作为全国工业总产值第一城、全球人工智能先锋城市，深圳的行动计划旨在摆脱过去人工智能应用"零敲碎打"的 模式，以场景化、产业化、实效化的路径，让AI真正成为先进制造的核心生产力，为新质生产力落地实体经济打 造了可复制的"深圳样本"。 制造业是深圳的立市之本，人工智能是深圳的创新之长，二者的深度融合，是这座城市向高端制造进阶的必然选 择。当前，我国制造业数字化转型已进入深水区，但不少产业仍陷于"技术热、应用冷"的困境。深圳此次行动聚 焦半导体、机器人、新能源汽车等八大优势产业集群，立足自身产业根基，让AI技术瞄准制造环节的核心需求发 力，把技术创新的长板，转化为产业升级的硬实力。 证券时报记者 吴少龙 人工智能赋能制造，关键在融合，核心在实效。此次方案依托"三百工程"，紧紧抓住"场景落地"这一核心关键，让 AI不再是炫技的"花瓶"，而是真正能为企业降本、提质、增效的"智慧大脑"，从而推动传统产业转型升级、新兴 产业提速领跑。 深圳近日发布"人工智能+"先进制造业行动计划（2026—2027年），以"一基地、一中心、一联盟、三百工程"为抓 手，推动AI（人工智能）与制造业全链条深度融合。 深圳的探索，为全国发展新质 ...

业绩经营情况 公司面临客户集中度风险。据公开信息显示，苹果公司计划减少对思佳讯的依赖，这可能对未来收入结 构产生影响。 股票近期走势 近期公司股价波动较大。2026年2月11日，思佳讯股价上涨2.90%，受半导体板块整体走强及市场对业 绩改善的预期提振。而在此前的1月9日，该股曾下跌0.81%，成交额显著下降。 以上内容基于公开资料整理，不构成投资建议。 公司管理层已在2025年11月6日的业绩电话会议中给出2026财年第一季度的业绩展望，预计营收区间为 9.75亿至10.25亿美元，每股收益预期为1.40美元。市场同时关注其2025年第四季度的正式财报，多家机 构预测该季度每股收益为1.52美元，营业收入预计达10.42亿美元。 近期事件 经济观察网根据截至2026年2月12日的公开信息，思佳讯(SWKS.US)有以下值得关注的事件和情况。 ...

Core Insights - The article provides an overview of the performance of various mutual funds, highlighting the top and bottom performers based on their net asset values and daily growth rates [1][2][3]. Fund Performance Summary Top Performing Funds - The top 10 funds with the highest net value growth on February 13 include: 1. 东方阿尔法科技优选混合发起C with a net value of 1.1938 and a daily increase of 3.60% 2. 东方阿尔法科技优选混合发起A with a net value of 1.1971 and a daily increase of 3.60% 3. 长城景气成长混合A with a net value of 1.6713 and a daily increase of 2.83% 4. 长城景气成长混合C with a net value of 1.6472 and a daily increase of 2.83% 5. 东方人工智能主题混合C with a net value of 1.9448 and a daily increase of 2.81% 6. 东方人工智能主题混合A with a net value of 1.9666 and a daily increase of 2.81% 7. 平安半导体领航精选混合发起式C with a net value of 1.0120 and a daily increase of 2.54% 8. 平安半导体领航精选混合发起式A with a net value of 1.0122 and a daily increase of 2.54% 9. 银华集成电路混合A with a net value of 1.9153 and a daily increase of 2.54% 10. 银华集成电路混合C with a net value of 1.8993 and a daily increase of 2.54% [2]. Bottom Performing Funds - The bottom 10 funds with the lowest net value growth on February 13 include: 1. 华富成长趋势混合A with a net value of 1.9948 and a daily decrease of 4.83% 2. 华富成长趋势混合C with a net value of 1.9598 and a daily decrease of 4.83% 3. 汇添富弘瑞回报混合发起式A with a net value of 1.4276 and a daily decrease of 4.71% 4. 汇添富弘瑞回报混合发起式C with a net value of 1.4220 and a daily decrease of 4.70% 5. 长城久祥混合A with a net value of 1.8126 and a daily decrease of 4.58% 6. 长城久祥混合C with a net value of 1.7794 and a daily decrease of 4.58% 7. 万家国企动力混合C with a net value of 1.6379 and a daily decrease of 4.47% 8. 万家国企动力混合A with a net value of 1.6540 and a daily decrease of 4.46% 9. 华夏清洁能源龙头混合发起式A with a net value of 1.7461 and a daily decrease of 4.41% 10. 华夏清洁能源龙头混合发起式C with a net value of 1.7207 and a daily decrease of 4.41% [3]. Market Overview - The Shanghai Composite Index opened lower and experienced a downward trend, closing with a significant decline. The total trading volume reached 1.99 trillion, with a ratio of advancing to declining stocks at 1540:3829, and a limit-up to limit-down ratio of 46:16. The leading sectors included comprehensive industries, aviation, public transportation, and shipbuilding, while the lagging sectors were oil, non-ferrous metals, and building materials, all declining over 3% [5]. Fund Strategy Analysis - The fund with the fastest net value growth is 东方阿尔法科技优选混合发起C, which focuses on the semiconductor industry. The top holdings include 精测电子, 拓荆科技, and 中村_K测, with significant daily increases. The fund's net value has outperformed the market [6]. - Conversely, the 华富成长趋势混合A fund has underperformed, indicating a shift in investment style away from semiconductors to weaker sectors, potentially in resources or renewable energy [7].

