（来源：千龙网） 对于京津冀来说，协同发展是一道必须答好的时代命题。去年底的中央经济工作会议提出，将北京国际 科创中心扩围至京津冀。这不仅是地理空间上的"扩围"，更是生产要素的深度重组。协同意味着一种系 统辩证的眼光，发展阶段有先后、速度有快慢，但"走在前"的辐射带动"走在后"的，而"走在后"的则在 资源保障、功能延展上形成有力补充，最终也回馈"走在前"的。这种差异反而构成了优势互补的前提。 与硅谷等全球知名创新集群相比，京津冀的独特优势十分鲜明。拥有全国最密集的科教资源和国家战略 科技力量，高校、科研院所、重点实验室数量位居全球前列，原始创新潜力巨大；能够快速整合优质资 源开展重大科技攻关，在人工智能、氢能、具身智能等前沿领域具备先发优势；城市群产业梯度清晰， 从基础研究到中试转化再到规模生产的全链条布局完整。这一切，都为协同创新从蓝图走向现实打下了 坚实的基础。 12年间，北京扮演创新大脑角色，聚焦基础研究和原始创新；天津发挥先进制造优势，打造转化中枢； 河北则成为应用腹地，提供产业承载空间和场景验证。位于北京的京津冀智能网联新能源汽车科技生态 港已吸引42个项目落地，其影响辐射至天津、河北，带动超300 ...

岚图这次"上市确定性落地"，听着像过年放鞭炮，实际更像把招牌挂上墙：先把牌照拿到手，先把门开起来，至于店里有没有现钱进账，得另算。 核心关键词只有四个字：介绍上市。它不发新股、不做即时融资，只是让现有股份在港交所挂牌交易，资本市场不会因为你"挂牌"就自动把钱塞进你口 袋。 真正的大动作，其实是东风集团股份的"私有化退市+岚图分派"。港交所通告里写得很直白：东风H股股东每股拿到6.68港元注销价，同时还会得到 0.3552608股岚图H股。 所以这不是"东风给岚图输血"的戏码，更像"东风把岚图从体内剥离出来，换一副更好讲故事的资本外壳"。东风要把自己从港股撤下去，岚图接过位置继 续留在台上。 把这三件事放一起看就懂了：岚图上市的主要任务，是"圈到更便宜、更长期、更国际化的钱"，而不是"撒钱让股民短线暴富"。介绍上市本身也不送钱， 送钱得等下一次融资动作。 小米这边更典型：车卖得热闹，股价照样能"跌跌不休"，财新直接写了从接近60港元跌到35港元附近、市值蒸发数千亿港元的过程——这就是情绪退潮后 的真实杀伤力。 | 序号 | 变更事项 | 变更前内容 | 变更后内容 | 变更日期 | | --- | --- | ...

Group 1 - The Hong Kong stock market showed a positive sentiment today, with all three major indices opening high and maintaining strong fluctuations, led by the technology sector [1][2] - The Hang Seng Index rose by 2.53%, the Hang Seng China Enterprises Index increased by 2.65%, and the Hang Seng Technology Index surged by 3.34% [2][3] - Major tech stocks performed well, with Meituan rising over 5%, Alibaba, Xiaomi, and JD.com increasing by over 3%, while semiconductor stocks also saw significant gains [2] Group 2 - Zhipu, referred to as the "first stock of large models in Hong Kong," experienced a sharp decline of 22.76% due to the impact of an apology letter related to its GLM Coding Plan [4][5] - Zhipu's stock price had previously surged over 250% from February 9 to February 22, indicating a volatile trading period [4] - The company acknowledged three main errors in the GLM Coding Plan, including insufficient transparency, slow rollout of GLM 5, and poorly designed upgrade mechanisms for existing users [6] Group 3 - The precious metals sector, including gold, saw strong performance, with stocks like Tongguan Gold rising over 12% and Ganfeng Lithium increasing by over 8% [7][8] - Other notable gains in the precious metals sector included Zijin Mining and Wukuang Resources, both rising by over 6% [7]

