Libertify的加入，将进一步丰富深圳的国际创新资源，强化罗湖乃至大湾区在全球化创新网络中的节点 功能，也为更多海外高层次人才和项目来深发展注入强劲信心。 AI赋能金融 契合产业发展布局 Libertify项目在赛事上脱颖而出，凭借的是一款极具市场潜力的生产级AI解决方案。其核心技术可将静 态、复杂的文档或海量数据，自动转化为结构清晰、配有AI旁白的互动视频，有效提升信息传达效率 与观众参与度。 更值得关注的是，Libertify的核心业务方向与罗湖"3+3+4"现代化产业体系高度契合，落地罗湖后，将 助力金融信息传递更直观、更高效。 来了就是深圳人，这次是"国际创客"！近日，中国深圳创新创业大赛第九届国际赛传来突破性好消息， 来自法国巴黎分站赛的创新项目Libertify（深圳市栎铂科技有限公司）正式签约落地罗湖，入驻璞跃中 国大湾区国际创新中心。 此次签约不仅标志着罗湖区首次承办海外分站赛即迎来"开门红"，实现了从赛事举办到项目落地的快速 转化；更是深创赛国际赛举办九年来，首个外籍优质项目成功扎根深圳。这不仅是赛事成果的重要体 现，更是深圳持续构建开放包容、具有全球吸引力创新生态的生动写照。 精准对接 ...

央企"AI+"具身智能产业共同体成立 近日，据国务院国资委消息，央企"AI+"具身智能产业共同体成立。国务院国资委相关负责人表示，近 年来，国务院国资委全力推进中央企业"AI+"专项行动，智能算力供给能力持续提升、自主可控模型构 建加速突破，人工智能产业发展取得明显成效。 国务院国资委最新数据显示，截至目前，中央企业已经牵头11个行业可信数据空间建设，建设交通、能 源、绿色、金融4个数据产业共同体。 高价值场景应用竞相落地。目前，央企已有17个备案的行业模型，服务能源电力、矿产资源、工业制 造、交通物流等多领域场景建设。打造行业智能体平台，创建10万余个行业智能体应用，有效赋能行业 高质量发展。国资央企还对外发布了开源"焕新社区"，面向社会免费开放超2200张国产智算芯片，汇聚 超4700个模型、1200个数据集。 随着本次签约，江苏省战新基金集群已累计组建46只总规模1760亿元产业专项基金，完成50只496亿元 的产业子基金决策流程。集群总规模达到2756亿元，累计投资项目超200个，带动直接股权投资超过200 亿元，2个直投项目实现IPO上市。 江苏省战新基金集群总规模 跃升至2756亿元 2月11日下 ...

科大讯飞晚间公告，公司于2026年2月12日收到深圳证券交易所出具的《关于科大讯飞股份有限公司申 请向特定对象发行股票的审核中心意见告知函》，深交所发行上市审核机构对公司向特定对象发行股票 的申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要求，后续深交所将按规定报中 国证券监督管理委员会履行相关注册程序。公司本次向特定对象发行股票事项尚需获得中国证监会同意 注册后方可实施，最终能否获得中国证监会作出同意注册的决定及其时间尚存在不确定性，公司将根据 该事项的进展情况按照相关规定及时履行信息披露义务。 ...

Core Viewpoint - Seedance 2.0, a new video generation model by ByteDance, is rapidly gaining popularity globally, significantly lowering the barriers and costs for professional video creation [4]. Group 1: Product Features - Seedance 2.0 supports four modalities of input: image, video, audio, and text, allowing users to generate multi-shot videos with complete original soundtracks in just 60 seconds [4]. - The model has gained traction not only in China but also on overseas social media platforms, with users creating imaginative content such as "Wukong vs. Marvel heroes" and "pets dunking on NBA stars," with several demonstration videos exceeding one million views [4]. Group 2: Industry Impact - American directors and industry professionals have expressed concerns that Seedance 2.0 could disrupt Hollywood, with one director stating he created a trailer for a never-released film in just 20 minutes for $60, achieving cinematic quality [4]. - The sentiment among tech workers and AI researchers echoes this concern, with repeated assertions that "Hollywood is cooked" [19][20]. Group 3: User Accessibility - Seedance 2.0 is set to be integrated into CapCut, making advanced video creation accessible to a younger audience, specifically mentioning that every 12-year-old in America will soon have this capability on their iPhones [14][15]. Group 4: Platform Adjustments - In response to concerns about potential misuse, the platform's operators announced that during the beta testing phase, they would not support the input of real human images or videos as reference subjects, emphasizing the importance of respecting creative boundaries [26].

