完整早报音频，请点击标题下方小耳机收听 【史上最强机器人阵容登台， 2026 总台春晚合作盘点： 29 家品牌覆盖 AI 到潮玩】 据不完全统 计，截至目前，中央广播电视总台《 2026 年春节联欢晚会》（以下简称"总台春晚"）已官宣的合作 伙伴共计 29 家，覆盖 AI 科技、具身智能机器人、出行、消费、潮玩等多领域。其中，魔法原子、 银河通用、宇树科技、松延动力等 6 家机器人品牌"组团"登台，构成春晚史上最大规模机器人阵 容；追觅科技成为春晚首个以全生态形态合作的科技企业；小红书、抖音等社交平台以新媒体合作形 式出现， B 站此次作为独家弹幕视频平台将开放真弹幕；酒企中，古井贡酒创下连续 11 年登春晚纪 录、五粮液已是第 4 次登上春晚、洋河梦之蓝 M6+ 连续第 7 年成为总台春晚的独家报时合作伙 伴；出行方面，长城汽车连续 2 年当选春晚新媒体指定用车，华为与江淮合作推出的尊界 S800 成 为此次总台春晚智慧出行时代旗舰合作伙伴；名创优品、卡游则是春晚合作中首次出现的文化消费类 品牌。（腾讯网） | | 2026总台春晚官宣合作品牌 | | | --- | --- | --- | | 板块 | ...

Core Viewpoint - The company expresses optimism about the Chinese economy's resilience and the capital market's potential for growth in 2026, emphasizing a commitment to client-centric investment management and wealth creation [3][4]. Group 1: Economic Outlook - By the end of 2025, China's GDP is projected to achieve a growth target of 5%, with exports exceeding expectations, contributing to global economic recovery [3]. - The A-share market has shown significant recovery, with major indices rebounding over 15 months and the Shanghai Composite Index surpassing 4000 points, marking a ten-year high [3]. Group 2: Investment Strategy - The company plans to leverage a combination of fiscal leadership, stable exchange rates, and supportive monetary policies to navigate the economic landscape [4]. - Investment opportunities are anticipated in the equity market, shifting from valuation recovery to profit-driven growth, particularly in sectors like AI and cyclical industries [4]. - The fixed income market is expected to maintain a stable interest rate environment, with convertible bonds likely benefiting from equity market trends [4]. Group 3: Company Initiatives - The company aims to enhance its research and investment capabilities to provide sustainable returns across various market conditions [5]. - A comprehensive product service system will be developed to meet market trends and client needs, focusing on pension solutions and lifecycle investment products [5]. - A robust risk management framework will be established to protect investors' interests, ensuring transparency and compliance [5]. - The company will upgrade investor engagement services through diverse channels, promoting long-term and value-based investment philosophies [5].

Tech led US stock futures lower on Tuesday, a sign that Wall Street is still suffering the AI jitters that have hammered markets in recent weeks. Nasdaq 100 futures (NQ=F) sank 0.8%, while those on the S&P 500 (ES=F) moved down roughly 0.5%. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech names, fell 0.3%. The tech sell-off looks set to resume after the break for Presidents Day, as AI concerns continue to simmer. Investors are on the lookout for the next potential victim ...

Core Viewpoint - The U.S. stock index futures remained mostly flat during the Asian session on Tuesday after a challenging week for tech stocks, with concerns about the potential disruption from AI continuing to weigh heavily on the market [1] Group 1: Market Performance - Dow Jones futures rose approximately 80 points, a gain of 0.2% [1] - S&P 500 futures increased by 0.1%, while Nasdaq 100 futures fell by 0.2% [1] - The Dow Jones index dropped 1.2% for its worst weekly performance since November of the previous year [1] - The S&P 500 index declined by 1.4%, and the Nasdaq composite index plummeted by 2.1%, marking its fifth consecutive weekly decline, the longest streak since 2002 [1] Group 2: Commodity and Cryptocurrency Trends - Gold and silver futures experienced a decline on Monday, while Bitcoin remained below the $70,000 level [1] - Crude oil futures rose by over 1% due to investor anxiety regarding potential U.S. military action against Iran [1] Group 3: Upcoming Economic Indicators - The Federal Reserve is set to release the minutes from its last meeting on Wednesday [1] - A key inflation metric, the core personal consumption expenditures index, is scheduled for release on Friday [1]

