（原标题：?"Gemini热潮"再度席卷全球! 谷歌(GOOGL.US)Deep Think"硬核升级"直指大型科研工程） 智通财经APP获悉，美国科技巨头谷歌(GOOGL.US)对其风靡全球的Gemini 3 AI大模型的Deep Think(深 度思考)模式在科学、编程、研究与工程学等方面进行了重大升级，这一最新升级聚焦于解决现代科学 研究与工程领域的诸多复杂挑战，可谓引爆新一轮席卷全球的"Gemini AI狂热浪潮"。谷歌官方在一份 声明中表示，新的Deep Think模式现已在Gemini 3系列AI应用产品中面向 Google AI Ultra 订阅用户开 放。该公司补充称，这是其首次通过Gemini API向部分研究人员、工程师及大型企业提供Deep Think功 能。 据谷歌介绍，通过更新后的Gemini 3 AI大模型Deep Think(深度思考)模式，订阅用户们可以将草图变为 可3D打印的现实物体。Deep Think拥有强大的能力分析图纸、对极度复杂形状建模，并生成可用于3D 打印制作实体物品的文件。 该公司在周四的一篇博客文章中表示："除了其最先进的性能之外，Deep Think还旨在 ...

美国科技巨头谷歌(GOOGL.US)对其风靡全球的Gemini 3 AI大模型的Deep Think(深度思考)模式在科学、编程、研究与工程学等方面 进行了重大升级，这一最新升级聚焦于解决现代科学研究与工程领域的诸多复杂挑战，可谓引爆新一轮席卷全球的"Gemini AI狂热 浪潮"。谷歌官方在一份声明中表示，新的Deep Think模式现已在Gemini 3系列AI应用产品中面向 Google AI Ultra 订阅用户开放。该 公司补充称，这是其首次通过Gemini API向部分研究人员、工程师及大型企业提供Deep Think功能。 据谷歌介绍，通过更新后的Gemini 3 AI大模型Deep Think(深度思考)模式，订阅用户们可以将草图变为可3D打印的现实物体。Deep Think拥有强大的能力分析图纸、对极度复杂形状建模，并生成可用于3D打印制作实体物品的文件。 该公司在周四的一篇博客文章中表示："除了其最先进的性能之外，Deep Think还旨在推动实际应用，使研究人员们能够深度解读复 杂数据，并使工程师们能够通过代码与编程对复杂物理系统进行建模。"最重要的是，我们正在努力将Deep Think ...

Core Viewpoint - The article discusses the rapid development and funding of a 3D AI chip company, 算苗科技 (Suanmiao Technology), which has completed two rounds of financing totaling nearly 1 billion RMB, aimed at developing domestically produced 3D computing chips for AI applications [3][10]. Group 1: Company Overview - 算苗科技 focuses on the research and development of 3D computing chips, with its core product being a customized chip for AI model inference [4]. - The company aims to address the "memory wall" issue that limits AI model computation, as current AI chips face significant inefficiencies due to memory bandwidth constraints [4][5]. - 算苗科技's A4 chip has demonstrated a throughput of 1.26 to 2.19 times that of NVIDIA's H200 in inference tasks on major open-source models [5]. Group 2: Funding and Market Position - The recent funding rounds were led by prominent investors, including Source Code Capital and Shixi Capital, indicating strong market interest and support for the company's vision [3][10]. - The company is positioned to leverage its expertise in 3D IC technology to create a competitive edge in the AI chip market, which is expected to grow significantly [10][19]. Group 3: Technological Innovation - 算苗科技 utilizes a 3D stacked architecture that allows for significantly higher memory bandwidth (up to 32 TB/s), which is crucial for AI model inference [4][13]. - The company’s approach contrasts with traditional GPU architectures, focusing on specialized ASIC designs that optimize performance for specific tasks rather than general-purpose computing [14][15]. Group 4: Strategic Focus - The company has chosen to concentrate on AI model inference rather than training, as it anticipates that 90% of future AI computing demand will be for inference tasks [15][18]. - 算苗科技 believes that the future of AI computing lies in architectural innovation, particularly through 3D stacking and ASIC optimization, which aligns with the growing demand for efficient computing solutions [28][29].

