希腊的"灯塔"项目是欧盟2024年推出的"人工智能工厂"网络的一部分，是欧盟在欧洲选定的13个"人工 智能工厂"项目之一。（完） 希腊国务部长阿基斯·斯凯尔措斯在希腊《论坛报》上撰文表示，"灯塔"项目将整合高性能计算资源、 高质量数据集及专业技术服务，帮助人工智能项目从概念验证迈向实际应用。该项目创建的主要目的是 解决中小企业、初创企业及公共机构在人工智能项目研发中面临的算力成本和技术门槛问题，将重点支 持医疗健康、文化与语言以及可持续发展三大领域的人工智能应用。 "灯塔"项目由希腊数字治理部牵头实施，希腊研究与技术网络负责具体推进，参与机构还包括希腊国家 科研中心"德谟克利特"、国立雅典理工大学等。项目总预算为3000万欧元，由希腊政府和欧盟各承担一 半。 新华社雅典2月20日电（记者陈刚）希腊政府官员19日表示，希腊人工智能平台项目"灯塔"将于2026年 第一季度全面投入运行，旨在为初创企业、大学和科研机构等提供算力、数据和技术支持，推动人工智 能创新发展。 ...

日本首相高市早苗重申暂停对食品征收消费税两年，这一税收减免政策是她打破"过度财政紧缩"、重 振日本经济的核心主张之一。此前高市早苗凭借该承诺，在2月8日的大选中带领执政党取得压倒性胜 利。 为了使政府政策对企业更具可预测性，高市早苗表示，本届政府将改革国家预算的编制方式，包括推广 多年度预算和长期投资基金。 在日本，政府目前实行单年度预算制度，支出拨款期限为一年而非跨越数年，以确保国会对支出进行审 查。 周五，高市早苗在国会发表政策演讲时表示，将推行"负责任、积极主动的财政政策"，通过多年度预算 框架提振长期投资。她表示，本届政府将打破长期以来过度财政紧缩和长期投资不足的趋势，在人工智 能、芯片和造船等领域增加投资，以提升日本的潜在增长率。 与此同时，高市早苗也对日益加剧的市场担忧作出回应，承诺设定具体指标来衡量财政改革进展。她强 调，政府不会采取"鲁莽的"财政政策来破坏市场信心，将通过削减部分现有补贴来寻求财政收入，并 确保债务增长速度控制在经济增长率之内。 这一财政战略凸显了核心风险：高市早苗的支出计划必须在重振这个全球第四大经济体的同时，避免引 发对债务的担忧，防止日元和政府债券再次下跌。本次高市早苗发 ...

每经AI快讯，2月20日，港股大模型概念股涨幅扩大，智谱大涨近33%，海致科技集团现涨24%， MINIMAX涨逾14%。 ...

经济观察网 截至2026年2月20日收盘，滴普科技（01384.HK）股价报102.00港元，单日上涨2.77%，盘 中最高触及109.00港元，创上市以来新高。近5个交易日累计涨幅达18.95%，年初至今涨幅为54.31%， 市值升至333.16亿港元。当前股价突破所有关键均线，技术面呈现强势特征。 股价异动原因 2026年2月13日，恒生指数公司宣布将滴普科技纳入恒生综合指数，变动于3月9日生效。市场预期其有 望进入港股通标的范围，吸引增量资金布局。 AI行业政策与技术突破共振 2026年2月以来，国内多部门推动AI在招标投标、低空经济等场景落地，字节跳动、Meta等巨头相继发 布新一代模型，提振企业级AI应用需求预期。 公司作为"企业级大模型AI应用第一股"，2025年入选《胡润中国人工智能企业50强》，凸显行业地位。 业务进展与商业化加速 2025年上半年营收同比大增118.4%，FastAGI业务收入占比升至55.3%，成为核心增长引擎。 2025年12月与沐曦股份达成战略合作，共同开发全栈国产AI解决方案，强化产业链协同。 未来情况分析 积极因素： 纳入恒生综合指数预期落地 行业景气度：中诚信国际 ...

Core Viewpoint - The Hong Kong stock market is experiencing a continued upward trend in AI concept stocks, with significant gains observed in several companies [1] Group 1: Company Performance - Zhihui (02513.HK) surged by 21% [1] - Haizhi Technology Group (02706.HK) increased by 18.5% [1] - MINIMAX-WP (00100.HK) rose by 11.22% [1]

Core Insights - The article highlights the rapid advancements in AI technology in China, particularly during the recent Spring Festival, showcasing the evolution of AI applications and their integration into daily life [4][6][12]. Group 1: AI Development and Impact - The performance of robots during the Spring Festival Gala has significantly improved, evolving from simple displays to sophisticated demonstrations, which has garnered international attention and admiration for China's technological progress [4][9]. - Tencent's announcement of over 50 million daily active users (DAU) and 114 million monthly active users (MAU) for its AI product "Yuanbao" indicates a strong adoption of AI among the Chinese population, marking a significant milestone in user engagement with AI technology [7]. Group 2: Competitive Landscape - The article emphasizes that the global AI competition is primarily between the United States and China, with India attempting to position itself as a contender but facing challenges, as illustrated by a recent incident involving a misrepresented AI product [12][13]. - The diversity of AI applications in China, such as Yuanbao, Doubao, and Qianwen, reflects a vibrant and competitive landscape where multiple players are innovating and providing accessible AI solutions to the public [15]. Group 3: Future of AI in Society - The integration of AI into everyday life is transforming social interactions, making AI tools more accessible and user-friendly, which is expected to enhance digital literacy and future competitiveness among the population [15][16]. - The article suggests that the next phase of AI development will focus more on practical applications rather than just technological advancements, leveraging China's robust internet infrastructure and large user base to drive innovation [16].

