其中，今晚的一大重头戏是对截至2025年3月底的12个月里的就业数据的进一步修正，业内预估的最终 下修幅度可能要略小——在75万至90万之间；此外，美国劳工统计局此次还将发布去年4月至12月经修 订的月度就业人数变动数据，美国银行的经济学家估计，该周期内的新增就业人数可能平均每月下调2 万至3万人。 ③ 【道达尔能源涨超1.3%】道达尔能源盘前涨超1.3%。消息面上，该公司Q4调整后净利润为38.4亿美 元，同比下降13%，但高于市场预期的38.1亿美元。 ④ 【美泰跌超30%】全球玩具制造巨头美泰盘前跌超30%。消息面上，该公司2025年Q4利润不及市场 预期，且该公司预测2025年全年利润也将低于预期。 ⑤ 【Lyft跌超17%】出行公司Lyft盘前跌超17%。消息面上，该公司2025年Q4营收未达分析师预期，且 今年Q1业绩指引未达预期。 ⑥ 【欧盟批准谷歌320亿美元收购Wiz】当地时间2月10日，欧盟反垄断机构正式宣布，批准美国谷歌公 司以320亿美元（约合人民币2212亿元）的价格收购网络安全初创公司Wiz。据悉，谷歌公司于2025年3 月宣布此项全现金收购交易，旨在加强该公司在云计算和网络安全领 ...

近日，微信公开课公众号公布微信1月九大功能更新， 包括 删好友可保留聊天记录、 微信AI搜索支持评价公众号等， 具体如下： 删好友可保留聊天记录 微信更新好友管理功能， 用户可自主选择是否"删除联系人同时清空聊天记录" ，未勾选状态下聊天记录将完整保留，重新添加好友后即可 恢复历史对话。 网友评论： 微信AI搜索支持评价公众号 点击微信搜索栏输入"评价一下XX公众号怎么样"，微信Al搜索即可基于账号相关文章，提炼出系统性总结。 AI小程序成长计划上线 微信小程序正式推出"AI应用及线上工具小程序成长计划"，提供免费的云开发资源、AI算力、数据分析、商业变现及流量激励等全方位支 持，激励期为2026年全年。 微信小店可快速投诉假冒商品 品牌权利人可通过新上线的微信小店品牌侵权投诉助手对假冒商品发起投诉：第一步，品牌入驻；第二步，提交侵权投诉后，平台会进行 专项队列审核。 此外公布的功能更新还有：视频号原生短剧激励计划上线、视频号可自定义商品出现时机、小游戏直播预约有流量激励、 小游戏全新升级 商业化工具箱、 小游戏擂台赛组件上线。 更多财经资讯等你来看 往期推荐 多家银行，上调存款利率 雷军：春节期间小米汽车因 ...

智通财经APP获悉，2月11日港股市场，北水成交净买入48.16亿港元，其中港股通(沪)成交净买入28.24亿港元，港股通 (深)成交净买入19.92亿港元。 北水净买入最多的个股是腾讯(00700)、紫金黄金国际(02259)、美团-W(03690)。北水净卖出最多的个股是阿里巴巴- W(09988)、中芯国际(00981)、中国人寿(02628)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 小米集团-W | 15.04 乙 | 17.78亿 | 32.82亿 | | HK 01810 | | | -2.74 Z | | 中芯国际 | 17.32 乙 | 12.86 Z | 30.18亿 | | HK 00981 | | | +4.451Z | | 腾讯控股 | 15.88 亿 | 13.57亿 | 29.45 亿 | | HK 00700 | | | +2.30 Z | | 阿里巴巴-W | 11.12亿 | 10.82亿 | 21.93亿 | | HK 09988 | | | +2978.33万 | | 泡 ...

