2月10日早盘，AI产业链方向集体走强，集成电路、云计算等板块活跃。截至午间收盘，上证科创板人工智能指数、中证科创创业人工智能指数均上涨 1.8%，中证人工智能主题指数上涨1.1%。相关ETF受资金关注，Wind数据显示，人工智能ETF易方达（159819）近一周"吸金"超8亿元。 该指数聚焦科创创业人工 智能龙头,由科创板和创 业板市场中50只市值较大 且业务涉及人工智能基础 资源、技术以及应用支持 的股票组成,电子、通信、 计算机行业占比近90%。 截至午间收盘 该指数涨跌 1.8% 科创人工智能ETF易方达 跟踪上证科创板人工智能指数 每日经济新闻 同标的指数中规模居第一 低费率(0.15%+1 该指数覆盖科创板人工智能 龙头,由科创板市场中30 只市值较大目业务涉及人工 智能基础资源、技术以及应 用支持的股票组成,聚焦算 力和应用环节,电子和计算 机行业占比超过85%。 截至午间收盘 该指数涨跌 1.8% ...

算力（核心股）概念股同样表现不俗，大位科技走出2连板，特发信息封死涨停，亚康股份、光环新网 等跟涨。国金证券指出，全球数字化与智能化转型的底层逻辑依然坚固，AI的产业渗透远未到达终 点，算力作为数字时代的核心基础设施，其长期成长逻辑清晰，是资金持续涌入的坚实后盾。 盘面上，传媒（核心股）板块持续走高，读客文化、捷成股份、荣信文化、横店影视（核心股）、上海 电影、博纳影业、中国电影、光线传媒等多股涨停。分散染料（核心股）概念反复活跃，海翔药业3连 板，华尔泰触及涨停。PCB概念震荡拉升，南亚新材、宏和科技双双创历史新高。下跌方面，商业航天 概念震荡走弱，飞沃科技、顺灏股份、西部材料大跌 机器人（核心股）概念活跃，春晚效应持续发酵 机器人（核心股）概念早盘集体走强，埃夫特大涨超10%，天奇股份、绿的谐波等跟涨。消息面上，魔 法原子、银河通用、宇树科技等4家具身智能企业登上2026年央视春晚舞台，创下机器人品牌集中亮相 的新纪录，这一里程碑事件持续催化着相关产业链的热度。 2月10日，A股三大股指早盘冲高回落午前集体翻绿，市场在节前效应下呈现出明显的结构性分化特 征，截至午间收盘，沪指跌0.02%报4122.34点 ...

Core Viewpoint - The software index of the ChiNext market has shown positive performance, driven by advancements in AI technology and its commercialization, with significant movements in key stocks within the sector [1]. Group 1: Market Performance - As of February 10, 2026, the ChiNext Software Index (399264) increased by 0.89%, with notable gains from stocks such as Guotou Intelligent (+9.11%), Wanxing Technology (+6.59%), and Information Development (+4.88%) [1]. - The ChiNext Software ETF (159256) rose by 1.09%, with a trading volume of 101 million yuan, indicating active market participation [1]. Group 2: AI Technology Developments - Since early February 2026, the iteration and commercialization of AI Agent technology have accelerated, highlighted by Google's integration of Gemini 3 into all desktop Chrome browsers on February 1 [1]. - On February 3, the AI assistant OpenClaw achieved a breakthrough, enabling local computer deployment to execute commands for file reading and software operation [1]. - Anthropic released a new AI tool for enterprise legal services on February 3, raising concerns about the potential disruption of the enterprise software industry by AI programming tools [1]. Group 3: Index Composition - As of January 30, 2026, the top ten weighted stocks in the ChiNext Software Index accounted for 48.61% of the index, including Tonghuashun, Runze Technology, and Kunlun Wanwei [1]. - The top ten stocks by weight are as follows: - Tonghuashun: 8.68% - Zhina Zhen: 6.38% - Runhe Software: 4.93% - Kunlun Wanwei: 4.66% - Shensinfeng: 3.58% - Runtong Power: 3.82% - Zhongke Chuangda: 3.08% - Huada Jiutian: 2.87% - Shenzhou Taiyue: 2.83% [3].