2月23日，三大指数高开高走集体大涨。截至收盘，恒指涨2.53%，国指涨2.65%，恒生科技指数涨 3.34%。 科网股普涨，美团涨超5%，阿里巴巴、小米涨超3%，腾讯、京东涨超2%。半导体（核心股）、AI芯 片（核心股）股走强，英诺赛科、壁仞科技涨超9%，华虹半导体、中芯国际涨逾4%。光通讯概念走 强。长飞光纤光缆涨14%，剑桥科技涨超5%。 责任编辑：安东 AI大模型、机器人（核心股）板块回落，智谱大跌超22%，海致科技集团跌超21%，MINIMAX-WP跌 超13%，优必选跌超2%。消费股表现弱势，免税龙头中国中免跌超8%，蜜雪集团跌超1%。 恒生指数成分股中83只上涨，5只下跌，其中紫金矿业涨5.4%；美团-W涨5.3%，股价触底反弹，机构称 AI投资有望进入产业趋势下半场，科网股全线回暖；中芯国际涨5.0%。跌幅方面，蒙牛乳业跌1.9%， 美的集团跌0.7%。恒生科技指数成分股中29只上涨，1只下跌，其中蔚来-SW涨5.6%；华虹半导体（核 心股）涨4.5%，机构认为公司新12英寸晶圆厂Fab9A将于今年达到最高产能。 锂电概念股涨幅扩大，瑞银大幅上调国内锂价预测，市场进入第三次锂价超级周期，电动汽 ...

2026年02月23日 通膨放缓强化降息预期，美股三大指数上扬 欧央行利率维持稳定，欧股情绪乐观强势反弹 农历新年⻓假休市，节庆消费提振经济信心 恒指受中东局势扰动，假期前夕缩量微跌 美通膨具韧性，全球公债价格承压微跌 信用利差持稳，全球高收益债展现韧性 港股受春节假期影响交投清淡。受地缘局势及科技股获利回吐影响，恒指累跌0.58%，权重股腾讯、小 米表现偏软。 随陆股开市，南向资金回流预期将提供支撑。后续关注中概股财报及两会政策指引，恒指有望在26,000 点上方寻求筑底。 指数本周下跌 0.16%。受美国 1 月 CPI 数据带动美债殖利率回升影响，加上欧英央行官员言论偏鹰，市 场修正了上半年立即降息的预期，全球公债同步承压。 聚焦制造业 PMI 与联准会会议纪录。若通膨降温未如预期迅速，债市将维持区间震荡。投资人正观察核 心通膨路径，以判定价格是否已反映高利率⻛险。 彭博全球高收益债指数微升 0.05%。尽管公债殖利率上扬，但强劲财报支撑信用市场。新兴债受美元转 强压抑，表现分化，但在高息吸引下维持狭幅盘整。 后市关注违约率与新兴汇率稳定。若经济软着陆，高收益债息收优势将持续吸金。惟需留意地缘⻛险对 大 ...

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 美国最高法院裁定特朗普政府大规模关税政策违法 美国12月核心PCE物价指数年率录得3% 特朗普倾向未来几天对伊实施初步打击 白宫官员确认：特朗普将于3月31日至4月2日访华 香港特区政府全力推动香港成为国际黄金交易中心 玻璃纤维短缺加剧，台湾制造商将掀起第二轮涨价潮 市场盘点 上周五，投资者消化了美国最高法院驳回特朗普关税的裁决，同时还分析了疲软的GDP报告和高于预期的PCE数据。美元指数收跌0.08%，最终收报97.76。 基准的10年期美债收益率收报4.0850%，对美联储政策利率敏感的2年期美债收益率收报3.4820%。 随着特朗普关税政策不确定性可能引发新一轮混乱，叠加越来越多迹象表明美国可能对伊动武，贵金属价格获得支撑。现货黄金重回5100美元大关，最终收 涨2.1%，报5104.34美元/盎司；现货白银最终收涨7.8%，报84.64美元/盎司，自1月底暴跌以来首次录得单周上涨。 市场正在观望特朗普是否会将他的动武威胁付诸实践，国际原油徘徊在六个月高位 ...

阿里、腾讯、美团等被总结为建议调出的"老登恒生"成分股。同时，恒生生物科技指数也在当日逆市收 涨0.96%，另外，石油股也出现走强。 值得留意的是，虽然港股互联网主题ETF、恒生科技ETF等节前资金流入最多的ETF并未迎来涨势，但 表现强势的个股也有公募基金的布局身影，次新股以打新的方式布局，而表现强势板块则在此前已有主 动权益基金的加仓迹象。 2月22日，节后首个交易日，恒指和恒生科技虽然没有收涨，但AI概念股的涨势如期而至。 2月20日，港股三大指数集体收跌。其中，恒生科技收跌2.91%，恒生指数收跌1.10%，而恒生国企指数 收跌1.22%。相较于恒生科技的继续下挫，港股上市的AI概念次新股却迎来上涨，网友也出现了调整恒 生科技部分成分股的建议。 小米、中芯国际、比亚迪、腾讯、快手等成分股也在去年四季度被主动权益基金减持，不过，美团在去 年四季度得到主动权益基金增持超过1700万股。 石油、创新药板块走强 港股AI概念股大涨 截至2月20日收盘，智谱延续强势表现，收涨42.72%，报725港元；MiniMax也同样收涨14.52%，报970 港元。两大AI龙头盘中最高市值双双突破3000亿港元，与上市初 ...

