DeepRare的在线诊断平台已于2025年7月26日上线，半年内吸引超1000名全球专业用户注册，覆盖600多 家医疗及科研机构。目前，该系统已在新华医院完成部署并内测，将作为"数字质控员"纳入全院罕见病 诊疗质控流程；团队与国内头部基因检测机构深度合作，实现临床解读报告自动化生成，降低基因检测 解读的成本与门槛。 目前，联合团队已启动"万人临床验证计划"，将依托国际多中心合作完成数万例疑难罕见病临床验证， 编织全球智能诊断网。 23日，记者从上海交通大学获悉，该校人工智能学院与医学院附属新华医院联合团队，推出全球首个智 能体式罕见病循证推理诊断系统DeepRare，为罕见病"确诊难、漏诊率高"的全球性难题提供了中国解决 方案。相关研究成果在线发表于国际期刊《自然》。 DeepRare由上海交通大学张娅教授、谢伟迪副教授与新华医院孙锟教授、余永国教授领衔攻关，创新性 采用"中枢—分身"架构，实现对传统医学AI的代际超越。该系统整合海量医学文献与临床病例，实现知 识深度内化；摒弃传统AI的模式匹配，通过"假设—验证—自我反思"的类人类"慢思考"能力推敲诊断线 索；实现了全流程循证的"白盒推理"，每一个诊断结论 ...

影响股市利好与利空消息 宏观新闻 3、外交部网站2月23日消息，外交部发言人宣布：应国务院总理李强邀请，德国总理默茨将于2月25日 至26日对中国进行正式访问。 4、玉渊谭天22日发文称，美国最新加征的所谓"临时关税"，很可能像此前一样面临被起诉的风险。 1、2月16日出版的第4期《求是》杂志发表中共中央总书记、国家主席、中央军委主席习近平的重要文 章《当前经济工作的重点任务》。文章强调，2026年经济工作头绪多，要抓住关键、纲举目张。坚持内 需主导，建设强大国内市场。统筹促消费和扩投资，用好我国超大规模市场优势。深入实施提振消费专 项行动，制定实施城乡居民增收计划，扩大优质商品和服务供给，优化"两新"政策实施，清理消费领域 不合理限制措施，释放文旅等服务消费潜力。 2、美东时间2月20日，美国最高法院公布关税诉讼案裁决结果，判定美国政府依据《国际紧急经济权力 法》对相关贸易伙伴加征的对等关税、芬太尼关税等相关关税违法。商务部新闻发言人表示，中方一贯 反对各种形式的单边加征关税措施，反复强调贸易战没有赢家，保护主义没有出路。中方敦促美方取消 对贸易伙伴加征的有关单边关税措施。 5、当地时间2月21日，美国总统 ...

科技范儿成为今年春节的亮眼底色。除夕之夜，人形机器人闪耀春晚舞台，"人机共武"让外媒惊叹"中 国已经在展示真正的机器人"：仅一年时间，机器人性能就得到显著提升，"如今不仅能做后空翻，还能 挥舞双节棍"，体现了中国企业在核心技术研发上的持续突破。今年春节假期，人工智能大模型的应用 率持续上升。从除夕至大年初三，各大人工智能大模型的使用次数累计超100亿次。新潮科技与传统年 味的碰撞，为节日增添了别样暖意，展现了科技造福于人的坚实步伐。"中国智造"机器人首次走进纽约 联合国总部与来宾挥毫写"福"字、比心互动；全息数字显示技术为游览澳大利亚悉尼迪吉公园的人们献 上炫酷玩法，开启沉浸式中国文化之旅；中国文旅VR体验项目吸引约旦首都安曼的民众竞相体验…… 各国友人融入日新月异的中国科技发展浪潮，拥抱活力与未来。 春节不仅是中国人的团圆节，也日益成为全球游客的"打卡季"。随着免签政策范围不断扩大，"到中国 过春节"成为众多海外朋友的新风尚。国家移民管理局预测，今年春节假期全国口岸日均出入境旅客将 超205万人次，较去年同期增长14.1%。美国《环游世界》杂志近日观察指出，越来越多的外国游客选 择沉浸式文化体验，而不再是传 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights that the 2026 Spring Festival marks a critical turning point for the widespread adoption of AI applications among consumers in China, transitioning from technical parameter competition to user experience and commercial closure [15][13] - The competition landscape in the C-end AI sector is characterized by a leading player, ByteDance, and two strong competitors, Alibaba and Tencent, with smaller firms facing increasing pressure [15][13] - AI applications are evolving from simple question-answering tools to executable task agents, emphasizing the importance of scenario adaptation capabilities [15][13] - The report recommends focusing on leading companies with robust AI deployment and ecosystem barriers, such as Alibaba, Baidu, and Pinduoduo, while also highlighting the rapid growth of domestic AI chips [4][7] Summary by Sections Internet Sector - The report emphasizes the synergy between AI commercialization and anti-involution policies, with ByteDance leading the C-end AI race through its content ecosystem and Alibaba enhancing its consumer engagement via the Qwen3.5 model [10][16] - The Spring Festival serves as a peak traffic period, significantly boosting user engagement and retention for AI applications [15][13] Smart Driving - Tesla's Cybercab, the first mass-produced autonomous vehicle, is set to launch in April 2026, aiming for a production capacity of 2 million units annually, with a target price below $30,000 [21][22] AI Developments - OpenAI's valuation is projected to reach $850 billion, with revenue forecasts exceeding previous targets, while Google’s Gemini 3.1 Pro shows significant improvements in abstract reasoning capabilities, outperforming competitors [24][26] - Domestic AI models, such as those from Zhiyuan and MiniMax, are gaining recognition, with significant stock price increases reflecting market confidence [33][6] Investment Recommendations - The report suggests focusing on AI commercialization and application expansion in the internet sector, recommending stocks like Alibaba, Pinduoduo, and Baidu [43] - In the computer sector, it highlights opportunities arising from increased IT spending by state-owned enterprises, recommending companies like Kingdee International and Baidu [43] - The automotive sector is poised for growth with the approval of L3 autonomous driving trials, with recommended stocks including XPeng Motors and Tesla [43]

