最近一段时间，有个词突然走红甚至冲上热搜，这就是手搓经济，在这个早已经现代工业化的时代，手搓经济是怎么突然走红的？这其中的逻辑根源又在什 么地方？ 一、手搓经济突然走红 据21世纪经济报道，源自游戏圈的"手搓"一词，在网络平台迅速走红。与AI趋势相结合，"一人公司""超级个体"与"手搓经济"等个体创意崛起。 近日，21世纪经济报道记者实地走访发现，深圳作为智能硬件创业之都，深厚的"手搓"技术底蕴早已被国内外创客圈长期关注，各类依托"手搓"模式的创新 实践在此持续涌现，成为"手搓经济"的核心聚集地与标杆样本。 走进"中国电子第一街"美誉的华强北，"手搓"并非简单的手工操作，而是一套基于经验判断和快速实践的工程方法。 一个方案能否落地、是否具备量产可能、成本是否可控，均可在反复拆解调试中迅速验证。从为iPhone Air加装实体SIM卡槽的硬核改造，到各类电子产品 的主板级维修与功能重构，再到AI眼镜、AI玩具等"AI+硬件"前沿产品的率先落地，这些不断刷新外界认知的工程实践，均源自华强北扎实的"手搓经济"根 基。 二、在现代工业情况下为啥手搓能行？ 在高度自动化、规模化、标准化的现代工业体系下，"手搓经济"这一 ...

同花顺数据显示，2月24日，长芯博创股价报165.58元/股，总市值约482.8亿元。 拟进军光通信领域产业链上游 公告显示，标的公司上海鸿辉光联通讯技术有限公司成立于2000年9月，法定代表人为黄惠良，主要从 事滤光片、分光镜、高反膜、ZBLOCK等光学器件的研发、生产及销售。 长芯博创表示，此次收购是公司在光通信领域产业链上游的布局，拟通过此次交易实现公司产品在光学 器件上游领域的拓展，提升公司盈利能力和持续经营能力，并进一步发挥协同效应，符合公司和全体股 东的利益。本次收购不构成关联交易及重大资产重组，不会对公司本年度经营业绩构成重大影响。 2月24日晚，长芯博创发布公告称，公司当日与上海鸿辉光通科技股份有限公司（下称"上海鸿辉光 通"）签订《关于上海鸿辉光联通讯技术有限公司的股权收购意向书》，就拟收购其持有的上海鸿辉光 联通讯技术有限公司93.8108%股权达成初步意向。公告显示，此次标的股权暂定意向价格约3.75亿元。 值得注意的是，公告披露，在此次意向书签订前三个月内至公告披露日，长芯博创持股5%以上股东 ZHU WEI（朱伟）及其配偶WANG XIAOHONG（王晓虹）通过集中竞价及大宗交易的方 ...

Core Viewpoint - The company, Kaipuyun, announced a share buyback plan with a total amount between 50 million and 100 million yuan, with a maximum buyback price of 315.00 yuan per share, which is 117.84% higher than the current price of 144.60 yuan, amid a 25.70% decline in its stock price this year [1]. Group 1: Company Overview - Kaipuyun Information Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on April 17, 2000. It was listed on March 27, 2020. The company provides internet content service platform construction, operation, and maintenance, as well as big data services for various government agencies, large and medium-sized enterprises, and media units [1]. - The main business revenue composition includes: Intelligent Source 49.34%, AI Large Model and Computing Power 20.04%, AI Content Security 15.37%, Smart Government and Others 15.13%, and Others 0.12% [1]. Group 2: Financial Performance - As of September 30, 2025, Kaipuyun achieved an operating income of 231 million yuan, a year-on-year increase of 0.58%. The net profit attributable to the parent company was -3.6182 million yuan, a year-on-year increase of 77.50% [2]. - The company has distributed a total of 114 million yuan in dividends since its A-share listing, with 51.8404 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders of Kaipuyun was 8,215, an increase of 25.42% compared to the previous period. The average circulating shares per person were 8,218, a decrease of 20.27% [2]. - New institutional shareholders include: Southern Growth Pioneer Mixed A (009318) holding 441,900 shares, Yongying Digital Economy Smart Selection Mixed A (018122) holding 391,100 shares, and Shenwan Lixin New Economy Mixed A (310358) holding 377,700 shares [3].

