2月13日，A股三大指数集体低开，上证指数低开0.44%，深证成指低开0.66%，创业板指低开0.56%。 盘面上，AI审核概念表现活跃，人民网封涨停，浩瀚深度涨超10%，国投智能涨超8%，三未信安、吉大正元、中新赛克跟涨。 点评：消息面上，近期，部分网络账号发布AI生成合成信息时，存在利用虚假不实内容欺骗误导公众的问题，破坏网络生态。网信部 门督促网站平台深入排查整治，依法依约处置账号13421个，清理违法违规信息54.3万余条。 早盘太空光伏概念震荡下挫，双良节能跌停，亚玛顿、聚和材料、赛伍技术、金晶科技等跟跌。 另外，有色金属、光模块、影视传媒板块领跌。 展望后市，光大证券认为部分资金获利了结或者持币过节的倾向下，市场偏好和热点持续性都会较为平淡。节前沪深指数也难有大的 变化，预计延续窄幅震荡。 热门板块 1、AI审核概念表现活跃 AI审核概念表现活跃，人民网封涨停，浩瀚深度涨超10%，国投智能涨超8%，三未信安、吉大正元、中新赛克跟涨。 2、太空光伏概念震荡下挫 | | AI应用(02GN2343) | | (+) 板块 | | --- | --- | --- | --- | | | 1618.36 ...

Core Insights - Major AI companies like OpenAI and Anthropic are launching enterprise-level AI products that challenge existing enterprise software markets, prompting traditional software vendors like Microsoft and Salesforce to accelerate their own AI tools and management platforms [1][2] Group 1: Competitive Landscape - The competition involves four main product categories: browser-based agents, computer-operable agents, agent-building tools, and agent management consoles [1][2] - OpenAI and Google provide browser-based agents capable of executing multi-step tasks, while Anthropic's Cowork and Google's Gemini Computer Use are examples of computer-operable agents [2] - Agent-building tools such as Salesforce's Agentforce and Google's Gemini Enterprise allow clients to create agents that can access various enterprise applications [2] - The agent management console market features competitors like Microsoft's Agent 365 and OpenAI's Frontier, raising questions about the necessity of multiple consoles for clients [2] Group 2: Adoption Challenges - Despite the promising outlook, new agent technologies face significant challenges before widespread adoption, including security concerns and usability issues [3] - Companies like OpenAI and Anthropic indicate that their computer-operable agents are still in research preview, suggesting they are not yet ready for large-scale enterprise deployment [3] - Hilton's CTO Onkar Birk expressed caution in adopting new subscriptions, highlighting the complexity and investment required for developing customer support agents [4] Group 3: Traditional Software Companies' Response - OpenAI's strategy involves positioning its agent command technology above traditional enterprise "record systems," which are critical for storing business data [5] - Traditional enterprise application companies like Salesforce and Microsoft have not yet taken steps to block AI agents from accessing or modifying data within their systems [5] - There is a recognition that traditional companies are utilizing technologies from OpenAI and Anthropic to support their own agents, even as these AI firms promote their competitive tools [5] Group 4: Market Dynamics - Snowflake, a database company, has released a product supported by AI models from OpenAI and Anthropic, enabling clients to develop agents for searching and retrieving business metrics [6] - The competitive landscape is characterized by high stakes, with industry leaders feeling pressure to either achieve a $1 trillion valuation or face potential failure [6]

智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产ai编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产ai编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产a编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 智谱GLM最新coding计划，提价40%后依然几小时全面售罄，国产a编程的ds时刻已经来临。 ai低代码/编程方向，金现代，卓易信息，普元信息。 ...