| 代码 | 公司 | 搜 | | --- | --- | --- | | 688433. SH | で曙賞材 | | | 688499. SH | 利元亨 | | | 688059. SH | 华锐精密 | | | 688308. SH | 欧科亿 | | | 688530. SH | 欧莱新材 | | | 688981. SH | 中芯国际 | | 《科创板日报》2月17日讯 农历蛇年最后一周，哪些科创板公司还在接待机构调研？ 据《科创板日报》统计，2月9日至15日，共9家科创板公司获得机构调研。其中，华曙高科获调研数量最多，共接待23家机构。利元亨、华锐精密、欧科亿 接待频率较高，三家公司在一周内分别各自接待了两批机构调研。利元亨、欧莱新材调研形式为现场参观。 | 688305. SH | 科德数控 | | --- | --- | | 688335. SH | 复洁科技 | | 688450. SH | 光格科技 | ▌AI、商业航天成关键词 2025年12月16日，华曙高科在互动平台表示，公司3D打印设备广泛应用于航空航天领域（含商业航天），助力终端客户攻克轻量化、复杂异形结构件制造 等技术难点，为客 ...

Core Viewpoint - The 2026 Spring Festival Gala showcased significant AI marketing efforts from major tech companies, highlighting the integration of AI into entertainment and user interaction, with a focus on enhancing audience engagement through innovative technologies [1][3][10]. Group 1: AI Integration in Spring Festival Gala - The gala featured AI elements prominently, with the "Doubao" application playing a central role in various performances and interactions, demonstrating the capabilities of AI in enhancing live events [1][3]. - Doubao's technology supported multiple aspects of the gala, including stage art creation, intelligent robot interactions, and real-time audience engagement through features like live subtitles [3][5][10]. - The gala's use of AI technologies, such as the Seedance 2.0 model, allowed for high-quality visual presentations and complex artistic expressions, showcasing the potential of generative AI in creative fields [4][5]. Group 2: Major Tech Companies' Marketing Strategies - Major companies like ByteDance, Tencent, Alibaba, Baidu, Meituan, and JD.com engaged in extensive marketing campaigns during the Spring Festival, utilizing AI to enhance user experiences and drive engagement [1][6][10]. - Tencent initiated a significant marketing campaign with a 1 billion yuan red envelope giveaway, aiming to replicate the success of previous promotional strategies [6][10]. - Alibaba's "one sentence to order milk tea" campaign achieved rapid success, reflecting the effectiveness of AI in facilitating consumer transactions during the festive season [7][10]. Group 3: Future of AI Applications - The competition among tech giants in the AI space is expected to accelerate, with a focus on applications that deliver clear business value and enhance user experiences [10][11]. - Companies are exploring long-term value in their marketing strategies, aiming to integrate AI into daily life and consumer habits [10][11]. - The ongoing AI flow battle is seen as a critical first step in establishing a competitive landscape for AI applications leading up to 2026 [11].

MACD金叉信号形成，这些股涨势不错！ 2026年我国AI将从"聊天"走向"做事"， 全方位赋能千行百业。 马年一到，鸿运高照！马年不仅象征着速度与激情，更考验耐力与方向。 值此新春，21财经客户端献上一组马年投资箴言海报，共享投资感悟，激发投资灵感。愿你在市场风云 变幻中找准节奏，驭势而上，蹄疾步稳，资产一路生花！ ...

