美股研究社·2026-02-12 12:25Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - The AI report aims to uncover and analyze the latest AI concept stocks and market trends, providing in-depth industry insights and value analysis [3] Group 2 - Qianwen reported that in the first six days of its "Spring Festival 3 Billion Free Orders" campaign, users made 4.1 billion requests to "Qianwen help me," resulting in over 120 million AI orders [5] - The data indicates that nearly half of the AI orders came from county-level cities, with 1.56 million users aged 60 and above experiencing food delivery for the first time [5] - National users ordered over 1,000 tons of eggs, more than 2,300 fitness equipment items, and 1,500 books through AI [5] Group 3 - Meituan announced the upgrade of its "Ask Xiaotuan" AI assistant, which will provide local dining and entertainment recommendations during the Spring Festival [6] - Users can access various Spring Festival coupons and receive intelligent recommendations for optimal ordering solutions across multiple scenarios, including takeout and dining [6] Group 4 - Zhiyu's latest flagship model, GLM-5, has significantly outperformed its predecessor GLM-4.7 in programming tasks, with an average improvement of over 20% [8] - GLM-5 can autonomously complete long-term planning and execution, backend reconstruction, and deep debugging tasks with minimal human intervention [8] - The model achieved top performance in several evaluation benchmarks, including BrowseComp and MCP-Atlas [8] Group 5 - Meta Platforms Inc. announced an investment of over $10 billion to build a data center in Lebanon, Indiana, marking one of its largest AI infrastructure investments to date [10] - The data center will cover 4 million square feet and is expected to be operational by the end of 2027 or early 2028, with a power capacity of 1 gigawatt to support AI projects and core social media operations [10] - The construction peak will support over 4,000 workers and create 300 long-term jobs, along with an investment of $120 million to improve local infrastructure [10] Group 6 - Google is integrating AI shopping features into its search engine and Gemini chatbot, allowing consumers to purchase products directly while receiving AI-driven answers [11] - This initiative is part of Google's broader strategy to monetize user interactions with AI [11]