以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO ，作者：APPSO ，头图来自：AI生成 2026 年刚开年，PC 玩家的心态就崩了。 本来大家都在搓手期待英伟达的 RTX 60 系显卡，结果最近有消息传出，老黄反手给了游戏佬一记耳 光：今年不打算发新卡，产能全给 AI 了。 更离谱的是，前阵子我看了一眼内存条的价格，好家伙，一盒 256G DDR5 内存条的价格，堪比上海 内环一套房。 凄凄惨惨戚戚，现在的 PC 市场就相当于显卡买不到，内存条买不起。 一边是游戏佬对着 AI 骂骂咧咧，看着电脑配置单流泪；另一边，却是许多上下游供应链企业趁着这 波 AI 浪潮，躺在钱堆上数得手抽筋。 而这些闷声发大财的赢家，甚至都不是什么掌握外星科技的神秘组织，有织布的、有做马桶的、卖味 精的、搞洗面奶的、还有做橱柜的。 一、差点把黄仁勋逼疯的，竟然 是一块"布" 根据华尔街日报报道，最近英伟达和苹果都在头疼一件事："缺布"。 不是做衣服的布，是一种叫 T-glas ...

Core Insights - The article highlights the vibrant consumer electronics market in Shenzhen's Huaqiangbei, showcasing a bustling atmosphere as customers flock to purchase various tech products ahead of the Spring Festival [1][2]. Industry Overview - Huaqiangbei is recognized as "China's first electronics street," demonstrating robust growth in the consumer electronics sector, with a daily foot traffic of 700,000 to 800,000 people, including over 7,000 foreign customers [5][6]. - The core business district spans approximately 1.45 square kilometers and houses 35 specialized markets and 115,000 business entities, covering the entire supply chain from R&D to cross-border trade [5][6]. Product Trends - Popular products during the "New Year Shopping Season" include AI wearables, AI toys, smart headphones, drones, and robots, with significant increases in both inquiries and sales reported by merchants [6][8]. - Companies like Shenzhen Xiaocheng Times Technology Co., Ltd. and Shenzhen Rouguo Technology Co., Ltd. are actively developing AI products, with Xiaocheng planning to launch AI glasses priced between 299 yuan and over 4,000 yuan, and Rouguo reporting sales of over 5,000 AI toys in 2025 [3][5]. Market Dynamics - The market is transitioning from concept validation to large-scale growth, with consumer demographics expanding from children to all age groups [5]. - Huaqiangbei's unique advantages include high innovation density, rapid industry speed, and strong market sensitivity, supported by the comprehensive manufacturing system of the Guangdong-Hong Kong-Macao Greater Bay Area [8]. Future Outlook - The trading volume in Huaqiangbei is projected to exceed 480 billion yuan by 2025, with a growing share of new productivity-related products such as smart terminals and drones [8]. - The district is becoming a global benchmark for electronic products, attracting more international buyers and innovators who view it as a key observation point for trends in the AI hardware industry [8].

Core Viewpoint - The company *ST Lifan faces delisting after being penalized for three consecutive years of financial fraud, with the Anhui Securities Regulatory Bureau imposing a fine of 10 million yuan and ordering corrective actions [1][18]. Financial Fraud Details - The company inflated its revenue and costs through three main methods: agency business, financing trade, and fictitious trade [3][14]. - From 2021 to 2023, *ST Lifan engaged in agency business with 12 companies, using total amount accounting despite lacking control over the goods, which violated accounting standards [15]. - The financing trade involved signing purchase contracts with clients while providing upfront payments to suppliers, which should not have been recognized as revenue or costs [15][16]. - In 2022, the company conducted fictitious trades with a media company, which lacked commercial substance and should not have been recognized in financial statements [16]. Financial Impact - The inflated figures for the years 2021 to 2023 included: - 2021: Revenue inflated by 280 million yuan (50.09% of total revenue), costs inflated by 277 million yuan (60.61% of total costs) [17]. - 2022: Revenue inflated by 312 million yuan (51.67% of total revenue), costs inflated by 305 million yuan (53.54% of total costs), and profit inflated by 510,000 yuan (0.33% of total profit) [17]. - 2023: Revenue inflated by 45.87 million yuan (24.00% of total revenue), costs inflated by 45.23 million yuan (27.55% of total costs) [17]. Regulatory Actions - The Anhui Securities Regulatory Bureau has mandated the company to correct its financial statements and has issued a warning, alongside the fine [18]. - The Shenzhen Stock Exchange has indicated plans to terminate the company's stock listing due to the significant amount of inflated revenue exceeding 500 million yuan over two years, which is more than 50% of the reported revenue for those years [19][6]. Company Background and Market Behavior - *ST Lifan, originally founded in 1999, underwent a transformation in 2020 to become a digital technology service provider, but this shift has been criticized as mere "label trading" and "concept hype" [20]. - The company's stock price surged from around 3 yuan to 15.26 yuan between September 2024 and March 2025, marking an increase of approximately 400% due to speculative interest in AI and digital infrastructure [22]. - Despite the hype, the company's actual business practices, including hardware sales, have been questioned, revealing low profit margins and inadequate R&D investment [22]. Compliance and Audit Issues - The company has faced multiple regulatory warnings regarding its accounting practices, with the Anhui Securities Regulatory Bureau issuing a notice in January 2025 for non-compliance and requiring a thorough self-examination [23]. - The company's 2024 annual report indicated significant accounting errors and internal control failures, leading to distorted revenue and cost figures [24]. - The auditing firm responsible for the company's financial statements has also been investigated for failing to perform due diligence [24].

