with technology stocks leading the gains, as the Dow Jones Industrial Average reached a new all-time high [1][16] - The Dow Jones increased by 20.20 points, or 0.04%, closing at 50,135.87 points; the Nasdaq rose by 207.46 points, or 0.90%, to 23,238.67 points; and the S&P 500 gained 32.51 points, or 0.47%, ending at 6,964.82 points [3][18] Technology Sector - Major technology stocks saw significant increases, with Microsoft rising over 3%, Nvidia and Facebook up more than 2%, and Tesla increasing by over 1% [7][22] - Alphabet Inc. plans to issue $20 billion in bonds, exceeding previous expectations of $15 billion, and will also issue bonds in Switzerland and the UK for the first time [9][23] - The bond issuance attracted over $100 billion in subscriptions, marking one of the strongest demand cases in corporate bond issuance history [9][24] - Microsoft, Amazon, Meta, Oracle, and Alphabet are planning to invest over $600 billion in capital expenditures by 2026 [9][24] Commodities - Oil prices increased, with Brent crude oil futures rising by $0.99, or 1.45%, to $69.04 per barrel, and West Texas Intermediate (WTI) crude oil futures up by $0.81, or 1.27%, to $64.36 per barrel [11][26] - Gold prices rebounded above $5,000, with spot gold rising by 2.01% to $5,064.10 per ounce, and COMEX gold futures increasing by 2.04% to $5,081.50 per ounce [11][26] - Gold mining stocks performed strongly, with significant gains for companies such as Coeur Mining, Pan American Silver, and Kinross Gold [11][27] Space Industry - SpaceX, led by Elon Musk, is shifting its focus to building a "self-sustaining city" on the Moon, aiming for completion within a decade, while still planning to establish a city on Mars in the future [29][30] - SpaceX's acquisition of AI company xAI is expected to support its plans for establishing data centers in space, with a potential IPO in June 2024 aiming to raise up to $50 billion [30]

（标普500指数日内走势，来源：TradingView） 截至收盘，道琼斯指数涨0.04%，报50,135.87点；标普500指数涨0.47%，报6,964.82点；纳斯达克指数涨0.90%，报23,238.67点。 英伟达和博通周一再次表现突出，分别上涨2.5%和3.3%，延续了前一交易日的涨势。另一家人工智能（AI）概念股甲骨文股价上涨 9.6%。 美东时间周一，三大指数集体收涨， 在科技股的带领下，纳指涨近1%，道指微涨，再创历史新高，标普500指数上涨0.5%，距离历史高点 仅一步之遥。 大型科技股多数上涨 ，英伟达涨2.50%，苹果跌1.17%，微软涨3.11%，谷歌涨0.45%，亚马逊跌0.76%，Meta涨2.38%，特斯拉涨 1.51%，博通涨3.31%，甲骨文涨9.64%，奈飞跌0.89%，AMD涨3.63%。 热门中概股涨跌不一，纳斯达克中国金龙指数涨0.12%，阿里巴巴涨0.30%，京东跌0.21%，拼多多涨0.32%，蔚来汽车跌2.98%，小鹏 汽车跌1.02%，理想汽车跌3.27%，哔哩哔哩跌2.41%，百度涨0.71%，网易涨0.50%，腾讯音乐跌0.43%，小马智行涨3.49%。 ...