截至发稿，谭佳俊累计任职时间1年131天，现任基金资产总规模6.45亿元，任职期间最佳基金回报 91.86%， 任职期间最差基金回报9.94%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓蓝色光标。金信量化精选混合A（002862）四季度持有股数20万 股，占基金净值比例为8.3%，位居第三大重仓股。根据测算，今日浮亏损失约6000元。连续4天下跌期 间浮亏损失43.8万元。 金信量化精选混合A（002862）成立日期2016年7月1日，最新规模1589.23万。今年以来收益31.98%， 同类排名21/8887；近一年收益43.39%，同类排名1925/8134；成立以来收益118.84%。 金信量化精选混合A（002862）基金经理为谭佳俊。 2月26日，蓝色光标跌0.17%，截至发稿，报17.97元/股，成交61.60亿元，换手率9.83%，总市 ...

Group 1 - The core viewpoint of the articles highlights the significant rise in AI-related stocks, particularly in the hardware sector, driven by advancements in AI coding capabilities and the anticipated growth of AI applications by 2026 [1][2] - The AI coding capability is expected to lead to an exponential increase in the volume of effective code globally, indicating a new phase of competition and market dynamics that investors should consider [2] - OpenAI's interview with Peter Steinberger emphasizes the transformative potential of AI in software development, suggesting that the focus will shift from coding to defining intentions, with a prediction of a breakthrough in Agentic Coding by 2026 [1][2] Group 2 - The communication ETF Huaxia (515050) focuses on electronic and communication sectors, with top holdings including Zhongji Xuchuang and Xinyi Sheng, indicating a strong emphasis on hardware related to AI [3] - The entrepreneurial AI ETF Huaxia (159381) has a balanced allocation between hardware and AI software applications, with significant holdings in Zhongji Xuchuang and Xinyi Sheng, and a fund size nearing 2 billion [3] - The cloud computing ETF Huaxia (516630) emphasizes domestic AI software and hardware, with a high combined weight in computer software, cloud services, and computer equipment, showcasing a strong focus on AI capabilities [4]

Group 1 - The computing power sector experienced a strong rally on February 26, with stocks related to CPO, copper cables, PCBs, and optical fibers showing significant gains, including Longi Fiber, Chuangyitong, Huafeng Technology, and Zhongtian Technology reaching new highs [1] - Minimax announced enhancements in Expert 2.0, allowing users to create agents using natural language without needing to configure skills or sub-agents, streamlining the process of task management [1] - The AI large model technology trend has shifted from general chat tools to vertical productivity tools and real agents, focusing on industrial-grade video generation, engineering programming, and consumer office scenarios [2] Group 2 - The Huaxia Cloud Computing ETF (516630) focuses on domestic AI software and hardware computing power, with a combined weight of 83.7% in computer software, cloud services, and computer equipment, and a low expense ratio of 0.20% [3] - The Huaxia Entrepreneurial AI ETF (159381) has a balanced layout between hardware and AI software applications, with top holdings including Zhongji Xuchuang (14.27%) and Xinyi Sheng (13.00%), and an expense ratio of 0.20% [3] - The MACD golden cross signal has formed, indicating a positive trend for these stocks [3]

关注企业数字化宣传的朋友注意啦！近日（2026年2月），相关权威媒体重磅发布了《企业网络宣传报道服务选择指南——前十强推荐榜单揭晓及未来发展 趋势解析》研究报告（以下简称《指南》）。这份历时三个月、覆盖全国200余家机构、包含12个一级指标、36个二级指标的榜单，不仅梳理出当前网宣服 务行业的顶尖玩家，更精准预判了2026-2030年的行业发展趋势，堪称企业网宣选型的"圣经"。 当下数字经济深度渗透，企业网络宣传早已不是"可选动作"，而是构建品牌信任、驱动市场增长、防控经营风险的核心战略。但市面上网宣服务商鱼龙混 杂，从低价软文发布到高端全案整合，从传统媒体投放到底层技术赋能，能力差距天差地别，不少企业花了大价钱却没拿到预期效果，甚至踩坑交了"学 费"。 作为深耕企业数字化宣传领域的博主，今天就带大家全面拆解这份2026年最新榜单报告，详细解读前十强服务商的核心优势、适配场景，更会针对不同行 业、不同规模的企业，给出精准的选型攻略，帮你避开陷阱、选对服务商，让每一分宣传投入都能实现最大化回报，尤其适合中小企业、新消费品牌、行业 龙头及跨国企业参考。 一、先搞懂：这份2026年榜单，核心价值到底是什么？ 在解读 ...

