转自：智通财经 【市监总局约谈7家平台企业】2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美 团、淘宝闪购等平台企业，要求有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民 共和国价格法》《中华人民共和国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规 定，主动落实主体责任，进一步规范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷 式"竞争，共同维护公平竞争市场环境，促进平台经济创新和健康发展。 ...

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Core Insights - The wealth of tech billionaires has generally decreased, with notable declines among major figures like Jensen Huang, Larry Page, Sergey Brin, and Larry Ellison, while Elon Musk's wealth has increased due to the merger of SpaceX and xAI [1][2] Group 1: Wealth Changes Among Billionaires - Jensen Huang, CEO of Nvidia, has fallen out of the top ten billionaires, with a current net worth of $151 billion, down over $3 billion year-to-date [1][2] - Larry Ellison, chairman of Oracle, has experienced the largest decline in wealth this year, down $34.8 billion to $213 billion [1][2] - The founders of Google, Larry Page and Sergey Brin, have both seen their fortunes drop by over $5 billion this year [1][2] Group 2: Stock Performance of Tech Companies - Nvidia's stock has entered a downward trend since late October, with a current price of $182.81 per share, down over 10% from $202.49 per share [4] - Other tech companies like Meta Platforms, Alphabet, Microsoft, and Amazon have also seen stock price declines despite increased capital expenditures [4] - Concerns are growing that the returns on artificial intelligence investments may not keep pace with the announced capital expenditures, potentially leading to market saturation [4] Group 3: Walmart's Performance and Strategy - Walmart's stock is on an upward trend, with a current price of $133.89 per share, up over 20% year-to-date, and a market capitalization of $1.07 trillion [4] - Walmart is accelerating its digital transformation, including partnerships in China and the launch of new store formats [4][5] - For the third quarter of fiscal year 2026, Walmart reported revenues of $179.5 billion, a 5.8% year-over-year increase, with e-commerce sales growing by 27% [5]

据了解，ISO 37001与ISO 37301是合规领域的核心国际标准，为组织系统化建立反贿赂及合规管理 体系提供框架。腾讯通过双认证，进一步增强了全球客户与合作伙伴的信任基础，为行业可持续发展树 立新标杆。 （注：此文属于央广网登载的商业信息，文章内容不代表本网观点，仅供参考。） 近日，腾讯宣布获得ISO 37001:2025反贿赂管理体系及GB/T 35770-2022/ISO 37301:2021合规管理体 系两项国际认证，成为互联网行业率先实现广泛业务覆盖的"双认证"企业之一。相关认证由国际公认的 认证机构SGS颁发，标志着腾讯在合规治理与反贿赂管理领域达到国际标准。 在颁证仪式上，SGS亚太区首席运营官杜佳斌指出，腾讯的认证过程未依赖外部咨询机构，完全由 内部团队自主完成体系搭建与落地实施，这是最为值得称道的。"从风险识别到持续改进，腾讯在各环 节均体现严谨性，高层决心与全员配合到位，双认证成果在业内具标杆意义。"杜佳斌表示。 香港廉政公署防止贪污处处长李景文对腾讯取得双认证表示祝贺，并指出腾讯积极参与合规防贪管 理，将诚信透明理念深度融入企业经营管理，与廉署推动防贪倡廉的方向高度一致。李景文表示， ...

