布林约尔松先从一个"反直觉"的宏观修正说起：美国劳工统计局的基准修订显示，总薪资就业人数增长 被向下修正约40.3万个岗位。同时，美国经济产出并没有走弱，实际GDP仍然强劲，四季度增速达到 3.7%。 他把这种"产出高、投入的劳动却更少"的组合，称为生产率增长的典型特征，并直接写道："This decoupling — maintaining high output with significantly lower labour input — is the hallmark of productivity growth."即：同样甚至更多的活儿，用更少的人做完了，生产率自然会上去。 英国《金融时报》（Financial Times）最近发了一篇评论文章，主题很直接：AI带来的生产力"起飞"， 可能终于能在宏观统计里看见了。 文章作者是埃里克·布林约尔松（Erik Brynjolfsson），他是斯坦福大学数字经济实验室主任，也是一家 研究AI与组织效率的公司Workhelix的联合创始人，既站在学术研究的一线，也能看到企业真实的AI落 地情况。 在这篇文章里，他抛出的核心判断是：美国可能正在从"AI投入期" ...

转自：经济日报 （来源：经济日报） 2月14日，第四届"闪亮·上海"静安国际光影展（2026）点亮仪式在上海静安区张园举行。 上海市静安区人民政府副区长施煜表示，光影艺术流淌在城市的脉搏里，"遇见光影"已成为市民游客在 静安随时可能发生的日常美好。为了让这份美好更持久、更深入地融入城区发展，第四届"闪亮·上 海"静安国际光影展（2026）将紧密聚焦南京西路等核心商圈，深入融合产业发展、文化艺术、民生消 费与城市更新四大要素，着力塑造光影艺术与城市空间共生共荣的新业态，让光影成为串联高端产业、 海派文化、品质消费与精致城区的流动纽带。 上海广播电视台副台长、上海文广集团副总裁陈思劼说，光影不仅是视觉的震撼，更是讲述城市故事、 激活区域能量的现代语言。上海广播电视台正发挥"媒体+技术+艺术"的融合优势，不仅以全媒体矩阵 扩大品牌声量，更将超高清技术与AI、扩展现实等创新手段深度融合，为静安国际光影展提供全方位 赋能，共同打造贯穿全年的常态化光影体验与消费新场景，助力"闪亮·上海"成为更具艺术高度、技术 深度与城市温度的国际级文化品牌。 现场嘉宾共同观看了第四届"闪亮·上海"静安国际光影展（2026）的春节首发活动 ...

Core Insights - The AI industry is experiencing a surge in applications and investments, with major companies like Alibaba, Tencent, and ByteDance participating in a "red envelope war" to promote AI usage during the Spring Festival [1] - The demand for AI computing power is increasing rapidly, leading to a significant rise in token consumption and hardware prices, particularly in the context of cloud services [2][3] Token Consumption and Market Dynamics - The transition from traditional search to chatbots is accelerating, resulting in a massive increase in token usage, with ByteDance's Doubao model expected to reach a daily token usage of over 50 trillion by December 2025, a tenfold increase year-on-year [4] - Major cloud service providers are raising prices due to increased demand for AI computing power, with Amazon and Google announcing price hikes for their services [5] - The rapid growth in AI model training and inference is driving a resurgence in the storage industry, with high-bandwidth memory (HBM) becoming a key growth driver for leading manufacturers [6] Supply and Demand in Computing Power - The market for computing power rental is experiencing a supply-demand imbalance, with many AI companies shifting from building their own infrastructure to renting due to rising hardware costs [7] - Industry leaders are investing heavily in computing power rental services, exemplified by NVIDIA's $2 billion investment in CoreWeave to enhance AI computing capabilities [8] Edge Computing and Future Trends - The edge computing market is expected to grow significantly, with a projected market size of 1.6123 trillion yuan by 2030, reflecting a compound annual growth rate of 27.3% [10] - Companies are focusing on building a complete ecosystem around edge computing, moving beyond traditional rental models to offer more integrated solutions [9] Liquid Cooling Technology - The demand for liquid cooling solutions is increasing as data center energy consumption rises, with liquid cooling systems expected to dominate the market, potentially reaching a 60-70% share by 2026 [12] - The first commercial immersion liquid cooling project using silicon-based cooling fluids has been successfully launched, demonstrating the reliability and economic viability of this technology [13]

