核心提示： （1）中国自动驾驶出海，中东是热土、新加坡是高墙。后者开出的条件近乎苛刻：巴士准点向地铁看 齐，2分钟早到、5分钟晚到都算违约。蘑菇车联选择了爬墙，这不仅是市场更是考场——选择本身即反 映出其对自身技术边界的判断。 （2）自动驾驶巴士究竟在压缩人类的存量岗位空间，还是带来更多幸福感？这是许多科技公司都不愿 直面的问题。蘑菇车联副总裁吕斌对此的认知是，自动驾驶巴士不是要取代人类司机，反而在解决公交 司机短缺的刚性难题时，通过准点调度、降本增效和适老化设计，让公共交通更有"人情味儿"。 （3）自动驾驶发展催生了新的岗位，"远程安全员"。有人认为远程安全员依旧属于"人驾"，吕斌指 出，安全员的注意力状态、责任边界、职业认同都异于传统司机，而某种程度上，行业泡沫是探索、试 错到聚焦过程中必然伴随的产物。 自动驾驶技术一度是科技圈最炙手可热的明星。然而，随着自动驾驶商业化进程的缓慢推进和技术瓶颈 逐步显现，外界的聚光灯有所分散。 行业数据显示，2021年国内自动驾驶行业融资总金额达932亿元的峰值，但到了2025年，这一数字已降 至350亿元。单纯靠技术叙事吸引投资的时代已经结束，如今投资方更关注可验证的落 ...

2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中迅策(03317)获纳 入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效，届时 沪深交易所会相应调整港股通可投资标的范围。据中金研报，迅策有可能被调入港股通，因其满足了包 括市值、流动性和上市时间等在内的一系列标准。 公开资料显示，迅策科技专注于实时数据基础设施与分析解决方案，构建毫秒级的AI Data Agent平台， 驱动金融、城市运营、能源、高端制造、医疗、卫星、机器人、电信和消费市场等不同行业在AI时代 实时数据分析和高效决策。在AI大模型落地过程中，迅策的实时数据平台通过数据集成与处理，帮助 企业应对数据分散和实时性不足的挑战。 ...

Group 1 - New convenient service devices have been installed at Tiananmen Square to assist citizens and tourists, including self-service lockers, AI photo booths, and vending machines for medications [2][3][6] - The self-service lockers consist of 18 groups with 120 units, offering luggage storage services for visitors, with the first 2 hours free and subsequent charges based on hourly rates [2] - AI photo booths are set up in two locations, allowing visitors to take commemorative photos with iconic landmarks, with the system designed to optimize photo quality based on user feedback [3] Group 2 - Two self-service vending machines for over-the-counter medications have been installed, each offering 43 types of common drugs, including cold medicine and band-aids, enhancing accessibility for tourists with urgent medical needs [6]

Core Viewpoint - The article discusses the impact of Elon Musk's statements on the space photovoltaic industry and the subsequent market reactions, highlighting the volatility of the A-share space photovoltaic index and the challenges facing the commercialization of space solar power in China [1]. Group 1: Market Reactions - On February 13, the space photovoltaic concept stock, Shenyang Double Energy (600481.SH), closed at the daily limit down after a previous surge due to news of receiving orders related to SpaceX's Starship launch base expansion [1]. - The Wind space photovoltaic index rose nearly 40% in January following Musk's comments at the Davos Forum, but has since declined over 8% from its peak due to multiple companies issuing clarification announcements [1]. Group 2: Industry Insights - Industry experts indicate that large-scale commercialization of space photovoltaic technology is unlikely in the short term, with ground-based power stations remaining the primary source of energy consumption [1]. - Factors such as international politics make it unrealistic for Chinese photovoltaic companies to secure large orders from the U.S. market [1]. - There is a call for the Chinese photovoltaic industry to enhance collaboration with domestic commercial space ventures to support China's space strategy, with some perovskite companies already testing joint applications with satellite firms [1].

Group 1 - The January consumer price index (CPI) report shows a month-over-month inflation increase of 0.2%, which is lower than the expected 0.3% gain, while the core CPI increased by 0.3% [1][3][57] - Year-over-year inflation rates are reported at 2.4% for the headline CPI and 2.5% for the core CPI, indicating a slight acceleration in core inflation [2][50] - The report reflects potential distortions due to data collection issues from the government shutdown in previous months, which may affect the comparability of the data [3][26] Group 2 - The market reaction to the CPI report has been muted, with stocks showing little change, indicating that investors are digesting the data amid a volatile market backdrop, particularly in the tech sector [4][59] - There is heightened sensitivity in the market regarding AI-related disruptions, affecting various sectors, including technology and logistics, leading to significant sell-offs in stocks perceived to be at risk [5][90][91] - The CPI data suggests a mixed economic environment, with some sectors experiencing price increases while others, like energy and used cars, see declines, reflecting a complex inflation landscape [11][51][52] Group 3 - Analysts note that January often sees price resets, which can lead to temporary inflation spikes, but the current data does not appear to reflect such resets significantly [7][10] - The report indicates a drag from lower energy prices, which has curbed the headline inflation figure, while certain sectors like transportation services have shown notable price increases [11][12] - The overall economic outlook remains cautious, with expectations that inflation will gradually decrease, allowing for potential Federal Reserve rate cuts later in the year [16][20][30] Group 4 - The CPI report highlights specific categories with significant price movements, such as personal care and food away from home seeing increases, while gasoline and dairy products experienced declines [51][52] - The discussion around tariffs and their impact on inflation continues, with potential policy changes from the White House that could alleviate some inflationary pressures [23][38] - The market is currently characterized by a cautious approach, with investors closely monitoring economic indicators and their implications for future Federal Reserve actions [60][64]