2月12日消息，原荣耀CEO赵明通过微博正式官宣加入千里科技，直言这是"一个可以奋斗十年的事业"，并表示期待与千里科技董事长印奇携手打造AI商业 闭环，助力企业发展。对此，印奇也发文回应，以"骐骥驰骋，志在千里！"表达对赵明的欢迎。 据悉，赵明此次将出任千里科技联席董事长，他与印奇早有接触，自2025年下半年起，双方的交流愈发频繁。而吸引拥有20多年和通信行业经验的赵明加入 的核心原因，是其将AI视作下一个值得投入20年的赛道。赵明曾在2025年9月的媒体沟通会上透露，自己一直在寻找能让人兴奋、值得投入10年甚至更久的 事业，而AI领域正是其心之所向。 编辑点评：赵明的加盟，是消费电子领域资深掌舵者向AI+智能终端赛道的重要跨界，也为千里科技的AI商业化布局补上了关键一环。赵明在消费电子终端 的产品打造、商业落地与品牌运营上的丰富经验，与印奇在AI底层技术与战略布局的优势形成互补，二者的联手让千里科技"AI+车"的战略有了更坚实的商 业化落地基础。 ...

Core Viewpoint - The company YunTianLiFei is leveraging its DeepEdge10 chip series to support various mainstream models and aims to commercialize applications in robotics, edge gateways, and servers, while also enhancing autonomous onboard computing for deep space exploration [2] Group 1: Product Development and Technology - The DeepEdge10 chip series supports multiple architectures including Transformer models, BEV models, CV large models, and LLM large models [2] - The company plans to utilize its IFMind large model reasoning capabilities to empower consumer electronics such as AI headphones and AI smartwatches [2] Group 2: Market Strategy - The company is adopting a multi-dimensional growth strategy for its consumer segment, focusing on brand IP development for "LuKa Doctor" and building a comprehensive marketing system [2] - It aims to enhance user co-creation and brand communication while leveraging core technologies like large models to introduce new categories of smart devices [2] Group 3: Business Model and Expansion - The company is exploring a "hardware + subscription content/service" model to deepen technological iterations and cost optimization, thereby creating competitive barriers [2] - Plans are in place to expand into overseas markets by developing multilingual versions of products and services [2]

2月12日，"全球大模型第一股"智谱高开高走，盘中一度涨超40%，股价再创历史新高，市值突破1700亿港元。A股方面，智谱AI概念股首都在线、优刻得 均收获20CM涨停。（点此领取概念股名单） 消息面上，智谱于同日正式开源发布其新一代旗舰模型GLM-5，标志着大模型编程从"Vibe Coding"迈入"Agentic Engineering"时代。 其中，Vibe Coding指开发者向AI提需求，AI来生成代码，但需要人为检查结果、给出反馈，本质上是人驱动、AI执行。Agentic Engineering则是给出目 标，AI自己拆任务、写代码、测试、改bug，开发者只看验收结果，意味着AI从一个命令工具，变成一个能独立干活的工程团队。 根据The Information报道，此前在全球模型服务平台OpenRouter登顶热度榜首的神秘模型"Pony Alpha"，正是智谱本次开源的GLM-5。GLM-5主打编程与 智能体能力跃升，技术规格全面升级：参数量从GLM-4.7的355B（激活32B）扩展至744B（激活40B），预训练数据从23T token提升至28.5T token，更大 规模的算力投入带来更 ...

