Tech led US stock futures lower on Tuesday, a sign that Wall Street is still suffering the AI jitters that have hammered markets in recent weeks. Nasdaq 100 futures (NQ=F) sank 0.8%, while those on the S&P 500 (ES=F) moved down roughly 0.5%. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech names, fell 0.3%. The tech sell-off looks set to resume after the break for Presidents Day, as AI concerns continue to simmer. Investors are on the lookout for the next potential victim ...

Core Viewpoint - The U.S. stock index futures remained mostly flat during the Asian session on Tuesday after a challenging week for tech stocks, with concerns about the potential disruption from AI continuing to weigh heavily on the market [1] Group 1: Market Performance - Dow Jones futures rose approximately 80 points, a gain of 0.2% [1] - S&P 500 futures increased by 0.1%, while Nasdaq 100 futures fell by 0.2% [1] - The Dow Jones index dropped 1.2% for its worst weekly performance since November of the previous year [1] - The S&P 500 index declined by 1.4%, and the Nasdaq composite index plummeted by 2.1%, marking its fifth consecutive weekly decline, the longest streak since 2002 [1] Group 2: Commodity and Cryptocurrency Trends - Gold and silver futures experienced a decline on Monday, while Bitcoin remained below the $70,000 level [1] - Crude oil futures rose by over 1% due to investor anxiety regarding potential U.S. military action against Iran [1] Group 3: Upcoming Economic Indicators - The Federal Reserve is set to release the minutes from its last meeting on Wednesday [1] - A key inflation metric, the core personal consumption expenditures index, is scheduled for release on Friday [1]

Group 1 - A total of 9 companies in the Sci-Tech Innovation Board received institutional research from February 9 to 15, with Huashu High-Tech receiving the most attention from 23 institutions [1] - Liyuanheng, Huarui Precision, and Oke Yi each hosted two batches of institutional research during the week, with Liyuanheng and Oulai New Materials conducting on-site visits [1] - Huashu High-Tech emphasized its 3D printing equipment's applications in the aerospace sector, providing comprehensive solutions for lightweight and complex structures [4][5] Group 2 - Oke Yi highlighted the increasing demand for tools in the aerospace sector, focusing on high-temperature alloys and titanium alloys, and has developed specialized products for this market [4] - The company also noted that AI is transforming the entire lifecycle of tools, enhancing design and manufacturing processes [5] - Semiconductor materials company Oulai New Materials stated that despite rising raw material prices, its profitability remains strong due to ongoing R&D and diversification into high-value fields [7] Group 3 - Semiconductor manufacturer Zhongxin International discussed the impact of strong AI demand on storage chip supply, leading to reduced orders in lower-end markets while increasing orders related to AI and high-end applications [6] - The company expects continued growth in the domestic supply chain due to the return of overseas production and the replacement of old products with new domestic ones [6] - Liyuanheng is focusing on solid-state battery equipment as a key area of development, maintaining technical exchanges with numerous potential clients [8] Group 4 - Fuzhijie Technology is leading a strategic research project aimed at enhancing local biogas resource utilization and developing green methanol technology [9] - The project focuses on an integrated approach to biogas conversion, laying the groundwork for future industrial applications of green fuels [9]

Core Viewpoint - The 2026 Spring Festival Gala showcased significant AI marketing efforts from major tech companies, highlighting the integration of AI into entertainment and user interaction, with a focus on enhancing audience engagement through innovative technologies [1][3][10]. Group 1: AI Integration in Spring Festival Gala - The gala featured AI elements prominently, with the "Doubao" application playing a central role in various performances and interactions, demonstrating the capabilities of AI in enhancing live events [1][3]. - Doubao's technology supported multiple aspects of the gala, including stage art creation, intelligent robot interactions, and real-time audience engagement through features like live subtitles [3][5][10]. - The gala's use of AI technologies, such as the Seedance 2.0 model, allowed for high-quality visual presentations and complex artistic expressions, showcasing the potential of generative AI in creative fields [4][5]. Group 2: Major Tech Companies' Marketing Strategies - Major companies like ByteDance, Tencent, Alibaba, Baidu, Meituan, and JD.com engaged in extensive marketing campaigns during the Spring Festival, utilizing AI to enhance user experiences and drive engagement [1][6][10]. - Tencent initiated a significant marketing campaign with a 1 billion yuan red envelope giveaway, aiming to replicate the success of previous promotional strategies [6][10]. - Alibaba's "one sentence to order milk tea" campaign achieved rapid success, reflecting the effectiveness of AI in facilitating consumer transactions during the festive season [7][10]. Group 3: Future of AI Applications - The competition among tech giants in the AI space is expected to accelerate, with a focus on applications that deliver clear business value and enhance user experiences [10][11]. - Companies are exploring long-term value in their marketing strategies, aiming to integrate AI into daily life and consumer habits [10][11]. - The ongoing AI flow battle is seen as a critical first step in establishing a competitive landscape for AI applications leading up to 2026 [11].

