英诺赛科(02577)再涨超6%，截至发稿，涨4.63%，报71.15港元，成交额5.14亿港元。 消息面上，英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订 合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺 赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 中邮证券此前发布研报称，公司氮化镓产品精准契合多领域核心需求，在AI及数据中心领域，基于 100V氮化镓的48V-12V应用已进入量产阶段；，公司与多家头部机器人企业合作，在全球首次实现搭载 氮化镓芯片的机器人关节电机和灵巧手驱动方案的量产出获；新能源汽车电子领域，应用于激光雷达、 车载充电机等场景的产品保持高速增长；消费电子端巩固优势，同步拓展家电及家庭储能等市场，多赛 道实现应用突破与规模拓展。 ...

Group 1 - The Hong Kong stock market showed a positive sentiment today, with all three major indices opening high and maintaining strong fluctuations, led by the technology sector [1][2] - The Hang Seng Index rose by 2.53%, the Hang Seng China Enterprises Index increased by 2.65%, and the Hang Seng Technology Index surged by 3.34% [2][3] - Major tech stocks performed well, with Meituan rising over 5%, Alibaba, Xiaomi, and JD.com increasing by over 3%, while semiconductor stocks also saw significant gains [2] Group 2 - Zhipu, referred to as the "first stock of large models in Hong Kong," experienced a sharp decline of 22.76% due to the impact of an apology letter related to its GLM Coding Plan [4][5] - Zhipu's stock price had previously surged over 250% from February 9 to February 22, indicating a volatile trading period [4] - The company acknowledged three main errors in the GLM Coding Plan, including insufficient transparency, slow rollout of GLM 5, and poorly designed upgrade mechanisms for existing users [6] Group 3 - The precious metals sector, including gold, saw strong performance, with stocks like Tongguan Gold rising over 12% and Ganfeng Lithium increasing by over 8% [7][8] - Other notable gains in the precious metals sector included Zijin Mining and Wukuang Resources, both rising by over 6% [7]

Group 1 - The global financial markets experienced significant volatility during the Chinese New Year holiday, which may impact the A-share market upon its reopening on February 24 [3][13] - U.S. stock index futures showed initial optimism with gains over 0.5%, but later faced a sell-off, leading to a mixed performance in major indices, with the Nasdaq down by 0.27% [3][4] - The last trading day before the holiday saw a divergence in U.S. market sectors, with technology and consumer service stocks declining, while sectors like renewable energy and high-end manufacturing gained traction [4][13] Group 2 - The precious metals market, particularly gold and silver, faced significant declines, with gold prices dropping below $5000 per ounce, attributed to a stronger U.S. dollar and profit-taking by investors [8][9] - The Hong Kong stock market demonstrated resilience with a "V-shaped" recovery, particularly in technology and resource sectors, which may provide a positive signal for the A-share market [8][9] - European markets mirrored the U.S. trends, with major indices experiencing declines, indicating a cautious sentiment among investors leading to profit-taking [9][11] Group 3 - A-share market had already undergone a significant adjustment before the holiday, with major indices experiencing declines, but the overall trend for the year remains upward [11][13] - The resilience shown by the Hong Kong market and the underlying support from domestic economic fundamentals suggest that A-shares may develop an independent trend post-holiday [13][14] - Focus areas for the A-share market post-holiday are likely to shift towards domestic industrial trends and sector rotations, particularly in renewable energy, high-end manufacturing, and technological innovation [13][14]

