Economic Indicators - In January, China's CPI rose by 0.2% year-on-year, down from 0.8% in the previous month, while the core CPI, excluding food and energy, increased by 0.8% [2] - The PPI increased by 0.4% month-on-month, marking the fourth consecutive month of growth, with a year-on-year decline of 1.4%, a reduction in the decline compared to the previous month [2] - The recent base period adjustment had a minimal impact on CPI and PPI, averaging about 0.06 and 0.08 percentage points respectively [2][3] Real Estate Market - In January, the average price of second-hand residential properties in 100 cities fell by 0.85% month-on-month and 8.67% year-on-year, while major cities like Shanghai and Shenzhen saw transaction volumes increase [4] - Beijing's second-hand home transactions were 15,000 units, down 12.3% month-on-month but up 20.8% year-on-year, indicating a mixed market response [4] - Despite some recovery in transaction volumes, the overall market remains in a price-for-volume situation, with a nationwide recovery expected to take longer [5] Automotive Industry - In January, China's automotive production and sales reached 2.45 million and 2.346 million units respectively, with a slight year-on-year production increase of 0.01% and a sales decline of 3.2% [6] - New energy vehicle sales were stable, with production and sales of 1.041 million and 945,000 units, reflecting year-on-year growth of 2.5% and 0.1% respectively [6] - The automotive export market showed strong growth, with 302,000 new energy vehicles exported, doubling year-on-year [6][7] Technology and AI - The daily active users of the Qianwen App surged by 727.7% to 58.48 million on the first day of its promotional campaign, significantly narrowing the gap with competitors [8] - Byte's Doubao has taken a more cautious approach in the "red envelope war," focusing on differentiated product positioning, which has helped establish a user base [9] - Semiconductor manufacturer SMIC reported a 23.2% increase in net profit for Q4 2025, driven by demand recovery and domestic orders, with a revenue of 17.813 billion yuan [10][11] Consumer Brands - FountainVest Partners is considering selling its Chinese franchise operator CFB Group, which operates over 1,800 stores for brands like DQ and Papa John's, reflecting a trend of international brands reassessing their Chinese operations [12] - The sale of control over these brands is seen as a strategic move to adapt to changing consumer preferences in China, rather than a withdrawal from the market [12][13] Satellite Internet - Amazon received approval to deploy 4,500 satellites as part of its plan to expand its satellite constellation to compete with SpaceX, aiming to provide satellite internet services [14][15] - The deployment is part of Amazon's strategy to integrate its existing cloud services with satellite technology, potentially enhancing its service offerings [14]

Core Viewpoint - Semiconductor manufacturer GlobalFoundries (GFS.US) saw a pre-market increase of nearly 6%, reaching $44.4, following its fourth-quarter earnings report which exceeded analyst expectations [1] Financial Performance - For the fourth quarter of last year, the company reported revenue of $1.83 billion, slightly above the analyst forecast of $1.8 billion [1] - The adjusted earnings per share (EPS) were $0.55, surpassing the analyst expectation of $0.47 [1] Future Outlook - For the first quarter of this year, the company expects revenue to be between $1.6 billion and $1.65 billion, with adjusted EPS projected between $0.30 and $0.40 [1] - Analysts had anticipated revenue of $1.61 billion and an adjusted EPS of $0.35 [1] Shareholder Returns - The company's board approved a stock buyback plan of up to $500 million [1]

北京商报讯（记者 魏蔚）2月11日，有消息称，字节跳动正在开发一款人工智能芯片，并正在与三星电 子洽谈生产该芯片，以确保先进处理器的供应。消息人士称，字节跳动的目标是在 3 月底之前收到芯片 样品。该公司计划今年生产至少 10 万块专为人工智能推理任务而设计的芯片。其中一位消息人士称， 字节跳动寻求逐步将产量提高至 35 万块。 该芯片项目代号为 SeedChip，是字节跳动将资源引导到人工智能开发（从芯片到大型语言模型）的更 广泛努力的一部分，押注该技术将改变其涵盖短视频、电子商务和企业云服务的业务组合。消息人士同 时表示，字节跳动2026年计划斥资超过 1600 亿元用于人工智能相关采购，并改进其内部芯片。截至北 京商报记者发稿，字节跳动相关人士对上述消息暂无回复。 ...

