长假期间的消息很多，昨天按语上下篇都有上万字，不过发得比较晚，好多人也没空看，基本上梳理了近期的重要消息，今天盘面涨跌方向都有涉及。这 里面最重要的还是美伊谈判进展，这直接影响了相当多的板块。其他板块因为都有所预期，反而走得不如人意，不少就是高开低走，直接消化了。 比如人形机器人概念股集体高开，百达精工2连板，但不久之后破板回落，利亚德涨超10%，露笑科技、天奇股份、亨通光电跟涨。消息面上，2026年央 视春晚，宇树科技、松延动力、魔法原子、银河通用等机器人企业高频曝光，展现企业最新技术成果，带热了机器人消费市场。基建方向本身没什么问 题，只是短线的情绪冲击之后，还是需要关注业绩和销量，再就是技术突破，后面可能要看特斯拉的机器人了。 领跌方向比较明显的就是节前大幅上涨，期待较高的影视板块、动漫板块、互动影视游戏，还有ai视频、Kimi概念、ai营销方向。还有盘古概念、aigc概 念，甚至知识产权概念都出现了大幅的调整。虽然春节期间ai影响也还是蛮大的，特别是发红包，刺激了下载。不过昨天我也看到一个数据，说红包降温 之后，他们这些 app下载量排名迅速下滑，这也是必然。 | 上证指数 | +47.71 | 分时 ...

今天上午，A股三大股指齐涨。截至收盘，上证指数上涨1.17%，深证成指上涨1.82%，创业板指上涨1.76%，科创综指上涨0.07%。 盘面上，三大主线上午表现强势： 首先是周期股，油气开采、有色金属、化工等板块大涨； | 蓝焰控股 | 8.66 | 10.04% | 83.8亿 | | --- | --- | --- | --- | | 融 000968 | | | | | 首板涨停 最终涨停 10:22 | | | | | 准油股份 | 11.10 | 10.01% | 28.9亿 | | 002207 | | | | | 首板涨停 最终涨停 09:31 | | | | | 中曼石油 | 36.61 | 10.01% | 169亿 | | 融 603619 | | | | | 草柜涨停 量终涨停 09:32 | | | | | 惠博音 | 4.18 | 10.00% | 55.7 Z | | ■ 002554 | | | | | 草板涨停 量终涨停 09:35 | | | | | 中海油服 | 17.38 | 10.00% | 51517. | | ■ 601808 | | | | 其次是算力产业链。其中 ...

Market Overview - On the first trading day of the Year of the Horse, major A-share indices collectively rose, with the Shanghai Composite Index up by 1.17%, Shenzhen Component Index up by 1.82%, and ChiNext Index up by 1.76% [2] - The trading volume in the Shanghai and Shenzhen markets reached 15,210 billion yuan, an increase of 3,074 billion yuan compared to the previous trading day [2] - Over 4,200 stocks in the market experienced gains [2] Resource and Technology Stocks - Resource cyclical stocks, including oil, natural gas, gold, and chemicals, saw significant increases, with companies like Zhongman Petroleum and Hunan Silver hitting the daily limit [2] - AI-driven demand led to a surge in stocks related to optical fibers, CPO, PCB, and MLCC, with Longfei Optical Fiber hitting the daily limit and reaching a historical high [2] - The glass fiber sector was notably active, with Shandong Glass Fiber hitting the daily limit within two minutes of opening [5][6] Glass Fiber Sector - On February 24, multiple glass fiber stocks surged, with International Composite hitting the daily limit with a 20% increase, setting a new historical high [6] - Shandong Glass Fiber opened with a rapid increase, and other companies like Changhai Co., China Jushi, Honghe Technology, and China National Materials also saw significant gains [6] - Due to a shortage of specialty glass fiber cloth, manufacturers are adjusting their product structures, leading to a supply gap in traditional electronic cloth [9] MLCC Sector - The MLCC sector experienced a collective rise, with Fenghua High-Tech hitting the daily limit and Dali Kaipu reaching a "20cm" limit [10] - The demand for high-end MLCCs surged due to increased orders from AI server needs, with Murata Manufacturing facing capacity shortages [10] - TrendForce reported that major manufacturers like Murata, Samsung Electro-Mechanics, and Taiyo Yuden are operating at over 80% capacity due to high demand [10][11] Film Industry - The film sector saw a collective decline, with major companies like Light Media and Bona Film Group hitting the daily limit down [12][13] - The 2026 Spring Festival box office revenue dropped significantly, with a total of 5.752 billion yuan, and the average ticket price decreased by 6% year-on-year [17] - Despite a record number of screenings, the overall attendance rate was only 22.5%, indicating a mismatch between supply and demand in the film market [17]