Core Viewpoint - The LM317, introduced by National Semiconductor in the mid-1970s, revolutionized linear voltage regulation by integrating adjustable voltage functionality into a three-terminal module, allowing for a wide range of output voltages with minimal components [2][3]. Group 1: Product Features and Design - The LM317 is an adjustable positive voltage regulator capable of delivering over 1.5A of current, with output voltage adjustable between approximately 1.25V and 37V using two resistors [2]. - Unlike traditional regulators that compare output voltage to ground, the LM317 maintains a reference voltage of about 1.25V between its output and adjustment pins, allowing for a wide voltage range without internal recalibration for each voltage value [4][7]. - The device features built-in current limiting, thermal shutdown, and safe operating area protection, ensuring reliability even if the adjustment pin is accidentally disconnected [7]. Group 2: Performance and Practical Applications - The LM317 exhibits excellent performance as a linear regulator, with a typical line regulation of about 0.01% per volt and load regulation of approximately 0.1%, with ripple rejection rates nearing 80 dB when using appropriate capacitors [8]. - It has found extensive applications in laboratory power supplies, battery chargers, and audio equipment, providing clean power without the noise associated with earlier DC-DC converters [12]. - The LM317 has influenced the design of later adjustable regulators and modern switching controllers, establishing a standard where voltage selection is determined by circuit design rather than product catalogs [12]. Group 3: Longevity and Market Presence - Despite its age and relatively low efficiency by modern standards, the LM317 continues to be produced by multiple manufacturers, demonstrating its durability and reliability in various applications [12][13]. - The success of the LM317 is attributed to its straightforward solution to practical problems, establishing a trusted model for engineers and maintaining performance close to ideal conditions [13].

证监会对英集芯相关信息披露涉嫌误导性陈述立案调查。 据证监会透露， 2026年1月6日，深圳英集芯科技股份有限公司（简称英集芯）在上证E互动平台人为策划"自问自答"，信息披露构成误导性陈述。 近日，证监会已对英集芯立案调查。下一步，将在全面调查的基础上依法处理，切实维护市场健康发展。 事件回顾： 值得一提的是，尽管英集芯发布了公告对相关情况进行了说明，1月7日，英集芯股价仍大幅高开逾9个点，当日报收22.48元/股，上涨4.51%。 英集芯(688209) 02-13 19:34:55 沪 科 融 | 24.42 所属行业: 电子-0.18%> | | | | | | 查看所属板块 > | | --- | --- | --- | --- | --- | --- | --- | | -0.60 -2.40% | | 半导体芯片 | | | 粤港澳大湾区 | | | | | | -0.11% 最相关 | | -0.92% | | | 今 开 | 24.96 最 | | 高 | 25.19 | 成交量 | 12.6万手 | | 昨 收 | 25.02 最 低 | | | 24.42 | 成交额 | 3.14亿 | ...

（文章来源：每日经济新闻） AI驱动DRAM与逻辑资本开支高增，2月13日，芯片板块上行，芯片ETF（512760）盘中涨超1%。 芯片ETF（512760）跟踪的是中华半导体芯片指数（990001），该指数从沪深市场中选取主营业务涉及 半导体芯片材料、设备、设计、制造、封装或测试的上市公司证券作为指数样本，覆盖半导体芯片全产 业链，以反映半导体芯片相关上市公司证券的整体表现。该指数具有较高的行业集中度，主要侧重于信 息技术领域。 招商证券指出，基于旺盛的AI服务器需求，AI驱动DRAM与逻辑资本开支高增。DRAM存储芯片相关 设备营收表现稳健，不仅HBM相关投资激增，通用DRAM的投资也大幅增长，市场供需趋于紧张。逻 辑芯片领域制程正朝着更先进节点微缩，相关投资未来将持续增加；同时，先进封装和芯片测试的市场 需求正加速增长。NAND闪存领域则随着数据中心eSSD需求攀升，客户工厂稼动率持续提升，正逐步 带动新设备投资需求。 ...

The semiconductor sector has become shorthand for the AI boom, and Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) sits at the center of that trade. Trading at $64.24 per share as of February 9, 2026, the fund has surged 64% over the past year as investors bet on AI infrastructure spending. That momentum carried into 2026 with a 15% year-to-date gain, though it also exposes holders to cyclical chip demand swings. Concentration Risk in the Top Ten Concentration defines SOXQ's risk profile, with the top 10 holdi ...