Core Viewpoint - ByteDance is developing an AI chip and negotiating with Samsung Electronics for manufacturing, aiming to produce at least 100,000 chips designed for AI inference tasks by the end of March, with plans to increase production to 350,000 units later this year [1] Group 1: AI Chip Development - ByteDance plans to receive chip samples by the end of March and aims to produce at least 100,000 AI chips this year, with a gradual increase to 350,000 units [1] - The negotiations with Samsung also include securing a supply of storage chips, which are currently in high demand due to the global AI infrastructure boom [1] Group 2: Investment in AI - ByteDance intends to invest over 160 billion RMB in AI-related initiatives this year, with more than half allocated for purchasing NVIDIA H200 chips and advancing its self-developed chip program [1] - The company has initiated a project named "SeedChip" as part of its broader efforts to direct resources towards AI development, believing that this technology will transform its business portfolio, which includes short videos, e-commerce, and enterprise cloud services [1]

新浪科技讯 2月11日下午消息，据外媒报道，字节跳动公司正在研发人工智能芯片，该芯片项目代号为 SeedChip，并正与三星电子进行洽谈。相关报道指出，有消息人士称，字节跳动计划在3月底前收到芯 片样品，今年生产至少10万块，并将产量逐步提升至35万块。 新浪科技就上述内容向字节跳动进行求证，截至发稿官方暂无回应。 责任编辑：杨赐 责任编辑：杨赐 新浪科技讯 2月11日下午消息，据外媒报道，字节跳动公司正在研发人工智能芯片，该芯片项目代号为 SeedChip，并正与三星电子进行洽谈。相关报道指出，有消息人士称，字节跳动计划在3月底前收到芯 片样品，今年生产至少10万块，并将产量逐步提升至35万块。 新浪科技就上述内容向字节跳动进行求证，截至发稿官方暂无回应。 ...

来源：美通社 苏州2026年2月10日 /美通社/ -- 近日，国际公认的测试、检验和认证机构SGS为新芯航途（苏州）科技 有限公司（以下简称"新芯航途Xheart"）ADAS SoC——X7芯片颁发AEC‑Q100验证证书，并授予中国首 张SEMI TRUST MARK可信标识。随着智能驾驶、汽车电子及国产高算力芯片需求持续增长，此次双 重认可不仅体现了X7在安全可靠性方面的技术实力，更标志着中国在半导体可信体系建设与国际化质 量验证方面迈出了关键一步。依托SGS的权威背书，X7芯片将在智能驾驶前装量产、车规级供应链合 作中获得更加坚实的竞争优势。 SEMI TRUST MARK在中国首度落地，推动泛半导体供应链可信化建设 在AEC‑Q100可靠性验证环节，SGS依据标准完成了对X7芯片覆盖A/B/C/E组的16项专业测试，包括环 境加速应力、寿命模拟、封装完整性和电气特性等核心验证。其中，高温工作寿命（HTOL）使用行业 领先的HPB‑5C设备，严格模拟智能驾驶场景下的极端高温运行；EMC测试则采用GTEM系统保证芯片 在最大功耗条件下仍具备稳定抗干扰能力。测试结果显示，X7芯片在高温、湿热、电磁复杂度等 ...