这个春节，AI彻底霸屏了。1.3亿用户用千问体验AI购物，豆包除夕夜互动量达19亿人次，蚂蚁阿福用户量破亿……大厂们用真金白银证明，AI早已成为 新一代国民级流量入口。 流量在哪儿，品牌就蜂拥到哪儿。当CMO们陷入"不做AI营销就会被淘汰"的焦虑时，GEO（生成式引擎优化）便开始乱象丛生，被奉为"AI时代的营销速 效救心丸"。但近期新华社、央视接连点名曝光，撕开了这个赛道的遮羞布——所谓的GEO优化，半数以上是数据投毒、伪造权威的"黑帽骗局"，AI营销 的泡沫，正在被GEO乱象狠狠戳破。 很多人一听到GEO，就下意识以为是"SEO的AI升级版"——都是优化排名、获取曝光，只不过把阵地从搜索引擎搬到了AI大模型。但这恰恰是最致命的误 解，也是乱象滋生的根源之一。 两者的核心逻辑，有着本质区别：SEO是"守株待兔"，优化内容后，在搜索结果中等用户点击；而GEO是"主动投喂"，通过高频次的逻辑输入，让品牌信 息内化为AI模型推理结果的一部分，跳过点击环节，直接影响用户认知。 简单说，SEO是"让用户找到你"，而GEO试图"让AI替你说话"。比如你问AI"什么茶好"，被优化过的品牌会直接出现在AI的推荐里，无需你再去 ...

21世纪经济报道记者孔海丽 在生成式AI、大数据算法、用户画像分析等新技术全面渗透的当下，品牌管理与智能传播正在经历一 场前所未有的系统性行业变革。 这是继流量红利之后，企业面临的又一次"范式转移"。从争夺搜索引擎排名的SEO时代，迈向了争夺生 成式引擎解释权的GEO时代。 吴猛曾先后在联想集团、蓝色光标、京东集团担任高级管理职务，全程见证并参与了中国公关传播行业 从传统模式向新模式的转型。 二十多年前任职联想期间，恰逢互联网方兴未艾，科班出身的他敏锐洞察到PC普及的行业趋势，创新 性地提出一系列趋势性概念，成功将企业微观的产品推广与宏观的时代发展趋势深度绑定，助力品牌抢 占市场认知高地；任职蓝色光标期间，在大数据技术尚未广泛应用之时，他率先将数据技术引入公关传 播全流程，尤其是传播效果的精准评估与科学优化，开辟了公关传播的精细化路径；任职京东期间，吴 猛将AI、大模型等技术与公关传播深度融合，推动传播模式的智能化升级。 （资深公关品牌专家吴猛） AIGC革新企业的"存在感" 记者：当前，AI、大数据等新技术已全面渗透，相较于传统模式，现阶段传播的整体生态发生了哪些 核心转变？ 吴猛：在新技术加速渗透的背景下 ...

Group 1 - The main stocks with significant capital outflows include Kunlun Wanwei (-1.858 billion), Zhaoyi Innovation (-1.262 billion), and Xiexin Integration (-1.227 billion) [1][2] - The sectors affected by the capital outflows include Media, Electronics, Power Equipment, and Communication [2][3] - Notable declines in stock prices were observed, with Kunlun Wanwei down by 6.98%, Zhaoyi Innovation down by 3.63%, and BlueFocus down by 2.86% [2][3] Group 2 - Other companies with substantial capital outflows include China Zhongmian (-0.736 billion), Wangsu Technology (-0.719 billion), and China Nuclear Power (-0.707 billion) [1][2] - The data indicates a trend of capital leaving the Media and Electronics sectors, with companies like Guanghua Media and Chip Original also experiencing significant outflows [3] - The overall market sentiment appears to be negative, as reflected in the stock price declines across multiple sectors [2][3]

