羊城晚报记者 沈婷婷 2月9日，深圳市第七届人民代表大会第七次会议开幕。市政府工作报告提出，"十五五"时期主要目标任 务包括：地区生产总值超过5万亿元，全社会研发投入强度超7%。 当前，全国已有上海、北京两座城市跻身GDP"5万亿俱乐部"。深圳锁定5万亿目标加速进位，既有坚实 根基，更有无限潜力。冲刺新目标的征程中，深圳培育新经济引擎的逻辑，早已超越单纯规模扩张，而 以科创铸核、产业强基、开放聚势、消费赋能、民生托底为纲，塑造高质量发展硬核实力，力求以经济 大市之"稳"服务大局之"稳"，以经济大市之"进"引领区域之"进"。 看科技之引领、人才之汇聚 作为改革开放前沿，开放始终是深圳经济发展的重要动力。"十四五"期间，深圳外贸进出口总额达4.55 万亿元、连续2年居全国首位，出口实现"33连冠"，36家外资企业入选增值电信业务开放试点、数量居 全国第一，前海、河套两大平台蓬勃发展。步入"十五五"，深圳将深化实施"五外联动"，构建面向中长 期的进出口贸易稳定增长机制，让更高水平的开放成为新经济引擎重要驱动力。 人工智能已成为新质生产力落地的关键抓手，深圳将"创建人工智能先锋之城"单列部署，深入实施"人 工智能+" ...

Group 1 - Zhangjiagang City received a total of 310 proposals during the 5th session of the 13th CPPCC, with 221 proposals officially filed after review [1] - Proposals focused on new quality productivity, modern industrial system, low-altitude economy, artificial intelligence, digital transformation, and innovative investment mechanisms, with 23 proposals submitted in these areas [1] - The city’s Development and Reform Commission is actively implementing special support policies to accelerate the formation of a low-altitude economic industrial ecosystem [1] Group 2 - In key areas such as port capacity enhancement, efficient land use, labor security, and capital cultivation, 26 proposals were filed by committee members [1] - The city is responding to suggestions for revitalizing port advantages and building smart ports by strengthening infrastructure and promoting the integration of port, industry, and city [1] - The city’s Human Resources and Social Security Bureau is exploring the establishment of a smart human resources market to address labor shortages [1] Group 3 - In the fields of elderly care, education, healthcare, employment, and food safety, proposals are closely aligned with public expectations [2] - The city’s Civil Affairs Bureau has adopted suggestions to optimize elderly meal assistance services, increasing operational subsidies and renovating 7 meal points [2] - The Education Bureau is focusing on mental health for middle and primary school students, promoting the integration of medical, educational, and community resources [2] Group 4 - The CPPCC will focus on the theme of "striving for a good start" in 2026, aiming to achieve the "128" annual target and contribute to the modernization of Jiangsu [2] - The CPPCC aims to leverage its role as a specialized consultative body to gather wisdom and strength for the successful implementation of the 14th Five-Year Plan [2]

【头条要闻】 再融资政策"多箭齐发"，靶向发力支持科技创新，未盈利企业融资需间隔6个月（附最新解读） 再融资市场迎来一揽子政策。2月9日，沪深北三地交易所推出一揽子优化再融资制度的举措，旨在精准 疏通市场堵点，提升资源配置效率。本次改革聚焦优质上市公司和科技创新领域，主要举措包括提高审 核效率；修订"轻资产、高研发投入"认定标准；支持募集资金用于与主业有协同的新产业、新业态、新 技术领域；对未盈利上市企业缩短融资间隔等。 多名业内人士表示，上述政策释放的利好信号体现监管层引导资本精准流向国家战略领域，但绝不意味 着"大放水"，更不意味着"鼓励圈钱"。相反，"防风险"和"强监管"依然摆在突出位置，交易所对过度融 资、投机套利等行为持续保持高压态势。 重磅！特朗普拟豁免科技巨头芯片关税，科技股全线反攻 特朗普打算让亚马逊、谷歌和微软等公司免受即将对芯片征收的关税影响，因为这些公司正在竞相建设 为人工智能繁荣提供动力的数据中心。知情人士透露，美国商务部计划为美国超大规模数据中心运营商 提供关税豁免，而这将与台积电的投资承诺挂钩。该豁免计划凸显了特朗普总统对芯片征收关税并激励 美国国内芯片制造的决心，同时也为那些严重 ...