据了解，2025年，武汉市人工智能产业规模同比增长超40%，人工智能技术深度嵌入智 能网联汽车、智能装备、智慧医药等领域，渗透率超30%。 这个春节，AI以最具象的姿态扑面而来：春晚舞台上，人形机器人舞剑空翻；团圆饭 桌上，AI一键生成专属拜年视频；8部春节档影片全员拥抱AI技术，AI智能调度服务春运与 景区……当AI从技术概念变成全民体验，新一轮城市竞争的赛道已然清晰。 武汉的实施路径是在AI的基础设施层和垂直应用层建立不可替代的护城河，一方面"厚 植产业根基"，做硬件、做终端；另一方面"深化应用赋能"，实施"智创""智产""智享""智 惠""智治""智联"六大工程，强调"AI+科研""AI+医疗""AI+教育"等，旨在利用这些独有的场 景优势，让技术在本地实现商业化落地和变现。 为此，武汉将创新"场景应用推进工作机制"，并优化人工智能产业、金融、人才专项支 持政策，争取国家人工智能应用中试基地落地。 何为"AI之城"？武汉大学人工智能学院执行院长夏桂松认为，其内涵可以概括为三个维 度：一是"以产为基"，通过打造全国领先的产业策源地，使人工智能实现从"辅助工 具"到"增长引擎"的质变；二是"以用为魂"，依托 ...

Group 1: Gold and Silver Market - Gold and silver prices have seen significant increases, with gold reaching $5,156.59 per ounce, up 1.13%, and silver at $87.447 per ounce, up 3.40% as of February 23 [1] - ANZ Bank forecasts gold prices to reach $5,800 per ounce in Q2 2025, while UBS predicts a more aggressive target of $6,200 per ounce, driven by central bank demand, investment needs, rising fiscal deficits, declining U.S. real interest rates, and geopolitical risks [1] Group 2: Agricultural Insurance in China - In 2025, China's agricultural insurance premium income is projected to be ¥155.55 billion, providing risk coverage exceeding ¥5.3 trillion, marking China as the world's largest agricultural insurance market for the second consecutive year [2] - The agricultural insurance sector is evolving from covering material costs to ensuring full cost and income protection, enhancing stability and risk resilience in agricultural production [2] Group 3: Charitable Trusts in China - By the end of 2025, China's cumulative charitable trust registration scale has surpassed ¥10.231 billion, with 2,757 registered charitable trusts [3] - In 2025, 16.94 billion yuan in new charitable trust registrations were added, indicating a growing public recognition of the trust system and a positive trend in charitable activities [3] Group 4: Ant Group's AI Business - Ant Group's AI business has experienced significant growth during the Spring Festival, with "AI Pay" surpassing 100 million users, becoming the first AI-native payment product to achieve this milestone [4] - The "Ant Health" app also reached over 100 million users, with 52% of new users coming from third-tier cities, highlighting the company's market penetration and technological advancements [4] Group 5: Legal Actions Against Tariffs - Following a Supreme Court ruling declaring the U.S. government's large-scale tariff policy illegal, hundreds of companies have filed lawsuits seeking refunds for tariffs paid under the Trump administration [5] - The process for companies to claim refunds remains unclear, and the legal battles could extend for years, as acknowledged by former President Trump [5]

