"未来产业是抢占科技制高点、把握发展主动权的关键。"宋亚宸认为，北京的政策红利与"耐心资本"支持，强大的原始创 新能力和密集的人才储备，丰富的概念验证与应用落地场景三大优势深度融合，可以成为北京加快建设国际科创中心的 坚实路径。 据央视报道，2月9日，习近平总书记来到位于北京亦庄的国家信创园，开启今年首次国内考察，并同科研人员和科技企 业负责人代表交流。 作为现场科技企业负责人代表之一，VAST创始⼈兼⾸席执⾏官宋亚宸在接受新京报贝壳财经专访时表示，自己感受到了 国家对未来产业和前沿创新的高度重视，也更加坚定了"接过历史接力棒"的决心。 在成果转化上，VAST正努力让AI成为"新质生产力"的基础设施。目前，VAST已经赋能全球超过650万个创作者、4万家 企业，与智能制造、虚拟现实、互动文娱、具身智能等领域企业建立了深度合作。 他眼中，科技自立自强意味着核心技术必须自主可控，以及创新成果必须赋能产业。在核心技术上 ，VAST押注3D基础 大模型，希望通过AI技术重构3D内容创作流程，构建全民化3D内容平台。 "3D抖音"是宋亚宸想做的事。他在接受媒体采访时曾表示，3D是最天然和终极的内容形式，用户缺少大众化的 ...

Core Viewpoint - The addition of Zhao Ming to Qianli Technology's board may be a crucial step in establishing a complete AI business model for the company [1][7]. Group 1: Zhao Ming's Role and Background - Zhao Ming, former CEO of Honor, is expected to serve as co-chairman of Qianli Technology, focusing on advancing the AI business model [1][7]. - Zhao Ming has over 20 years of experience in the mobile and communications industry and sees AI as a field worth investing another 20 years in [3][8]. - During his tenure at Honor, Zhao Ming achieved significant milestones, including leading the brand to regain market share and developing an AI strategy that positioned Honor at the forefront of the industry [9]. Group 2: Strategic Challenges and Opportunities - Qianli Technology is undergoing a strategic transformation and resource integration, with diverse shareholders including Geely, Mercedes-Benz, and the Chongqing government [9]. - The company faces the challenge of effectively integrating resources from a large team, including over a thousand members from Geely and Megvii [9]. - Zhao Ming's expertise in consumer-facing sectors is expected to enhance Qianli's strategic decision-making and help establish a global brand and operational system [10]. Group 3: Financial Performance and Business Model - In the first three quarters of 2025, Qianli Technology reported revenues of 6.95 billion yuan, but with a profit margin of less than 1%, primarily from terminal manufacturing businesses [10]. - The AI business is still in the investment phase, indicating that the company's business model requires upgrading [10]. - The collaboration between Zhao Ming and Qianli's current leadership is seen as a necessary alignment to develop a new business model for the AI era [10][11].

Core Insights - The article discusses the launch of Huawei's MindScale algorithm package aimed at enhancing the development of industry-specific agents, which are seen as vital for improving productivity and value creation in various sectors [1][13]. Group 1: Challenges in Industry Agent Development - MindScale identifies four core challenges in the widespread adoption of industry agents: the need for self-evolving workflows, automation of prompt optimization, historical knowledge reuse, and efficient training and inference processes [3][16]. - The project includes solutions such as the EvoFabric algorithm for self-evolving agents and SOP2Workflow for generating executable workflows from natural language documents [3][16]. Group 2: Workflow and Memory Optimization - The framework supports a state graph engine that allows for deep mixing of multiple agents, tools, and memory forms, facilitating rapid copying, migration, and deployment of complex intelligent processes [7][20]. - A memory module enhances agent performance over time by utilizing trajectory memory and evaluation results to create an optimized context for experience [7][20]. Group 3: Prompt Optimization Techniques - The SCOPE algorithm enables online prompt optimization between inference steps, achieving over 20% accuracy improvement in specific reasoning scenarios [7][21]. - The C-MOP model introduces a feedback loop for prompt optimization, addressing conflicts in text gradients and enabling automatic prompt adjustments based on positive and negative feedback [8][21]. Group 4: Efficiency and Hardware Adaptation - MindScale emphasizes training and inference efficiency, with the TrimR algorithm significantly reducing inference latency by up to 70% in high-concurrency scenarios without compromising accuracy [10][23]. - The introduction of KV-Embeddings redefines the use of KV Cache, allowing for efficient representation reuse during inference, which can reduce the number of generated tokens by up to 5.7 times [12][25].