Core Viewpoint - WeChat has introduced new features for the Spring Festival, allowing users to create personalized New Year songs using AI and enhanced red envelope covers with customizable decorations [1][4]. Group 1: New Features - Users can create a New Year song by accessing the "Discover" section and selecting "Listen" [1]. - The new red envelope covers allow users to add "decorations" and customize their greetings and images [4][6]. - Users can share their red envelope covers on public accounts to allow more people to use them [9]. Group 2: User Engagement - From today until February 17 (the first day of the Lunar New Year), users can change their comment identity on public accounts to a "golden" nickname, enhancing user experience [11].

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 ...

打破Chatbot聊天对话框，AI正走向物理世界。 AI算力需求持续增长，但政策对数据中心能耗约束趋严，PUE（电源使用效率，是衡量数据中心能源效 率的核心指标）成为衡量绿色算力的一个关键指标。相比传统风冷PUE普遍在1.5以上，液冷方案PUE 可降低至1.1～1.2，强劲驱动力正推动液冷市场实现数量级的规模扩张。 新安股份硅基新材料研究院院长刘继近期在接受每经记者采访时表示，在浸没式液冷技术选择路径上， 是多种介质并存的格局，氟化液、硅油、合成油都有各自适用场景。其中，硅油冷却液从性能、安全环 保与成本等方面综合考虑，有相对优势，未来有望迎来规模化应用。 AI催生巨量Token消耗 "不要小看Open Claw,AI自动运行，可能一个小时就能把你的Token消耗完。"税友股份亿企赢首席产品 官周源向每经记者表示，AI大模型以及应用的发展，带来更多内存和存储的需求，对Token的消耗量也 在持续增加。 事实上，2025年，国内外科技巨头日均Token使用量呈现指数级增长。 据火山引擎数据，截至2025年12月，字节跳动旗下豆包大模型日均Token使用量突破50万亿，较上年同 期增长超过10倍，相比2024年5 ...

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。 ...

据了解，"超级请客卡"上线后，用户请千问帮订酒店的需求显著增长，其中县城钟点房的帮下单比 例激增约300%。实测发现，在使用25元免单卡后，县城钟点房的平均预订价格仅为约15元至30元。 此前千问App"春节30亿大免单"第一波活动数据显示，千问的订单近半数在县城下单。AI技术在带 动消费体验升级的同时，正全面激发各类人群、各线城市的新消费活力。 （注：此文属于央广网登载的商业信息，文章内容不代表本网观点，仅供参考。） 昨日（2月14日）恰逢情人节，千问APP宣布"免单福利"再延长3天，并同步推出"超级请客卡"。2 月15日，在节日氛围与AI福利的双重加持下，"千问帮我订酒店"迅速走红。数据显示，当日县城钟点房 的帮下单订单量激增约300%。 此次推出的"超级请客卡"每张价值25元，使用场景更广，覆盖餐饮、年货、电影票、酒店、机票及 景区门票等。例如，用户只需在千问中说一句"帮我订一家附近的酒店"，千问就会自动完成筛选，用户 确认信息后即可在端内一键支付，全程无需跳转。 ...

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，公司获纳入MSCI中国小型股指数成份股代表资本市场对集团的积极业务表现、投资价值 及发展潜力的进一步认可，预期将有利于提升公司的公众知名度及增加公司股份买卖的流动性，从而进 一步提升公司的投资价值。 格隆汇2月15日丨粤港湾控股(01396.HK)宣布，在摩根士丹利资本国际公司("MSCI")2026年2月指数审议 结果中，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。 董事会谨此感谢股东及投资者的持续支持，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。 ...