Group 1: Market Overview - The market sentiment has improved, leading to a broad-based rebound in major indices, with the Shanghai Composite Index rising by 1.41% to close at 4123.09 points [5][7] - The Wind All A Index increased by 1.89%, while the ChiNext Index surged by 2.98%, indicating strong performance in the innovation and growth sectors [7][10] - Small-cap stocks outperformed larger stocks, with the CSI 1000 Index rising by 2.26%, while the CSI 50 Index only increased by 1.45% [8][10] Group 2: Industry Dynamics - A draft national standard for prepared dishes has been released, aiming to ensure food safety and promote high-quality development in the industry [24][25] - In January 2026, the sales of excavators in China saw a year-on-year growth of 49.5%, with domestic sales increasing by 61.4% and exports rising by 40.5% [26][27] Group 3: Company Updates - Nicheng Co., Ltd. (603775.SH) announced an investment to acquire a 10.89% stake in Dongfang Jinxin Co., Ltd. for 166 million yuan and plans to increase its investment by 100 million yuan [28][29] - Weizhi Xiang (605089.SH) is innovating its business model by testing a "downstream market first" approach and expanding its channel through a "city partner" plan targeting lower-tier markets [30][31] - Zhongsheng Pharmaceutical (002317.SZ) reported positive results from Phase III clinical trials for its innovative drug, Anladiwei, indicating effective treatment for influenza in children and adolescents [32][33]

沪深北交易所优化再融资政策支持优质及科创企业融资主板引入"轻资产、高研发投入"认定标准 商务部：我国超大规模市场基础牢全链条扩大汽车消费大有可为 市场监管总局发布系列制度文件加强重点液态食品道路散装运输管理 2月9日，沪深北交易所宣布优化再融资一揽子措施。在进一步支持优质上市公司创新发展方面，沪深北交易所明确，对经营治理与信息披露规范，具有代表 性与市场认可度的优质上市公司，优化再融资审核，进一步提高再融资效率。同时，为更好适应科创企业再融资需求，沪深交易所已修订上市公司"轻资 产、高研发投入"规则，明确主板企业认定标准。沪深北交易所存在破发情形的上市公司，可以通过定增、发行可转债等方式合理融资，募集资金需投向主 营业务。此外，沪深北交易所还明确提升再融资灵活性、便利度，加强再融资全过程监管。（新华社） 俄罗斯外交部长拉夫罗夫9日表示，俄罗斯绝不允许在乌克兰境内部署任何威胁俄安全利益的武器。（新华社） 日本东京电力公司9日说，为调查故障原因而暂时关闭的日本柏崎刈羽核电站6号机组9日再次启动。（新华社） 日本厚生劳动省9日公布的初步统计结果显示，由于通货膨胀持续，扣除物价上涨因素后，2025年日本人均实际工资比 ...

Group 1 - Apple CEO Tim Cook stated that artificial intelligence (AI) will become a core pillar for the company's future, emphasizing the need for meaningful user experiences rather than just adding AI as a feature [2] - Apple plans to launch entirely AI-driven new products and services, addressing criticisms regarding its current AI capabilities and competition [2] - The user feedback for Apple Intelligence has been less than ideal, with basic functionalities not meeting expectations, leading to reliance on OpenAI's ChatGPT for more complex tasks [2] Group 2 - Alibaba's new model Qwen3.5 is expected to be released soon, featuring a new mixed attention mechanism and potential visual understanding capabilities [2] - Qwen3.5 may include at least 2 billion dense models and 35 billion-A3B MoE models, with indications that it will be open-sourced around the Spring Festival [2] - Xiaohongshu is developing an AI video editing product called OpenStoryline, which is currently in testing and may be open-sourced in the future [2] Group 3 - Game Science CEO Feng Ji praised the capabilities of ByteDance's Seedance 2.0, highlighting a significant leap in AI's ability to understand and integrate multimodal information [2] - He noted that the production costs for general videos will no longer follow traditional film industry logic, leading to unprecedented inflation in the content sector [2] - Feng Ji expressed concerns about the proliferation of fake videos and trust issues, while also expressing pride that Seedance 2.0 originates from China [2] Group 4 - New York State is set to discuss two significant AI-related bills, one focusing on the use of AI in news content and the other proposing a pause on new data center construction due to energy pressures [3] - The proposed "New York News Basic AI Requirements Bill" mandates that news content primarily created by AI must be clearly labeled and undergo human editorial review before publication [3] - The second bill, S9144, aims to implement a three-year pause on new data center approvals, citing a tripling of large electricity access requests and an expected increase of at least 10GW in electricity demand over the next five years [3]