Market Overview - The A-share market experienced a decline across all major indices, with the Shanghai Composite Index falling by 1.26%, the Shenzhen Component Index down by 1.28%, and the ChiNext Index decreasing by 1.57% [1] Sector Performance - The shipbuilding, aerospace, and comprehensive industries showed the highest gains, while the photovoltaic equipment, minor metals, and glass fiber sectors collectively retreated [1] - The aerospace sector saw a counter-trend increase, with the Huatai-PB Aerospace ETF and the Huaxia Aerospace ETF rising by 2.3% and 1.58%, respectively [1] - The semiconductor sector also performed well, with the Huatai-PB Korea Semiconductor ETF and the Semiconductor Equipment ETF increasing by 1.8% and 1.25%, respectively [1] - In contrast, the oil and gas sector faced declines, with the Bosera Oil and Gas ETF and the Oil ETF dropping by 4.21% and 3.99% [1] - The non-ferrous metals sector experienced a broad downturn, with the Fuguo Non-ferrous ETF and the Huatai Oil and Gas ETF falling by 3.73% and 3.72%, respectively [1] International Market - Japanese stocks continued to rise, with the Huaxia Nikkei ETF increasing by 1.39% [1]

Market Performance - The three major US stock indices experienced fluctuations, with the Dow Jones down 0.03%, Nasdaq down 0.31%, and S&P 500 down 0.03% as of the report [1] - The "Big Seven" tech stocks, including Nvidia, Tesla, Microsoft, Google, Amazon, Apple, and Meta, all saw declines, with Nvidia dropping nearly 2% and other stocks falling within 1% [2][3] Sector Analysis - The storage sector, which had previously surged, also declined, with SanDisk down over 3% and Micron down over 1% [2] - The Nasdaq China Golden Dragon Index fell by 0.34%, indicating a downturn in Chinese stocks listed in the US [4] Economic Indicators - The US Consumer Price Index (CPI) rose by 2.4% year-on-year in January, lower than December's 2.7%, with core CPI (excluding food and energy) rising by 2.5%, aligning with economists' expectations [6] - The January CPI increased by 0.2% month-on-month, while core CPI rose by 0.3%, both slightly below market expectations [6][8] - Despite some price increases in categories like clothing and airfare, the overall moderation in price growth is seen as a positive sign for the US economy [6] Inflation Insights - Food prices increased by 0.2%, with five out of six major grocery categories experiencing price hikes, while energy prices fell by 1.5% [7] - The automotive market showed weakness, with new car prices rising only 0.1% and used car prices dropping by 1.8% [8] - Following the inflation data release, traders adjusted their expectations for interest rate cuts, now anticipating a total of 63 basis points of cuts this year [8]

记者｜江佩霞 见习记者林芊蔚 编辑｜刘巷 北京时间2月13日，美股三大指数开盘集体下跌，截至发稿，纳指跌0.29%，道指跌0.16%，标普500指 数跌0.08%。今晚，美国公布重磅通胀数据，交易员对美联储6月实施降息的概率预期大幅攀升至83%。 大型科技股多数下跌，谷歌、Meta跌约1%，英伟达跌超2%。 | 微软(MICROSOFT | 402.570 | 0.18% | | --- | --- | --- | | MSFT.O | | | | 亚马逊(AMAZON) | 198.100 | -0.75% | | AMZN.O | | | | 苹果(APPLE) | 259.230 | -0.96% | | AAPL.O | | | | 特斯拉(TESLA) | 413.630 | -0.82% | | TSLA.O | | | | 谷歌(ALPHABET)· | 306.380 | -0.97% | | GOOG.O | | | | 脸书(META PLATF | 642.290 | -1.16% | | META.O | | | | 英伟达(NVIDIA) | 183.000 | -2.11% | | ...

尽管三星电子（KRX：005930）、台积电（TSM）和美光（MU）等硬件领导者因内存供应趋紧吸引资 金流入，但亚洲股市追随美国股市因AI颠覆担忧而下跌。 责任编辑：张俊 SF065 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 责任编辑：张俊 SF065 尽管三星电子（KRX：005930）、台积电（TSM）和美光（MU）等硬件领导者因内存供应趋紧吸引资 金流入，但亚洲股市追随美国股市因AI颠覆担忧而下跌。 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> ...

Core Viewpoint - The article discusses the recent ruling by the Dutch court regarding Nexperia, emphasizing the need to stabilize the global semiconductor supply chain and urging constructive dialogue between the involved parties [2]. Group 1: Dutch Court Ruling - The Dutch court has decided to investigate Nexperia for alleged mismanagement, which has raised concerns about the stability of the semiconductor supply chain [2]. - The court did not revoke previous decisions or restore the legal control of Wingtech Technology over Nexperia, leading to disappointment from Wingtech [3]. - The investigation will also include the current temporary management of Nexperia, confirming several claims made by Wingtech [3]. Group 2: Wingtech's Response - Wingtech expressed strong dissatisfaction with the court's ruling and called for a thorough investigation into the alleged misconduct of Nexperia's current management [3]. - The company insists that the only viable solution to restore Nexperia and stabilize the global supply chain is to immediately lift all temporary measures and restore Wingtech's shareholder rights [4]. - Wingtech is committed to using all legal avenues to regain full control and governance over Nexperia, asserting confidence in its legal position and rights [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]

Core Viewpoint - The Chinese side emphasizes the importance of restoring stability in the global semiconductor supply chain, which is a common interest for the international industry, including both China and the Netherlands [1]. Group 1 - The Dutch court has announced a decision regarding Nexperia, indicating an investigation into the company's alleged mismanagement [1]. - The Chinese government hopes that the Dutch side will take steps to facilitate constructive negotiations between the companies involved to resolve internal disputes [1].