（来源：上市之家） 2月12日，港股"国产大模型第一股"智谱（02513.HK）延续强势表现，盘中最高涨幅达41.81%，截至收盘报402港元/股，涨幅28.68%，市值站上1792.3亿 港元。自2月9日以来的四个交易日内，不断刷新股价新高。 消息面上，智谱今日发布GLM Coding Plan价格调整函，宣布因市场需求持续强劲增长，用户规模与调用量快速提升，为保障高负载下的稳定性与服务质 量，公司加大算力与模型优化投入，并对GLM Coding Plan套餐价格体系进行结构性调整，整体涨幅自30%起，已订阅用户价格保持不变。该调整自2026 年2月12日生效。 同日，此前传言的新模型被正式确认。智谱上线并开源新一代旗舰模型GLM-5，官方称其实现了"从代码到工程的跨越"，从单纯的Vibe Coding进化为具 备系统性思维的Agentic Engineering。GLM-5在编程能力和Agent多项主流基准测试中取得开源模型SOTA分数，其中在SWE-bench-Verified和Terminal Bench 2.0中分别获得77.8和56.2，性能超越Gemini 3 Pro。 在全球权威的Artifi ...

Core Insights - The generative video model Seedance 2.0 from ByteDance is rapidly gaining popularity in overseas markets, with notable attention from Elon Musk, who commented on its fast development on social media [1][7]. Group 1: Product Launch and Features - ByteDance has officially launched Seedance 2.0, integrating it with Doubao and Jimeng products, and has opened the Huoshan Ark experience center for user trials [5][8]. - The model emphasizes capabilities such as original sound and image synchronization, multi-camera long narratives, and multi-modal controllable generation, targeting a broader range of creators and commercial content scenarios [5][8]. - Key features include: 1. Multi-modal input supporting text, images, audio, and video, allowing for mixed input of composition, actions, camera movements, effects, and sounds [8]. 2. Original sound and image synchronization with multi-track output for background music, sound effects, or voiceovers, ensuring alignment with visual rhythm [9]. 3. Multi-camera long narratives with automatic narrative logic parsing, generating shot sequences while maintaining character, lighting, style, and atmosphere consistency [10]. 4. Enhanced video editing and extension capabilities, reinforcing a "director-level control" workflow [11]. Group 2: Market Reception and Future Developments - The high exposure and rapid productization of Seedance 2.0 have intensified expectations for competition in the video generation sector [6]. - Musk's endorsement has broadened the model's visibility beyond the tech community to a wider audience interested in technology investments and products [7]. - ByteDance acknowledges that Seedance 2.0 is "far from perfect," with ongoing optimization needed in areas such as detail stability, multi-character matching, and complex editing effects [12]. - Compliance and usage boundaries are becoming clearer, with restrictions on using real human images or videos as reference subjects unless verified or authorized [15]. - A significant upgrade for the Doubao model and related generative models is scheduled for February 14, 2026, promising substantial enhancements in foundational model capabilities and enterprise-level agent functionalities [15].

Market Overview - The A-share market experienced narrow fluctuations, with the Shanghai Composite Index closing up 0.05% at 4134.02 points, while the Shenzhen Component Index rose by 0.86%, the ChiNext Index by 1.32%, and the STAR Market Index by 1.56% [1][8] - Overall trading sentiment was subdued ahead of the Spring Festival, with a total trading volume of 2.16 trillion yuan, slightly up from 2 trillion yuan the previous trading day [1][8] - There was a divergence in individual stock performance, with over 3200 stocks declining, while sectors such as artificial intelligence, computing power, and electric grid saw gains [1][8] Artificial Intelligence Sector - The AI sector continued to strengthen, with the Guotai AI ETF (159388) and the STAR Market AI ETF (589110) both rising by 3.97% [3][10] - Major developments included the launch of new AI models and significant price adjustments for existing services, indicating a shift towards commercial viability in the AI market [3][10] - The introduction of the GLM-5 model and the "director-level" video AI Seedance2.0 showcased advancements in AI capabilities, enhancing user experience and market expectations [3][10][11] Electric Grid Sector - The electric grid sector saw significant gains driven by favorable policy announcements, including the State Council's implementation plan for a unified national electricity market by 2030 [6][14] - The plan aims for market-based transactions to account for 70% of total electricity consumption by 2030, with further improvements expected by 2035 [6][14] - The sector is experiencing a dual demand boost from both domestic infrastructure projects and international market needs, particularly in data center construction and AI computing power [6][14] Investment Opportunities - Investors are encouraged to monitor the Guotai AI ETFs (589110, 159388) and the electric grid ETF (561380) as potential investment opportunities due to the ongoing developments in AI and electric grid sectors [5][14]