Core Insights - The 2026 Super Bowl not only showcased the Seattle Seahawks' victory but also highlighted a fierce advertising battle among AI giants, leading many to refer to it as the "AI Bowl" [2][31] - The Super Bowl has become a significant commercial event in the U.S., with viewership expected to exceed 130 million, making it a prime platform for advertisers [2][31] - The event's advertising revenue is substantial, with broadcasting rights exceeding $10 billion annually and new contracts totaling over $110 billion for 11 years [2][31] Advertising Landscape - The advertising value of the Super Bowl is highly concentrated in the U.S. market, attracting only the most financially robust companies willing to spend millions [4][33] - In 2026, AI companies dominated the advertising space, with 15 out of 66 ad slots (approximately 23%) occupied by AI-related ads, reminiscent of the cryptocurrency surge in 2022 [6][35] - The average cost for a 30-second ad during the Super Bowl reached $8 million, with some slots exceeding $10 million [4][35] AI Advertising Trends - The saturation of AI ads led to viewer complaints, with some expressing frustration over the overwhelming presence of AI-related advertisements [4][6] - Notable AI companies, including Google, Microsoft, Amazon, and Meta, invested heavily in advertising, with Anthropic's Claude reportedly spending over $16 million on ads alone [6][35] - The advertising strategy of AI companies has raised concerns among industry analysts, drawing parallels to the dot-com bubble and the subsequent collapse of companies that heavily advertised during that period [6][35] Competitive Dynamics - Anthropic's aggressive advertising campaign targeted OpenAI, using ads that criticized the commercialization of AI, while positioning Claude as an ad-free alternative [7][40] - OpenAI's CEO responded to Anthropic's ads, defending the company's advertising strategy and emphasizing transparency in ad placements [13][42] - The rivalry between Anthropic and OpenAI is intensified by their differing business models, with Anthropic focusing on enterprise contracts and subscriptions, while OpenAI relies on a larger user base and advertising revenue [12][41] International Presence - Chinese companies are increasingly participating in the Super Bowl advertising landscape, with Temu and the smart home company Dreame making significant investments [52][54] - Temu's advertising strategy has proven effective, significantly increasing its user base in the U.S. market, while Dreame aims to showcase its transition from a home appliance manufacturer to a tech ecosystem company [52][54] - Dreame's ambitious plans include launching a luxury electric vehicle by 2027, reflecting its broader strategy to capture attention in the U.S. market [57][55]

（责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中信建投AI应用行业观点：依然坚定看好AI产业趋势下的投资机会。中信建投认为，AI在重塑各 行各业，包括业务落地层面的工作流，也包括竞争格局、商业模式。全栈AI布局的公司优势突出；护 城河较深、积极拥抱AI的公司生存空间相对较大；而创业公司迎来快速让创意/想法落地的极佳的时 代。 ...

Core Insights - Hubei's industrial added value is projected to grow by 6.9% in 2025, surpassing the national average by 1 percentage point, ranking fourth among major industrial provinces [1][2] - The province aims to establish a modern industrial system with Hubei characteristics by 2026, injecting strong industrial momentum into its strategic development [1][5] Industrial Growth and Performance - In 2025, five pillar industries, including optoelectronic information and automotive manufacturing, are expected to exceed 1 trillion yuan, while six advantageous industries will surpass 500 billion yuan [2] - Ten characteristic industries are entering the billion-yuan club, and the "51020" advanced manufacturing industry cluster is undergoing a comprehensive upgrade [2][3] Policy and Investment Initiatives - Hubei is implementing a series of growth-stabilizing policies across various sectors, including automotive, steel, chemicals, and artificial intelligence, with key industries experiencing growth rates exceeding 16% [2] - The province has approved 223 national bond projects and is rolling out 4,082 technological transformation projects, with industrial investment expected to grow by 6.6% [2] Structural Optimization and Innovation - Traditional industries are revitalizing, with automobile and new energy vehicle production reaching 1.836 million and 824,000 units respectively, and new energy vehicles growing at a rate of 43.9% [3] - High-tech manufacturing's added value now accounts for 17.4% of the industrial total, contributing 35.6% to the growth of regulated industries [3] Digital Economy and Infrastructure - Hubei is advancing its digital economy, having built 188,000 5G base stations and achieving a computing power scale exceeding 18,000 P, ranking third nationally [4] - The province has achieved full coverage of provincial-level digital transformation pilot cities for small and medium-sized enterprises, with 101 companies listed as national 5G factories [4] Future Development Plans - For the "14th Five-Year Plan," Hubei aims for a 6.5% growth in industrial added value and an 8% increase in industrial investment by fast-tracking over 4,700 technological transformation projects [5] - The province plans to produce 1 million new energy vehicles and increase the proportion of high-tech manufacturing's added value to over 18% [5] Green Development Initiatives - Hubei is implementing six major green development projects, aiming for a 3% reduction in energy consumption per unit of industrial added value [7] - The province plans to establish 30 green factories and five zero-carbon factories, promoting sustainable industrial practices [7]

天眼查显示，近日，深圳侯风人工智能科技有限公司成立，法定代表人为张校康，注册资本200万人民 币，由深圳东方瑞行科技有限公司全资持股。 经营范围含一般经营项目是：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；软件 开发；软件销售；信息技术咨询服务；人工智能应用软件开发；人工智能基础软件开发；人工智能行业 应用系统集成服务；人工智能理论与算法软件开发；人工智能基础资源与技术平台；人工智能公共服务 平台技术咨询服务；人工智能硬件销售；人工智能公共数据平台；人工智能双创服务平台；智能机器人 销售；服务消费机器人销售；智能机器人的研发；云计算装备技术服务；云计算设备销售；信息系统集 成服务；互联网数据服务；数据处理和存储支持服务；数据处理服务；数字技术服务；计算机软硬件及 辅助设备批发；大数据服务；区块链技术相关软件和服务；智能控制系统集成；计算机系统服务；电子 产品销售；网络设备销售；信息系统运行维护服务；信息咨询服务（不含许可类信息咨询服务）；物联 网技术研发；物联网技术服务；国内贸易代理；贸易经纪；销售代理；互联网销售（除销售需要许可的 商品）；日用百货销售；货物进出口；技术进出口；进出口代理；特 ...