行业周报 | 电力设备 证券研究报告 相关研究 【兴证电新】储能容量电价政策正式落 地，产业链需求端有望再度发力- 2026.01.31 【兴证电新】智驭电能，AIDC 赋能固态 断路器成长蓝图-2026.01.26 【兴证电新】从太空算力看太空光伏宏 伟蓝图-2026.01.25 分析师：王帅 | 行业评级 | 推荐（维持） | | --- | --- | | 报告日期 | 2026 年 02 月 09 日 | S0190521110001 wangshuai21@xyzq.com.cn 分析师：李峰 S0190524030001 lifengyjy@xyzq.com.cn 看好太空算力带动太空光伏需求，关注 SpaceX 合并 xAI 推荐标的 ⚫ AIDC 电气设备：资本开支持续高增，关注海外需求高景气。本周 Alphabet 和亚马逊 发布了 2026 年资本开支指引，持续加码 AI 基础设施建设，建议关注算力需求扩张、 云厂商军备竞赛与技术迭代为中国厂商带来的机遇。 ⚫ 机器人：全尺寸机器人 Bolt 发布，优必选开源自研具身智能大模型 Thinker。浙江大 学杭州国际科创中心联合镜识科技、凯尔达 ...

Core Viewpoint - The article discusses the regulatory landscape for technology companies in Europe, particularly focusing on antitrust concerns and the implications for market competition and consumer choice. Group 1: Regulatory Environment - The need to defend and enforce market rules to ensure a competitive environment is emphasized, highlighting that abuse of dominant positions is detrimental to both Europe and the United States [2] - Concerns are raised about potential restrictions on access to services like WhatsApp, which could limit consumer options and competition [3] - The article mentions that the European Union is not focused on the origin of companies but rather on ensuring fair competition through interim measures [6] Group 2: AI and Technology Firms - The article raises questions about the future of AI regulation and whether more cases similar to those against Meta will emerge, indicating a growing concern over concentration and antitrust issues in the AI sector [5] - The potential acquisition of Warner Brothers by Netflix is noted as a deal that may attract scrutiny due to concentration risks, although the specifics of the deal are still unclear [8][9] Group 3: Google and Advertising Technology - Google's significant role in both the US and EU markets is acknowledged, with a focus on ensuring fairness in advertising negotiations and preventing bias in technological platforms [11][14] - The article discusses ongoing efforts by Google to address concerns related to advertising technology and the importance of maintaining a level playing field for competitors [12][14] Group 4: International Trade and Competition - The article highlights investigations into illegal subsidies from China that could undermine European competitiveness, particularly in the wind energy sector [16][18] - The importance of transparency and fair pricing for companies entering the European market is stressed, with a commitment to preventing price dumping [19]

作为欧盟反垄断监管机构，欧盟委员会表示，已就违反欧盟相关法规一事，向其发出异议声明暨指控 书。 欧盟委员会在一份声明中称："因此，委员会拟采取临时措施，防止该项政策调整对市场造成严重且不 可挽回的损害，相关举措的实施将考虑的回应及抗辩权利。" 欧盟委员会针对该临时措施的最终决定，将取决于的回应情况以及其依法行使的抗辩权利。 欧盟竞争监管机构于周一指控Meta平台公司通过在其即时通讯服务 WhatsApp 上排挤人工智能竞争对手 的行为违反反垄断法规，并威胁将对这家美国科技巨头采取临时监管措施。 欧盟委员会此番采取行动，源于Meta在 1 月 15 日出台新规，仅允许自家人工智能助手Meta人工智能在 WhatsApp 平台上运行。 欧盟委员会此番采取行动，源于Meta在 1 月 15 日出台新规，仅允许自家人工智能助手Meta人工智能在 WhatsApp 平台上运行。 作为欧盟反垄断监管机构，欧盟委员会表示，已就违反欧盟相关法规一事，向其发出异议声明暨指控 书。 欧盟委员会在一份声明中称："因此，委员会拟采取临时措施，防止该项政策调整对市场造成严重且不 可挽回的损害，相关举措的实施将考虑的回应及抗辩权利。" ...