Core Viewpoint - The AI sector, particularly in the context of the ChiNext board, is experiencing significant activity with notable gains in AI application stocks and related ETFs, indicating a bullish sentiment in the market [1][3]. Group 1: AI Application Stocks - The ChiNext AI application stocks are showing strong performance, with Chinese Online leading with a rise of over 14% and Guotou Intelligent increasing by over 10% [1]. - Other notable stocks in the IDC computing leasing sector, such as Guanghuan Xinnet and Aofei Data, have also seen increases of over 3% [1]. Group 2: ETF Performance - The ChiNext AI application ETF (159363) experienced a volatile trading session after a surge of over 6%, with active trading and a real-time transaction volume exceeding 350 million yuan, indicating strong investor interest [1]. - The ETF's current price is 1.129, reflecting a slight increase of 0.36% [2]. Group 3: Market Insights - ByteDance's launch of the Seedance 2.0 video generation model has sparked widespread evaluation and discussion within the AI industry, with expectations that it will significantly impact AI applications in short content formats [3]. - Analysts from Kaiyuan Securities suggest that Seedance 2.0 could mark a pivotal moment for AI in film and media, recommending continued investment in multi-modal AI applications [3]. Group 4: Investment Recommendations - Zhongyin Securities believes that Seedance 2.0 will catalyze a rebound in AI applications, with a strong demand for computing power, benefiting upstream hardware infrastructure [3]. - The ChiNext AI application ETF is positioned to benefit directly from the commercialization of AI technology, with approximately 60% of its portfolio allocated to computing power and 40% to AI applications [3].

Core Viewpoint - The AI sector, particularly in the context of the ChiNext board, is experiencing significant activity with notable gains in AI application stocks and a strong performance from the ChiNext AI ETF, indicating a bullish sentiment in the market [1][3]. Group 1: Market Performance - The ChiNext AI application stocks are leading the gains, with Chinese Online rising over 14% and Guotou Intelligent increasing by over 10% [1][3]. - IDC computing leasing stocks are also seeing upward movement, with companies like Guanghuan Xinnet, Aofei Data, and Wangsu Technology rising by more than 3% [1][3]. - The ChiNext AI ETF (159363) is experiencing active trading, with a real-time transaction volume exceeding 350 million CNY and 26 million shares being bought [1][3]. Group 2: Investment Opportunities - The launch of ByteDance's Seedance 2.0 video generation model is generating significant interest in the AI industry, with expectations for its application in AI short dramas and other content [2][8]. - Open-source securities suggest that Seedance 2.0 could mark a pivotal moment for AI in film, recommending continued investment in multi-modal AI applications [2][8]. - Zhongyin Securities believes that Seedance 2.0 will stimulate the AI multi-modal industry chain, potentially leading to a rebound in AI applications [3][8]. - The transition from computing power construction to application implementation is highlighted, with the ChiNext AI ETF positioned to benefit from the commercialization of AI technology [3][8].

Core Viewpoint - The Shenzhen Stock Exchange has terminated the review of Wuxi Jiangsong Technology Co., Ltd.'s initial public offering (IPO) application due to the issuer and sponsor's voluntary withdrawal of the application [1][2]. Group 1: Company Overview - Jiangsong Technology is a leading manufacturer of high-end intelligent equipment, primarily engaged in the research, production, and sales of automated equipment for high-efficiency photovoltaic cells [3][10]. - The company reported revenues of 807 million yuan, 1.237 billion yuan, and 2.019 billion yuan for the years 2022, 2023, and 2024, respectively, with net profits of 85.84 million yuan, 128 million yuan, and 187 million yuan during the same period [3][4]. Group 2: Market Conditions and Risks - The photovoltaic industry has faced overcapacity issues since 2023, leading to revenue declines and losses for some manufacturers, which has affected Jiangsong Technology's order volume and performance stability [5][8]. - The company anticipates a market size of 14.753 billion yuan for automated equipment over the next three years, but it has experienced a significant drop in new orders, with only 472 million yuan in 2024 compared to 4.986 billion yuan in 2023, a decline of over 90% [7][9]. Group 3: Financial Projections - Based on the assumption that 60% of the orders on hand will be recognized in 2025, the company estimates revenues of 19.512 billion yuan, 17.344 billion yuan, and 15.176 billion yuan under different cancellation scenarios [9][10]. - The projected net profits for 2025 under these scenarios are estimated to be 1.783 billion yuan, 1.585 billion yuan, and 1.389 billion yuan, respectively [9]. Group 4: Technological Competitiveness - Jiangsong Technology claims to have a leading position in technology and product efficiency, with its products being recognized as domestically leading and internationally advanced [10][13]. - The company has removed claims of being the market leader in terms of market share from its prospectus due to the lack of updated data for 2023 and 2024 [12][13]. Group 5: Investment Projects and Concerns - The company plans to raise 1.053 billion yuan for projects including the construction of a photovoltaic intelligent equipment production base and a research and development center [14][16]. - Concerns have been raised regarding the necessity and feasibility of these projects, especially in light of significant workforce reductions and production cuts in 2024 [15][18].