Core Viewpoint - The A-share market experienced a strong opening on the first trading day after the Spring Festival, with over 4,000 stocks rising and more than 100 stocks hitting the daily limit up [1][3]. Market Performance - On February 24, the A-share market opened high and fluctuated throughout the day, with the Shanghai Composite Index closing up 0.87% at 4,117.41 points, while the Shenzhen Component Index rose 1.36% to 14,291.57 points. The ChiNext Index increased by 0.99% to 3,308.26 points [3][5]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.2 trillion yuan, an increase of 219.4 billion yuan compared to the previous trading day [5]. Sector Performance - Resource stocks, particularly in oil and gas, surged due to geopolitical events, with multiple stocks hitting the daily limit up, including Tongyuan Petroleum and China National Offshore Oil Corporation [5]. - The chemical sector also saw significant gains, with stocks like Meibang Co. and Hongbao Li hitting the daily limit up [5]. - AI-driven demand led to strong performance in optical fiber and related hardware stocks, with Tianfu Communication rising over 10% and Changfei Optical Fiber hitting a new historical high [6]. Declining Sectors - The film and cinema sector faced declines, with stocks like Light Media and China Film hitting the daily limit down [7]. - AI application stocks also saw significant drops, with companies like ZhiYue Technology and Jingli Media experiencing substantial losses [7][9]. Future Outlook - Analysts from Zhonghang Securities suggest that the A-share market may have entered a phase of stabilization after recent fluctuations, with expectations for a gradual upward trend [9]. - Guotai Haitong Securities highlights that the upcoming policy window and the potential visit of a U.S. leader to China could bolster market confidence [10]. - Huatai Securities anticipates a continued spring market rally, driven by domestic consumption data and AI industry catalysts, despite external uncertainties [11].

证券日报网讯 2月24日，新媒股份在互动平台回答投资者提问时表示，公司坚持"打造互联网新视听头 部平台"的战略目标，以技术创新引领业务发展，持续开展人工智能、大数据、云计算等技术应用研 究，结合公司在海量用户、领先技术和多元平台等方面的优势，全面升级融合云平台智能化运营水平。 公司对基于智能图像识别技术的媒资智能审核集成系统进行投入研发，实现借助先进的AI技术手段辅 助人工审核，提升内容审核效率和准确度。公司通过大数据引擎加强算法运营，汇集海量用户行为数 据，模拟用户画像，并采用人工智能算法生成个性化内容推荐，根据用户喜好实现"千人千面"，提升优 质内容的推送效率与广大用户的产品体验，推动增值用户规模的扩大与付费转换率的提升。 （文章来源：证券日报） ...

每经记者｜岳楚鹏 每经编辑｜程鹏 高涵 记者|岳楚鹏 ⑨【Uber收购停车应用SpotHero】当地时间2月23日，Uber表示将收购SpotHero，这是一家为拥挤的市 中心、体育赛事和音乐会提供停车预订应用程序的公司。具体收购条款尚未披露，但Uber表示，计划在 其应用程序内提供"由SpotHero提供支持的停车预订体验"，以帮助用户为活动、场馆和机场寻找停车 位。截至发稿，Uber上涨0.33%。 ④【Anthropic今晚举行Claude产品发布会】北京时间今晚十点半，人工智能初创公司Anthropic将举行在 线直播活动，展示其AI助手Claude的最新功能并发布新产品。据悉，Anthropic本次活动针对的目标受众 为企业高管。Mizuho分析师指出，市场在Anthropic活动前存在"忐忑不安"情绪，这或许正是（周一） 股市抛售的原因之一。 美股周一，道琼斯工业平均指数大跌超800点，科技股集中的纳斯达克指数下跌1.1%。IBM周一下跌 13.15%，截至发稿，该公司盘前上涨0.69%。 ⑤【PayPal据传将被收购】当地时间2月23日，据媒体报道，PayPal目前已吸引潜在买家的收购兴趣。 据 ...

