UCloud(SH:688158) Mei Ri Jing Ji Xin Wen·2026-02-12 03:05Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech Artificial Intelligence ETF (589010), which experienced a slight pullback after an initial surge, currently priced at 1.594 yuan, reflecting a 1.271% increase from the opening price [1] - Among the 30 constituent stocks tracked by the ETF, 19 stocks saw gains, with Yuke Technology leading with a 20% limit-up, while Sikan Technology experienced a decline of over 5% [1] - The trading volume of the ETF reached 52.52 million yuan, with a turnover rate of 1.98%, indicating stable liquidity and moderate trading activity [1] Group 2 - DeepSeek has launched a new model and initiated gray testing, enhancing its contextual capability from 128K Tokens to 1M Tokens, with the knowledge base updated to May 2025, improving context capacity, knowledge, capability, and user interaction [1] - Guolian Minsheng Securities notes that recent releases of new features or ecosystem integrations by various large models domestically and internationally are expected to lead a new wave of innovation in large models [1] - The transition to the Agent era is beginning to reshape the internet value chain, shifting focus from traditional traffic scale to business models that emphasize behavioral execution, capability invocation, governance control, and outcome-based payments [1][2]