粤港湾控股(01396)发布公告，在摩根士丹利资本国际公司(MSCI)2026年2月指数审议结果中，本公司将 获纳入MSCI中国小型股指数(MSCI China Small Cap Index)成份股，于2026年2月27日收市后生效。 MSCI是全球知名的独立指数公司，覆盖全球资本市场。MSCI指数为全球投资经理广泛使用的投资基准 之一，MSCI指数成份股的变动可能对机构投资者调整或优化投资组合的决策具有一定影响力。 董事会相信，本公司获纳入MSCI中国小型股指数成份股代表资本市场对本集团的积极业务表现、投资 价值及发展潜力的进一步认可，预期将有利于提升本公司的公众知名度及增加本公司股份买卖的流动 性，从而进一步提升本公司的投资价值。 董事会谨此感谢股东及投资者的持续支持，本公司将进一步深化在AI业务领域的布局和发展，通过AI 硬件基础设施、AI算力资源整合与生态化服务的协同发力，服务于千行百业智能化升级。 ...

Core Insights - The article highlights the successful launch of the "Super Treat Card" by Qianwen APP, which has significantly boosted hotel booking orders, particularly in county-level cities, with a reported increase of approximately 300% in orders for hourly rooms on February 15, coinciding with Valentine's Day promotions [1][5] Group 1: Product Launch and Impact - The "Super Treat Card" is valued at 25 yuan and offers a wide range of usage scenarios, including dining, holiday goods, movie tickets, hotels, flights, and scenic spot tickets [1] - Users can easily book hotels through the app by simply requesting assistance, allowing for a seamless booking experience without needing to navigate away from the app [1] Group 2: Consumer Behavior and Market Trends - Following the introduction of the "Super Treat Card," there has been a notable increase in demand for hotel bookings through Qianwen, with the average booking price for hourly rooms in county cities ranging from approximately 15 to 30 yuan when using the card [5] - The previous promotional campaign, "30 Billion Big Free Order" during the Spring Festival, indicated that nearly half of Qianwen's orders were placed in county-level cities, showcasing the app's ability to stimulate new consumer activity across various demographics and city tiers [5]

Core Viewpoint - The company, Yue Gang Wan Holdings (01396.HK), will be included in the MSCI China Small Cap Index effective February 27, 2026, which reflects positive recognition of its business performance and investment potential [1] Group 1: MSCI Inclusion - The inclusion in the MSCI China Small Cap Index is expected to enhance the company's public visibility and increase the liquidity of its shares [1] - MSCI is a globally recognized independent index provider, and its indices are widely used as investment benchmarks by global investment managers [1] Group 2: Business Development - The board expresses gratitude to shareholders and investors for their continued support [1] - The company plans to deepen its focus on AI business development, integrating AI hardware infrastructure and computational resources to serve various industries [1]

龙亭大宋上元灯会也不甘示弱，在还原宋代鳌山灯的同时，新增《答案之书》交互投影、千灯祈福等玩 法，打破传统灯会"只能看不能玩"的局限，赏灯之余还能解锁互动惊喜。更让人惊喜的是朱仙镇木版年 画，高清扫描就能制成专属手机屏保，累计下载超万次，72%都是年轻人，非遗成功圈粉Z世代；还与 时尚品牌跨界合作，门神变潮流符号，传统美学直接融入现代生活。 新春启序，年味拉满！"一马纵览好山河"春节文旅消费月火热开跑，大家奔赴山海的旅途，早已被黑科 技悄悄"buff加持"。不再是单调看景打卡，从北国冰城到中原宋城，从溶洞秘境到晋商大院，AI、无人 机、元宇宙轮番登场，把传统年味玩出未来感，每一处打卡点都藏着意想不到的科技惊喜，好逛又出 片！ 先冲北国哈尔滨！曾凭借"拉爬犁"火出圈的机器狗，在新春还将以快闪形式解锁烟花新玩法！这些"科 技显眼包"四肢稳健，不仅能在冰面上拉爬犁飞速穿梭，抗寒耐造不打滑，还会主动避障、说多国语 言。此次研发团队为机器狗定制模具，让它们能够背起加特林烟花快速奔跑。研发人员介绍，烟花表演 为远程点火操控，机器狗还能跟着指令走队形，演绎烟花秀。 转身奔赴华中腹地，湖北咸宁太乙洞"科技焕新"，360万年钟乳 ...