Core Insights - ByteDance's video model Seedance 2.0 has gained significant traction overseas, with Elon Musk commenting on its rapid development, indicating a growing market interest in video generation capabilities [1][7] - The model has been fully integrated into Doubao and Jimeng, and is now available for enterprise trial, showcasing its multi-modal input and long narrative capabilities aimed at professional production scenarios [1][5] Group 1: Product Launch and Features - Seedance 2.0 has officially launched and is now integrated with Doubao and Jimeng products, along with the Volcano Ark experience center for user trials [5][8] - The model emphasizes original sound and image synchronization, multi-camera long narratives, and controllable multi-modal generation, targeting a broader range of creators and commercial content scenarios [5][8] - Key features include support for mixed inputs of text, images, audio, and video, original sound synchronization, multi-track audio output, and enhanced video editing capabilities [10] Group 2: Market Reception and Future Developments - The model's rapid adoption and high exposure have heightened expectations for competition in the video generation sector, with a focus on the pace of product iteration and market response [6][8] - ByteDance acknowledges that Seedance 2.0 is not yet perfect, with areas for improvement including detail stability, multi-character matching, and complex editing effects [9] - Upcoming upgrades for Doubao's large model and Seedance 2.0 are scheduled for February 14, 2026, which will significantly enhance foundational model capabilities and enterprise-level agent functionalities [14]

即梦Seedance2.0深度解析-20260210 国泰海通_导读 2026年02月11日 10:59 最新视频生成模型C的2.0版本在市场上受到了积极反响，它在多镜头运用、视频风格与音频生成等方面展现了出 色能力，尤其在长视频一致性及角色一致性上取得了显著进展，解决了视频生成领域的关键难题。与同类软件相 比，该模型在精确控制性方面表现优异。讨论还涉及了该技术如何推动AI融入长、短剧创作，以及对影视、广 告、游戏等行业的影响，预示着内容生产方式的革新，包括新岗位的诞生、生产效率的提升和对算力需求的增 加。 此处内容需要权限查看 关键词 视频生成 多模态架构 精确控制性 奖励模型 工作流 生产力 复杂场景 工业经验 分辨率 速度 漫剧 短剧 数字人 DIT 架构 多模态 推理成本 参数量 生态闭环 物理世界 世界模型 全文摘要 购买本内容 会员免费查看 普通 18调研币 会员 免费 ...

来源：汲古科技 Google DeepMind 团队表示，该模型旨在弥合深奥科学理论与日常工程应用之间的鸿沟。 在具体的性能评估中，Gemini 3 Deep Think 展现出了亮眼的数据。 Gemini 3 Deep Think 发布：一张草图直接获得3D模型 Google 今日宣布对 Gemini 3 Deep Think 进行重大升级。这是一款专为解决科学、研究和工程挑战而设 计的推理模型。 目前，Google AI Ultra 订阅用户已可以在 Gemini App 中使用该更新版本，同时，Google 首次向选定的 研究人员、工程师和企业开放了 Gemini API 的 Deep Think 早期访问权限。 从抽象理论到硬核工程 此次更新的核心在于"深度思考"能力的进化。Gemini 3 Deep Think 不仅强化了科学知识库，更着重于解 决那些缺乏明确边界、数据混乱或不完整的复杂问题。 在测试现代前沿模型极限的"Humanity's Last Exam"基准测试中，该模型在不使用额外工具的情况下达 到了 48.4% 的准确率，树立了新的行业标准。 更为引人关注的是其在 ARC-AGI-2 测 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：汲古科技 Gemini 3 Deep Think 发布：一张草图直接获得3D模型 目前，Google AI Ultra 订阅用户已可以在 Gemini App 中使用该更新版本，同时，Google 首次向选定的 研究人员、工程师和企业开放了 Gemini API 的 Deep Think 早期访问权限。 从抽象理论到硬核工程 此次更新的核心在于"深度思考"能力的进化。Gemini 3 Deep Think 不仅强化了科学知识库，更着重于解 决那些缺乏明确边界、数据混乱或不完整的复杂问题。 Google DeepMind 团队表示，该模型旨在弥合深奥科学理论与日常工程应用之间的鸿沟。 在具体的性能评估中，Gemini 3 Deep Think 展现出了亮眼的数据。 Google 今日宣布对 Gemini 3 Deep Think 进行重大升级。这是一款专为解决科学、研究和工程挑战而设 计的推理模型。 在测试现代前沿模型极限的"Humanity's Last Exam"基准测试中，该模型在不使用额外工具的情况下达 到了 48.4% 的 ...

