券商2026年2月"金股"名单出炉。据中国证券报记者不完全统计，截至2月2日发稿时，已有超过200只A 股及港股标的入围券商2月"金股"名单。从推荐频次看，阿里巴巴-W、腾讯控股、紫金矿业 （601899）、中际旭创（300308）、中国平安等标的推荐频次居前。 作为港股市场明星标的，截至2月2日记者发稿，阿里巴巴-W已入围6家券商2月"金股"组合，是机构青 睐标的，看好的券商包括光大证券、华源证券、兴业证券、国盛证券（002670）、申万宏源证券 （000562）、国信证券。从推荐理由看，华源证券认为，阿里巴巴-W云业务高速增长，市场份额领 先；C端AI产品打通生态，用户量快速增长；大模型研发顺利，性能持续提升。 包括阿里巴巴-W在内，截至2月2日记者发稿时，已有201只A股及H股标的入围券商2月"金股"名单，腾 讯控股2月共获得5家券商联合推荐，看好的券商包括光大证券、中国银河（601881）、国盛证券、国联 民生（601456）、申万宏源证券；福斯特（603806）、中际旭创、紫金矿业均获得4家券商联合推荐， 关注度相对较高。 从券商2月"金股"行业分布情况看，电子行业继续成为含"金"量最高的板块，合计 ...

据介绍，比亚迪天神之眼5.0采用强化学习+闭环训练，实现了AI大模型自进化。该系统在安全功能方面 列举了多项场景：自动紧急转向可在日间130公里/小时速度下对静止前车进行避障；自动紧急制动支持 最高135公里/小时速度下的隧道静止前车刹停，以及日间转弯盲区儿童穿行刹停。 在驾驶行为模拟上，系统具备借道绕行临停车、窄路会车与掉头等能力。此外，还展示了在窄路超越慢 速两轮车、施工占道绕行及窄巷穿行等场景下的处理逻辑。 比亚迪公布，截至2025年12月31日，其辅助驾驶车型保有量已超过256万辆，辅助驾驶系统每日生成的 数据里程超过1.6亿公里。 凤凰网科技讯 1月28日，比亚迪（002594）汽车发布天神之眼5.0辅助驾驶，其搭载最新大模型版本，在 全闭环端到端的基础上，新增强化学习能力，宣称"比老司机开得更稳、停得更准、反应更快。" ...

Group 1 - The core announcement is that Beijing Lajin Zhongbo Technology Co., Ltd. has been authorized by Ant Group's Ant Cloud to be the official service provider for "Ant Treasure Box," with the authorization valid until November 20, 2026. This partnership is expected to significantly benefit the group's new media business development [1] - Lajin Zhongbo has signed a three-year framework cooperation agreement with Ant Cloud to expand the smart cultural tourism market, focusing on the "Amber PASS Card" as the core of a smart tourism SaaS platform that integrates blockchain, encryption technology, and audiovisual capabilities [1] - The partnership aims to establish a deep cooperation relationship based on a shared consensus on the trend of smart cultural tourism, leveraging Ant Cloud's leading capabilities in AI models, intelligent agent construction, cloud computing, and user operations [1] Group 2 - The collaboration will focus on system-level technology integration and innovative marketing models, aiming to create a "technology + scene + ecosystem" three-in-one smart tourism cooperation paradigm [2] - This partnership is expected to help Lajin Zhongbo seize the digital intelligence opportunity in cultural tourism and accelerate the large-scale validation and value closure of Ant Cloud's AI products in vertical industries [2] - Lajin Zhongbo was awarded "2025 Alipay Business Circle Digital Pioneer" and "Alipay Excellent Partner Annual Best Good Friend" at a recent conference, highlighting its deep cooperation with Alipay and the effectiveness of the "Amber PASS Card" solution [2] Group 3 - The Amber PASS Card utilizes its core technology "Touch Payment" to achieve integrated payment marketing, supporting all Alipay smart POS machines and providing users with a seamless experience from "touch to receive red packets" to "automatic membership after payment" [3] - Successful validations have been conducted in various scenarios, such as Beijing Workers' Stadium Winter Market and Beijing Animation Week, effectively enhancing merchant revenue and user repurchase rates through strategies like unified cash register and surrounding traffic guidance [3] - The Amber PASS Card aggregates and converts offline dispersed traffic through NFC technology, becoming a core driver of the group's new media business growth [3]