活动页面显示，新用户打开千问APP，将可直接获得一张25元的超级免单卡，人人都有，活动开启后即 可使用。同时，所有人每邀请一名新朋友下载千问APP，双方可各得一张超级免单卡，最多可得10张， 领卡活动仅限三天。 值得一提的是，2月11日千问和飞猪刚宣布与中国东方航空、万达酒店及度假村、上海迪士尼度假区等 全球40多家旅行品牌达成AI合作。这些品牌将为千问APP用户定制包括折扣价、大额满减券、酒店早餐 及延迟退房等权益，单笔最高可减300元。这意味着，千问的这波超级免单卡可与上述商家提供的"千问 价"专属优惠叠加，消费者可享折上折。 千问内部人士表示："第一波免单活动的火爆程度远超预期，首日订单量是预估的10倍，活跃、留存等 指标都非常好。除了AI点餐饮、买年货，很多网友也希望能体验到更多AI Agent功能。因此我们决定推 出超级免单卡，邀请全国人民继续体验AI时代的全新生活方式。" 记者注意到，2月13日，尽管千问第一波免单活动已结束，千问APP依旧位列App Store免费榜的第一 名，这已经是千问连续第8天霸榜App Store免费榜首。 2月14日，千问突然宣布免单再加3天，接入大麦、飞猪，邀请全国人 ...

Group 1 - Meituan expects a net loss of approximately RMB 233 billion to RMB 243 billion for the fiscal year ending December 31, 2025, a stark contrast to a net profit of RMB 358.08 billion in 2024, indicating a significant reversal of nearly RMB 600 billion [9][11][24] - The primary reason for this drastic change is the expected operating loss of RMB 68 billion to RMB 70 billion in its core local business segment, which had an operating profit of approximately RMB 524.15 billion in 2024 [11][26][28] - The company attributes this loss to intensified competition in the industry and a strategic increase in ecosystem investments, which include enhanced marketing efforts, rider incentives, and resource allocation to improve operational efficiency [13][26][28] Group 2 - Meituan's stock price has dropped 22.5% since its peak in January, closing at HKD 82.5 on February 13, with its market capitalization briefly falling below HKD 500 billion [7][22] - The company anticipates that the trend of losses will continue into the first quarter of 2026, although it maintains that its operational status remains stable and it has sufficient cash to support business development [13][28] - The Hang Seng Technology Index, which includes Meituan and other internet companies, has seen a decline of 6.26% since February, reflecting broader market challenges [28][29]

以下文章来源于科创日报 ，作者马兰 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 除了黄仁勋之外，科技行业的富豪今年几乎都经历了财富的缩水，例如当前排名第二和第三的谷歌两位创始人Larry Page和Sergey Brin， 两人身家均下降超过50亿美元。 其中，财富缩水最严重的当属甲骨文董事长Larry Ellison，他今年的财富已经下降348亿美元至2130亿美元，距离巅峰时期更是下降超过 45%。另一位受到重创的科技富豪是亚马逊创始人贝索斯，今年其财富缩水近278亿美元。 与此同时，Jim Walton、Rob Walton和Alice Walton三兄妹携手闯进全球前十大富豪榜单，三人的净资产合计达到4658亿美元。这三兄 妹是沃尔玛公司的三名创始成员，沃尔玛今年以来股价上升超过18%，与科技业的资金撤离形成鲜明对比。 沃尔玛近期的数字化转型是推动该公司股价走高的一个重要原因，此次转型帮助这家零售商抢占了市场份额，并吸引了更多线上购物者，同 时保持了其低价策略。这一策略受到了投资者的高度支持。 本月初，沃尔玛的市值突破1万亿美元大关，创下了美国零售商的新纪录。在 ...

Group 1 - Amazon's stock price has fallen for nine consecutive days, entering a technical bear market, becoming the second member of the "Magnificent Seven" (Mag7) to do so, following Microsoft [1][2] - The total market capitalization of the Mag7 has decreased by approximately $1.51 trillion (about 10.4 trillion yuan) this year [3] - Microsoft was the first Mag7 member to enter a bear market, with its stock price down 27.8% from recent highs as of Friday's close [2][3] Group 2 - UBS and Goldman Sachs have significantly reduced their holdings in several major U.S. tech stocks, as indicated in their recent 13F filings with the SEC [1][5] - UBS reduced its stake in Nvidia by 10.57%, Microsoft by 7.64%, Apple by 10.57%, Amazon by 4.57%, and Google by 9.05% [5] - Goldman Sachs also reduced its holdings in Microsoft by 5.86%, Tesla by 8.27%, Broadcom by 9.33%, and Meta by 13.51% [5] Group 3 - The decline in the Mag7 stocks coincides with similar trends in the A-share market, indicating a potential shift in global investment styles [6] - Factors contributing to these changes include investor skepticism regarding the return on investment from AI spending by tech giants and a potential shift in global liquidity and macroeconomic conditions [7] - The U.S. short-term liquidity market is reportedly experiencing a significant contraction, with overnight reverse repos dropping to a very low level, indicating a tightening of liquidity [7]

