Core Viewpoint - The Anhui Provincial Internet Information Office has launched a special action named "Clear and Bright: Creating a Joyful and Harmonious Online Environment for the Spring Festival 2026" to promote a positive online atmosphere during the Spring Festival [1] Group 1: Key Issues Addressed - The action focuses on four prominent issues: maliciously provoking negative emotions, generating and spreading low-quality content, fabricating false information, and directing traffic to illegal activities [2][3] Group 2: Specific Actions - The initiative aims to combat the promotion of negative values such as anti-marriage and anti-childbearing sentiments, as well as the instigation of gender conflict and materialistic comparisons during the festive season [2] - It seeks to eliminate the generation of "digital garbage" content, which includes low-quality, AI-generated material that distorts traditional culture and promotes family conflicts [2] - The action will address the spread of false information related to public safety and market supply during the Spring Festival, including the fabrication of rumors and misleading headlines [3] - It will also target illegal activities such as online gambling and the promotion of superstitions under the guise of fortune-telling services [3]

以"融合攻坚"推动汽车安全性能提升 在周大永看来，中国汽车品牌高端化突破的过程中，在"智"与"质"两个维度有着很大变化，而这些变化也让中国汽车的工程和性能开发有了更多突破。 首先是"智"的全面渗透。智能化已经全面渗透到汽车开发的每一个环节。过去调校一辆车的安全、NVH、CFD等性能，需要反复制作样车进行物理测 试，周期长、成本高。现在，AI等智能化的工具，深度融入了汽车开发仿真与验证体系。比如在性能开发中，利用智能化工具对车身结构、系统参数进行 海量模拟和自动优化，在虚拟世界中快速寻找最佳方案，将部分优化周期从数月大幅缩短，而且方案更科学、更极致。"这不仅是效率的提升，更意味着我 们的开发从'经验驱动'向'数智驱动'转变。效率、质量都有了很大提升。"周大永如是说。 其次是"质"的系统性跨越。以往，我们更偏向于"技术应用"，而目前，我们通过"体系创新"，实现质的飞跃。吉利在这方面的变化非常明显。2025年 底，吉利正式发布全域安全2.0技术体系和吉利全球全域安全中心。把汽车安全的视角，升级成面向未来的"人-车-路-云-星"的出行生态，首次纳入了"公域安 全"的范畴，这是汽车安全技术领域的标志性升级。围绕全域安全 ...

Group 1 - The software sector is experiencing the most intense short-selling attack in over a decade, with Morgan Stanley reporting that the short-selling volume in the software and SaaS sectors reached one of the highest levels since 2010 [1][7] - Hedge funds have quickly resumed short-selling strategies after a brief period of covering, with new short positions in the software sector exceeding levels seen at the end of January [2][7] - Concerns about AI replacing human jobs are spreading across more sub-industries, significantly impacting market sentiment, as evidenced by a notable drop in the stock price of CH Robinson [4][8] Group 2 - Defensive sectors are outperforming cyclical stocks, with Goldman Sachs noting the worst two-day performance for cyclical stocks since the "Liberation Day," with a cumulative drop of over 350 basis points [6][8] - The 10-year U.S. Treasury yield has fallen to around a three-month low of 4.08%, indicating increased market risk aversion, while the VIX index closed above 20 [6][8] - The market is becoming increasingly sensitive to the potential disruptive impacts of AI, with major tech companies experiencing valuation declines [9] Group 3 - Goldman Sachs described the current trading environment as one of the most volatile seen, with many tech and growth stocks appearing oversold as the Russell Tech Index falls to its 200-day moving average [6][10] - There is a discussion on whether the valuation adjustments in the market have been excessive, with some companies not returning to pre-earnings release levels despite the rapid pricing in of perceived technological changes [10] - The large tech stocks, referred to as "Mag 7," have underperformed the market by approximately 7.5 percentage points over the past few months, indicating a significant pullback [11]

Group 1 - The core viewpoint of the articles highlights the positive outlook for the semiconductor industry, with global sales expected to grow by 22.5% to reach $772 billion in 2025 and potentially approach $1 trillion in 2026, driven by AI and data center demands [1][2] - The digital economy ETF closely tracks the CSI Digital Economy Theme Index, which includes companies involved in digital infrastructure and high digitalization applications, reflecting the overall performance of digital economy-related securities [2] - The top ten weighted stocks in the CSI Digital Economy Theme Index account for 52.9% of the index, indicating a concentration in key players such as Dongfang Wealth, Cambricon, and SMIC [2] Group 2 - The report from CITIC Securities anticipates a high certainty in computing power development by 2026, with supernode technology reaching a pivotal opportunity, and an increase in competitiveness among domestic computing power manufacturers [2] - The AI data centers exhibit a high coupling of energy flow, thermal flow, and data flow, with technological upgrades like full-link liquid cooling and NVLink interconnect architecture accelerating the evolution of computing infrastructure towards high density and energy efficiency [1]

Core Viewpoint - UBS downgraded China Mobile's rating from "Buy" to "Neutral" and reduced the target price from HKD 100 to HKD 81, citing that the dividend outlook is already reflected in the stock price and a lack of valuation catalysts [1][2]. Group 1: Institutional Perspective - UBS's report indicates that China Mobile's dividend is stable, with an expected dividend yield of 7-8% for 2026, but the company lacks valuation catalysts and has a low annual compound growth rate of approximately 2% [2]. - The comprehensive target price set by institutions is CNY 125.00, but market sentiment remains neutral [2]. Group 2: Recent Stock Performance - As of February 13, 2026, China Mobile's A-shares closed at CNY 92.69, down 0.64% for the day and a cumulative decline of 2.54% over the past five days [3]. - There was a net outflow of CNY 90.64 million on February 12, reflecting short-term market divergence, with trading volume shrinking to CNY 802 million and a turnover rate of 0.95% [3]. Group 3: Recent Developments - On February 11, 2026, China Mobile initiated an organizational restructuring, elevating computing power services to a second core business and integrating the "Nine Sky Research Institute" with the "Digital Intelligence Department" to form the "Digital Intelligence Division," aiming to enhance synergy in AI and computing power business [4].