Achieved 100 consecutive quarters of revenue growth despite a challenging macroeconomic backdrop and tariff-related uncertainty that delayed customer purchase decisions. Performance was driven by a 22% increase in fulfillment revenue, reflecting the company's critical role in managing increasingly complex omnichannel supply chains. The acquisition of Carbon6 and SupplyPike has established leadership in the $750,000,000 revenue recovery addressable market, creating significant cross-sell opportunities. ...

Economic Overview - Confidence in economic strength eroded sharply following the worst Existing Home Sales report in four years, leading to a significant drop in bond yields and a market selloff [1][9] - Existing Home Sales fell from a 12-month high of 4.27 million seasonally adjusted annualized units to 3.91 million in January, marking an 8.4% decline, the largest one-month drop since February 2022 [3][9] Market Reactions - The Dow dropped 669 points (-1.34%), the S&P 500 fell 108 points (-1.57%), the Nasdaq decreased by 469 points (-2.03%), and the small-cap Russell 2000 declined by 53 points (-2.01%) [1] - AI disruptions impacted commercial real estate companies like CBRE and Jones Lang LaSalle, which saw declines of 8.8% and 7.5%, respectively [2] Earnings Reports - Expedia (EXPE) reported earnings of $3.78 per share, exceeding expectations of $3.46, with revenues of $3.55 billion reflecting an 11% year-over-year growth, but shares fell 3% in after-market trading [4] - Roku (ROKU) significantly outperformed estimates with earnings of 53 cents per share and revenues of $1.39 billion, leading to a 19% increase in shares [5] - Airbnb (ABNB) missed earnings expectations at $0.56 per share due to a one-time tax expense, but revenues of $2.78 billion surpassed the $2.72 billion forecast [6] - Coinbase (COIN) reported a loss of $2.49 per share, missing the expected profit of $0.61, with revenues of $1.78 billion falling short of the $1.82 billion consensus [7] - Applied Materials (AMAT) had a strong fiscal Q3 with earnings of $2.38 per share and revenues of $7.01 billion, exceeding expectations, and shares rose 13% in after-hours trading [8] - Rivian (RIVN) beat expectations with a loss of $0.54 per share and revenues of $1.29 billion, leading to a 16% increase in shares [10]

Market Overview - The S&P 500 and Dow Jones Industrial Average fell more than 1% as investors reacted to jobs data and awaited the January inflation report [1][15] - The Dow dropped 669.42 points (1.34%) to 49,451.98, the S&P 500 decreased by 108.71 points (1.57%) to 6,832.76, and the Nasdaq Composite lost 469.32 points (2.03%) to 22,597.15 [6][15] Technology Sector - Cisco Systems reported a less-than-impressive quarterly update, leading to a 12.3% drop in its shares, the largest one-day selloff since May 2022, which negatively impacted the broader technology sector [2][8] - The S&P 500 software index fell 1.7%, marking its second consecutive loss, with AppLovin experiencing a significant decline of 19.7% after its fourth-quarter results [9][15] - Concerns about AI disruption affected transportation companies, with the Dow Jones Transport Average sinking 4% [10][15] AI Investment and Competition - Investors are focused on which sectors can enhance productivity through AI investments while also worrying about industries that may face disruption [3][5] - Major tech companies, including Amazon, Google, Meta, and Microsoft, are expected to spend around $650 billion in the competition for AI dominance [9][15] Employment and Economic Indicators - A stronger-than-expected jobs report raised concerns that the Federal Reserve may be less likely to cut interest rates [7][15] - The number of Americans filing new unemployment claims decreased less than anticipated, indicating lingering disruptions from winter storms [7][15] Market Dynamics - Declining issues outnumbered advancers on both the NYSE and Nasdaq, with a ratio of 2.17-to-1 on the NYSE and 2.74-to-1 on the Nasdaq [12][15] - The Philadelphia SE Semiconductor index finished down 2.5%, while Equinix shares rose 10.4% due to strong AI-linked demand forecasts [11][15]