男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美建议美商船远离伊朗领海 白宫哈塞特预告就业转差 美商务部长卢特尼克遭两党施压辞职 24小时内英国首相第二名高级助手辞职 沪深北交易所宣布优化再融资一揽子措施 三部门发布跨境电子商务出口退运商品税收优惠政策 周一，美元指数走势低迷，跌至一周低点，最终收跌0.91%，报96.79；美债收益率普跌，基准的10年期美债收益率收报4.204%，对美联储政策利率敏感的2 年期美债收益率收报3.487%。 在市场等待一系列美国经济数据之际，美元走弱使得以美元计价的大宗商品对海外买家更具吸引力。现货黄金延续涨势，最高触及5086.42美元/盎司，最终 收涨1.93%，报5060.53美元/盎司；现货白银一度触及84美元关口，最终收涨7.17%，报83.37美元/盎司。 国际原油低开高走，因美国警告悬挂美国国旗的船只在霍尔木兹海峡航行时应尽可能远离伊朗水域。WTI原油美盘加速上涨，最终收涨1.45%，报64.45美 元/桶；布伦特原油收涨1.71%，报68.70美元/桶。 美股 ...

Group 1 - Major blue-chip stocks mostly rose, with HSBC Holdings closing at HKD 141.801, up 1.8% from the previous close [2] - Tencent Holdings closed at HKD 561.139, reflecting a 0.2% increase from the previous close [2] Group 2 - Tencent Holdings (00700) latest price is HKD 560.000, with an increase of HKD 12.500 or 2.28% [3] - Alibaba Group (09988) latest price is HKD 157.900, up HKD 2.900 or 1.87% [3] - HSBC Holdings (00005) latest price is HKD 139.300, up HKD 4.500 or 3.34% [3] - AIA Group (01299) latest price is HKD 86.350, up HKD 2.850 or 3.41% [3] - Meituan (03690) latest price is HKD 91.050, down HKD 0.350 or 0.38% [3] - China Ping An (02318) latest price is HKD 73.000, up HKD 3.400 or 4.89% [3] - Hong Kong Exchanges (00388) latest price is HKD 418.600, up HKD 11.000 or 2.70% [3] - Baidu Group (09888) latest price is HKD 142.200, up HKD 4.400 or 3.19% [3] - Kuaishou Technology (01024) latest price is HKD 69.300, down HKD 1.950 or 2.74% [3]

Core Viewpoint - The recent weakness in the Hang Seng Tech index is attributed to a significant liquidity shock, but the fundamental outlook and bullish logic for Hong Kong tech stocks remain unchanged [1][2]. Group 1: Liquidity Analysis - The peak of the overseas liquidity shock has passed, and the "buy the dip" strategy is considered effective [1][2]. - The recent liquidity shock from the "Wash Trade" has led to a sharp decline in Hong Kong stocks, but this is expected to gradually subside [2][3]. - Domestic liquidity disturbances caused by public funds over-allocating to Hong Kong stocks are also coming to an end, reducing selling pressure [3]. Group 2: Valuation Insights - The relative valuation of Hong Kong tech stocks is at a historical low compared to A-share tech stocks, indicating a potential for a rebound [3][4]. - The current valuation levels are significantly lower than previous lows in March and October 2022, suggesting that Hong Kong tech stocks are undervalued in the context of a favorable regulatory and economic environment [3][4]. Group 3: Market Sentiment and Fundamentals - Strict control over IPO quality is expected to improve market sentiment, as excessive IPOs have previously contributed to weak performance in Hong Kong stocks [4]. - The fundamental outlook for Hong Kong stocks remains solid, with earnings expectations stabilizing after recent declines [4][5]. - The tech industry is experiencing positive developments, with major companies like Tencent and Alibaba promoting large models, indicating ongoing innovation and growth [4].