Group 1 - The core concern raised by Ben Thompson is the conservative capacity expansion of TSMC, which he believes is a limiting factor for global AI expansion [2][3] - Thompson predicts a significant chip shortage around 2029 due to insufficient capital expenditure growth to meet the exponential demand for computing power driven by AI [2][3] - He emphasizes that TSMC's cautious approach to capacity expansion is rational, as they prefer to avoid the risks associated with overcapacity and its impact on profit margins [2][3] Group 2 - Thompson advocates for tech giants to support companies like Intel or Samsung through prepayments or other means to mitigate future capacity bottlenecks [3] - He argues that the advertising model is the most effective monetization strategy for AI applications, countering the prevalent skepticism in Silicon Valley regarding advertising [4][5] - Thompson cites Facebook's advertising system as a successful automated agent, highlighting its effectiveness in delivering results for businesses [4][5] Group 3 - Thompson provides insights on the performance of major tech companies, labeling Meta as the strongest in execution despite concerns over its capital expenditures [5] - He describes Google as chaotic yet resilient, comparing it to a slime mold that adapts effectively despite its apparent disorder [5] - Concerns are raised about Amazon's chip strategy in the AI era, suggesting that its low-cost approach may not be sustainable in a rapidly evolving market [5] Group 4 - Thompson discusses the potential end of the SaaS business model if AI leads to a reduction in workforce, indicating a growth ceiling for per-seat pricing [6] - He posits that in a world of infinite content, live experiences will gain value, as they cannot be personalized by AI [7] - The future of AI-generated content will redefine value based on scarcity, emphasizing the importance of shared experiences [7]

Core Viewpoint - The article discusses the decline of foreign language majors in Chinese universities, highlighting the impact of AI on the job market and the diminishing appeal of these programs among students [3][4][5]. Group 1: Decline of Foreign Language Majors - Foreign language majors have been experiencing a significant decline, with the number of programs being cut increasing from 22 in 2018 to 36 in 2022 [6][10]. - In 2023, over 60 foreign language programs in Jiangsu failed to meet enrollment targets, with the worst year seeing a need to recruit an additional 280 students [10][12]. - The trend of declining interest in foreign language studies has led to the rebranding of foreign language colleges into broader fields such as cultural communication and international education [10][12]. Group 2: Job Market Challenges - Graduates from foreign language programs are facing difficulties in the job market, with average salaries for foreign language graduates lagging behind the national average, at around 9,568 yuan per month five years post-graduation [25][26]. - The emergence of AI technologies has further complicated job prospects for foreign language graduates, as AI can perform translation tasks more efficiently and at a lower cost [28][34]. - A survey indicated that the percentage of translation professionals reporting reduced business due to AI increased from 25% to 51% over two years, highlighting the growing impact of AI on the translation industry [32][34]. Group 3: Educational and Professional Implications - The traditional educational approach in foreign language studies, which emphasizes grammar and conversation skills, is becoming less relevant as the job market demands additional skills beyond language proficiency [21][29]. - The perception of foreign language skills as a unique asset has diminished, making it challenging for graduates to stand out in a competitive job market [18][21]. - The article suggests that many foreign language graduates may need to consider transitioning to other fields to find better employment opportunities, as the demand for traditional language skills continues to decline [36].

Group 1 - The article discusses the emergence of AI as a dominant intelligence, suggesting that humans are no longer the smartest beings on Earth, which raises concerns about the future of human roles and value in society [5][12][27] - It highlights the rapid evolution of AI capabilities, indicating that AI models are doubling in task complexity approximately every six months, surpassing human performance in various fields [14][16][19] - The article draws parallels between the current AI revolution and historical events, suggesting that the societal impact of AI will be more profound and rapid than previous technological revolutions [19][24][27] Group 2 - The text emphasizes the psychological impact of AI on human identity and value, noting that as AI becomes more capable, human intelligence may lose its status as a valuable asset, leading to feelings of deprivation and anxiety [30][31][32] - It argues that the relationship between humans and AI could resemble that of colonizers and indigenous peoples, where humans may lose control over their destiny and resources to a more powerful AI [24][25][27] - The article concludes with a call for individuals to adapt to the changing landscape by actively engaging with AI technologies while acknowledging the potential loss of human supremacy [42][43][46]