亲爱的朋友们 大年初一 轩辕矩阵 给您拜年 时代的巨浪中 你我不是孤身一人 我们是彼此的岸 是风暴中唯一不动声色的——光点 轩辕矩阵 从《汽车商业评论》出发 不断推动新汽车向前进 加入轩辕同学 ， 成就新汽车人! 汽车是流动的工业文明 从第二次工业革命到第四次工业革命 它以不断迭代的姿态 驶向无穷的未来 从本茨的第一辆汽车启程 到新能源变革的浪潮席卷 从图灵机的逻辑之光 到智能移动一步步成为现实 汽车产业的每一次进化 都在深刻回答 人类"出行欲望"与"现实瓶颈"之间的难题 轩辕矩阵 永远走在时代前列 产业传播是我们的根基 这里有汽车商业评论不断穿越产业周期 这里有轩辕科技评论深度解读先锋力量 这里有铃声ECHO倾听新汽车供应链的声音 这里有新汽车实验室深入拷问产品的创新力 这里还有JACKTOK 对话与评论时代硬核人物 产业评价是我们的躯干 轩辕奖 全球专家评选中国年度汽车 铃轩奖 主流车企研发采购专家评选年度零部件 金轩奖 中国汽车品牌营销风向标 产业催化是我们的果实 轩辕汽车蓝皮书论坛 跨界交流，权威意见 新汽车生态合作交流会 主零桥梁，进步阶梯 轩辕同学，成就新汽车人 我们永远走在时代的前列 不断打造顶 ...

Core Insights - The reliability of AI-generated tax advice, specifically from ChatGPT, has been called into question due to inconsistencies and inaccuracies in responses [2][3][4] Group 1: User Experiences - A Reddit user reported receiving three different answers regarding simplified employee pension contributions and Roth IRA eligibility, highlighting the confusion and potential risks of relying on AI for tax advice [3] - Users noted significant math errors, such as a calculation of $26 million in taxes owed on a $2 million income, illustrating the unreliability of AI in tax calculations [5] Group 2: Professional Opinions - Tax professionals expressed skepticism about using AI for tax advice, emphasizing that AI lacks a true understanding of tax law and operates on probabilistic predictions rather than deterministic reasoning [6] - Real-world consequences have been observed, with clients presenting AI-generated tax returns that were subsequently rejected by the IRS, indicating potential legal and financial repercussions [4]

Core Viewpoint - The article discusses the intense competition among major internet companies during the Spring Festival, particularly focusing on the rise of AI applications and the strategic battles for user engagement and market share in the AI sector [3][4][37]. Group 1: AI Competition Landscape - The Spring Festival has become a battleground for internet giants to compete for traffic, with significant events like the 2015 payment war and the 2020 short video competition [3][4]. - In 2025, a new player, DeepSeek, emerged, surpassing existing applications in daily active users, indicating a shift in the AI market landscape [4]. - By 2026, the competition intensified, with major companies preparing extensively for the Spring Festival, marking it as a critical moment for AI applications [4][5]. Group 2: Model Updates and Innovations - Major companies like Baidu, Alibaba, and ByteDance have updated their AI models recently, with Baidu's Wenxin 5.0 featuring 2.4 trillion parameters and advanced multi-modal capabilities [6][8]. - Alibaba's Qwen3-Max-Thinking model, with over a trillion parameters and 36 trillion tokens of pre-training data, enhances its tool-calling capabilities [8][10]. - ByteDance launched several models, including Seedance 2.0 and Seedream 5.0 Lite, which significantly improved video and image generation capabilities [10][14][15]. Group 3: AI Super Entry Points - Companies are focusing on creating AI super entry points that integrate their core business models, such as Baidu's AI+search and Alibaba's AI+e-commerce [21][25]. - Alibaba's launch of the Qwen APP aims to enhance the e-commerce experience by integrating various services into a single platform [25][28]. - Tencent's Yuanbao group chat feature incorporates AI to enhance user interaction and engagement, including a cash red envelope feature during the Spring Festival [30][32]. Group 4: Cash Incentives and User Engagement - Major companies are investing heavily in cash incentives to attract users, with Tencent announcing a 1 billion yuan cash giveaway and Baidu offering 500 million yuan in red envelopes [35][37]. - The competition for user attention and brand recognition is driving these cash distribution strategies, as companies aim to establish their AI super entry points [37].