所以问题来了：下午我们该怎么办？ 朋友们中午好，我是帮主郑重。上午这盘面，够热闹。 三大指数涨超1%，成交额比昨天放大了3000多亿，全市场超过4200只股票在涨。单看这些数字，妥妥 的"开门红"氛围。 但你打开账户看一眼，是不是觉得哪里不对？影视院线跌了，AI应用跌了，光线传媒一度20cm跌停 ——昨天还在憧憬春节档，今天就挨了一闷棍。 这就是今天上午最真实的盘面：放量普涨，但涨的不是你手里的。 钱去哪了？去了两个方向。 第一个方向，资源周期股。石油、黄金、化工，全线大涨。导火索很清楚：特朗普关税政策引发担忧， 美伊局势一触即发。布伦特原油重回70美元上方，黄金突破5160美元。资金在干什么？避险。地缘政治 这只黑天鹅一扇翅膀，资源品就成了资金躲雨的地方。 第二个方向，算力硬件股。长飞光纤涨停创新高，天孚通信、中际旭创、新易盛集体大涨。为什么？还 是那个老逻辑——AI的"卖铲人"。SK海力士说存储芯片价格全年涨，华工科技说订单排到四季度，今 天光纤、CPO接力，说明资金在产业链里轮动，从芯片到光模块，一个一个挖。 这两个方向有个共同点：都有实锤。要么是地缘冲突带来的涨价预期，要么是产业需求带来的订单能见 度 ...

Core Viewpoint - The report titled "2026-2032 China CPU Industry Market Status Analysis and Market Trend Forecast" provides essential insights for decision-makers and investors in the CPU sector, highlighting the current market dynamics and future trends [1][11]. Group 1: Industry Overview - The CPU (Central Processing Unit) is the core of computer systems, responsible for executing program instructions and processing data, often referred to as the "brain" of the computer [6]. - The report emphasizes the significance of the CPU industry's technological advancements and market structure, which profoundly impact the global technology sector [8]. - The Chinese CPU market is projected to grow by 3.8% year-on-year by 2026, driven by policy support and technological innovation [8]. Group 2: Data Collection and Analysis Methodology - The research team employed multiple data collection methods, including annual reports from listed companies, manufacturer surveys, and expert validations, to ensure data accuracy and relevance [3]. - The report utilizes a proprietary industry analysis model developed by the research institute, allowing for a comprehensive understanding of the current market status, trends, and dynamics [3][11]. Group 3: Competitive Landscape - Key players in the Chinese CPU market, such as Feiteng, Haiguang, Longxin, and Zhaoxin, are leveraging proprietary instruction sets or compatible ecosystems to gain market share [9]. - Longxin's 3A6000 processor aims to compete with international mainstream products while adhering to a proprietary instruction set approach [9]. Group 4: Report Structure - The report consists of twelve chapters covering various aspects of the CPU industry, including definitions, business models, risk factors, and market dynamics [12]. - It provides a detailed analysis of the CPU industry's operating environment, including political, economic, social, and technological factors [14]. Group 5: Future Projections - The report forecasts supply and demand, pricing, market size, and strategic recommendations for the CPU industry from 2026 to 2032, offering a scientific and rigorous outlook [12][21]. - It highlights the expected trends in CPU performance, power efficiency, and intelligence, supporting strategic industries like AI, cloud computing, and the Internet of Things [8].

影视股大幅下挫，大麦娱乐跌9%，猫眼娱乐跌超7%刷新阶段新低。消息上，中金发表报告指，根据艺恩，截至2月23日10时统计，2026年春节档有效票房 期前6天（大年初一至初六、2/17至2/22）票房为50.77亿元人民币（下同），较2025年春节档前6天下降38.7%，预计档期票房或低于此前预期的65至85亿元 区间，主要因高基数下龙头影片欠缺。《飞驰人生3》票房领跑，《惊蛰无声》位居第二名。关注后续影片定档节奏和表现。展望后续，《天才游戏》《千 金不换》等国产影片，《呼啸山庄》《挽救计划》等进口影片已定档，其他储备国产影片《蛮荒禁地》《转念花开》《抓特务》《澎湖海战》等；进口影片 《奥德赛》《复仇者联盟5》。 旅游及观光板块走低，中国中免跌超8%。消息面上，据海口海关统计，春节假期前五天（2月15日至19日），海南离岛免税购物金额达13.8亿元，购物人数 17.7万人次，比去年春节假期前五天分别增长19%和24.6%。里昂发布研报称，海南免税店的消费在更强劲的促销活动及政策推动的增量需求下保持韧性， 但很大程度上已反映在中国中免的股价中。 半导体股、存储概念股逆势上涨，消息面上，2月20日，海力士在电话会上 ...