2月14日，苹果App Store中国区免费应用排行榜显示，蚂蚁阿福下载量登顶应用总榜第一，阿里旗下AI应用千问紧随其后。此 前，阿里千问因上线"春节30亿免单"活动，下载量猛增一度位居应用总榜首位。 "健康福"火了，成为蚂蚁阿福下载量暴涨的直接推手。作为支付宝2026年集五福活动的核心新增板块，"健康福"于2月3日正式 上线。活动期间，用户在支付宝五福页面点击"健康红包"入口，下载或跳转至蚂蚁阿福APP完成登录，即可领取最高16.8元的随 机现金红包，红包实时发放至绑定支付宝账户。春节返乡高峰带动年轻人教家人使用阿福的潮流，或进一步引爆了下载热 情。"健康福"红包活动将延续至除夕。 业务方面，从12月发布新版以来，健康AI蚂蚁阿福的增长势头迅猛。本周，蚂蚁阿福还官宣了央视CCTV健康生活合作伙伴合 作，进一步推高了市场热度。 值得注意的是，榜单前四名均为AI应用，豆包、元宝位居第三、第四。 5 汽水音尔 - 随时听好歌 随时随地, 懂你想听 App 内购买 6 抖音精选-看视频 精选作者贺新春 SHEIN App 内购买 红果短剧 - 海量热门 短剧随心看 SESTEN 海量高清短剧视频内容, 追 ... ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.72% to 26,567.12 points, the Hang Seng Tech Index down by 0.90% to 5,360.42 points, and the National Enterprises Index decreasing by 1.55% to 9,032.71 points [1] - The Hang Seng Index opened lower at 26,640.16 points, dropped by 392.38 points, and ultimately closed down by 465.42 points, with a total trading volume exceeding 257.5 billion HKD [1] - The southbound trading (Hong Kong Stock Connect) saw a net inflow of over 20.2 billion HKD [1] Sector Performance - Overall, sectors such as chips and department stores saw gains, while new consumption, new energy vehicles, and telecommunications had mixed results. Conversely, sectors like gold, non-ferrous metals, biomedicine, port transportation, technology, oil and gas, brokerage, and banking mostly experienced declines [1] Individual Stock Movements - Notable stock movements included Xiaomi Group increasing by 0.88%, AIA Group decreasing by 4.18%, Zijin Mining falling by 7.64%, Hong Kong Exchanges and Clearing down by 2.13%, and Semiconductor Manufacturing International Corporation rising by 0.79% [1] - Ctrip Group-S dropped by 2.10%, Pop Mart fell by 1.90%, while Tian Shu Zhi Xin surged by 14.59% and Zhi Pu increased by 20.65% [1] - China Construction Bank decreased by 1.49%, China Resources Land fell by 2.52%, and Lao Pu Gold dropped by 3.97%, while Guotai Junan International rose by 4.61% and China Petroleum & Chemical Corporation fell by 4.33% [1] Top Traded Stocks - The top three traded stocks included Tencent Holdings, which fell by 0.65% with a trading volume exceeding 14.2 billion HKD; Alibaba, down by 2.02% with over 10.8 billion HKD in transactions; and Meituan, which decreased by 3.18% with a trading volume of over 8.1 billion HKD [2]