Group 1 - Haizhi Technology Group (02706.HK) increased by 15% [1] - MINIMAX-WP (00100.HK) rose by 5.43% [1] - Zhipu (02513.HK) saw a gain of 5.12% [1]

（文章来源：每日经济新闻） 每经AI快讯，2月12日，部分港股AI应用股走强，智谱涨超25%，MINIMAX-WP涨超13%，金山云、商 汤涨超5%。 ...

Core Insights - The article discusses the emergence of a new AI-driven content interaction platform called Loopit, which allows users to create and engage with interactive content in innovative ways, moving beyond traditional viewing experiences [2][3][4]. Group 1: Product Overview - Loopit is described as a platform that transforms content into interactive experiences, enabling users to engage through various actions like clicking, swiping, and voice commands [3][10]. - The platform lowers the barrier for content creation, allowing users to input ideas in text form, which Loopit then translates into interactive content across multiple formats, including images, audio, and video [10][12]. - The product aims to redefine user interaction with content, shifting from passive consumption to active participation [65][66]. Group 2: Company Background - Loopit was founded by Chen Weipeng, who previously held significant roles at Sogou and Baichuan Intelligent, and has a strong background in natural language processing [4][15]. - The company has recently completed two rounds of financing, achieving a sixfold increase in valuation within a month [4][5]. - The product was officially launched on February 10, 2026, and has already garnered attention from notable figures, including Elon Musk [5]. Group 3: Market Positioning and Strategy - Chen Weipeng emphasizes that the platform is not merely a game but a broader tool for self-expression, allowing users to explore and expand their creative boundaries [13][14]. - The company aims to create a general-purpose product rather than a niche tool, believing that the future of AI applications lies in their ability to combine various capabilities [29][30]. - The platform's design, including a single-column feed, is intended to prioritize content interaction and enhance user engagement [68][69]. Group 4: Challenges and Development - The development of Loopit involved significant challenges, including technical complexities in integrating coding and multimodal capabilities, which took over seven months to refine [19][61]. - The team frequently revised their product demos, indicating a commitment to ensuring that the final product met user expectations and market needs [110][111]. - The decision to focus on community-driven content rather than a tool-based approach reflects a strategic choice to pursue higher potential growth despite the associated complexities [113][114]. Group 5: Future Outlook - The company believes that interactive content will eventually provide a greater return on investment for users compared to traditional video formats, as it fosters deeper engagement [73][92]. - There is an intention to explore how to combine content distribution with generative AI to enhance user experience and create a feedback loop between content creation and consumption [94][95]. - The company is optimistic about its ability to generate network effects, which are often lacking in many AI applications, positioning Loopit as a unique player in the market [90][92].

Group 1 - The Hong Kong stock market saw a strong performance in AI application stocks, with notable gains from companies such as Zhizhu (up over 16%), Yuedu Group (up over 9%), and Fubo Group (up over 8%) [1][2] - The recent launch of the AI video generation model Seedance 2.0 by ByteDance on the Jimeng platform has sparked widespread evaluation and discussion within the AI industry, showcasing impressive capabilities in multi-modal thinking and video generation [1] - Seedance 2.0 supports various input types including text, images, videos, and audio, and has achieved breakthroughs in key areas such as self-operated and distributed shooting, audio-visual synchronization, and multi-angle storytelling [1] Group 2 - Zhizhu's stock price increased by 16.26% to 321.800, with a total market capitalization of 143.472 billion and a year-to-date increase of 176.94% [2] - Yuedu Group's stock rose by 9.38% to 41.300, with a market cap of 42.187 billion and a year-to-date increase of 25.23% [2] - Fubo Group's stock gained 8.75% to 4.970, with a market capitalization of 12.637 billion and a year-to-date increase of 20.92% [2]

Core Insights - The article discusses the launch of the "Spring Festival Treat" plan by Qianwen App, which offers users a 25 yuan takeaway "free order card" for inviting new users, leading to a surge in demand and subsequent issues with the app's functionality [2][6] - The initiative has sparked a secondary market on platforms like Xianyu, where "Qianwen newcomers" are being sold, indicating a growing trend in user acquisition strategies within the app industry [6][9] Group 1: Qianwen App's Promotion - On February 6, Qianwen App initiated a 30 billion yuan promotional campaign, providing users with a 25 yuan free order card for participating in the activity [2] - Users reported difficulties with the app, with many unable to place orders due to high traffic, prompting the company to address the issue publicly [4][6] - The promotion has led to significant user engagement, with over 10 million orders placed within the first 9 hours of the campaign [9] Group 2: Secondary Market Dynamics - A new market has emerged on Xianyu, where "Qianwen newcomers" are being sold, with prices increasing from 3-4 yuan to as high as 18 yuan within two days [6][8] - The average transaction price for "Qianwen newcomers" has risen significantly, indicating a high demand and potential for profit in this secondary market [6][9] - There are also reports of fraudulent listings, where some sellers do not fulfill orders, highlighting the risks associated with this new market [8] Group 3: Industry Context - The competition among AI applications during the Spring Festival is intensifying, with various promotional strategies being employed to attract users [9] - The article notes that Qianwen App has maintained a leading position in the App Store download rankings, reflecting the effectiveness of its promotional efforts [9] - The incident involving a delivery person spilling multiple orders underscores the operational challenges faced by businesses during high-demand periods [11]