每经记者｜朱成祥 每经编辑｜金冥羽 陈旭 记者|朱成祥 编辑|金冥羽 陈旭 杜波 校对|许绍航 当下，AI大模型正处于从生成式AI走向代理式AI的关键时刻。在此背景下，腾讯、阿里等厂商不惜大发红包以争夺用户。 在大模型厂商红包大战尚未分出胜负之际，算力租赁厂商却成为当下实实在在的赢家。正如服饰品牌李维斯的故事那般，最终赢家不是在加州挖金子的矿 工，而是卖牛仔裤的李维斯。在这一轮大模型红包大战中，算力租赁赚得盆满钵满。 2月11日，云计算服务商优刻得发布涨价公告。在被问及具体哪些产品涨价时，优刻得相关工作人员告诉《每日经济新闻》记者（以下简称每经记 者），"全线产品（都会上涨），具体会根据客户资源使用情况给出方案。" 值得一提的是，宣布涨价后，优刻得昨日股价高开高走，收涨20%。 不仅仅是国内厂商在涨价。1月23日，全球云计算巨头亚马逊云科技宣布对其面向大模型训练的EC2机器学习容量块实施约15%的价格上调，这是AWS （亚马逊云计算服务）约20年来首次打破"只降不涨"的定价传统。机器学习容量块是AWS为应对高性能GPU（图形处理器）等稀缺计算资源供需失衡所 推出的定制化服务模式，用户可提前预订指定型号的GPU ...

Core Viewpoint - Aixin Yuan Zhi Semiconductor Co., Ltd. has officially listed on the Hong Kong Stock Exchange, raising a total of HKD 2.961 billion with an issue price of HKD 28.20 per share, focusing on edge computing AI chips and expanding into growth markets like smart vehicles [1] Group 1: Company Overview - Aixin Yuan Zhi was established in May 2019, primarily engaged in the sale of semiconductor products and related technical services [2] - The company focuses on three main areas: terminal computing, smart vehicles, and edge AI inference, with applications in smart cities, intelligent transportation, smart homes, smart manufacturing, and smart consumer products [2] Group 2: Market Position and Product Development - Aixin Yuan Zhi ranks among the top five in the global visual edge AI inference chip market by shipment volume, with an expected shipment of 9.3 million AI inference SoCs in 2024 [2] - The company operates a fabless model, concentrating on chip design and sales, and aims to expand production scale in visual edge AI inference SoCs [2] Group 3: Financial Performance - The revenue from terminal computing products is a significant part of Aixin Yuan Zhi's total revenue, contributing HKD 235 million (87.2% of total revenue) in the first three quarters of 2025 [3] - The company reported revenues of HKD 50.23 million, HKD 230 million, HKD 473 million, and HKD 269 million for the years 2022, 2023, 2024, and the first three quarters of 2025, respectively [5] - The adjusted net losses for the same periods were HKD 444 million, HKD 542 million, HKD 628 million, and HKD 462 million [5] Group 4: Strategic Acquisitions - Aixin Yuan Zhi's revenue growth in the first three quarters of 2025 was driven by the successful acquisition of Zhejiang Huatu Microchip Technology Co., Ltd., expansion of terminal computing products, and rapid sales growth of smart vehicle SoCs and edge AI inference products [5] - The company acquired control of Zhejiang Huatu in October 2023, holding 99.04% of its shares, which has allowed for an expanded product portfolio and enhanced operational efficiency [5] Group 5: Research and Development Investment - As a technology-driven company, Aixin Yuan Zhi is in a capital investment phase, with significant R&D expenditures of HKD 446 million, HKD 515 million, HKD 589 million, and HKD 414 million for the years 2022, 2023, 2024, and the first three quarters of 2025, respectively [6] - The funds raised from the IPO will be used to optimize existing technology platforms, invest in R&D projects, expand sales, and for general corporate purposes [6]

Group 1 - In 2026, South Korean investors significantly increased their investments in Hong Kong stocks, shifting their focus from traditional sectors to hard tech fields such as AI models and semiconductors [2] - In 2025, Xiaomi Group was the most favored stock among South Korean investors with a net purchase amount of $87.75 million, while hard tech stocks were less represented in the top ten [2] - By February 10, 2026, AI model leader MiniMax-WP topped the buying list, indicating a clear trend towards hard tech investments [2] Group 2 - The overall enthusiasm of South Korean retail investors for overseas stock investments has reached historical highs, with trading commissions from the top 12 securities firms amounting to 1.95 trillion KRW (approximately $1.3 billion) in 2025, more than doubling from the previous year [3] - Foreign exchange fee income related to retail overseas investment also saw a significant increase, rising from 147.7 billion KRW in 2024 to 452.6 billion KRW in 2025, reflecting a growing demand for overseas quality assets [3] - Hard tech stocks in Chinese Hong Kong markets are becoming a key choice for South Korean investors in their overseas allocations [3]