Market Overview - The Hong Kong stock market indices experienced a collective decline, with the Hang Seng Index down by 0.61% to 26,544.12 points, the Hang Seng Tech Index down by 2.28%, and the National Enterprises Index down by 0.59% [1][2] Sector Performance - Technology stocks faced significant losses, with Baidu and Bilibili dropping over 5%, Alibaba and NetEase down over 3%, and Xiaomi and Kuaishou down over 2% [1] - Conversely, oil stocks showed resilience, with PetroChina rising over 4% amid geopolitical tensions in the Middle East [2] - The robotics sector saw a surge, particularly with Yujian rising over 19% following a strong performance during the Chinese New Year Gala [3][4] AI and Robotics Stocks - AI application stocks also experienced notable gains, with Zhiyu rising over 19% after announcing a "computing power partner" recruitment plan aimed at optimizing their GLM-5 model [4][5] - The sales of robotic products on Douyin e-commerce saw a significant increase, with GMV growing by 1680% and order volume increasing by 655% from February 16 to 18 [3]

Core Insights - The Chinese automotive market is experiencing a surge in consumer interest, particularly in the lower-tier cities, driven by the new "national subsidy" policy and the traditional peak consumption period around the Spring Festival [1][2] - The shift of automotive dealerships from suburban areas to shopping malls indicates increasing competition and a strategic move to capture consumer attention [1] - Price remains a decisive factor for consumers in third and fourth-tier cities, with brands like Extreme Fox and Li Auto focusing on affordable models and attractive promotional offers [2] Automotive Market Trends - The demand for electric vehicles (EVs) is rising in rural areas, with a notable increase in the ownership of brands like BYD and Wuling [3][4] - The sales volume of EVs in rural markets is growing faster than in urban areas, with projections indicating a significant increase in total sales from 397,000 units in 2020 to nearly 7.6 million units by 2024 [4] - The Chinese government is supporting the rural market for EVs through policies that promote the integration of EVs with other consumer goods, aiming to boost rural consumption [4] Charging Infrastructure Development - The construction of charging facilities is on a rapid growth trajectory, with a projected total of 20.09 million charging points by the end of 2025, marking a 49.7% year-on-year increase [5] - The government of Henan province plans to build 29,000 new public charging points by 2025, significantly alleviating range anxiety for EV owners [5] - The development of charging infrastructure is crucial for enhancing the convenience of EV ownership, particularly in rural areas where consumers express a preference for electric vehicles if charging facilities are adequate [4][5]

Core Viewpoint - The Hong Kong stock market experienced a slight decline and volatility during the half-day trading session on February 16, influenced by tightened liquidity due to the closure of the Stock Connect and various favorable factors over the weekend [1]. Market Performance - The Hang Seng Index opened at 26,501.2 points and reached 26,573.67 points by 10:16 AM, showing a slight increase of 6.55 points or 0.02% [1]. - The Hang Seng Technology Index opened lower, down 0.19%, following the overall market trend [1]. - Over the past three months, the Hang Seng Index has accumulated a rise of 2.41%, but it has recently shown a trend of volatility and decline [1]. Sector Analysis - The technology sector, represented by the Hang Seng Technology Index, is a market focus, benefiting from multiple positive factors such as expectations of interest rate cuts by the Federal Reserve, advancements in AI commercialization, and supportive platform economy policies [3]. - Core stocks like Tencent, Xiaomi, and NetEase showed slight pullbacks, but their long-term investment value is recognized by institutions, with AI advertising, gaming, and cloud services being key highlights [3]. - The gold and precious metals sector opened strongly and remained stable, becoming a preferred choice for risk-averse investors, with companies like Zhaojin Mining and Zijin Mining benefiting from a weaker dollar and increased physical demand during the Spring Festival [3]. - The consumer sector saw slight gains due to holiday catalysts, with companies like Yum China and Haidilao experiencing minor increases before stabilizing [3]. - The real estate and financial sectors showed weakness due to underwhelming policy expectations and significant performance pressures, leading to a lack of notable improvement [3]. Future Outlook - According to China Merchants Securities, the recent significant decline in the Hang Seng Technology Index presents substantial allocation value, suggesting that the current market volatility is primarily due to liquidity shocks [4]. - The firm believes that the ongoing market fluctuations are not fundamentally different from those seen in November 2025, and positive factors are accumulating, recommending buying on dips and holding stocks through the holiday [4].