每经记者｜范芊芊 每经编辑｜何小桃 陈鹏程 王晓波 标题点睛 国际贵金属价格走高，现货黄金涨2.41%，报5042.81美元/盎司；COMEX黄金期货涨2.33%，报5063.8美元/盎司。现货白银涨2.81%，报77.34美元/盎司； COMEX白银期货涨2.10%报77.27美元/盎司。 美股三大指数收盘涨跌不一，道指涨0.1%，纳指跌0.22%，标普500指数涨0.05%，热门科技股多数下跌，英伟达、苹果跌超2%，谷歌、Meta、博通跌超 1%。 当地时间2月13日，美国总统特朗普在接受媒体采访时被问及是否会访问委内瑞拉，他回应称："我将访问委内瑞拉。" 1 隔夜市场 美股三大指数收盘涨跌不一，道指涨0.1%，纳指跌0.22%，标普500指数涨0.05%，热门科技股多数下跌，英伟达、苹果跌超2%，谷歌、Meta、博通跌超 1%；加密货币概念、贵金属涨幅居前，Coinbase涨超16%，科尔黛伦矿业涨超7%，泛美白银涨超6%，HUT8涨超5%，皇家黄金、金田涨超4%；博彩、邮 轮板块跌幅居前，挪威邮轮跌超7%，佩恩国民博彩跌超5%，嘉年华邮轮跌超2%。中概股涨跌不一，纳斯达克中国金龙指数跌0.10%，腾讯 ...

编者按：2025年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停 下。 经济观察报记者任晓宁 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫 地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈陷入了一种"无所不能"的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别 了一夜暴富的粗放模式，漫剧直接降维打击，头部内容公司既兴奋又不安。 这不再是写份PPT就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下 去，并且要硬核地活下去，成了2025年TMT行业的共识。 2月初，银河通用创始人王鹤出现在北京中关村智源学者年会上，他是全场最受关注的人，主持人多次 提到银河通用是国内融资最多的具身智能公司。2026年央视春晚，银河通用的人形机器人将与宇树科 技、松延动力、魔法原子同台竞技。 2024年具身智能概念爆发，2025年则是这个行业从科幻走入现实、从实验室冲向工厂、从蓝图变为报表 的关键拐点。这一年，具身智能首次被写入政府工作报告，曾经高不可攀的人形机器人开始以万为单 ...

Core Viewpoint - The company has decided to terminate the planned acquisition of a 25% stake in Shaowu Yongtai High-tech Materials Co., Ltd. from CATL due to a lack of consensus among the parties involved, and this decision will not adversely affect the company's operations or financial status [1][3][5]. Group 1: Transaction Planning and Termination - The company actively communicated and negotiated with relevant parties during the planning of the transaction [2]. - The decision to terminate the transaction was made after careful evaluation and discussions with related parties, considering both internal and external factors [3]. - The transaction was still in the planning stage, and no formal agreements had been signed, meaning the termination will not impact the company's business operations [5]. Group 2: Decision-Making Process - The termination of the transaction did not require board approval as it was still in the planning phase and had not been submitted for board review [4]. Group 3: Impact of Termination - The termination of the transaction will not negatively affect the company's business operations, production activities, or financial condition [5]. - The company maintains a good cooperative relationship with CATL, and the termination will not have a substantial impact on their business interactions [5]. Group 4: Stock Resumption and Commitments - The company's stock will resume trading on February 24, 2026, following the termination announcement [6]. - The company commits not to plan any major asset restructuring for at least one month following the announcement [6].

证券之星消息，根据企查查数据显示宁德时代（300750）公布了一项国际专利申请，专利名为"电池封装设备"，专利申请号为 PCT/CN2024/115447，国际公布日为2026年2月12日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 今年以来宁德时代已公布的国际专利申请228个，较去年同期增加了33.33%。结合公司2025年中报财务数据，2025上半年公司在研发方面投入了 100.95亿元，同比增17.48%。 数据来源：企查查 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 相关ETF 中证500ETF华夏 (产品代码: 512500) ★ 跟踪：中证500指数 近五日涨跌:2.22%。 市盈率: 37.66倍 资金流向: 最新份额为36.5亿份，增加 了2560.0万份，净申赎1.2 亿元。 估值分位:69.42% 沪深300ETF华夏 (产品代码: 510330) ★ 跟踪：沪深300指数 近五日涨跌:0.47% 市盈率： 14.02倍 资金流向: 最新份额为193.3亿份,减 少了1440.0万份，净申 赎-7 ...