Core Viewpoint - The BoShi Hong Kong Internet ETF (159568) has shown positive performance since its inception, with significant increases in both share count and fund size in 2025 [1][2]. Fund Performance - As of February 11, 2024, the BoShi Hong Kong Internet ETF closed with a gain of 0.78%, with a trading volume of 53.48 million yuan [1]. - The fund was established on February 8, 2024, with a management fee of 0.50% and a custody fee of 0.10% [1]. - The latest share count is 324 million, with a total fund size of 539 million yuan, reflecting a 27.57% increase in shares and a 27.24% increase in size since December 31, 2025 [1]. Liquidity Metrics - Over the last 20 trading days, the ETF has accumulated a trading volume of 2.066 billion yuan, averaging 103 million yuan per day [1]. - In the year to date, the ETF has seen a total trading volume of 3.446 billion yuan over 28 trading days, averaging 123 million yuan per day [1]. Fund Management - The current fund manager, Li Qingyang, has managed the ETF since its inception, achieving a return of 66.36% during his tenure [2]. - The ETF's top holdings include Tencent Holdings (15.35%), Alibaba-W (14.43%), Xiaomi Group-W (13.96%), and Meituan-W (12.30%), among others [2].

Core Viewpoint - The company, Shunwang Technology, anticipates a significant increase in net profit for the year 2025, driven by the expansion of its cloud business and the launch of new products [1][2]. Financial Performance - The company forecasts a net profit attributable to shareholders ranging from 360 million to 430 million yuan, representing a year-on-year growth of 42.92% to 70.71% [2]. Business Development - The cloud business has completed its foundational infrastructure and is now entering a phase of deepening business models and scaling up operations. As of Q3 2025, the company has established over 300 node data centers across nearly 200 cities, servicing around 800,000 terminals with an operational e-sports level computing power of 50,000 routes. Future focuses include data center expansion and multi-scenario applications of cloud services [3]. Product Development - In December 2025, the company launched the "Shunwang E-sports Cloud Computer CITY Edition," designed for low-latency scenarios of 5ms, suitable for diverse environments such as hotels, shopping malls, and corporate offices. The subsequent promotion and customer acquisition will be closely monitored [4]. Brand and Market Activities - The company showcased its core IP, ChinaJoy, at the BRIDGE2025 summit in December 2025, gathering over 20 leading industry enterprises. Plans are in place to enhance the IP's influence and foster collaborations with top IPs in gaming and animation, while also expanding its global network [5]. Strategic Initiatives - During recent institutional research, the company indicated a keen interest in monitoring investment or acquisition opportunities within the upstream and downstream of the industry chain, alongside strategic planning for shareholder returns such as dividends. Specific plans will be announced in due course [6]. Industry Policy and Environment - Starting January 1, 2026, the value-added tax rate for telecommunications services will increase to 9%. However, the company stated that this policy change has not directly impacted its operational performance. Future policy changes may affect the cost structure of its business [7].

证券研究报告 | 策略专题报告 2026 年 2 月 11 日 冲击高峰已过，恒科触底反弹 ——港股 2 月策略月报 近期恒生科技走势较弱，我们坚定认为这是一次剧烈的流动性冲击，港股科技 的基本面与做多逻辑没有发生改变。当前海外流动性冲击高峰已过，"buy the dip"是有效策略，并且港股科技相对于 A 股科技的折价接近历史最高水平，或 将迎来触底反弹。往后看去，我们建议逢低买入、持股过节，细分方向上推荐 科技（AI 与互联网）、非银（保险）与红利。 ❑ 配置策略：科技（AI 与互联网、高端制造），非银（保险），红利 ❑ 风险提示：1）美联储货币政策转向；2）流动性大幅波动；3）黑天鹅事件。 专题报告 相关报告 3、《当前时点坚定看好恒生科 技的六大理由——港股系列研 究报告（3）》 张夏 S1090513080006 zhangxia1@cmschina.com.cn 涂婧清 S1090520030001 tujingqing@cmschina.com.cn 王德健 研究助理 wangdejian@cmschina.com.cn 敬请阅读末页的重要说明 ❑ 港股 2 月核心观点。近期以恒生科技为代表的港 ...

每经记者｜马原 每经编辑｜程鹏 记者|马原 编辑|程鹏 杜恒峰 校对|许绍航 2月11日，港股收盘， 恒生指数收涨0.31%，恒生科技指数收涨0.9%。 有色金属、稀土永磁板块上涨，赤峰黄金涨近6%，山东黄金涨4.4%，金力永磁涨5%，赣锋锂业涨5.5%。 | 黄金珠宝 | 水泥 | 雄安新区 | 智能建筑 | 贵金属 | | --- | --- | --- | --- | --- | | 6.02% | 4.70% | 4.58% | 4.34% | 4.28% | | 智能家居 | 智能终端 | 电讯设备 | 充电桩 | 燃料电池 | | 4.27% | 3.70% | 3.53% | 3.48% | 3.38% | | 芯片 | 工业4.0 | 令日头条系 | GEO | 文化传媒 | | -1.68% | -1.73% | -1.87% | -1.90% | -1.93% | | 彩票 | 成电路产业基 | 中资保险 | 影视传媒 | 恋宴 | | -2.01% | -2.05% | -2.11% | -2.72% | -3.42% | 光通信、cpo等板块回落，长飞光纤光缆跌近6%，剑桥科技跌5.7 ...

