机制，为企业引进急需的高层次人才。"'带编入企'推行得不错，2026年我们将继续开展，目前正为机械工程、材 料科学与工程、电子信息等9大专业类别招贤纳士。"南充市委组织部相关负责人说，新一轮"带编入企"计划释放 岗位110个，推动更多事业编制人员全职派驻服务企业，力争实现 派驻一人、带动一企、辐射一链。 ●为保障春节期间安全生产，当地成立了服务保障小组，开通24小时服务专线●为保证项目有序推进，将组织开展 工业项目竞进拉练，并及时组织"回头看"●探索"带编入企"，为企业引进急需的高层次人才，新一轮计划释放岗位 110个□四川日报全媒体记者 徐浩煊熙泰科技12英寸硅基OLED产线项目从破土动工到主厂房封顶仅用时9个月；惠 科全色系MicroOLED新型显示芯片基地项目25天完成基金组建；南充燃煤发电项目手续全部获批，本月即将进场 施工……一季度过半，南充一批重大项目捷报频传。"坚持产业为本、工业当家，坚持项目为王、上争外引"被写 入2026年南充市政府工作报告。从生产一线拼进度，到项目招引一线拼落实，再到各家企业拼人才，南充市处处 透出"拼"劲，全力冲刺一季度"开门红"。拼进度 春节"不打烊"，有企业生产排期已 ...

Group 1: Nvidia's Stock Performance - Nvidia's shares have remained in a narrow trading range for months, with a nearly 2% decline recently, despite rising global capital expenditures on AI infrastructure [1] - Since August, Nvidia's stock has gained just under 2%, which is only slightly better than broader market indexes, while competitors TSMC and AMD have seen increases of approximately 52% and 12%, respectively [1] Group 2: AI Infrastructure Spending - Major tech firms like Meta Platforms, Alphabet, Microsoft, and Amazon are expected to invest over $600 billion in AI infrastructure by 2026, indicating a sustained increase in corporate investment in machine-learning and data centers [2] - Analysts suggest that there is a disconnect in how investors are pricing future AI spending into equities, even for companies leading the AI boom [2] Group 3: Revenue Concerns - There are growing concerns that the revenue generated from AI may not keep pace with the announced capital expenditures, as noted by JoAnne Feeney from Advisors Capital Management [3] - Despite strong demand for Nvidia's chips and revenue projections exceeding most competitors, valuation multiples have compressed, with Nvidia trading at about 24 times projected profits, aligning closely with the Nasdaq-100 and only slightly above the S&P 500 [4] Group 4: Market Expectations and Future Guidance - Investors are awaiting Nvidia's next quarterly report, scheduled for February 25, which is anticipated to be a critical catalyst for the stock's performance [5] - Analysts warn that after years of accelerated capital expenditures, growth in technology infrastructure spending may slow, potentially impacting orders for data-center chips [6] Group 5: Competitive Landscape and Investment Returns - Concerns persist regarding the sustainability of AI infrastructure spending growth, which could negatively affect Nvidia's performance, as highlighted by Stifel analyst Ruben Roy [7] - Investors are also apprehensive that the substantial investments in AI may yield slower returns than anticipated, compounded by increasing competition from companies like Google and startups developing alternative AI processors [8]

U.S. equity markets showed signs of stabilization during midday trading on Friday, February 13th, 2026, as investors weighed an encouraging inflation report against persistent anxieties regarding the sustainability of the artificial intelligence (AI) boom. After a volatile week marked by sharp tech sell-offs, the major indexes are struggling for direction, reflecting a cautious "wait-and-see" approach ahead of the long holiday weekend.Midday Market Performance and MomentumAs of midday, the S&P 500 (/stock/G ...

Monolithic Power Systems, Inc. (NASDAQ:MPWR) ranks among the best high growth high margin stocks to buy now. On February 6, KeyBanc boosted its price target for Monolithic Power Systems, Inc. (NASDAQ:MPWR) to $1,500 from $1,300, retaining an Overweight rating on the company’s shares. The boost comes after the company’s fourth-quarter results and first-quarter forecasts, which KeyBanc defined as “strong”. Notably, Monolithic Power Systems, Inc. (NASDAQ:MPWR) raked in a record quarterly revenue of $751.2 mil ...

2,748,647+$32.31+7.67%$453.44[Exelon][EXC]• Vol: 24,171,741+$3.10+6.97%$47.55## Top Losing Stocks[Baxter International][BAX]• Vol: 28,020,199-$3.5615.99%$18.71[Tyler Technologies][TYL]• Vol: 2,531,055-$52.2115.39%$287.04[C.H. Robinson][CHRW]• Vol: AM EST While others see an inflating AI bubble that could burst and lose investors a boatload of money, others see underinvestment…]## 3 Tech ETFs for Exposure Beyond the Mag 7[Joey Frenette | Jan 21, 2026 at 9:10 AM EST The tech sector has been getting a tad too ...

| | 中证云计算与大数 | 中证芯片产业 | 中证半导体材料 | | --- | --- | --- | --- | | | 据主题指数 | 指数 | 设备主题指数 | | 本周涨跌幅 | 5.4% | 5.0% | 2. 7% | | 指数估值 | 滚动市销率 | 市净率 | 市净率 | | | 5.0倍 | 7.6倍 | 7.9倍 | | 指数估值 | | | | | | 98. 5% | 90. 4% | 79. 6% | | 分位 | | | | | 跟踪该 | 云计算ETF易方达 | 芯片ETF易方达 | 半导体设备ETF | | 指数的ETF | (516510) | (516350) | 易方达 | | | | | (159558) | 本周，中证云计算与大数据主题指数上涨5.4%，中证芯片产业指数上涨5.0%，中证半导体材料设备主题指数上涨2.7%。 Wind数据显示，截至昨日，半导体设备ETF易方达（159558）本周"吸金"超2亿元，最新规模超50亿元。 注:"NO. 1"标签指截至2025年12月 31日,相关ETF规模在跟踪同标的指 数的ETF中排名第一,规模数据来自 交易所官网。" ...