Core Viewpoint - The Amplify Lithium & Battery Technology ETF (BATT) has outperformed other ETFs in the lithium and battery sector, driven by a diversified approach that captures broader industrial trends and demand for battery energy storage systems (BESS) [1] Performance Comparison - As of February 13, 2026, BATT has increased by 14.5% year-to-date, outperforming the Global X Lithium & Battery Tech ETF (LIT) which is up 10.94%, and other mining-focused ETFs like iShares Lithium Miners and Producers ETF (ILIT) at 9.7%, Sprott Lithium Miners ETF (LITP) at 4.65%, and Themes Lithium & Battery Metal Miners ETF (LIMI) at 3.77% [1] Reasons for BATT's Outperformance - BATT's total ecosystem approach includes exposure across the battery value chain, from diversified miners to cell manufacturers and grid storage leaders, unlike LIT which is heavily concentrated in lithium mining and refining [1] - Significant weights in copper and nickel have contributed to BATT's performance, with copper prices reaching new highs due to AI-driven grid modernization [1] - The launch of Project Vault, a $12 billion U.S. strategic mineral reserve, has provided a valuation floor for the sector, acting as a buyer of last resort for battery metals [1] - The demand for BESS has surged, driven by the growth of AI data centers, with companies in BATT's portfolio reporting record shipments for stationary storage [1] Key Holdings Contributing to BATT's Performance - BHP Group Ltd. (BHP) - 7.62% weight, benefiting from rising nickel prices and steady copper demand [1] - Contemporary Amperex Technology (CATL) - 5.71% weight, dominating the lithium iron phosphate market for utility-scale storage [1] - Freeport-McMoRan Inc. (FCX) - 5.24% weight, a primary copper producer benefiting from AI-driven grid upgrades [1] - Tesla, Inc. (TSLA) - 4.77% weight, with its Megapack business contributing significantly to margins [1] - BYD Co. Ltd. (BYD) - 4.17% weight, maintaining high margins through vertical integration [1] Key Themes to Watch - The stationary storage market is emerging as a major performance driver, with a shift towards grid-scale batteries providing a growth narrative alongside the competitive EV market [1] - Diversified mining is proving to be a safer investment compared to pure-play lithium, allowing BATT to achieve double-digit gains amid lithium price volatility [1] - The impact of U.S. industrial policy, particularly Project Vault and tax rebate adjustments in China, is front-loading global demand and intensifying the battery arms race [1]

Group 1 - Major automotive companies are accelerating their entry into the robotics sector, with Tesla, Chery, Hyundai, Xpeng, and Seres all making significant moves by 2026, including Tesla repurposing production lines for robots [2][4] - Chery's humanoid robot "Wuyou" has been integrated into local law enforcement in Wuhu, showcasing its capabilities in traffic management and marking a significant step in the application of robotics in public services [3][4] - The automotive industry is redefining its value through the development of embodied intelligence, moving beyond traditional automotive definitions and integrating "car, human, and machine" [2] Group 2 - Chery's humanoid robot has entered over 30 countries and is involved in various applications, indicating a strong growth trajectory for the company in the robotics field [4] - Seres is also expanding into embodied intelligence, establishing a new company focused on smart robotics and artificial intelligence, with a registered capital of 50 million RMB [5] - Tesla plans to produce 1 million units of its third-generation humanoid robot by the end of 2026, indicating a significant commitment to this new product line [7] Group 3 - Hyundai plans to deploy over 30,000 humanoid robots in its U.S. factories by 2026 to enhance production efficiency and reduce costs [8] - The trend of automotive companies venturing into robotics is spreading to upstream suppliers, with companies like Top Group and Ningbo Huaxiang actively exploring embodied intelligence [9] - CATL has launched a humanoid robot named "Xiao Mo" in its battery production line, marking a significant step in integrating robotics into complex industrial processes [10]

业务与技术发展 经济观察网康迪科技(NASDAQ:KNDI)与宁德时代（300750）子公司时代骐骥签署为期三年的战略合作 协议，成为其重卡换电站核心设备供应商，将参与2026年建设900座换电站的计划，单站设备投资超500 万元，这可能为公司在2026年带来显著的订单和营收机会。 合作可能为康迪科技切入国际换电市场或未来乘用车换电领域奠定基础，但具体进展需关注后续公告。 以上内容基于公开资料整理，不构成投资建议。 康迪科技正从传统制造企业向科技控股型企业转型，换电业务和机器人业务是重点增长引擎。随着与宁 德时代合作的推进，换电业务营收占比预计快速提升，市场关注其估值是否从低位向新能源智能装备行 业平均水平修复。 未来发展 ...

Group 1 - The Internet platform antitrust compliance guidelines have been released, indicating a regulatory focus on maintaining fair competition in the digital economy [1] - A public consultation on the "Medical Institution Price Disclosure Regulations" is open from February 13 to March 16, aiming to standardize pricing practices in healthcare [1] - The People's Bank of China and the National Financial Regulatory Administration have updated the list of systemically important banks, identifying 21 banks, including 6 state-owned commercial banks and 10 joint-stock commercial banks, with the addition of Zhejiang Merchants Bank [1] - The average ticket price for the 2026 Spring Festival movie season has reached 48.7 yuan, marking the lowest average price in five years, with total box office exceeding 1.85 billion yuan [1] Group 2 - The Hang Seng Index Company announced an increase in the number of constituent stocks from 88 to 90, with the inclusion of CATL, Luoyang Molybdenum, and Laopugang Gold, while removing Zhongsheng Group Holdings [5] - Six travel platforms, including Ctrip and Gaode Map, were summoned for discussions by financial and market regulators, indicating increased scrutiny in the travel sector [6] - DeepSeek has responded to user feedback regarding its updated version, which has been criticized for a decline in empathy and warmth in interactions, attributing this to efficiency adjustments and user expectations [6]

观点网讯：2月13日，据媒体报道，美国特朗普政府最快将于当地时间2月13日将阿里巴巴等多家中国企 业列入"1260H清单"。 受此消息影响，阿里巴巴美股下跌2%，报155.55美元；港股当日亦跌2%，收报155.4港元。 根据公开资料整理，美国1260H清单虽未直接实施制裁，但会向美国政府机构及供应商传递对相关企业 的风险提示。 此前腾讯、宁德时代已被列入该名单。 最新消息显示，除阿里巴巴外，百度、比亚迪、华虹半导体等共8家中国企业亦在此次拟列入名单之 列。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Alibaba (NYSE: BABA) shares slid more than 5% in pre-market on Friday, February 13, following news that the U.S. government is preparing to expand a Pentagon list of companies allegedly supporting the Chinese military.The placement on the Pentagon’s list does not automatically trigger sanctions, rather, it serves as a warning to U.S. partners about potential national security concerns, Reuters first reported citing two familiar with the matter.Nonetheless, the development can strain commercial partnerships, ...