【太平洋科技-每日观点&资讯】（2026-02-13）

Market Overview - Major indices showed positive performance with the STAR 50 up by 1.78%, ChiNext Index up by 1.32%, Shenzhen Component Index up by 0.86%, North Star 50 up by 0.50%, and Shanghai Composite Index up by 0.05% [1] - TMT sector led the gains with SW discrete devices up by 4.23%, SW digital chip design up by 3.52%, and SW passive components up by 3.10% [1] - TMT sector faced declines with SW film and animation production down by 6.56%, SW mass publishing down by 4.04%, and SW educational publishing down by 1.54% [1] Domestic News - Semiconductor packaging and testing company Moer Thread announced hardware parameters for S5000, supporting full precision computing from FP8 to FP64, with a single card AI computing power (FP8) reaching up to 1 PFLOPS and memory capacity of 80GB [2] - Huahong's revenue reached $2.4021 billion with a gross margin of 11.8%, benefiting from AI-related product demand and recovering domestic consumption, maintaining an average capacity utilization rate of 106.1% [2] - Counterpoint Research predicts a 23% year-on-year decline in China's smartphone sales in January 2026, primarily due to high base effects from early 2025 subsidies and changes in the Lunar New Year timing [2] - China Electronics Technology Group's 14th Research Institute completed the tape-out and testing of its first AI chip, marking a significant step into the RISC-V high-end processor and AI processor fields [2] Overseas News - EssilorLuxottica reported a threefold increase in sales of AI smart glasses in collaboration with Meta, with total sales exceeding 7 million pairs for the year [3] - The U.S. Department of Commerce announced a settlement of $1.739 billion with Applied Materials for illegally exporting chip manufacturing equipment to China's largest chipmaker, SMIC [3] - Micron clarified that its HBM4 memory has entered mass production, with overall progress exceeding previous expectations and HBM supply for the year already sold out [3] - Sharp announced the cancellation of its plan to transfer the K2 factory to Foxconn, proceeding with the shutdown plan for the K2 plant, which was known for its leading oxide backplane technology [3] AI Insights - Weimi Intelligence proposed a new sparse-linear mixed attention architecture (SALA) that effectively reduces computational complexity for long sequence processing, successfully running a 9B parameter model on a consumer-grade GPU [4] - Bloomberg reported that Google is accelerating the commercialization of its AI services, allowing consumers to shop through AI modes in Google Search and the Gemini chatbot [4] - Zhiyuan AI released and open-sourced the new general model GLM-5, significantly increasing parameter scale from 355B to 744B and pre-training data from 23T to 28.5T tokens [4] - Ant Group open-sourced the first full-modal model Ming-flash-omni 2.0, capable of generating voice, environmental sound effects, and music simultaneously in the same audio track [4] Industry Tracking - Space Economy: Space Zhi Hang completed the full system test of its ZH-1 liquid launch vehicle, validating various systems and completing a full process rehearsal [5] - Brain-Computer Interface: Zhongke Yixiang completed its first round of financing, focusing on brain science and AI to develop new interactive systems for patients with movement disorders and neurological diseases [5] - 6G: The International Telecommunication Union released the IMT-2030 air interface technology performance indicators report, laying a foundation for future standardization efforts [5] - New Materials: Henkel announced an agreement to acquire Dutch specialty coatings company Stahl for €2.1 billion, which provides high-performance coatings for various industries [5]