据了解，海致科技自2013年成立以来，累计完成13轮融资。君联资本作为第一大机构股东，通过5家关 联实体合计持股13.62%，BAI 、高瓴资本分别持股6.5%、2.55%，用资本投票印证对 AI 的长期看好。 此外，中国互联网投资基金、北京人工智能产业基金等国资背景机构的入局，更凸显其技术路线的合规 性与产业价值。 智通财经APP获悉，海致科技(02706)在暗盘交易中表现极其亮眼。盘中一度飙升269.5%，最终收报84 港元，大幅上涨210.42%。按每手200股计算，不计手续费，投资者每手净赚11,388港元，成为春节前当 之无愧的"最佳红包股"。截至收盘，公司最新市值达336.36亿港元。 海致科技将于明日(2月13日)正式登陆港交所。在当前AI赛道的热潮中，海致科技的表现力压群雄：其 暗盘涨幅大幅领先壁仞科技(06082)与MINIMAX-WP(00100)。市场这种"真金白银"的投票，展现了市场 对其"AI图模融合"独特路径的高度认可。 值得注意的是，按照港股通的"季度快速准入机制"，Q1上市的个股，如果符合恒生综指检讨中纳入恒 生大型指数和中型指数Buffer Zone缓冲区间的标准，即排入恒生 ...

Group 1 - The core viewpoint of the article highlights the rapid development of domestic AI models, particularly the launch of Seedance 2.0 and GLM-5, indicating a competitive edge in the global AI landscape [1][3][10] - The performance of the Huabao AI ETF (589520) has been impressive, with a 4.02% increase, recovering above the 20-day moving average, reflecting strong investor interest in the domestic AI sector [1][7][8] - Key stocks within the ETF, such as Yuke (20% limit up), Jingchen (over 15% increase), and Xinyuan (over 12% increase), have shown significant gains, indicating a bullish trend in the AI and semiconductor sectors [8][10] Group 2 - The GLM-5 model, previously known as "PonyAlpha," has been recognized for its advanced capabilities, positioning China among the top tier in sparse architecture and AI model development [3][10] - The model has been optimized for compatibility with major domestic chip platforms, showcasing the capability of Chinese chip clusters to support large-scale generative models, which is a significant step towards a mature ecosystem [10] - According to CITIC Securities, the domestic computing power sector is expected to thrive, with potential for a long-term bullish market similar to the US stock market in 2023, driven by the urgency for domestic semiconductor and AI chip development [3][10]

一年前，DeepSeek横空出世，短短几天内就屠榜各类应用下载榜，并且长时间霸榜，无人可望其项背，也被叫做DeepSeek时刻。 2月11日，它悄悄进行一次灰度更新，直接对标Gemini，可以一次性处理近百万字内容，为即将发布的V4版本做足准备。 但没想到的是，一夜之间文风大变，不少用户吐槽：变冷漠了，也变油了。 一夜之间，变冷漠了 以前用DeepSeek，就像和一个懂技术、有耐心的朋友聊天。 话不多但句句暖心，不仅会记住自己设定的昵称，还能长期维持角色设定，连聊天习惯都能牢牢记住。 但更新后的DeepSeek，再也不称呼用户的自定义昵称，回复全是简短的分句，语气生硬又敷衍，有种和对象吵架后力不从心的无力感。 比如，有用户表示，之前它回复的时候会加很多表情，而且语气有趣，但更新后每次回复都是短短几句话。 有人习惯和它日常唠嗑，但更新后的回复感觉被冒犯了。 此外，它还变得居高临下，"爹味"十足。 有人问了它最近很火的一个问题："想去洗车，但洗车店距离我家只有50米，我应该开车去还是走路去？" DeepSeek给出"走路"的答案后，被用户调侃了一句"笨"，没想到接下来语气瞬间变得不对劲。 还有人不喜欢这种挑衅的感 ...

广电运通股价在近7天呈现上涨趋势，区间涨幅达5.89%。截至2月12日收盘，股价报13.49元，单日上涨 1.12%。技术面显示股价突破5日均线，但布林带上轨存在压力。资金面上，2月12日主力资金转为净流 入2706万元。 经济观察网近期，广电运通（002152）在AI业务方面取得重大进展，其产品已落地国家人工智能应用 中试基地等多个重大项目，数字人民币平台覆盖超3000个场景，累计交易额达5.89亿元。同时，中国电 科与中国广电签署战略合作协议，或为公司带来间接业务机遇。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 ...