（股份代號：8172） 自願公告 及 繼續暫停買賣 拉近網娛集團有限公司（「本公司」）董事會（「董事會」）欣然宣佈本公司附屬公司北京拉近 眾博科技有限公司（「拉近眾博」）（統稱為「本集團」）獲螞蟻集團旗下的螞蟻雲通（上海）信 息技術有限公司（「螞蟻雲通」）授權為「螞蟻百寶箱官方合作服務商」，授權期限至二零 二六年十一月二十日為止。拉近眾博獲得此授權之後，董事會深信這合作關係將大大有 利於日後本集團的新媒體業務發展。 除此之外，拉近眾博亦與螞蟻雲通簽訂了一份為期三年的《文旅智能體市場拓展框架合作 協議》。據此，拉近眾博打造了以「琥珀PASS卡」為核心的智能文旅SaaS平台，融合區塊鏈、 加密技術與互聯網視聽能力，已成功推出「琥珀智能PASS卡」及配套宣發、銷售與定製化 技術服務體系，並作為支付寶「碰一下」技術在文旅領域的官方解決方案服務商，具備紮 實的場景落地能力。螞蟻雲通依託其在AI大模型、智能體構建平台、雲計算及用戶營運 等方面的領先能力，可為文旅場景提供高效、可擴展的技術基礎。基於雙方對文旅智慧 化趨勢的高度共識，決定建立深度合作關係。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負 ...

Core Viewpoint - The company is leveraging both its self-developed Tianmu large model and various domestic AI large models to optimize performance across different application scenarios in image and video generation [1] Group 1: Model Utilization - The company integrates various AI large models based on performance in 2D/3D/real-person image and video generation [1] - The self-developed Tianmu large model provides a cost advantage in computing power, enhancing the company's bargaining power when utilizing third-party large models [1] Group 2: Product Profitability - The combination of optimal performance and strong bargaining power allows the company to maintain product profitability [1] - Future overseas versions will include various excellent models to ensure users have access to up-to-date underlying technology capabilities [1] Group 3: User Experience - The company aims to provide users with the best creative effects and experiences through its model configurations [1]

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [18]. Core Insights - The report highlights a significant growth in global AIDC demand, with major cloud service providers increasing capital expenditures and adjusting pricing strategies. For instance, Meta raised its 2026 capital expenditure forecast to $125 billion, a 73% year-on-year increase [2]. - The report emphasizes that the AIDC industry is entering a new structural expansion cycle, driven by the scarcity of computing power and rising costs in the supply chain, including a forecasted 12% CAGR growth in the global cloud computing market from approximately $1.29 trillion in 2025 to about $2.28 trillion by 2030 [7]. - The competition in the AI model space is intensifying, with companies like Alibaba and Tencent rapidly advancing their AI capabilities, which is expected to drive backend demand for computing resources [7]. Summary by Sections Industry Overview - The AIDC market is projected to expand at a compound annual growth rate (CAGR) of 31.5%, shifting the industry's core barriers from capital investment to technology integration and operational efficiency [7]. Market Dynamics - The report notes that the demand for AIDC is being fueled by the rapid evolution of AI models, which necessitates significant computational resources. This shift is prompting cloud service providers to raise prices, breaking a long-standing trend of price reductions in the industry [7]. Investment Recommendations - The report suggests focusing on several key players across different segments: 1. Cloud Computing: Alibaba, NET, Shenxinfu, Kingsoft Cloud, New Idea Network Group, and UCloud [7] 2. AIDC: Runze Technology, Baoxin Software, Data Port, Guanghuan New Network, Aofei Data, and Yunsai Zhili [7] 3. Computing Services: Xiechuang Data, Hongjing Technology, Dazhi Technology, Youfang Technology, Litong Electronics, and Zhiwei Intelligent [7] 4. CDN: Wangsu Technology [7] 5. Chips: Haiguang Information, Cambrian, Muxi Shares, Tianshu Zhixin, Moer Thread, and Longxin Zhongke [7] 6. Large Models: Minimax, Zhipu, and iFlytek [7].