行业及主题变化较快，一是科技与先进制造等方向。高技术制造业PMI为52.0%，连续两个月位于52.0%及以上较高水平，相关行业发展态势持续向好。关注 电子、软件、通信服务等TMT 方向；电力设备、国防军工、自动化设备等先进制造方向。 AI医疗逐渐从概念走向实际应用，医疗信息化企业正将AI能力嵌入病案管理、院感控制等场景；据头豹研究院的数据，中国AI医疗市场规模到2028年将达 到976亿元。从细分领域看，问诊对话、健康评估与咨询、病历生成与结构化医学报告生成等领域是与AI结合相对较深的领域。 全球AI算力中心爆发式增长使变压器成稀缺资源，美国市场交付周期从50周延长至127周。佛山某电气设备企业营销负责人李霞表示，相对欧美的交付周 期，该企业不到五分之一，目前订单充沛，希望将海外营收占比提升至50%及以上。长三角的江苏某变压器工厂订单同样排至2027年底，国内首台全绝缘超 高压大容量变压器近日发往北美市场。 国内大模型厂商借助全年最盛大节日系列活动所带来的强社交裂变效应，加码争夺C端AI入口，后续国内用户规模增长及商业化或加速，从而打开围绕大模 型广告、电商、娱乐等变现方式的产业链上下游成长空间。春节前后，A ...

2月12日，豆包视频生成模型Seedance 2.0正式发布，现已全面接入豆包和即梦产品，并上线火山方舟体 验中心。字节跳动官微发文表示，Seedance2.0还远不完美，其生成结果仍存在诸多瑕疵。未来将持续 探索大模型与人类反馈的深度对齐，让更高效、更稳定、更具想象力的音视频生产工具，服务更多创作 者。马斯克转发评论Seedance2.0相关推文，并表示模型发展速度太快（It's happening fast）。2月11日深 夜，电影导演贾樟柯在社交平台发文表示，"Seedance2.0确实厉害，我准备用它做个短片。"（杭州日 报） 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 字节芯片团队整体规模近期已经隐秘扩充至千人以上 字节芯片团队整体规模近期已经隐秘扩充至千人以上。知情人士透露，字节的AI芯片团队和CPU团队人 数较多，其中，AI芯片方向人数过半，达500人以上，CPU团队在200人左右。在算力迫切的需求下，字 节对芯片的业务推动愈发重视，近期也进行了一轮团队调整。字节芯片负责人 ...

2026 年 02 月 13 日 每日晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 上证综指 | 4,137 | 4,134 | 0.05 | 0.52 | | 深证成指 | 14,178 14,283 | | 0.86 | -0.17 | | 创业板指 | 3,295 | 3,328 | 1.32 | -1.18 | | 恒生指数 | 27,211 27,033 | | -0.86 | 0.40 | | 日经225 57,865 57,640 | | | -0.02 | 6.07 | | 富时100 10,472 10,402 | | | -0.67 | 1.60 | | 道琼斯工业 | 50,170 49,452 | | -1.34 | 0.62 | | 标普500 | 6,958 | 6,833 | -1.57 | -1.35 | | 纳斯达克 | 23,143 22,597 | | -2.03 | -3.73 | | 主要市场股指表现 | | | | | | 8.00 | 近一交易日% | | 近2 ...

Market Overview - Wall Street indexes experienced a sharp decline, with the Nasdaq falling 2% as investors sold off tech shares and transportation stocks due to concerns over AI disruption [1][2] - The Dow Jones Industrial Average dropped 669.42 points (1.34%) to 49,451.98, the S&P 500 fell 108.71 points (1.57%) to 6,832.76, and the Nasdaq Composite decreased by 469.32 points (2.03%) to 22,597.15 [3] Sector Performance - Investors shifted from riskier sectors to more defensive investments such as utilities, consumer staples, and real estate [2] - Cisco Systems reported a quarterly adjusted gross margin below estimates, leading to a 12.3% drop in its shares, which negatively impacted the broader technology sector [5] - The S&P 500 software index fell 1.7%, with AppLovin being the largest decliner at 19.7% after disappointing fourth-quarter results [6] Transportation Sector - The Dow Jones Transportation Average fell 4%, with significant losses in companies like Landstar (down 15.6%), CH Robinson (down 14.5%), and Expeditors International (down 13.2%) [7] - Concerns about AI disruption in the transportation sector were heightened by a new tool from Algorhythm Holdings, which caused investor worries [7] Economic Indicators - A stronger-than-expected jobs report raised concerns that the Federal Reserve may be less likely to cut rates, impacting investor sentiment [4] - The latest data showed a decrease in new applications for unemployment benefits, but the decline was less than expected, indicating lingering disruptions from winter storms [4][8] Semiconductor and Technology Stocks - The Philadelphia SE Semiconductor index fell 2.5%, while Equinix shares rose 10.4% after forecasting annual revenue above estimates, driven by strong AI-linked demand [9] - Personal-computer makers faced pressure, with Lenovo warning of shipment issues due to a memory-chip shortage, affecting shares of HP (down 4.5%) and Dell Technologies (down 9%) [9]