算力发展的初期以储存和训练为主，可以远离应用端，但实时应用必须贴近场景。广东省人大代表，韶 关市委副书记、市长吴庆华认为，随着人工智能的加快发展，应用场景不断丰富，行业重心已经从"模 型竞赛"转向"应用为王"。韶关集群凭借低时延、低成本和高安全的显著优势，将是粤港澳大湾区实现 人工智能从"训练"到"应用"最后一公里转化的不二选择。 为此，韶关将强化全产业链思维，站在全国全省发展大局的高度谋划自身发展，把大数据、算力产业作 为胜负手、首位产业，在降低算力成本上下功夫，努力打造"立足韶关、服务湾区、连接全国"的算力底 座。吴庆华表示，韶关将坚持一手抓要素保障、一手抓项目落地，集中力量招引自带产业生态的超大 型、大型数据中心企业来韶关落户，以高水平项目集聚壮大算力供给规模。同时，韶关将同步推进韶关 集群起步区扩区，让企业引得来、落得下、发展好，力争到今年底建成30万标准机架承载能力、上架算 力达250兆瓦，更好地服务粤港澳大湾区人工智能、低空经济发展。 相关人士透露，未来韶关将举全市之力打造"智算之城"，加大力度推进韶关数据中心集群建设，重点抓 好四件事：一是积极推动韶关算力、存力跨境出海；二是积极申报建设算网枢纽 ...

Federal Reserve - Federal Reserve officials indicated no imminent need to adjust monetary policy, maintaining a cautious stance after three rate cuts in late 2025 [2] - Inflation is currently trending between 2.4% and 2.7%, with the priority being to return sustainably to the 2% target [2] - Market participants expect the central bank to remain on hold until at least the June meeting, weighing risks of a "sticky" inflationary environment against a stabilizing labor market [2][8] Semiconductor Sector - U.S. Assistant Secretary for Export Enforcement confirmed that zero H200 chips have been delivered to Chinese customers to date, with strict licensing requirements stalling shipments [3] - Major Chinese tech players, including Alibaba, Tencent, and ByteDance, have orders for over 2 million units valued at approximately $14 billion, but these remain in regulatory limbo [3] HP Inc - HP Inc provided a mixed outlook during its fiscal first-quarter earnings call, highlighting a "dynamic memory environment" with rising costs [4] - The company expects volatility in DRAM and NAND supply to persist for the next 18 to 24 months, implementing aggressive cost-cutting measures and pricing actions to protect margins [4] - HP executives downplayed the impact of the February 20 Supreme Court ruling that invalidated several tariffs, stating it will continue engagement on trade issues without expecting a material hit to operations [5] - HP Inc remains confident despite trade uncertainty and expects no negative impact from the recent Supreme Court ruling regarding tariffs [8]

Core Insights - BNY Mellon ETF Investment Adviser, LLC has announced a transition in the dividend distribution schedule for the BNY Mellon Emerging Markets Equity ETF (BKEM) from quarterly to semi-annual distributions [2][9] - The decision aims to streamline administrative operations while maintaining the fund's core investment objectives, aligning with cash flow patterns of international and emerging market securities [3][9] Fund Overview - As of late February 2026, the BKEM ETF manages approximately $81 million in net assets and tracks the Solactive GBS Emerging Markets Large & Mid Cap Index, including major companies like Taiwan Semiconductor, Tencent, and Samsung Electronics [4] - The fund maintains a competitive total expense ratio of 0.11%, significantly lower than the category average for diversified emerging markets funds, and the change in distribution frequency is not expected to affect total return performance or benchmark tracking [5][9] Parent Company Information - BNY Investments, the parent division of the adviser, is one of the largest asset managers globally, with $2.2 trillion in assets under management as of year-end 2025, continuing to influence global capital markets through its specialized investment firms [6]

