Group 1 - The U.S. government is considering a military strike against Iran if diplomatic efforts fail, with a potential first strike planned in the coming days [1][3] - Trump has indicated that if initial precision strikes do not compel Iran to abandon its nuclear program, a larger military action may be considered later this year [1][3] - U.S. and Iranian representatives are set to meet in Geneva for what appears to be the final round of negotiations to avoid military conflict [1][3] Group 2 - Iran's Foreign Minister has stated that diplomatic solutions to the nuclear issue are still viable and emphasized the importance of negotiations over military actions [4][12] - Iran is preparing a proposal to submit to the U.S. and believes that an agreement could be reached soon, potentially better than the 2015 nuclear deal [4][12] Group 3 - The U.S. Supreme Court ruled that the government's imposition of tariffs under the International Emergency Economic Powers Act was unlawful, prompting a response from the Chinese government [2][10] - China opposes unilateral tariff measures and emphasizes that trade wars have no winners, urging the U.S. to eliminate such tariffs [2][10] Group 4 - The Hong Kong stock market saw significant movements, with the Hang Seng Index rising by 2.531% and the Hang Seng Tech Index increasing by 3.336% [5][14] - Notable stock performances included Zijin Mining up by 5.347% and NIO-SW up by 5.290% [6][14] Group 5 - The AI model company Kimi has achieved rapid growth, becoming the fastest domestic company to reach a valuation of over $10 billion, with significant revenue growth driven by international users [7][15] - Kimi's recent funding rounds have exceeded $1.2 billion, and its revenue in the last 20 days surpassed its total revenue for the previous year [7][15] Group 6 - The AI sector experienced volatility, with significant declines in stock prices for companies like Zhiyu and Haizhi Technology, attributed to a recent apology letter addressing user concerns [8][16] - Zhiyu's market value dropped by over 700 billion HKD following the announcement, despite previous strong performance [8][16]

本文字数：1405，阅读时长大约2分钟 作者 |第一财经 吕倩 | 代码 | 名称 | 流通市值 | 总市值1 | 市盈率(LYR) | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 31.85万亿 | 44.32万亿 | | | HSTECH | 恒生科技 | 13.31万亿 | 15.45万亿 | | | 2513 | 智谱 | 1239亿 | 2497亿 | -165.9 | | 0100 | MINIMAX-WP | 1954亿 | 2636亿 | -73.0 | 2026.02.23 引发二级市场情绪从看好模型性能，转变为质疑运营能力。 回溯近期行情，智谱股价在短短一个多月时间内，股价暴涨暴跌。从1月8日116.2港元的发行价，一路 飙升至2月20日的725港元，累计涨幅高达524%，股价超越快手、京东等科技企业。但由于运营服务环 节未能跟上，21日的道歉信成为股价回调直接导火索。 MiniMax自1月9日上市的165港元发行价，一路冲高至2月20日的970港元高位，累计涨幅高达488%，其 后股价大幅回调。 智谱与MiniMax作为冲击港股大模型第一 ...

转自：证券时报 （原标题：近20天收入超去年全年！月之暗面成国内最快晋级十角兽公司） 人民财讯2月23日电，2月23日，记者独家获悉，在连续融资超12亿美元后，大模型独角兽月之暗面 （Kimi）获得近一年大模型行业的最高融资金额，也创下国内公司从成立到晋级十角兽企业（估值超 100亿美元）的最快晋级速度。 此外记者从多个知情人士处获悉，Kimi旗下K2.5大模型发布不到一个月，Kimi近20天累计收入已超过 2025年全年总收入，增长主要受全球付费用户及API调用量大涨共同驱动，特别是海外付费用户保持高 速增长，Kimi海外收入已超国内。 ...

Group 1 - The Hang Seng Index closed up by 2.53% [1] - The Hang Seng Tech Index increased by 3.34% [1] - Gold stocks performed well, with Chifeng Jilong Gold Mining rising approximately 8% and Zijin Mining International increasing by about 7% [1] Group 2 - Technology stocks and automotive stocks also saw gains, with Meituan rising around 5% and NIO increasing by approximately 6% [1] - However, large model stocks experienced declines, with MINIMAX dropping about 13% and Zhipu AI falling approximately 23% [1]

Global Market Overview - The Hang Seng Index closed at 26,413, down 1.10% for the day but up 3.05% year-to-date [1] - The Hang Seng Technology Index fell by 2.91%, reflecting a year-to-date decline of 5.52% [1] - The US stock market showed positive movement with the Dow Jones up 0.47% and the S&P 500 up 0.69% [1] - European markets were buoyed by a rise in the STOXX 600 index, which increased by 0.84% to reach a historical closing high [3] Sector Performance - The Hang Seng Financial Index increased by 0.08% year-to-date, while the Hang Seng Real Estate Index saw a significant rise of 21.22% [2] - The Hang Seng Industrial Index decreased by 1.89% for the day, with a modest year-to-date increase of 0.25% [2] - The Hang Seng Utilities Index fell by 0.81% but has a year-to-date increase of 8.29% [2] Macroeconomic Insights - Strong domestic travel and consumption data were reported during the Chinese New Year holiday, indicating robust economic activity [3] - The offshore RMB strengthened against the USD, recovering above the 6.90 mark and recording three consecutive weekly gains [3] - The 10-year US Treasury yield rose to 4.08%, influenced by a significant increase in the core PCE price index, which rose 3% year-on-year [3] Commodity Market Trends - Gold prices rebounded, with spot gold rising over 2% to reach $5,080 per ounce, while silver surged approximately 6% to surpass $82 [3] - Concerns over stagflation and uncertainties surrounding tariff policies have influenced the precious metals market positively [3]