经济观察网通达海（301378）发布业绩预告，预计2025年净亏损9000万元至1.35亿元，主要受法院客户 信息化建设投入下调、项目推迟及研发成本增加影响。公司AI大模型业务仍处起步阶段，商业化存在 不确定性。近期公司股价出现异常波动，资金面表现活跃。 业务进展情况 以上内容基于公开资料整理，不构成投资建议。 公司在股价异动公告中提示，AI大模型相关应用及服务仍处于起步阶段，大规模商业化存在不确定 性，AI驱动收入占比较低。未来需关注该业务的商业化推广进展。 股票近期走势 2026年1月9日至13日，公司股票因连续三个交易日涨幅偏离值累计超30%被认定为异常波动。2026年2 月2日，主力资金净流入5512.84万元，股价单日上涨12.63%，显示短期资金活跃。 业绩经营情况 公司已发布业绩预告，预计2025年度归属于上市公司股东的净利润为负值，亏损区间为9000万元至1.35 亿元。主要原因是法院客户信息化建设投入下调、项目推迟及研发成本增加。公司表示将严格遵循监管 规定，尽快披露正式年度报告。 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index halting a three-day rally, closing at 27,032.54, down 0.86% [1][2] - The Hang Seng Tech Index fell by 1.65%, while the Hang Seng China Enterprises Index dropped by 1% [1][2] Sector Performance Technology Sector - Major tech stocks saw significant declines, with Meituan and NetEase both dropping over 4%, and Baidu and Tencent falling more than 2% [2][4] - Other tech companies like Kuaishou, Xiaomi, JD.com, and Alibaba also reported losses [2][4] Financial Sector - Financial stocks, including banks, Chinese brokerage firms, and insurance companies, mostly declined, adding pressure to the market [2] Consumer Sector - The restaurant sector faced downturns, with Jiumaojiu falling over 5% and Haidilao dropping more than 3% [6] - The overall consumer demand in the restaurant industry is stabilizing, with expectations for improvement in 2026 [6] Entertainment Sector - The film and entertainment sector was weak, with Emperor Culture Industries dropping nearly 6% [7] Energy Sector - The power equipment sector showed strength, with Harbin Electric rising over 13% [9] - The oil sector was active, with China Petroleum and Sinopec both gaining over 2% [14] Heavy Machinery Sector - Heavy machinery stocks continued to rise, with China National Heavy Duty Truck Group and Sany International both increasing over 5% [12] Semiconductor Sector - Semiconductor stocks saw gains, with Tensun Zhixin and Zhaoyi Innovation both rising over 20% [10] Notable Stocks - Dipo Technology surged by 8.34%, reaching a market value of 29.707 billion HKD [16] - The stock has increased 2.46 times since its IPO price of 26.66 HKD [21]

【环球网科技综合报道】2月12消息，上海人工智能实验室 OpenDataLab 团队、 DeepLink 团队及国产 芯片厂家携手，于日前先后完成了昇腾、平头哥、沐曦、海光、燧原、摩尔线程、天数智芯、寒武纪、 昆仑芯、太初元碁、壁仞等 10 余家主流国产算力的适配。此举旨在通过软硬件协同的全栈优化策略， 深度适配各类算力，全面提升 MinerU 项目的生态兼容性与适应力，赋能更多开发者与企业高效构建大 模型语料基石。 近期，国内不少主流AI大模型相继推出更新版本，国产AI芯片企业也紧随其后适配新版本大模型。 对此，太初元碁相关负责人表示，截至目前其已完成包括DeepSeek、千问、智谱、MinerU、文心一言 等在内的30多个AI大模型的国产算力适配工作，涵盖了Qwen3 Dense/MoE 系列模型、BAAI Embedding / Reranker系列模型、Qwen-VL、LLaVA等多模态理解系列模型；Stable-Diffusion、FLUX、Wan系列等 多模态生成类模型；GLM、Seed-OSS、文心一言等大语言模型；以及MinerU、DeepSeek-OCR 2、 Paddle-OCR等主流OC ...

个股方面，恒生指数公司明日(2月13日)将宣布2025年第四季度之恒生指数系列检讨结果，成份股变动于3月9日生效。根据 最新数据统计，多只新经济与科技股有望被纳入，包含滴普科技在内共有43家公司符合港股通纳入标准。 港股频道更多独家策划、专家专栏，免费查阅>> 2月12日，港股"企业级大模型AI应用第一股"滴普科技(1384.HK)午后继续拉升，一度大涨9.89%至92.25港元，股价创去年11 月10日以来逾3个月新高，市值重回300亿港元上方。该股于去年10月28日登陆港交所，迄今约3个半月时间，现价较IPO价 格(26.66港元)已累涨2.46倍。 板块方面，中国AI大模型重磅消息陆续传来，AI大模型概念股集体受资金追捧。Deepseek、智谱、MiniMax集体宣布上新， 其中DeepSeek更新了模型，智谱正式开源发布新一代基座模型GLM-5，MiniMax正式上线最新旗舰编程模型MiniMax M2.5。 责任编辑：山上 ...