Core Viewpoint - The article emphasizes the evolution of AI applications from mere conversational tools to proactive task executors, reflecting a shift in user expectations towards AI's ability to solve problems and enhance productivity [27][28]. Group 1: AI Application Trends - The AI application rankings indicate a growing demand for tools that can perform tasks autonomously rather than just engaging in dialogue, marking a transition towards AI as a "digital colleague" [27]. - Users are increasingly looking for AI to not only demonstrate intelligence but also to provide tangible solutions to their needs, shifting the focus from "what AI can do" to "what AI can do for me" [28]. - The trend shows AI applications expanding their capabilities, integrating deeper into workflows, and addressing more human-centric experiences, such as mental health support and creative content generation [28][29]. Group 2: Featured AI Applications - The article highlights several AI applications across different categories, including: - **Marketing and Content Creation**: Blue Yunyun Galaxy Marketing AI provides a comprehensive content production solution for media and marketing scenarios, although it has limitations in real-time information processing [6][8]. - **Research and Information Processing**: AI Quick Researcher generates structured reports efficiently, but may have data lag issues [8][9]. - **Office Efficiency**: ClawdBot serves as a local AI assistant for automating tasks like email summaries and data analysis, enhancing workplace productivity [10][11]. - **Development Tools**: Lovable allows users to create full-stack applications through natural language, making development accessible to non-technical users [12][13]. - **Creative and Wellness Applications**: White Daydream transforms text into engaging videos, while Forest Healing Room offers emotional support through AI-driven therapy [14][15]. Group 3: Developer Insights - The developer of Blue Yunyun Galaxy Marketing AI discusses the need for a system that not only generates content but also ensures it is visible and shareable in the digital landscape, addressing common challenges in content marketing [21][24]. - The platform's unique approach focuses on generating content that is optimized for AI search engines, enhancing its discoverability and impact [21][24]. - User feedback has been instrumental in refining the product, with features like prompt optimization receiving positive responses for improving user experience [26].

Market Performance - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index closing flat at 4067.67 points [1] - The Shenzhen Component Index fell by 0.92%, while the ChiNext Index decreased by 1.74%, and the North Star 50 Index dropped by 1.19% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 162.97 billion yuan, an increase of 12.7 billion yuan compared to the previous day [1] - Over 2900 stocks in the market experienced declines [1] Sector Performance - The coal, photovoltaic equipment, and real estate sectors showed strength in the morning session [1] - In contrast, the precious metals and AI application sectors collectively adjusted downwards [1]

Core Viewpoint - Palantir's stock rose nearly 12% in pre-market trading following the release of its latest earnings report, which exceeded market expectations for both performance and guidance [1] Financial Performance - The company reported strong financial results, with earnings and guidance surpassing market forecasts [1] Stock Market Reaction - In pre-market trading, Palantir's stock reached a high of $165.70, reflecting a 12.14% increase [1] - The stock showed various price points during pre-market trading, with significant increases noted at different levels, indicating strong investor interest [1]

Core Viewpoint - Visionary Holdings Inc. has regained compliance with Nasdaq Listing Rule 5250(c)(1) following the filing of its Annual Report on Form 20-F for the fiscal year ended March 31, 2025 [1][3]. Group 1: Compliance and Reporting - The company was previously notified by Nasdaq on August 5, 2025, regarding non-compliance due to the delayed filing of its Annual Report [2]. - The filing of Form 20-F on January 28, 2026, led to Nasdaq confirming the company's compliance with listing requirements [3]. - Nasdaq informed the company on January 29, 2026, that the compliance matter is now closed [3]. Group 2: Company Overview - Visionary Holdings Inc. is a technology-driven multinational enterprise listed on Nasdaq, focusing on innovative education, AI applications, and high-tech healthcare solutions [4]. - The company is headquartered in Toronto, Canada, and operates through subsidiaries across North America and Asia [4].

Core Viewpoint - The report from CITIC Securities anticipates continued growth in the computing power sector driven by sustained capital expenditures (Capex) from major CSPs, increasing demand for tokens, and continuous product capability enhancements [1] Group 1: Performance Outlook - The computing power sector's performance is expected to maintain a favorable growth trajectory through 2025 [1] - AI applications are projected to show structural highlights, particularly in areas such as AI fintech, AI healthcare, and AI data, with general agent applications also demonstrating resilient growth [1] - Overall profitability in the sector is likely to improve significantly [1] Group 2: Future Projections - Looking ahead to 2026, the computing power sector is expected to continue its favorable conditions, with AI applications poised to reach pivotal opportunities [1]