Core Viewpoint - US stock investors are facing a scenario where the decline of major tech companies and leading AI cloud service providers could simultaneously drag down the US stock market and economy [1] Group 1: Market Performance - The overall performance of US stocks has lagged behind major global markets this year, with the Nasdaq and S&P 500 indices completely reversing their gains [1] - The "Magnificent Seven" tech giants are under increasing scrutiny, with Microsoft down over 17% and Amazon down over 10% year-to-date [1] - Meta has become the third tech giant to enter a technical bear market [1] - The energy sector has surged over 22% this year, leading among 11 sectors, while the information technology sector has declined by 4.5% [1] Group 2: Market Rotation - The current market rotation began in late 2025, initially as a mean reversion trade, but has evolved into a fundamental logic shift focusing on AI's broader market impact [2] - The S&P 500 equal-weight index has risen 5.5% in the first 32 trading days of the year, significantly outperforming the traditional market-cap-weighted index, which only increased by 0.1% [2] - Historical instances of extreme market divergence have occurred only a few times in the past 25 years, often accompanied by significant sector reshuffling [2] Group 3: Economic Context - The current market style shift resembles the 2000 internet bubble period, with investors trying to discern which tech companies will benefit from the technological wave [3] - The resilience of the US economy adds confusion regarding whether the capital outflow from large tech stocks is a sign of healthy market expansion or a precursor to risks [3] - If the "Magnificent Seven" can no longer drive the benchmark index, the broader US stock market may face a risk of correction [3] Group 4: AI and Cloud Services - Concerns are rising over the capital expenditures of cloud service providers, with fears of a potential bubble contraction [4] - A significant drop in free cash flow for cloud service providers is expected in the coming quarters due to high capital expenditure forecasts [4] - BCA Research estimates that to restore net asset return rates, cloud service providers need revenue growth of approximately 250 basis points or a 100 basis point increase in profit margins [4] Group 5: Nvidia's Earnings Focus - Investors are closely watching Nvidia's earnings report, which is expected to provide stability to the market amid AI-related concerns [6] - Market expectations for Nvidia's Q4 earnings per share growth are at 71%, with revenue projected at $65.9 billion [6] - Nvidia's CEO statements during the earnings call are anticipated to have a broad impact on the AI industry, especially for companies facing pressure due to concerns over capital expenditure returns [6]

今日热点导览 TOP 3 大新闻 三亚飞北上广深机票逼近万元，官方出手 2月23日，春节假期进入尾声。海南三大机场将迎来整个春运期间客流峰值日，预计运送旅客将突破 23.2万人次。记者查询 多家在线旅游平台发现，2月22日至23日期间，从三亚飞往北京、上海等核心城 市的直飞航班经济舱几乎全部售罄，仅剩的公务舱票价普遍逼近万元大关。 与此同时，三亚至广州的直飞航班在23日已显示"售罄"；旅客只能选择耗时更久、价格仍高达近万元的 中转方案。深圳航线也不例外，2月22日、23日三亚飞往深圳的直飞机票全部售罄，一直到24号才有直 飞深圳的航班，售价仍超8000元。 面对"天价机票"，航司方面也给出了回应。根据"海口发布"消息，海南航空工作人员表示，春运期间机 票价格受市场供需关系影响出现波动，属于正常现象。所有国内航班经济舱票价均严格按备案价格体系 执行。"我们通过内部系统实时监控票价波动，确保春运期间票价处于合理区间。"另据新华社消息，中 国民航局已批复多个批次航班增加计划，在海口增加超110架次航班，精准执飞上海、北京、成都等热 门目的地。（智通财经、新华社） 史上最贵iPhone要来了，苹果首发折叠屏定价或冲2 ...

Group 1: AI and Automation - Anthropic's Claude Code can now automate the exploration and analysis phase of COBOL modernization, traditionally requiring large consulting teams, impacting IBM's consulting service model [1] - OpenAI has established long-term partnerships with four consulting firms to deploy its enterprise AI agent platform, significantly lowering the barrier for businesses to adopt AI technology [2] - Uber has launched a new department, Uber Autonomous Solutions, aimed at commercializing autonomous driving technology, enhancing market expectations for the transition from technology validation to commercial operation [4] Group 2: Pharmaceuticals and Healthcare - Eli Lilly has introduced a new dosage form of its weight loss drug Zepbound, priced at $299 per month, with Q4 revenue in the U.S. reaching $4.2 billion, a 122% increase year-over-year [3] Group 3: Technology and Consumer Electronics - Samsung has integrated Perplexity into its Galaxy AI platform, allowing users to access and control various applications, enhancing competitive differentiation in the smartphone AI market [5]

锐始者必图其终，成功者先计于始。2月24日，广东"新春第一会"召开，今年大会重点关注"制造业与服务业协同发展"。广东从 这两个方向推动高质量发展早有迹可循，作为中国经济第一大省，广东经济总量连续37年领跑全国，制造业和服务业在其中发 挥着重要的作用。 2025年，全省工业增加值达4.89万亿元，高新技术企业超7.7万家，区域创新能力连续9年位居全国首位。同时广东也是服务业大 省，2025年服务业增加值占全省GDP比重的58.3%，增速也比GDP增速快0.8个百分点，经济发展的主引擎作用明显。 广东率先探索"链式改造"模式，推动制造业与服务业深度融合，随着新一轮科技革命和产业变革加速突破，制造业与服务业耦 合共生的新业态、新模式和新路径不断涌现，不仅成为新的经济增长点，更极大提升了产业体系整体竞争力。 nt the start and the state of the see and the series and the series and the series and the series and the series and the series and the series and the sering ...