Core Viewpoint - KLA Corporation has signed a Memorandum of Understanding with the Government of Tamil Nadu to establish a new R&D and innovation campus in Chennai, with an investment of up to $400 million over the next decade, expected to create 4,000 jobs [1][5]. Group 1: Investment and Development - KLA will invest up to $400 million (₹3,600 crore) over the next ten years for the new facility [1]. - The new campus will be an expansion of KLA's existing R&D facility, which was opened earlier this year with an investment of ₹300 crore [2]. - The new campus is planned to be located on a 12-acre site with a potential capacity of up to 1.5 million square feet [2]. Group 2: Government and Industry Support - The MoU was signed in the presence of key government officials, including M K Stalin, Chief Minister of Tamil Nadu, and Udhayanidhi Stalin, Deputy Chief Minister [3]. - The establishment of the R&D campus reinforces Tamil Nadu's role in the global semiconductor value chain, according to Dr. T R B Rajaa, Minister for Industries [4]. Group 3: Strategic Vision - KLA has recognized India as a critical part of its global growth for over two decades, aiming to scale India as a global center for AI and software-led semiconductor innovation [5]. - The planned Chennai campus is expected to enhance KLA's existing R&D capabilities and strengthen collaboration across global teams [5].

Apple Inc. (NASDAQ:AAPL) is among the most profitable mega cap stocks to buy. On February 9, TheFly disclosed that Apple Inc. (NASDAQ:AAPL) iPhone 17e with MagSafe is launching “soon,” according to Bloomberg’s Mark Gurman report. The report added that the iOS 26.4 beta with updated Siri is expected in the week of February 23, with M5 MacBook Pros possibly arriving as early as the week of March 2. Previously, on February 3, Goldman Sachs maintained its Buy rating and $330 price target on Apple Inc. (NASDA ...

Group 1 - Eli Lilly and Company (NYSE: LLY) has been upgraded to Buy from Hold by Freedom Capital, with a new price target of $1,200, up from $1,050, following strong quarterly performance driven by record GLP-1 sales [1] - The company holds a dominant position in the GLP-1 market and has long-term potential from an upcoming oral drug launch [1] - Eli Lilly announced a definitive agreement to acquire Orna Therapeutics, which focuses on engineering immune cells in vivo, with a lead program targeting B cell-driven autoimmune diseases [2][3] Group 2 - The acquisition terms include a potential payout of up to $2.4 billion to Orna's shareholders, consisting of an upfront payment and milestone-based payments [3] - Eli Lilly's product portfolio includes pharmaceuticals across oncology, diabetes, immunology, neuroscience, and other therapeutic areas [3]

Core Viewpoint - Affirm Holdings Inc. is identified as a high-risk, high-reward growth stock, with a recent target price reduction by Mizuho to $95 from $114, while maintaining an Outperform rating, citing an unjustified selloff and two positive catalysts: a partnership with Intuit and conservative FY2026 guidance [1][2]. Group 1: Partnership with Intuit - On February 2, Affirm announced a multi-year exclusive partnership with Intuit, making Affirm the built-in pay-over-time solution in QuickBooks Payments, which provides access to millions of small and mid-market businesses with over $2 trillion in invoices annually [2]. - The integration of Affirm into QuickBooks Payments is expected to offer businesses a transparent way to provide customers with payment options while ensuring businesses receive payments upfront [2]. Group 2: Financial Performance - Affirm's Q2 FY2026 earnings report revealed a 36% year-over-year growth in gross merchandise volume, reaching $13.8 billion, and a 30% year-over-year revenue growth to $1.1 billion [2][3]. - Active consumers increased by 23% year-over-year to 25.8 million, and transactions per active customer grew by 20% year-over-year to 6.4 times [2]. Group 3: Future Revenue Guidance - For Q3 FY2026, Affirm expects revenue between $0.97 billion and $1.00 billion, indicating a year-over-year growth rate of 23.9% to 27.7% [3]. - For Q4 FY2026, the revenue guidance is set between $1.06 billion and $1.09 billion, suggesting a year-over-year growth rate of 21.0% to 24.4% [3]. Group 4: Company Overview - Affirm Holdings, Inc. operates a payment network across Canada, the United States, and internationally, offering a consumer-focused app, point-of-sale payment solutions, and merchant commerce solutions [4].

Group 1 - US stock indices opened lower, with Nasdaq down 0.16%, Dow Jones down 0.04%, and S&P 500 down 0.01% [1] - Chinese concept stocks fell, with Alibaba and Baidu dropping over 3%. However, Applied Materials rose over 11% due to better-than-expected Q1 earnings. Rivian surged 26% after projecting a 53% increase in delivery volume by 2026 [1] Group 2 - Eli Lilly's acquisition of Ventyx Biosciences has received approval from the US Federal Trade Commission, with a cash purchase price of $14 per share, totaling approximately $1.2 billion. The deal is expected to close in the first half of 2026 [2] Group 3 - Moderna reported Q4 revenue of $678 million, a 30% year-over-year decline, while the market had expected $625.1 million. The company posted a Q4 loss of $2.11 per share, an improvement from a loss of $2.91 per share in the same period last year [3] Group 4 - SoftBank's PayPay has officially submitted an IPO application in the US, reporting a profit of 103.3 billion yen and revenue of 278.5 billion yen for the nine months ending December 31 [4] Group 5 - TrendForce forecasts that HBM4 validation will be completed by Q2 2026, driven by growing GPU demand due to AI infrastructure expansion. Major memory manufacturers are nearing the end of the HBM4 validation process, with Samsung expected to lead, followed by SK Hynix and Micron [5]