还记得今年某大厂公布了2024年财报，数据显示，截至2024年12月31日，员工总数为194320人，而截至2023年 12月31日，这一数字为219260人。 这也意味着，过去一年 减员了近24940人 。 一边是传统岗位加速淘汰，一边 是大 模型人才一将难求！ 冰与火的反差，正在技术圈残酷上演！ | 时间 | 员工数量 | 员工环比减少 | | --- | --- | --- | | 截止 2021 年 12月 31 日 | 259316人 | / | | 截止 2022 年 03 月 31 日 | 254941 人 | -4375 人 | | 截止 2022 年 06 月 30 日 | 245700 人 | -9241 人 | | 截止 2022 年 09 月 30 日 | 243903 人 | -1797 人 | | 截止 2022 年 12月 31 日 | 239740 人 | -4163 人 | | 截止 2023 年 03 月 31 日 | 235216 人 | -4524 人 | | 截止 2023 年 06月 30 日 | 228675 人 | -6541 人 | | 截止 2023 年 0 ...

览富财经网讯：1月30日，中国证监会公布最新一期《境外发行上市备案补充材料要求》，本周国际司 共对6家企业出具补充材料要求，其中对在2025年12月11日，向港交所主板递交上市申请书的孩子王儿 童用品股份有限公司（简称：孩子王），证监会要求其需补充说明三项事项且需律师核查并出具明确的 法律意见。 三、请说明全额行使超额配售权后的预计募集资金量。 一、请说明你公司及下属公司已从事增值电信业务的起始时间、具体内容及持证情况，外资持股比例上 限规定，以及本次发行上市后持续符合外商投资准入政策要求的具体依据。 二、请以通俗易懂的语言详述你公司业务模式及涉及AI大模型的具体情况，包括应用场景、具体功能 等。 具体事项为： ...

Core Viewpoint - The report from China Merchants Securities International predicts that the humanoid robot industry in China will experience significant growth by 2026 due to advancements in AI model capabilities, hardware technology maturity, cost reductions, and accelerated application scenarios, along with a surge in orders in the fourth quarter [1] Group 1: Recommended Companies - Recommended humanoid robot manufacturers include UBTECH Robotics (09880), Yujin Robot (02432), and Geek+ (02590) [1] - Cross-industry collaborative companies recommended are Tesla (TSLA.US) and Xpeng Motors (09868) [1] - Ecological companies to watch include Xiaomi Group (01810) and Midea Group (00300) [1] Group 2: Supply Chain Insights - The supply chain outlook is positive, focusing on technology convergence, with a favorable view on Minth Group (00425) in the Hong Kong stock market [1] - Companies expanding from intelligent driving to robotics, such as Hesai Technology (02525) and Horizon Robotics (09660), are also highlighted as promising [1] Group 3: Industry Trends - The humanoid robot industry in China is characterized by rapid incremental advancements and a full-chain explosion, particularly with the trend of large-scale production by overseas leaders by the end of the year [1] - Catalysts for growth include the release of Tesla's V3 and the listing of Yushu Technology, along with a significant number of new robot companies expected to go public in the Hong Kong market this year [1]

Core Viewpoint - Xiangyou Technology (sh600476) experienced a limit down on February 2, 2026, with a price of 15.45 yuan, reflecting a decline of 10.02% and a total market capitalization of 2.489 billion yuan [1] Group 1: Financial Performance - The company is facing severe financial difficulties, with an expected net profit loss of 370 to 550 million yuan for 2025, leading to negative net assets and potential delisting risk warnings [2] - Significant asset impairment is anticipated, requiring a provision for impairment of 280 to 460 million yuan, indicating substantial risks in accounts receivable recovery [2] Group 2: Market Reaction - Investor confidence has significantly decreased due to the company's poor performance forecast, leading to stock sell-offs and the resultant limit down in share price [2] - The company's performance announcement on January 31, 2026, highlighted substantial losses for 2025, further eroding market confidence [2] Group 3: Strategic Positioning - Despite being mentioned for the introduction of advanced AI models on January 27, 2026, the company has not made any concrete moves, failing to attract investor interest compared to other AI concept companies [2] - Recent stock price fluctuations and evident capital outflows are attributed to the company's loss situation and future uncertainties, prompting investors to sell their shares [2]