融资资金最新动向出炉。 多只港股AI股走强 马年开市首日大涨 2月20日，港股的马年行情启幕，多只AI股盘中集体上涨。其中，通用大模型公司智谱延续节前大涨趋 势，暴涨42.72%，总市值一举突破3000亿港元大关，最新为3232亿港元。 2月12日，智谱宣布开源新一代旗舰大模型GLM-5。据介绍，GLM-5的参数规模从此前的355B（激活 32B）扩展至744B（激活40B），预训练数据从23T提升至28.5T，更大规模的预训练算力显著提升了模 型的通用智能水平。智谱方面表示，GLM-5在编程能力上实现了对齐Claude Opus 4.5，性能超过了 Gemini3 Pro。 同日，智谱在官方公众号发文表示，GLM Coding Plan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，公司决定对GLM Coding Plan套餐价格体系进行结构性调 整——将取消首购优惠，保留按季、按年订阅优惠套餐的价格进行结构性调整，整体涨幅自30%起，已 订阅用户价格保持不变。 中金公司指出，智谱凭借GLM系列大模型的持续迭代，已经建立了国内领先的全栈技术壁垒，同时商 业化落地持续超预期 ...

马年第四个交易日，亚太市场宛如一幅色彩斑斓却又对比鲜明的画卷，各区域市场走势分化显著，全球市场再度陷入"各自为战"的格局。 一、港股：开门遇冷，暗藏调仓玄机 港股马年首秀，以一场震荡走低的行情开场，给市场泼了一盆冷水。恒生指数收跌1.10%，恒生科技指数跌幅更深，达2.91%。互联网科技股更是集体承 压，百度、哔哩哔哩跌幅超5%，阿里巴巴也跌超3%，尽显颓势。 从早盘表现来看，恒科指开盘仅跌0.69%，恒指跌0.18%，市场似乎还带着一丝期待。然而午后风云突变，跌幅持续扩大，最终以全天最低点附近收盘，着 实令人意外。 但若深入剖析盘面，便能发现其中暗藏的玄机。资金并未离场，而是在悄然调仓换股。智谱宛如一颗耀眼的新星，涨幅超42%。这家源自清华、被赞誉 为"中国OpenAI"的大模型公司，凭借其强大的技术实力和广阔的发展前景，成为今日市场的焦点。越疆同样表现惊艳，涨幅超21%。作为总部位于深圳南山 的协作机器人先锋，在"机器人谷"的产业链协同效应下，正快速成长壮大。此外，中国石油股份涨幅超3%，能源股逆势走强，与国际金价站上5000美元形 成呼应。 四、新主线浮现：AI与机器人成资金新宠 今日港股市场，最值得关 ...

(本文来自第一财经) 2月20日，港股开盘后，大模型公司智谱和MINIMAX股价均大幅上涨，创上市以来新高。截至记者发 稿，智谱股价上涨36%至 691港元，MiniMax股价上涨12%至957港元，两家大模型企业市值均突破3000 亿，接连超越携程、快手和京东市值，逼近泡泡玛特（3273亿港元）与百度（3500亿港元）。（第一财 经记者刘佳） 来源：第一财经 ...

Box Office Performance - The 2026 Spring Festival box office exceeded 1.6 billion, with "Flying Life 3," "Silent Awakening," and "Boon Year" ranking as the top three films [2] - On the first day of the Lunar New Year, over 569,000 screenings were held, setting a new record for single-day screenings in history [2][3] Financing and Valuation - Kimi completed over $1.2 billion in financing, with a valuation doubling to over $10 billion [2] - The latest financing round was led by existing shareholders including Alibaba and Tencent, indicating strong investor confidence in Kimi's growth potential [2] AI Shopping and Engagement - Over 130 million people experienced AI shopping for the first time during the Spring Festival, with AI ticket orders increasing by 372 times [2] - Doubao, an AI assistant, achieved 1.9 billion interactions on New Year's Eve, surpassing competitors in app store rankings [2] Company Financials - iFlytek reported operating receipts exceeding 27 billion, with cash flow reaching a record high of 3 billion, marking a 28% year-on-year increase [6] - The gross profit of its open platform model increased by 244%, with a user base of over 100 million for its AI marketing overseas [6] Robotics and Technology Developments - Yushun Technology aims to deliver 10,000 humanoid robots this year, showcasing advancements in autonomous control technology [8] - The Spring Festival featured a high concentration of robots, highlighting the development of China's robotics industry [8] Market Trends and Predictions - Tesla's Cybercab is set to begin production in April 2026, reflecting the company's commitment to innovative transportation solutions [15] - Apple is accelerating the development of three new wearable devices, including AI-driven smart glasses, as part of its strategy to integrate AI into hardware [16] IPO Activity - A total of 143 companies have submitted IPO applications in Hong Kong this year, with expectations for a robust market ahead [16]

Group 1 - Kimi is set to complete a new financing round of over $700 million, following a previous $500 million round just over a month ago [1] - The latest financing round is led by existing shareholders including Alibaba, Tencent, Wuyuan, and Jiua [1] - Kimi's valuation has doubled to exceed $10 billion, with the total amount raised in the last two rounds reaching over $1.2 billion, marking the highest financing amount in the large model industry in the past year [1]