（文章来源：每日经济新闻） 每经AI快讯，据龙猫LongCat官微消息，2月11日，美团LongCat发布原生"深度研究"Agent（智能体）。 基于独创三层智能体闭环架构及美团积累的物理世界数据训练，该产品有效缓解了当前AI在解决真实 物理世界问题时容易出现幻觉的痛点。用户盲测显示，其攻略"整体可用率"达61.1%，优于ChatGPT的 42.8%。目前该功能已在LongCat网页免费开放。 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.31% to close at 27,266.38 points, with a total turnover of HKD 217.218 billion [1] - The Hang Seng Tech Index rose by 0.9% to 5,499.99 points, indicating a positive sentiment in the technology sector [1] Blue-Chip Performance - Xiaomi Group-W (01810) saw a significant increase of 4.27%, closing at HKD 37.1, contributing 44.59 points to the Hang Seng Index [2] - Other notable blue-chip stocks included Techtronic Industries (00669) up 4.9% and Link REIT (00823) up 3.83%, while China Life (601628) fell by 3.94% [2] Sector Highlights - Large technology stocks showed mixed results, with Tencent down 0.54% and Alibaba down 0.25%, while Xiaomi surged over 4% [3] - Precious metals stocks performed strongly, with Zijin Mining International rising over 9% due to significant cuts in nickel mining quotas by Indonesia [3][4] - The construction and cement sector saw gains, with China National Building Material rising over 11% [3] Stablecoin and Regulatory Developments - The Hong Kong government is enhancing its position as a global center for Web3 and cryptocurrency innovation, with the issuance of stablecoin licenses expected next month [5] - The MSCI index adjustments led to active trading in related stocks, with notable increases in shares like Hesai Technology (02525) and SenseTime (00020) [5] Notable Stock Movements - Lexin Outdoor (02720) surged by 53.35%, closing at HKD 38, recognized as a leading global manufacturer in the fishing equipment industry [6] - Television Broadcasts (00511) announced a positive earnings forecast, leading to a 7.8% increase in stock price [7] - Conversely, Yuanyuan Group (00551) saw a decline of 7.13% after reporting a 12.5% drop in net operating income [8] - Semiconductor company SMIC (00981) faced pressure post-earnings, with a slight decline of 2.17% amid cautious revenue guidance [9]

Core Insights - The Shanghai Midea Global Innovation Park has recently opened in Qingpu District, symbolizing the area's commitment to enhancing technological innovation capabilities and contributing to the integrated development of the Yangtze River Delta [1][2] - Qingpu District aims to establish itself as a core hub for innovation in the Yangtze River Delta, leveraging its strategic location and fostering collaboration between various sectors [2][3] Economic Development - Qingpu District's GDP is projected to reach 182.5 billion yuan in 2024, which is 1.5 times that of the end of the 13th Five-Year Plan [1] - The district is focusing on the "3+3+3" industrial layout, which includes three trillion-yuan industrial clusters in high-end equipment manufacturing, new-generation information technology, and modern logistics [4] Innovation and Technology - The district has seen a significant increase in strategic emerging industries, which now account for 37.2% of the economy, up nearly 12.5 percentage points from the end of the 13th Five-Year Plan [3] - Major companies like Midea and Huawei are playing crucial roles in driving innovation within Qingpu, with Midea's medical robotics and Huawei's AI innovation center being notable examples [3][6] Talent and Infrastructure - The Shanghai Midea Global Innovation Park is designed to accommodate 8,000 to 10,000 high-end R&D talents, focusing on nine key research areas including industrial internet and smart manufacturing [7] - Qingpu District is enhancing its innovation ecosystem by establishing national-level innovation platforms and incubators, which support various high-tech sectors [6][5]