重要新闻提示 央行：继续实施好适度宽松的货币政策，发挥增量政策和存量政策集成效应 中芯国际：2025年第四季度净利润12.23亿元，同比增长23.2% 嘉美包装：如未来股票价格进一步异常上涨，可能再次向深交所申请停牌核查 今日提示 北交所新股通领科技（申购代码：920187）今日申购，发行价为29.62元/股 科创板新股易思维（688816）今日上市 国家统计局今日公布1月CPI、PPI 今日央行有750亿元7天期逆回购到期 国新办今日举行新闻发布会，介绍2026"乐购新春"春节特别活动、保障春节市场供应有关情况 海口、三亚、儋州日用消费品免税店，2月11日开业 1. 中国人民银行2月10日发布的2025年第四季度中国货币政策执行报告提出，继续实施好适度宽松的货 币政策，发挥增量政策和存量政策集成效应。把促进经济稳定增长、物价合理回升作为货币政策的重要 考量，根据国内外经济金融形势和金融市场运行情况，把握好政策实施的力度、节奏和时机，持续营造 适宜的货币金融环境。详见《央行发布重要报告，继续实施好适度宽松的货币政策》 2. 工业和信息化部网站2月10日消息，工业和信息化部等五部门发布《关于加强信息通信业能力建 ...

2月10日外交部发言人林剑主持例行记者会。 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 彭博社记者：荷兰与中国此前就芯片制造商安世半导体的所有权发生了争端。新一届荷兰内阁将包括数名 对华鹰派人物。荷兰政府计划针对中国窃取荷方知识产权以及对荷关键基础设施的干涉行为采取果断行 动。外交部对此有何评论？此外，舍尔茨玛将在荷内阁中担任贸易大臣，他曾于2021年被中方制裁。他目 前是否仍受到制裁？ 看券商中国 知天下财经 F 林剑：中荷都是全球重要经济体，互为重要合作伙伴。长期以来，双方秉持开放务实的精神推进互利合 作，为两国人民带来福祉，符合双方共同利益，也有利于 ...

Core Viewpoint - TSMC's January sales growth indicates continued investment in the AI sector despite concerns about a potential bubble, with a year-on-year revenue increase of 37% to NT$401.3 billion (approximately $12.7 billion) [1] Group 1: Company Performance - TSMC's revenue growth exceeded its annual forecast of 30%, highlighting strong demand in the AI-related market [1] - The company is a major beneficiary of the surge in AI-related investments, particularly due to its role in manufacturing advanced AI accelerators for clients like Apple [1] Group 2: Capital Expenditure - TSMC plans to allocate up to $56 billion in capital expenditures this year, a 25% increase compared to 2025, driven by strong demand for data center chips [1] - NVIDIA's CEO referred to the current capital expenditure trend as "a once-in-a-generation infrastructure build," emphasizing the scale of investment in the sector [1] Group 3: Market Concerns - Despite the growth, there are investor concerns regarding the substantial spending by major tech companies like Amazon and Meta Platforms, raising questions about the long-term benefits of AI investments [1] - The cyclical nature of many data center agreements has led to unease among investors who have previously experienced the volatility of the tech industry [1]

在人工智能(AI)需求推动下，台湾经济已在2025年经历了强劲增长。而即便在这一背景下，市场对其增 长前景的上调仍在持续。美银表示，此次上调"反映了我们对台湾以科技驱动的扩张前景持续保持乐观 态度，并且得到了近期多项进展的进一步强化"，这些进展包括汇率更加稳定、与美国达成贸易协议以 及科技企业加大支出等。 智通财经APP获悉，美国银行大幅上调了对中国台湾地区今年经济增长的预测。根据包括Xiaoqing Pi在 内的美银分析师周二发布的一份报告，美国银行将对2026年台湾GDP增长率的预测从4.5%上调至8%， 理由是台湾企业所生产的科技硬件面临"势不可挡的全球需求"。 美银还表示，鉴于"通胀仍然温和、服务业工资停滞、非科技行业疲弱以及房地产市场持续降温"，其预 计台湾货币政策当局今年不会上调政策利率。该行同时指出，其预测面临的风险还包括"地缘政治动 态"等因素。 美银等机构的观点进一步凸显市场对AI今年持续繁荣的乐观预期，英伟达(NVDA.US)主要芯片制造商 台积电(TSM.US)近日表示，计划投入高达560亿美元的资本支出，这一规模超出市场此前预期。这一表 态正值谷歌(GOOGL.US)、Meta Pla ...