Group 1: Models - The current AI wave is still in its early stages, with technological changes being the primary driving force behind product forms and business landscapes [4][56] - The Agentic Model supports agent capabilities, which include reasoning, coding, multimodal understanding, tool usage, and memory [5][58] - The rise of reasoning models is marked by the success of DeepSeek-R1, which is the first to replicate OpenAI's o1 model at a large parameter scale [7][59] Group 2: Applications - 2025 is seen as the year of large-scale explosion for agent applications, with two main lines: General Agents centered on coding capabilities and vertical agents [29] - General Agents utilize coding as a means to execute various tasks in the digital world, with products like Claude Code and Claude Cowork leading the way [30][32] - The emergence of mobile agents is notable, with ByteDance's Doubao phone preview enabling automated tasks like replying to WeChat messages [35] Group 3: AI Giants' Competition - Major players like ByteDance, Alibaba, and Tencent are engaged in a fierce competition in the AI space, focusing on collaborative optimization and infrastructure development [13][14] - Alibaba's Qianwen team has begun recruiting its own infrastructure talent to enhance agility in development [14] - Tencent's new AI head emphasizes the importance of co-design to streamline iterations and reduce internal friction [14] Group 4: Startups - A new ecosystem of startups is emerging around agent tools, driven by the demand for automation in personal and professional tasks [29][32] - Companies like Lovart and others are focusing on multimedia content production agents, aiming to redefine creative processes [37] Group 5: AI in Science - AI is accelerating scientific discoveries, with applications in first-principles calculations and generative AI for solving complex scientific problems [49][50] - The trend of AI agents capable of automating the entire research process is gaining traction, indicating a shift towards AI-driven scientific inquiry [51]

Core Viewpoint - The Hong Kong IPO market has become increasingly active in 2026, with insurance capital accelerating its investments in this market, highlighting a trend towards global asset allocation and the pursuit of undervalued quality assets [1][2][6]. Group 1: Insurance Capital Participation - Since January 2026, insurance capital has participated in cornerstone subscriptions for 10 Hong Kong IPOs, with a total subscription amount of HKD 1.558 billion [1][6]. - In 2025, insurance capital participated in cornerstone subscriptions for 12 Hong Kong IPOs, amounting to HKD 2.620 billion [1][6]. - Key cornerstone investors in recent IPOs include Ping An Life and Taikang Life, with significant allocations in companies like Muyuan Foods and Dongpeng Beverage [2][6]. Group 2: Market Dynamics and Investment Preferences - The low interest rate environment has made the Hong Kong market a primary avenue for insurance capital's global asset allocation, with many undervalued quality assets available [2][6]. - Companies listed in both A-shares and H-shares often have H-shares priced at a discount compared to A-shares, making them attractive for insurance capital seeking better valuations and higher dividend yields [2][6]. - Insurance capital is increasingly focusing on "hard technology" and new consumption sectors, with some projects experiencing competitive bidding [3][7]. Group 3: Performance and Tax Advantages - The Hong Kong capital market regained the top position globally for IPO fundraising in 2025, raising USD 37.4 billion, surpassing the total of the previous three years [3][7]. - Newly listed stocks have performed well, with an average first-day increase of 23.8% and a cumulative first-month increase of 30.7%, particularly in the biotech and healthcare sectors [3][7]. - Insurance companies benefit from tax advantages in Hong Kong, as they can avoid corporate income tax on dividends from H-shares held for over 12 months, enhancing their net returns compared to individual investors [8].

春节近在眼前，交投热情依然高涨！今日（2月12日）沪指窄幅震荡，深证成指与创业板指走势较强， 创业板指领涨超1.3%。沪深京三市成交额2.16万亿元，较昨日放量1598亿元。 AI赛道，喜迎迎多重利好催化：①国资委提出，推动中央企业积极扩大算力有效投资，推进"算力+电 力"协同发展；②智谱发布新一代旗舰模型GLM-5并上调AI编程订阅套餐价格，Deepseek、MiniMax、 字节豆包集体宣布上新；③Meta宣布将斥资100亿美元建设数据中心。 盘面上，科技成长方向再度走强！"AI双子星"方面，天孚通信股价刷新历史新高，一键布局"算力+AI 应用"的创业板人工智能ETF华宝（159363）场内价格大涨近4%；豆包大模型2.0初定2月14日发布，字 节跳动产业链权重占比超29%的科创人工智能ETF华宝（589520）场内价格猛拉4.02%。 AI推动云计算市场高增长，智谱AI、优刻得等头部厂商正式上调云服务价格，优刻得20CM涨停，重点 布局国产算力、AI应用领域的大数据ETF华宝（516700）场内价格涨近3%，斩获日线6连阳。中信证券 表示，算力发展具备高确定性，看好国产算力芯片及国产系统级厂商投资机遇* ...