明略科技早盘涨超5%，截至发稿，股价上涨5.17%，现报256.40港元，成交额3333.160万港元。 2月13日，恒生指数公司宣布截至 2025 年 12 月 31 日之恒生指数系列季度检讨结果，所有变动将于2026 年3月6日收市后实施并于2026年3 月9日起生效。其中，明略科技正式被纳入恒生综合指数成份股。明 略科技表示，作为"全球Agentic AI第一股"，公司以可信数据与可信智能为双轮驱动，在企业级应用场 景中不断拓展业务边界，推动技术与商业价值的深度融合。此次被纳入恒生指数系列，不仅是对公司过 往发展的阶段性认可，也为未来长期成长奠定了更坚实的资本基础。 ...

春节假期过后，港股今日迎来马年首个交易日，恒指、恒科指数低开。截至收盘，恒指早盘收跌 0.61%，科指早盘收跌2.28%，恒指大市成交额917.55亿港元。盘面上，石油、人工智能、机器人概念股 逆势走强，影视娱乐、互联网医疗、线上零售及明星科网股走势疲弱。个股方面，智谱(02513.HK)大涨 19.09%，MINIMAX-WP(00100.HK)涨10.04%，中国石油股份(00857.HK)涨4.58%，百度(09888.HK)跌 5.67%，阿里巴巴(09988.HK)跌3.75%，哔哩哔哩(09626.HK)跌5.12%。 来源：滚动播报 ...

Market Overview - The Hong Kong stock market experienced a decline on the first trading day of the Year of the Rabbit, with the Hang Seng Index down 0.6% to 26,544.62 points, the Hang Seng Tech Index down 2.28% to 5,245.1 points, and the National Enterprises Index down 0.59% to 9,016.99 points [1] - Major technology stocks saw significant declines, including Alibaba down 3.75%, Tencent down 1.97%, and JD Group down 1.42% [1] AI and Robotics Sector - The AI and robotics sectors saw explosive growth, with several stocks reaching historical highs. MINIMAX-WP (00100) surged over 14% to 980 HKD, marking a year-to-date increase of over 450% [2] - The company launched the MiniMax M2.5, a production-grade model designed for Agent scenarios, which has attracted significant developer interest [2] - Zhizhu (02513) opened over 5% higher at 534 HKD, with projections of a 120% compound annual growth rate in revenue from 2025 to 2028 [2] - Aixin Yuanzhi (00600) saw a rise of over 16%, nearing a market capitalization of 20 billion HKD, following the successful testing of its high-end smart driving chip M97 [2] Earnings Disparity - Suton Ju Chuang (02498) reported a significant turnaround, with a forecast of achieving its first quarterly profit of at least 60 million RMB in Q4 2025, indicating a scaling phase for its robotics business [3] - The company Wang Guo Gold Group (03939) anticipates a profit increase of 143%-161% for the 2025 fiscal year, driven by rising gold prices and increased production [3] - Conversely, Shisi Pharmaceutical Group (02005) warned of a profit decline of 45%-60% for 2025 due to factors such as the lack of a major flu outbreak and price reductions in collective procurement [3] Buybacks and Fund Movements - Xiaomi Group-W (01810) repurchased 1.5 million shares for approximately 54.7 million HKD, while NetEase Cloud Music (09899) repurchased 92,400 shares for nearly 15 million HKD [4] - Other companies like Geely Automobile and Meitu also engaged in significant share buybacks [4] - Southbound capital flows showed a mix of cautious sentiment and recovery, with expectations for a rebound in Hong Kong tech stocks amid RMB appreciation [4] Institutional Insights - According to CICC, the recent pullback in Hong Kong stocks is attributed to hawkish expectations from the Federal Reserve and concerns over AI capital expenditures, but there is potential for recovery [6] - Analysts from ING noted that the recent decline in gold prices is a corrective pause, with expectations for strong demand as liquidity in Asian markets improves [6] - Electric equipment stocks rose, with Shanghai Electric up 7.38% and Harbin Electric up 4.45%, as analysts see long-term investment opportunities in the sector due to ongoing electricity shortages in the U.S. [6]

2026年2月20日（农历大年初四），港股年后首日开市，恒生指数低开低走，一度跌超1%，现跌 0.76%。 "两桶油"领涨恒指，中国石油（00857.HK）和中海油（00883.HK）现分别涨4.68%和3.82%，因地缘风 险，油价上涨。另一方面，百度（09888.HK）领跌，现跌5.74%；京东健康（06618.HK）、阿里巴巴 （09988.HK）、泡泡玛特（09992.HK）等均跌超3%。 但与此同时，AI和机器人股却大幅攀升，春节前上市的"AI去幻"概念股海致科技（02706.HK）再涨 18.75%，现报142.50港元，已较其发售价27.06港元高出426.61%。 年前发布大模型的MiniMax（00100.HK）和智谱（02513.HK）现也分别上涨9.21%和16.54%，报925.00 港元和592港元。 另一方面，在春晚上大放异彩的机器人概念继续推动行情，机器人股越疆（02432.HK）、优必选 （09880.HK）和极智嘉（02590.HK）等都大涨。 在农历新年期间，全球资产怎么走？对港股有何影响？ 美股现分化，中概股走弱 年前因为对AI投资回报和AI颠覆传统软件业的担忧影响下，美 ...