Group 1 - The U.S. government will stop collecting illegal tariffs on imported goods starting February 24, leading to a rise in major stock index futures [1] - Amazon announced a $12 billion investment to build advanced data centers in northwestern Louisiana, expected to create 540 full-time jobs and 1,710 full-time equivalent positions [1] - Tesla's new car registrations in the EU fell by 17% in January, with sales dropping to 8,075 vehicles compared to 9,733 in the same month last year, resulting in a market share decline from 1.0% to 0.8% [1] Group 2 - Anthropic will hold a live event to showcase its AI assistant Claude, targeting corporate executives, amid market anxiety contributing to a significant drop in stock prices [2] - PayPal has attracted interest from potential buyers, with at least one major competitor exploring a full acquisition, while others are focusing on specific assets [2] - The White House is pressuring tech executives to commit to covering the costs of data center operations without passing on expenses to consumers [3] Group 3 - FedEx is suing the U.S. government for a full refund of tariffs it has paid, seeking reimbursement for all IEEPA tariffs [3] - Apple plans to produce some new Mac Mini models in the U.S. later this year, with manufacturing set to begin at a Foxconn facility north of Houston [3] - Uber announced its acquisition of parking app SpotHero to enhance its app's parking reservation capabilities for events and venues [4]

来源：新浪证券-红岸工作室 2月24日，汉朔科技跌2.32%，成交额1.60亿元，换手率8.38%，总市值237.98亿元。 异动分析 云计算+电子纸+人工智能+人民币贬值受益+物联网 1、汉朔科技股份有限公司的主营业务是电子价签系统、SaaS云平台服务等软硬件产品及服务。主要产 品是电子价签终端、配件及其他智能硬件。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额3861.56万，占总成交额的8.33%。 技术面：筹码平均交易成本为61.70元 2、根据招股说明书，公司主要采取以销定产、以产定采的生产及采购模式，以客户订单及中长期预计 需求量为导向，制定生产实施计划，并据此进行物料和业务需求的规划及采购。公司业务产品中，SaaS 云平台服务系基于以微软Azure为主的云架构，直接为客户提供系统运维与技术支持服务，因此不涉及 物料采购与生产环节；针对电子价签终端等硬件产品及其配件，生产及采购模式以外协加工为主、自主 生产为辅；除产成品以外，公司还自主生产部分电子纸显示模组，用于电子价签产品生产。 3、2025年1月7日官微：近日，依托微软Azure云服务平台所提供的底层技术支持，汉朔科技利用Azure ...

来源：新浪证券-红岸工作室 2月24日，英方软件跌7.77%，成交额2.87亿元，换手率9.10%，总市值46.58亿元。 异动分析 华为欧拉+云计算+数据安全+数字经济+华为鲲鹏 5、据2023年3月31日互动易回复：公司自主研发的动态文件字节级、数据库语义级、卷层块级等等数据 复制技术，可与国内外各种品牌的基础软件进行兼容性适配，目前与鲲鹏芯片、服务器、云平台、虚拟 平台等有兼容性认证，同时与GaussDB、openGauss、openEuler等产品进行兼容性认证，在项目中已稳 步推进。 大模型是一种人工智能应用模型，核心是数据。公司产品可用于应用的容灾、数据的保护、 数据迁移等等。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-1234.87万，占比0.04%，行业排名82/137，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-53.41亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-1234.87万1464.53万-244.97万4598.13万8750.58万 主力持仓 主力没有控盘，筹码 ...

Group 1 - The Hang Seng Technology Index has shown a volatile trend since the Spring Festival, influenced by multiple factors, including concerns over the new Federal Reserve Chairman's potential hawkish policies impacting global risk appetite and the Hong Kong tech sector [1] - Leading internet companies in Hong Kong are aggressively entering the AI application market, resulting in significant growth in monthly active users (MAU) for domestic AI applications, which may enhance the long-term value of the Hang Seng Technology Index and attract capital [1] - The current price-to-earnings ratio (PE) of the Hang Seng Technology Index is 22.18, which is at a historically low level of 23.87% since its inception, indicating potential investment value [1] Group 2 - The Hang Seng Technology ETF (513130), which tracks the Hang Seng Technology Index, has seen a cumulative net inflow of 8.471 billion yuan as of February 13, 2026, making it a strong tool for capital allocation in the Hong Kong tech sector [2] - The top five constituents of the Hang Seng Technology ETF include SMIC, BYD, Alibaba, Xiaomi, and Meituan, all of which have significant technological capabilities and business layouts in cutting-edge fields such as internet, mobile payments, cloud computing, AI, and semiconductors [2] - The fund manager of the Hang Seng Technology ETF, Huatai-PB Fund, is one of the first ETF managers in China and has a strong track record in managing various ETFs, including those focused on broad-based and dividend themes [2]