2月24日，市场早盘高开回落后震荡回升，三大指数午盘均涨超1%，创业板指半日上涨1.76%，全市场 超4200只个股飘红。在此带动下，创业板50ETF（159949）午盘收涨1.95%，报1.567元，换手率 2.81%，半日成交额6.62亿元，成交规模居同类ETF首位。 | 代码 | 名称 | 现价 | 涨跌幅 IOPV | 溢折率 | 换手率 | | 成交金额 ▼ 5日涨跌幅 60日涨跌幅 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | 创业板50ETF | 1.567 | 1.95% 1.5682 | -0.08% | 2.81% | 6.62 Z | -0.06% | 8.82% | | 159682 | SIZINESDELL 当前 | 1.520 | 1.88% 1.5161 | 0.26% | 2.88% | 1.38亿 | -0.07% | 8.96% | | 159681 | SUSOETF | 1.539 1.79% | | 1.5399 -0.06% | 3.13% | 5592.79万 | 0 ...

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 近日，云知声 (09678.HK) 创始人兼首席执行官黄伟在与凤凰网财经《发现新势力》对话时，谈及 AI 时 代文理科的专业差异与优势问题，他表示当下 AI 研发端理科生更具优势，但未来当 AI 能替代编程 后，审美、鉴别、人文等文科能力会变得更为重要。 凤凰网财经《发现新势力》：在 AI 时代，文科理科的专业差异是不是没那么大了，还是理科生更有优 势？ 黄伟：从 AI 模型研发的角度来看，理科生会更有优势。但从结果层面来讲，如果未来编程变得不那么 重要，AI 也能完成编程工作，那么文科就会变得很重要，因为后续发展所需的审美、鉴别、人文等能 力，都属于文科的能力范畴。所以当下从技术本身看，理工科更重要，而从未来的发展结果来看，文科 可能会更重要。 ...

近日，中国冬奥名将谷爱凌成为焦点人物，在米兰冬奥会上拿下1金2银，成为冬奥史上获得金牌和奖牌最多的自由式滑 雪运动员。 同时，商业媒体福布斯发布了本届冬奥会运动员收入排行榜，谷爱凌与奥斯顿·马修斯断层式领先。 资料显示，目前谷爱凌代言了10余个各行各业顶级品牌，包括：路易威登（LV）、蒂芙尼（Tiffany & Co.）、IWC 万国 表、TOD'S、波司登、保时捷（Porsche）、安踏、Faction Skis、奥地利红牛（Red Bull）、TCL、蒙牛、瑞幸咖啡、中国 银行、中国移动等，涵盖奢侈品、汽车、户外运动、食品饮料、金融、通信等多个领域。 其中谷爱凌以2300万美元（约合人民币1.6亿元）的收入排名第一。排名前五除了谷爱凌外，分别为奥斯顿·马修斯（冰球 运动员）2000万美元，林赛·沃恩（高山滑雪运动员）800万美元，克洛伊·金（单板滑雪运动员）400万美元，伊利亚·马 利宁（花样滑冰运动员）70万美元。 谷爱凌的形象和成绩俱佳，为冬奥会顶流运动员，因此备受各大品牌关注。同时谷爱凌真实的一面也饱受好评，在赛后 得知外婆去世的消息，泪洒新闻发布会现场。在被问及自己最爱的"滑雪"之外的爱好，谷爱凌 ...

Market Overview - On February 13, the two major indices closed lower with a trading volume of 2 trillion, a decrease of approximately 160 billion from the previous trading day[1] - The A-share market saw significant activity in the Year of the Snake, with the Shanghai Composite Index rising by 25.58%, the Shenzhen Component by 38.84%, and the ChiNext Index leading with a 58.73% increase[1] - The average daily trading volume surged to 1.89 trillion, a nearly 70% increase compared to the previous year, with trading days exceeding 2 trillion accounting for 35% of the total[2] Fund Flow - On February 13, the Shanghai index experienced a net outflow of 22.457 billion, while the Shenzhen index saw a net outflow of 11.499 billion[3] - The top three sectors for capital inflow were aerospace equipment, IT services, and consumer electronics, while the top three sectors for outflow were communication equipment, photovoltaic equipment, and electric power[3] Industry Insights - The AI-related industries are expected to maintain high growth, with TSMC and domestic wafer manufacturers reporting strong performance driven by AI demand in various component sectors[1] - The average rent for commercial properties in major cities is projected to be 24.05 yuan per square meter per day in the second half of 2025, reflecting a 0.47% decrease from the previous half-year[10] Transportation and Logistics - National railway freight volume was reported at 65.687 million tons, a decrease of 10.72% week-on-week, while highway truck traffic fell by 70.59%[4] - The logistics sector is experiencing significant declines, with postal and express delivery volumes dropping by 64.7% and 81.07% respectively[4] Robotics Market - The robot performance rental market has seen a surge, with transaction volumes increasing over 100% in January 2026 compared to the previous month, indicating high demand during the Spring Festival[11]