【导读】本周以来，智谱股价接近翻倍；半导体板块今日受益上涨 多项独立测试显示，"Pony Alpha"在系统架构、能力边界上与智谱AI GLM系列高度一致：系统提示词测试中模型自述"I'm GLM"，分词器行为与GLM-4 完全匹配，且在复杂编程与智能体任务中展现显著突破。 港股市场今日承压，但不乏亮点：AI应用概念股活跃，大模型股智谱创新高，智谱宣布涨价助力算力产业链板块。 三大指数同日调整 2月12日，港股三大指数表现低迷，恒生科技指数盘中一度跌至2%。截至收盘，恒生指数下跌0.86%，恒生科技指数下跌1.65%，恒生国企指数下跌1%。 盘面上，大型科技股下跌拖累市场，大金融板块普跌令大市进一步承压，影视股、餐饮股等均下跌。 AI应用概念股活跃，大模型股智谱股价大涨；智谱涨价助力算力产业链板块，半导体芯片股上扬；电力设备、石油石化等板块收涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 27032.54c | -233.84 | -0.86% | 23 ...

央视网消息：千亿镇的崛起离不开产业的聚集和创新的引领，更离不开从四面八方聚拢于此的各类人才。人才是生产力，更是创造力，发挥人 才驱动作用，千亿镇是如何做的？ 王文博工作的这所热管理研究院是由院长王晓勇在2022年底牵头组建的。成立之初，王院长的团队仅寥寥数人。近年来，通过长安镇"以才引 才"和"联合培养"模式，这里的研发团队已壮大到约150人，3年增长超10倍。 王晓勇表示，第一年他的理论课是在这些高校完成，从第二年开始他就全职入职，而且他做的课题是跟企业的实际的产品研发是相关的。 作为公司引进的高层人才，现在王晓勇除了担任热管理研究院院长以外，还有一个特殊的身份。 王晓勇表示，政府给他颁了一个奖叫"引才大使"，"以才引才"的方式可以快速引进一些高层次人才，他们同时又会带动更多的人进来。 人才引擎一旦激活，便释放出巨大的发展动能。王晓勇的研发团队平均年龄不到30岁，却承担着公司最核心的技术攻关任务，如今企业年均业 绩增速超50%。 夜幕降临，长安镇年轻的电气工程师王文博还在修改眼前的这张设计图。他负责液冷机组电气设计，直接服务于新能源汽车产业。这个山西小 伙已经在长安镇工作了一年多。 王文博表示，当时他们拿到 ...

Core Viewpoint - Aixin Yuanzhi Semiconductor Co., Ltd. has officially listed on the Hong Kong Stock Exchange under the stock code "0600" on February 10, 2026, marking a significant milestone for the company and the rise of China's edge AI computing industry [3][4]. Group 1: Company Overview - Aixin Yuanzhi is recognized as the "first stock of China's edge AI chips" and has attracted investments from numerous well-known financial institutions and industrial capital [4]. - The company was founded by Dr. Qiu Xiaoxin, who has a strong technical background and leadership experience from major firms like Broadcom and Unisoc [5]. Group 2: Investment Insights - Yao Tu Capital began investing in Aixin Yuanzhi in 2020, recognizing the company's strong technical capabilities and strategic vision [5]. - The investment decision was influenced by the team's collaboration and transparency, which fostered a productive environment for innovation [5]. Group 3: Market Trends - The success of Aixin Yuanzhi's listing is seen as a signal of the development of China's edge AI computing industry, which focuses on low latency, strong privacy, and high energy efficiency [6]. - The market for edge AI is expanding due to advancements in smart vehicles, robotics, and AI-enabled devices, creating a diverse blue ocean market [6]. Group 4: Future Outlook - Yao Tu Capital has made systematic investments across various sectors, including foundational hardware, basic software, and application layers, indicating a comprehensive approach to the AI industry [7][8]. - The company aims to continue supporting innovators in the DeepTech space with a long-term commitment to driving the arrival of the intelligent era [8].