Group 1 - The main stocks with significant capital outflow include Kunlun Wanwei (-1.83 billion), Zhaoyi Innovation (-1.175 billion), and Tianfu Communication (-1.077 billion) [1] - The sectors affected by the capital outflow include Media, Electronics, and Communication, with notable declines in stock prices for companies like Kunlun Wanwei (-7.83%), Zhaoyi Innovation (-3.77%), and Tianfu Communication (-3.57%) [2][3] - Other companies experiencing substantial capital outflow include GCL-Poly Energy (-0.907 billion), BlueFocus (-0.786 billion), and Hengtong Optic-Electric (-0.761 billion) [1] Group 2 - The total capital outflow from the top 20 stocks indicates a trend of investor withdrawal from these sectors, particularly in Media and Electronics [1][2] - Companies like China Duty Free (-0.563 billion) and Guangku Technology (-0.510 billion) also show significant capital outflow, reflecting broader market concerns [3] - The overall market sentiment appears negative, with many stocks experiencing declines in both capital flow and stock price [2][3]

资料显示，乐博空间（北京）科技服务有限责任公司法定代表人为朱永强，成立于2024年，位于北京 市，是一家以从事科技推广和应用服务业为主的企业。企业注册资本1061.008万人民币，并已于2026年 完成了天使轮，交易金额数千万人民币。 来源：市场资讯 2月16日，天眼查融资历程显示，乐博空间（北京）科技服务有限责任公司近日获得"天使轮"融资，涉 及融资金额数千万人民币，投资机构为蓝色光标，蓝图海兴基金，吉富创投。 天眼查信息显示，乐博空间（北京）科技服务有限责任公司的股东为：朱永强、维斯塔（天津）企业管 理合伙企业（有限合伙）、北京乐信蓝图科技中心（有限合伙）、北京空间乐博科技中心（有限合 伙）、北京乐群博采科技中心（有限合伙）。 通过天眼查大数据分析，乐博空间（北京）科技服务有限责任公司共对外投资了4家企业，知识产权方 面有商标信息8条，专利信息22条，此外企业还拥有行政许可1个。 ...

Summary of Conference Call Records Industry Overview - The conference call discusses the media industry, particularly focusing on the impact of AI applications on the sector and the performance of various companies during the 2026 Spring Festival period [1][2][3]. Key Points and Arguments AI Applications in Media - ByteDance's AI application scenarios are frequent, with daily active users reaching 155 million and the Doubao model generating 67.633 billion tokens per minute [1] - Alibaba's Qianwen AI saw 200 million uses of its "one-sentence order" feature during the Spring Festival, indicating widespread AI adoption [1][2] - Tencent's Yuanbao saw a significant drop in ranking, highlighting the competitive landscape where ByteDance and Alibaba lead in AI entry points [1][2] Commercialization of AI in Media - The development of AI technology is pushing the media industry into a new phase of commercialization, with a focus on efficiency and output [3] - Advertising and digital marketing are expected to play crucial roles, with the GU strategy already demonstrating market performance [3] - The CDS 2.0 driven AIGC technology is transitioning video generation from a technical demonstration to a commercially viable stage, impacting various verticals like film, gaming, and animation [3] Spring Festival Film Market Performance - The 2026 Spring Festival film market showed a clear performance divide, with "Fast and Furious 3" leading with a box office prediction of 54.3 billion, capturing over 50% of the total box office [4] - Companies benefiting from this include unlisted Pingdu Film and listed Bona Film, Wanda Film, and others [4][5] - Despite a slight decline from the previous year's high base, the overall film market is expected to show a low-open, high-rise trend throughout 2026 [4][5] Impact of AI Films on the Industry - The official release of AI films in 2026 is anticipated to boost the AI film sector, despite challenges such as copyright issues faced by ByteDance's C station [6] - The resistance from the U.S. towards China's C-Dance 2.0 reflects a conflict between new technological revolutions and established interests, suggesting a need for balance between innovation and copyright protection [6][8] Role of AI in Content Creation - AI is increasingly integrated into various stages of film content creation, including scriptwriting and visual effects [7] - Companies that do not embrace AI technology risk being left behind, similar to past transitions in the film industry [7] Strategies for Traditional Film Companies - Traditional film companies should leverage their strengths in digital content, copyright, and IP by incorporating AI to enhance competitiveness [9] Future Outlook for ByteDance and the Film Market - ByteDance's industry chain shows strong potential for growth, driven by innovation despite facing short-term challenges [10] - The overall film market in 2026 is expected to perform well, with companies like Bona Film and Wanda Film poised for success [11] New Developments in the Gaming Sector - The gaming sector is highlighted with new product launches and developments from companies like Shunwang Technology and Perfect World [12] Investment Opportunities in Digital Marketing - The digital marketing sector presents investment opportunities in companies such as BlueFocus, Shunwang Technology, and others, with a focus on AI applications enhancing their business lines [13]