Core Insights - The Chinese AI industry experienced a significant surge during the Spring Festival, with major companies like ByteDance, Alibaba, and Tencent actively engaging in AI-related activities while most workers took a break [2][4] - The competition led to record-breaking user interactions, with ByteDance's Doubao achieving 1.9 billion interactions, Alibaba's Qwen serving over 130 million users, and Tencent's Yuanbao facilitating 3.6 billion lottery draws [4][6] - Despite the impressive metrics, the industry faces challenges related to user retention and operational pressures, highlighting a disconnect between user engagement driven by incentives and genuine usage of AI functionalities [6][7] Company Activities - ByteDance's Doubao served as the exclusive AI cloud partner for the CCTV Spring Festival Gala, managing 1.9 billion interactions and ensuring the stability of 100,000 live lottery draws [2] - Alibaba's Qwen team launched the open-source Qwen 3.5 and integrated AI capabilities into consumer platforms like Taobao and Ele.me, resulting in over 130 million users engaging with the service during the festival [2] - Tencent's Yuanbao distributed 1 billion cash red envelopes and facilitated 3.6 billion lottery draws, requiring continuous technical support to maintain product stability [3] Industry Challenges - The rapid user engagement during the festival exposed operational weaknesses, such as the inability of Zhiyu's GLM-5 to handle user demand, leading to phased access and user complaints [4] - The industry is transitioning from a focus on technical achievements to addressing the challenges of high-frequency user interactions and operational reliability [4][9] - The temporary surge in user activity raises concerns about long-term retention, as users attracted by incentives may not continue to engage with AI services once promotions end [6][7] Future Outlook - The industry is expected to shift from a "money-burning frenzy" to a "commercialization elimination race," emphasizing the need for teams that can balance technology, operations, and business strategies [9] - The true value of AI will be determined by its ability to meet real user needs beyond the temporary spikes in engagement seen during promotional events [9]

Group 1 - The core viewpoint of the articles highlights the unprecedented integration of AI into everyday life during the Spring Festival, with significant user engagement and application across various platforms [1][2]. - Major companies are competing aggressively for user acquisition, leading to record-breaking interactions, such as 1.9 billion interactions on Doubao AI and nearly 200 million users placing orders through Alibaba's Qianwen on New Year's Eve [1]. - The rapid updates and technological advancements in domestic AI products during the festival indicate a fast-paced development cycle, with no signs of slowing down despite the holiday [2]. Group 2 - The competition in the AI sector is shifting from user acquisition to product-centric competition, emphasizing the importance of user experience, commercialization, and ecosystem collaboration [3]. - The massive influx of users provides diverse usage scenarios and continuous feedback, which will enhance AI capabilities and user interaction [3]. - The evolving public perception of AI has shifted from fear of replacement to a focus on how to effectively utilize AI, indicating a deeper and more sustained competition among companies [3].

主编温静导读：2026年春节，元宝、千问、豆包三大巨头以红包、免单为杠杆，发动了一场规模空前的用户争夺战。春节一役过后，豆包、元 宝、千问、Deepseek均跻身"亿级俱乐部"，豆包月活早已达2亿，腾讯近期宣布元宝日活超5000万，月活达1.14亿，千问凭借免单日活巅峰就 达1.4亿。 来源：温静聚焦 2026年马年春节，成为中国C端AI发展的关键里程碑。腾讯、字节、阿里三大互联网巨头携元宝、豆包、千问强势入局，以超45亿元的重金投入掀起AI用 户争夺战，红包补贴、生态联动、技术展演多维发力，最终推动豆包、元宝、千问与DeepSeek集体跻身亿级用户俱乐部。这场战役早已超越传统的流量 博弈，更是巨头基于自身资源禀赋的AI生态卡位战，不仅让AI完成从前沿技术到下沉市场全民"生活搭子"的身份转变，更推动行业竞争从工具层的效率比 拼，走向关系层的场景与信任深耕。 一、核心战果：45亿重金砸出亿级俱乐部，AI完成全民普惠下沉 2026年春节档的AI大战，早已超越传统"撒币换流量"的红包博弈，成为一场围绕C端AI入口主导权的生态豪赌。据公开数据统计，腾讯、字节、阿里三家 合计投入超45亿元，以红包、免单、科技好礼为杠杆 ...