硬氪了解到，随着AI大模型持续发展，算力集群对Scale-up（纵向扩展）与Scale-out（横向扩展）能力的需求日益迫切。传统铜缆 受限于传输距离，而可插拔光模块则面临功耗高、信号完整性受限等瓶颈。在此背景下，共封装光学（CPO）与光输入输出 （OIO）技术正成为下一代高密度光互连的关键方向。 作者丨欧雪 编辑丨袁斯来 硬氪获悉，CPO、OIO光引擎企业北京灵熹光子科技有限公司（下称"灵熹光子"）近日完成数千万元天使轮融资。本轮融资由顺禧 基金、普华资本、水木创投、鹏晨资本、中科创星、励石创投等六家机构联合投资，投资机构涵盖知名的国资及市场化机构，所募 资金将主要用于3.2T/6.4T光引擎原型开发及早期团队搭建。 灵熹光子成立于2025年9月，脱胎于中国科学院西安光学精密机械研究所（以下简称"中科院西光所"），公司创始人王斌浩本硕毕 业于浙江大学、博⼠毕业于美国德州农工大学，担任中国科学院西安光学精密机械研究所研究员、中国科学院大学博士生导师，曾 任美国惠普实验室研究科学家。公司的核心团队来自于中科院西光所、其他国内一流的科研院所以及全球科技巨头的主任科学家。 公司专注于基于微环调制器的硅光芯片与CMO ...

Group 1 - The core viewpoint of the news highlights a significant increase in capital expenditure by major overseas tech companies, with a projected total of $660 billion by 2026, marking a 60% year-on-year growth primarily aimed at AI computing power development [2][10] - ByteDance has launched a new AI product, Seedance 2.0, on its platform, which has garnered extensive evaluation and discussion within the AI industry, potentially accelerating the commercialization of AI-driven short films and series [2][10] Group 2 - The ChiNext AI Index has significantly outperformed its peers, achieving a cumulative increase of 322.31% in 2023, surpassing other AI indices such as the Sci-Tech Innovation AI Index and the CS Artificial Intelligence Index [3][12][13] - The ChiNext AI Index allocates approximately 60% of its portfolio to computing power (including optical modules and IDC) and about 40% to AI applications, indicating a balanced focus on both computing and application aspects of AI [5][16] - Within the computing power segment, the ChiNext AI Index emphasizes investments in the upstream "seller" segment of the AI industry chain, with over 44% of its allocation in CPO optical modules [5][16]

Group 1 - The rise of "One Person Companies" (OPC) in Shanghai is attributed to advancements in AI skills, enabling individuals to operate effectively as entrepreneurs [1][2] - OPCs are characterized by their lightweight structure, allowing for flexibility and rapid adaptation to market changes, which is particularly beneficial in the fast-evolving AI landscape [1][2] - Entrepreneurs in Shanghai are leveraging their previous experiences in large companies to create innovative AI products, such as interactive games and educational tools, with a focus on low-cost and low-code development [1][2] Group 2 - The emergence of super entrepreneurs is supported by a conducive environment in Shanghai, which hosts about one-third of China's AI talent and is home to various innovation hubs [3] - Local government initiatives, such as financial support for early-stage OPCs and provision of professional services, are aimed at fostering the growth of these startups [3] - The ability to form a commercial ecosystem is crucial for the success of super entrepreneurs, with Shanghai's fast-paced business environment facilitating quick project collaborations [3]

张大伟 制图 昨日市场的另一大主线来自航天主题。在消息面催化下，A股商业航天、太空光伏概念再度爆发，申万 光伏设备指数收盘涨4.53%，聚和材料收获20%幅度涨停，协鑫集成收获日线4连板，爱旭股份、亚玛 顿、TCL中环等同样涨停。 ◎记者 费天元 2月9日，A股四大股指全天高开高走，以AI、太空光伏为代表的科技主线领涨，带动创业板指收盘涨近 3%，创下开年以来最大单日涨幅。 截至收盘，上证指数报4123.09点，涨1.41%；深证成指报14208.44点，涨2.17%；创业板指报3332.77 点，涨2.98%；科创综指报1796.86点，涨2.47%。沪深两市合计成交22494亿元，较上周五放量1038亿 元。全市场超4600只个股收盘飘红。 AI主线全产业链走强 昨日，AI主线全天维持强势，上游硬件与下游应用方向均涨势突出。 上游方面，CPO（共封装光学）赛道大幅走强，行业龙头天孚通信盘中触及20%幅度涨停，收盘上涨 17.76%，在创业板指100只成分股中涨幅居首，公司市值升至2316亿元。CPO赛道另外两家龙头公司新 易盛与中际旭创，收盘分别上涨7.17%和4.81%，均构成推动创业板指大涨的重要因素 ...