近7个交易日(2026年2月7日至13日)，联检科技股价区间涨跌幅为4.04%，最高价18.94元，最低价18.14 元。2月13日最新股价为18.79元，当日涨跌幅0.64%，成交金额约3852万元，换手率1.68%。 以上内容基于公开资料整理，不构成投资建议。 2026年2月13日，联检科技获得一项实用新型专利授权，专利名为"一种核磁共振外墙检测设备"，旨在 提升建筑检测领域的技术能力，今年已新增专利授权9个，研发投入持续增长。2026年2月10日，联检科 技在投资者互动平台澄清，旗下标丰科技及其他子公司暂不涉及AI相关业务，强调公司业务聚焦于检 测主业。2026年2月10日，中富基金调研联检科技，公司表示正通过战略转型拓展汽车检测等高增长赛 道，并加强海外布局，以优化业务结构。 股票近期走势 经济观察网根据国盛证券（002670）2026年2月8日发布的建筑装饰行业周报，地产链预期改善有望带动 检验检测行业估值修复，联检科技（301115）作为检验检测龙头之一被提及，受益于政策催化及行业基 本面筑底趋势。报告指出，2026年以来地产销售数据边际改善，建筑地产链龙头市占率提升，联检科技 等公司可能受益于订 ...

美股昨晚遭遇显著抛售，三大指数全线下挫，其中，纳指跌逾 2%。市场核心逻 辑出现重大转折，投资者焦点从单纯追逐「AI 红利」急剧转向担忧「AI 反噬」， 叠加思科业绩指引不佳及苹果面临监管压力，科技股领跌，避险情绪急速升温。 近期市场对 AI 颠覆传统产业的焦虑感显著升级，引发「AI 恐慌交易（AI Scare Trade）」，资金开始计价 AI 普及可能导致的利润压缩与结构性失业，冲击从软 件金融扩散至实体服务业。物流巨头 C.H. Robinson CHRW.US 暴跌 14%，市场 忧虑 AI 精准调度将大幅提升效率，导致依赖「信息差」与人力协调的中介佣 金归零；世邦魏理仕 CBRE.US 重挫 13.5%，创疫情以来最大跌幅，逻辑在于 AI 工具如 Claude Cowork 若大量替代法务、金融等白领岗位，将导致办公楼长期 需求萎缩，虽然数据中心需求强劲，仍难抵销投资者对传统租赁业务崩塌的恐 惧。 港股晨报 2026 年 2 月 13 日 国投证券（香港）有限公司 • 研究部 1. 国投证券国际视点：AI 叙事反转引发恐慌抛售，市场 静待美国 CPI 公布 昨日，港股三大指数走弱，恒生指数跌 0.8 ...

来源：滚动播报 2026年以来，MSCI亚太指数累计上涨逾11%，而美国基准股指则下跌，投资者担心AI模型可能威胁软 件、法律和房地产服务提供商的业务，相关股票被抛售。标普500指数年内下跌0.2%，以科技股为主的 纳斯达克100指数跌幅约为2%。不过周五MSCI亚太指数回落，跌逾1%。 ...

Core Viewpoint - North American CSP companies are accelerating capital expenditures, focusing on high-power servers, power systems, cooling, and networking equipment, indicating a significant increase in AI training and inference demand [1] Group 1: AI Industry Dynamics - The domestic AI application sector is rapidly expanding, with large-scale implementations expected to significantly increase the frequency of inference computing power usage, creating a reverse pull on upstream computing power and infrastructure [1] - The AI industry is transitioning from a "single-point computing power boom" to a collaborative expansion phase involving "computing power, infrastructure, and application ecosystem" [1] Group 2: Market Opportunities - The server, power equipment, data centers, and liquid cooling sectors, along with the domestic computing power supply chain, are positioned to benefit continuously from these trends [1] - Recent domestic AIDC tenders are beginning to emerge, with clear growth potential in the HVDC/SST industry trend, indicating a high market space and further value enhancement opportunities [1] Group 3: New Energy Sector - The Guotai New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20%, selecting listed companies involved in clean energy, new energy vehicles, and energy storage technologies to reflect the overall performance of innovative and growth-oriented companies in the new energy sector [1]

Group 1 - The DRAM sector is experiencing significant investment growth in both HBM and general DRAM, leading to a tightening market supply and demand [1] - Investment in logic chip manufacturing processes is increasing as the industry moves towards 2nm and 1.4nm technology nodes [1] - The NAND flash memory sector is seeing rising demand for eSSD in data centers, prompting clients to increase utilization rates and invest in new equipment [1] Group 2 - Overall WFE investment in the Chinese market is expected to remain stable, with a shift from last year's focus on storage investment to logic chip investment [1] - In the medium to long term, AI applications are projected to continuously drive investments in advanced semiconductors, with the high-end wafer front-end manufacturing equipment market expected to maintain a compound annual growth rate of 10% until 2030 [1] Group 3 - The Guotai ETF (589630) tracks the Sci-Tech Innovation Index (000680), which has a daily price fluctuation limit of 20% [1] - The index consists of eligible securities listed on the Sci-Tech Innovation Board, aiming to reflect the overall performance of the board [1] - Its constituent stocks cover a significant portion of the market capitalization of the Sci-Tech Innovation Board, with a balanced industry distribution focusing on information technology, biomedicine, and high-end equipment, showcasing strong innovation and growth potential [1]