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Core Insights - The reliability of AI-generated tax advice, specifically from ChatGPT, has been called into question due to inconsistencies and inaccuracies in responses [2][3][4] Group 1: User Experiences - A Reddit user reported receiving three different answers regarding simplified employee pension contributions and Roth IRA eligibility, highlighting the confusion and potential risks of relying on AI for tax advice [3] - Users noted significant math errors, such as a calculation of $26 million in taxes owed on a $2 million income, illustrating the unreliability of AI in tax calculations [5] Group 2: Professional Opinions - Tax professionals expressed skepticism about using AI for tax advice, emphasizing that AI lacks a true understanding of tax law and operates on probabilistic predictions rather than deterministic reasoning [6] - Real-world consequences have been observed, with clients presenting AI-generated tax returns that were subsequently rejected by the IRS, indicating potential legal and financial repercussions [4]

Core Viewpoint - The article discusses the intense competition among major internet companies during the Spring Festival, particularly focusing on the rise of AI applications and the strategic battles for user engagement and market share in the AI sector [3][4][37]. Group 1: AI Competition Landscape - The Spring Festival has become a battleground for internet giants to compete for traffic, with significant events like the 2015 payment war and the 2020 short video competition [3][4]. - In 2025, a new player, DeepSeek, emerged, surpassing existing applications in daily active users, indicating a shift in the AI market landscape [4]. - By 2026, the competition intensified, with major companies preparing extensively for the Spring Festival, marking it as a critical moment for AI applications [4][5]. Group 2: Model Updates and Innovations - Major companies like Baidu, Alibaba, and ByteDance have updated their AI models recently, with Baidu's Wenxin 5.0 featuring 2.4 trillion parameters and advanced multi-modal capabilities [6][8]. - Alibaba's Qwen3-Max-Thinking model, with over a trillion parameters and 36 trillion tokens of pre-training data, enhances its tool-calling capabilities [8][10]. - ByteDance launched several models, including Seedance 2.0 and Seedream 5.0 Lite, which significantly improved video and image generation capabilities [10][14][15]. Group 3: AI Super Entry Points - Companies are focusing on creating AI super entry points that integrate their core business models, such as Baidu's AI+search and Alibaba's AI+e-commerce [21][25]. - Alibaba's launch of the Qwen APP aims to enhance the e-commerce experience by integrating various services into a single platform [25][28]. - Tencent's Yuanbao group chat feature incorporates AI to enhance user interaction and engagement, including a cash red envelope feature during the Spring Festival [30][32]. Group 4: Cash Incentives and User Engagement - Major companies are investing heavily in cash incentives to attract users, with Tencent announcing a 1 billion yuan cash giveaway and Baidu offering 500 million yuan in red envelopes [35][37]. - The competition for user attention and brand recognition is driving these cash distribution strategies, as companies aim to establish their AI super entry points [37].

Core Insights - Alibaba launched its new AI model Qwen3.5 on February 16, which operates 8 times faster and is 60% cheaper than its predecessor, enhancing its competitive position in the AI market [1] - The Qwen app achieved 10 million downloads in its first week, indicating strong user adoption and interest [1] - Retail investor sentiment around Alibaba has shifted from neutral to bullish, with a sentiment score of 60.6, reflecting increased discussions on platforms like Reddit [1] Group 1: Product and Market Position - Qwen3.5 outperforms competitors such as GPT-5.2, Claude Opus 4.5, and Gemini 3 Pro in benchmark tests, showcasing its advanced capabilities [1] - The model's enhanced "agentic capabilities" allow it to execute complex tasks independently across various applications, positioning Alibaba as a cost-effective alternative in the AI sector [1] - The Chinese government is directing Nvidia H200 chip orders to Alibaba, indicating state support for its AI initiatives [1] Group 2: Financial Performance and Investor Sentiment - Alibaba's shares fell 4.46% in the week leading up to the Q3 FY2026 earnings report, amidst fluctuating retail investor sentiment [1] - Analysts remain positive, with 14 rating the stock as "Strong Buy" and a 12-month price target of $188.69, representing a 21% upside [1] - The stock has gained over 32% in the past year, significantly outperforming the S&P 500, which has only gained approximately 11% [1]

"山海寻梦，不觉其远；前路迢迢，阔步而行。"除夕之夜，零点钟声敲响前，一首《山海寻梦》，点亮 马年央视春晚的舞台。 作为央视春晚的压阵作品，《山海寻梦》由上海音乐学院院长、歌唱家廖昌永与歌手谭维维联袂演唱， 上海音乐学院作曲指挥系博士研究生赵麟作曲。 这首作品充满了浓厚的上音元素。"音乐创作和演唱的二度创作，都有上海音乐学院师生参与，作为上 音院长，我很自豪。"明年，上音将迎来百年校庆。廖昌永表示，学校会继续坚守人才培养、创作新 作，继续用音乐讲好中国故事，描摹、书写、记录这个伟大的时代。 如何理解"山海寻梦，不觉其远"？廖昌永认为，这句话体现了中国共产党一以贯之、以人民为中心，为 实现中华民族伟大复兴中国梦的不变初心。 "这首作品既气势磅礴，又充满温情：一是回望过去，建党百年来，我们党筚路蓝缕、一往无前，为了 人民美好生活和中国梦不懈奋斗；二是立足当下新时代，我们取得的伟大成就不负先烈期望，万家团圆 都是先辈所期盼的。" "无论过去还是现在，党的初心始终不变。"廖昌永说，"今年是'十五五'开局之年，我们会一马当先、骐 骥驰骋，继续开创新的明天。" 廖昌永和谭维维来自不同的唱法，二人是如何融合、建立默契的？ ...