Meta周一批评了欧盟监管机构，因为他们指控这家美国科技巨头违反了反垄断规则，并威胁要停止在 其消息服务WhatsApp上封杀人工智能竞争对手。 "事实是，欧盟没有理由干预WhatsApp Business API。有很多人工智能选项，人们可以从应用商店、操 作系统、设备、网站和行业合作中使用它们，"Meta发言人在一封电子邮件中说。 "欧盟委员会的逻辑错误地假定WhatsApp Business API是这些聊天机器人的主要分销渠道。" 责任编辑：刘明亮 Meta周一批评了欧盟监管机构，因为他们指控这家美国科技巨头违反了反垄断规则，并威胁要停止在 其消息服务WhatsApp上封杀人工智能竞争对手。 "事实是，欧盟没有理由干预WhatsApp Business API。有很多人工智能选项，人们可以从应用商店、操 作系统、设备、网站和行业合作中使用它们，"Meta发言人在一封电子邮件中说。 "欧盟委员会的逻辑错误地假定WhatsApp Business API是这些聊天机器人的主要分销渠道。" 责任编辑：刘明亮 ...

Core Viewpoint - The European Commission is considering imposing interim measures on Meta to prevent the exclusion of third-party AI assistants from WhatsApp, indicating a preliminary view that Meta has breached EU antitrust rules [1][2]. Group 1: Regulatory Actions - The European Commission has informed Meta of its intention to impose "interim measures" to ensure that third-party AI assistants can continue to access WhatsApp during an ongoing investigation [1][2]. - Commissioner Teresa Ribera emphasized the need for swift action to protect effective competition in rapidly developing AI markets, stating that the interim measures aim to prevent Meta from harming competition irreparably in Europe [2]. Group 2: Policy Changes by Meta - In October, Meta updated its WhatsApp Business Solution Terms, effectively banning third-party general-purpose AI assistants from the application, with the new policy taking effect in January [3]. - The Commission's interim measures would require Meta to maintain access for third-party AI assistants under the previous terms while the investigation is ongoing [3]. Group 3: Meta's Response - A Meta spokesperson argued that there is no justification for EU intervention in the WhatsApp Business API, claiming that various AI options are available through app stores and other platforms [4]. - The spokesperson contended that the Commission's logic incorrectly assumes that the WhatsApp Business API is a key distribution channel for chatbots [4].

美国加利福尼亚圣克拉拉，超级碗LX赛事期间，人工智能领域的领军企业OpenAI、Anthropic、Google 和Amazon等，联合掀起了科技行业迄今为止最为激进的营销攻势。 此次超级碗商业时段，这些AI巨头各自投放了30秒的高价广告，单价介于800万至1000万美元之间。据 NBCUniversal数据显示，本次转播覆盖观众约1.2亿人次，成为AI企业向大众市场展示其技术转型的绝 佳舞台。此次广告不仅制作精良，融合了情感叙事和幽默讽刺，还体现了行业竞争的激烈态势。 Anthropic推出了一则讽刺广告，直接调侃了OpenAI将广告整合进ChatGPT的策略，凸显了两家公司在 商业模式上的根本分歧。Anthropic首席执行官Dario Amodei强调其产品定位为"高端、无广告"的替代方 案，而OpenAI首席执行官Sam Altman则倾向于通过广告和企业集成实现平台化货币化。Altman甚至公 开称Anthropic的广告"具有欺骗性"。 然而，在这种烧钱式的品牌竞赛背后，全球AI从业者不得不面对一个严峻的现实：AI的解释权和应用 门槛正被少数巨头高度垄断。 当我们在屏幕上看到克里斯·海姆斯沃斯与A ...

Core Viewpoint - Meta Platforms has criticized EU regulators for charging the company with breaching antitrust rules and threatening to halt its block on AI competitors on its messaging service WhatsApp [1] Group 1 - The EU regulators have taken action against Meta Platforms, indicating a significant regulatory challenge for the company in the European market [1] - The antitrust charges could impact Meta's competitive position, particularly regarding its AI capabilities within WhatsApp [1]

每经AI快讯，2月9日，美股大型科技股盘前多数上涨，亚马逊、微软涨0.8%，特斯拉涨0.5%，谷歌A涨 0.3%，Meta涨0.2%，英伟达、苹果跌0.3%。 ...

来源：滚动播报 美股大型科技股盘前多数上涨，亚马逊、微软涨0.8%，特斯拉涨0.5%，谷歌A涨0.3%，Meta涨0.2%， 英伟达、苹果跌0.3%。 ...

Core Viewpoint - EU competition regulators have charged Meta Platforms with antitrust violations for allegedly blocking artificial intelligence competitors from accessing its WhatsApp messaging service, with potential interim measures being considered [1] Group 1: Antitrust Charges - The European Union has initiated legal action against Meta Platforms, citing breaches of antitrust regulations [1] - The charges focus on Meta's practices that may hinder competition in the artificial intelligence sector, particularly concerning its messaging service WhatsApp [1] Group 2: Potential Consequences - The EU has threatened to impose interim measures against Meta Platforms as part of the ongoing investigation [1] - These measures could significantly impact Meta's operations and its competitive stance in the AI market [1]