【CNMO科技】近日，字节跳动正式推出新一代AI视频生成模型Seedance 2.0。该模型能够根据用户一 句描述，自动生成包含多镜头切换、连贯叙事和同步音效的电影级视频。游戏科学CEO冯骥惊叹于 其"多模态信息理解能力的飞跃"。券商报告也表示，这标志着"AI影视'奇点'时刻"的到来。 对于普通消费者来说，AI生成视频已经在短视频平台十分常见，但是无论是Sora还是其他AI视频生成模 型，似乎除了视频质量越来越高外，并没有新奇的地方。那么，为什么Seedance 2.0能够引起这么大的 讨论呢？ 技术优势 随着字节跳动Seedance 2.0的发布，全球AI视频生成领域已形成三条清晰的技术路线。其中。Seedance 2.0专注于叙事连贯性与音画一体化，其核心优势在于能够理解复杂的长提示词，自动拆解出"全景-中 景-特写"的分镜逻辑，并确保角色细节在不同镜头中保持一致。 以OpenAI的Sora为代表的是"物理模拟派"路线。该路线以极致的物理规律还原（光影、重力、碰撞）和 高保真画质著称，致力于精准模拟现实世界的物理规则。快手的可灵（Kling）代表的"运动控制派"则 通过Motion Control功能让用 ...

Group 1 - The report maintains a strong positive outlook on the Hang Seng Technology Index, citing that recent declines are primarily due to liquidity shocks rather than fundamental changes in the market [2][4] - The report emphasizes that the peak of overseas liquidity shocks has passed, and strategies such as "buy the dip" are expected to be effective moving forward [5][6] - The relative valuation of Hong Kong technology stocks is at a historical low compared to A-share technology stocks, indicating potential for a rebound [4][27] Group 2 - Domestic liquidity issues caused by public funds over-allocating to Hong Kong stocks have eased, reducing selling pressure on the market [23][24] - The report highlights that the earnings expectations for the Hang Seng Index have been gently revised upwards, contributing to its resilience compared to the Hang Seng Technology Index, which has seen a stabilization in earnings expectations [38][39] - The report notes that the technology sector is experiencing significant advancements, with major companies like Tencent and Alibaba actively promoting AI models and applications [40][41] Group 3 - The report discusses the impact of stricter IPO quality controls by the Hong Kong Securities and Futures Commission, which is expected to improve market sentiment [29][30] - It is noted that the current absolute valuation of the Hang Seng Technology Index is low, with a price-to-earnings ratio of 22.13, suggesting limited downside potential for leading tech stocks [27][28] - The report indicates that the fundamentals of the Hong Kong market remain solid, with earnings expectations stabilizing, which is crucial for investor confidence [38][39]

Market Overview - The Hang Seng Index closed at 26,560, down 1.21% for the day and 3.02% for the week, but up 3.63% year-to-date[3] - The S&P 500 index rose by 1.97%, marking its largest single-day gain since May of the previous year[9] - The Nikkei 225 index increased by 0.81%, supported by expectations surrounding the upcoming House of Representatives election in Japan[13] Sector Performance - The lithium battery sector saw gains, with Zhongchuan Aviation rising over 5% and Ganfeng Lithium up over 2%[9] - The automotive sector also performed well, with NIO up nearly 7% and Li Auto increasing by over 3%[9] - The cryptocurrency sector faced significant declines, with New Fire Technology Holdings dropping over 7%[9] Economic Indicators - U.S. consumer credit increased by $24 billion in December, the largest rise in a year, exceeding all economists' expectations[13] - The semiconductor industry is projected to grow by 26% in revenue by 2026, surpassing $1 trillion for the first time[15] Investment Sentiment - There is a notable increase in risk appetite in the market, as evidenced by the rebound in silver prices by nearly 10% and Bitcoin rising close to 12%[9] - Concerns remain regarding the high capital expenditures in AI, with major tech companies like Amazon and Google experiencing stock declines despite overall market gains[10]

