新华财经沈阳2月13日电（记者李宇佳）在东北老工业基地转型升级的过程中，金融是不可或缺的一 环。日前发布的辽宁省政府工作报告显示，2025年，辽宁金融机构本外币贷款余额增长2.1%，政府性 融资担保业务增长24.6%。社会融资增量恢复到近年最好水平，资本市场融资增长41.3%、创十年来新 高。从渠道到服务，辽宁正加速优化金融生态，以金融高质量发展助力全面振兴。 畅通融资渠道 金融是实体经济的血脉。数据显示，2025年，辽宁省社会融资规模增量3482亿元，为近七年同期最高。 新增企业债券融资373亿元，为近九年同期最高。人民币各项贷款余额5.32万亿元，比年初增加1219亿 元，为近三年同期最高。 从最初的简单抵押放贷，到如今对初创期企业探索"创新积分贷"服务、对成长期企业强化"股贷债保"协 同服务、对成熟期企业深化"商投行一体化"服务，在建行辽宁省分行，围绕企业全生命周期需求的金融 服务正从"大水漫灌"转向"精准滴灌"。截至2025年末，建行辽宁省分行科技贷款余额达1044.72亿元， 较年初新增174.45亿元，增速20.05%。 建行仅是观察辽宁金融的一个窗口。近年来，辽宁积极引导金融机构深挖项目、前瞻服 ...

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 ...

Market Overview - The Shanghai Composite Index closed at 4,134.02, up 0.05%, with a trading volume of 897.96 billion yuan [5] - The Shenzhen Component Index rose by 0.86% to 14,283.00, with a trading volume of 1,243.78 billion yuan [5] - The ChiNext Index increased by 1.32% to 3,328.06, with a trading volume of 618.13 billion yuan [5] - Overall, more than 3,200 stocks declined across the market, with total trading volume reaching 2.14 trillion yuan, an increase of 157.5 billion yuan from the previous trading day [10] International News - U.S. President Trump emphasized the necessity for a deal with Iran, warning of severe consequences if negotiations fail [9] - A proposal for a broad economic partnership between Russia and the U.S. has been introduced, focusing on natural gas and key raw materials [9] - The U.S. and Japan are finalizing a $550 billion investment fund, with initial projects covering data center energy and semiconductors [9] Domestic News - The People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation, marking the sixth consecutive month of increased liquidity [12] - The Ministry of Education is reforming vocational education, focusing on new fields such as low-altitude economy and artificial intelligence [14] - The State-owned Assets Supervision and Administration Commission has established an "AI+" industry community to enhance data space construction across 11 key sectors [14] Important Announcements - Companies such as Qichuang Data and Penghui Energy are planning significant investments, with Qichuang Data expected to procure servers worth up to 11 billion yuan and Penghui Energy planning a 3.3 billion yuan battery project [14]