南方财经记者 刘婧汐 广州报道 2月24日，2026广东全省高质量发展大会"产业融合与政策创新"分会场上，香港中文大学（深圳）前海国际事务研究院院长郑永 年表示，粤港澳大湾区在全球重点区域，甚至在世界范围内，都具备突出的比较优势。 首先，粤港澳大湾区拥有强大的基础科研能力。香港的七八所大学中，有5所常年位列QS排名前100，3所跻身前50，华南理工 大学等内地高校和研究机构也不断产出高水平研究成果。 其次，珠三角的应用技术转化能力堪称世界第一，能把各类技术转化落地做到最好、最多，这一能力连美国都难以企及。 再者，香港作为国际金融中心，金融服务能力依旧处于世界前列。腾讯、大疆等企业的发展也和香港的科创金融资源有着关 联。 但同时他也指出，大湾区的基础科研、应用技术转化、金融服务这三大优势尚未实现有机融合。 他提出，粤港澳三地需要携手建设共同市场，具体可分三步走： 第一步，将横琴、前海、南沙、河套这四个区域整合起来，统一规则体系，而非各自发展。香港的规则高度国际化、被国际社 会认可，我们一直强调规则对接、机制衔接，这四个区域先统一规则并与香港对接，同时发挥大湾区在生物医药、人工智能、 互联网等领域的优势，做产业加 ...

2月24日，微信员工@客村小蒋 发文称，微信最近更新"面对面收照片和文件"的功能，在"扫一扫"的"我 的二维码"入口中可以体验。无需流量，不用添加好友，和对方设备保持靠近即可接收原始照片、视频 和文件。 来源 | 中国新闻社综合智通财经、@客村小蒋 ...

共谋县域产业融 合高质量发展， 广东新春第一 会"马力全开"_ 南方+_南方plus 2月24日下午， 广东省高质量发 展大会"'百千万 工程'县域产业 融合与高质量发 展"分会场在广 州召开，各界人 士汇聚一堂，围 绕"成链成群壮 大县域特色产 业""城镇建设和 镇村片区化组团 式发展""富民兴 村发展特色种 养""推动资源要 素下沉县镇 村"等四个主题 进行专题研讨。 会上同步发布了 勾勒出广东城乡 的积极变化：57 个县（市）生产 总值近三年年均 增速快于全省平 均水平，县域常 住人口净流出态 势初步扭转，越 来越多的人选择 留在县城、建设 家乡；城乡居民 收入比从2022年 的2.41:1逐步缩 小至2025年的 《广东省县域产 业帮扶协作行动 计划（2026 年）》。 "百千万工程"县域产业融合与高质量发展分会场 数据透视 ▶▷ "百千万工程"三 年交出亮眼答卷 "广东大力推 进'百千万工 程'，探索形成 了从抓产品到抓 产业、从抓生产 到抓链条、从抓 环节到抓体系的 可借鉴、可推广 的模式，为全国 提供了广东样 板。"会上，农 业农村部乡村产 业发展司副司长 邵建成这样评价 广东的实践探 索。 随 ...

据悉，该工作室成立已有五年，隶属于 TiMi Studio Group，但至今未推出任何作品。此前，该工作室曾 聘请前《刺客信条》创意总监 Ashraf Ismail，他曾担任《刺客信条：黑旗》《刺客信条：起源》《刺客 信条：英灵殿》等作品的创意总监。 责任编辑：何俊熹 责任编辑：何俊熹 新浪科技讯 2月24日晚间消息，近日，腾讯天美旗下蒙特利尔工作室被曝已于近期停止运营，多名前员 工在海外社交媒体平台确认了这一消息。截至发稿，腾讯方面暂无回应。 新浪科技讯 2月24日晚间消息，近日，腾讯天美旗下蒙特利尔工作室被曝已于近期停止运营，多名前员 工在海外社交媒体平台确认了这一消息。截至发稿，腾讯方面暂无回应。 据悉，该工作室成立已有五年，隶属于 TiMi Studio Group，但至今未推出任何作品。此前，该工作室曾 聘请前《刺客信条》创意总监 Ashraf Ismail，他曾担任《刺客信条：黑旗》《刺客信条：起源》《刺客 信条：英灵殿》等作品的创意总监。 ...