Core Viewpoint - On February 9, 2026, Tencent Holdings, Alibaba-W, and the Yingfu Fund were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 4.681 billion, 3.740 billion, and 2.531 billion respectively [1] Group 1: Southbound Stock Connect Trading - Tencent Holdings ranked first in Southbound Stock Connect trading with a total trading amount of 4.681 billion and a net buying amount of 0.904 billion [2] - Alibaba-W ranked second with a trading amount of 3.740 billion and a net selling amount of 0.100 billion [2] - The Yingfu Fund ranked third with a trading amount of 2.531 billion and a significant net selling amount of 2.515 billion [2] Group 2: Deep Southbound Stock Connect Trading - Tencent Holdings also led in Deep Southbound Stock Connect trading with a trading amount of 3.490 billion and a net buying amount of 0.896 billion [2] - The Yingfu Fund was second with a trading amount of 2.051 billion and a net selling amount of 2.040 billion [2] - Alibaba-W ranked third with a trading amount of 1.611 billion and a net buying amount of 0.151 billion [2]

Market Performance - The Hang Seng Index increased by 1.76%, closing at 27,027.16 points, with a total market turnover of 255.14 billion HKD [1] Southbound Trading Data - Tencent Holdings received a net inflow of 1.8 billion HKD, closing at 560.00 HKD with a price increase of 2.28% [2] - Southern Hang Seng Technology saw a net inflow of 640 million HKD, closing at 5.30 HKD with a price increase of 1.34% [2] - Xiaomi Group-W had a net inflow of 209 million HKD, closing at 35.20 HKD with a slight price increase of 0.06% [2] Notable Net Outflows - The Tracker Fund of Hong Kong experienced a significant net outflow of 45.55 billion HKD, closing at 27.22 HKD with a price increase of 1.72% [2] - Hang Seng China Enterprises faced a net outflow of 10.00 billion HKD, closing at 93.94 HKD with a price increase of 1.56% [2] - Kuaishou-W had a net outflow of 5.69 billion HKD, closing at 69.30 HKD with a price decrease of 2.74% [2]

证券研究报告 | 浙商早知道 报告日期：2026 年 02 月 10 日 浙商早知道 2026 年 02 月 10 日 ：王禾 执业证书编号：S1230512110001 ：021-80105901 ：wanghe@stocke.com.cn 市场总览 重要点评 http://www.stocke.com.cn 1/4 请务必阅读正文之后的免责条款部分 ❑ 大势：2 月 9 日上证指数上涨 1.41%，沪深 300 上涨 1.63%，科创 50 上涨 2.51%，中证 1000 上涨 2.26%，创业板 指上涨 2.98%，恒生指数上涨 1.76%。 ❑ 行业：2 月 9 日表现最好的行业分别是通信（+5.17%)、综合（+4.7%)、传媒（+3.5%)、电子（+2.97%)、计算机 （+2.88%)。 ❑ 资金：2 月 9 日全 A 总成交额为 22702 亿元，南下资金净流出 18.87 亿港元。 ❑ 【浙商非银 孙嘉赓/许盈盈】非银金融 行业点评：中国 RWA 监管框架落地，香港 Web3 产业迎新变局—— 20260208 ❑ 【浙商传媒互联网 冯翠婷】传媒 行业点评：周报：完美世界《异环》三测超预期 ...

新腕儿报道 近日，快手短剧联合快手星芒短剧推出春节特别版「星芒漫剧激励政策」。即日起至3月31日，快手将联合业内公司 合作推出精品漫剧，包括AI仿真人、2D/3D漫剧。 资源扶持包括现金激励和流量扶持。 现金激励的项目分为三个级别，保底现金最高10万，最低2万， | | | 现金激励 | | | --- | --- | --- | --- | | 项目 | 保底现金 | 阶梯现金奖励 | | | 评级 | 激励力 | (通用政策) | | | S+ | 10w | 月度累计有效播放量 | 月度奖励金额 | | | | 100w<有效播放量≤300w | 5万元 | | S | 5W | 300w<有效播放量≤1000w | 15万元 | | | | 1000w<有效播放量 | 25万元 | | A | 2w | *月度周期:剧目上线日起+30天,以30天 | | | | | 为维度只发放一次奖励; | | | | | 资源扶持 | | --- | --- | --- | | 项目评级 | 流量扶持 | 宣发扶持 | | S+ | 1亿 | 线下媒体看片会、媒体报道、全球报奖渠道 | | S | 6000w | ...