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科技亮点频出 资金流入格局不改 机构看好A股马年开局行情
周恒 制图 □ 2012年至2025年,万得全A指数春节后20个交易日里上涨的概率达到75%。今年来看,A股在春节假 期后表现同样值得期待 □ 机构表示,央视2026年春晚科技感十足,人形机器人表现进步超预期,科技成为共识度较高的两大主 线之一,节后可关注机器人与AI技术应用板块 ◎记者 汪友若 马年A股的第一个交易日即将到来。春节长假期间,海外市场整体小幅反弹。美股止跌回升,大宗商品 表现强势,原油、黄金和铜价显著上涨。中国资产方面,富时中国A50指数期货上涨,港股主要指数震 荡整理。 光大证券则从日历效应角度分析,认为节后市场有望震荡上行。光大证券表示,从历史经验来看,受微 观流动性好转及投资者风险偏好抬升影响,A股市场在春节后的20个交易日里通常表现较好。2012年至 2025年,万得全A指数春节后20个交易日里上涨的概率达到75%。今年来看,A股在春节假期后表现同 样值得期待。除了日历效应之外,外围市场的上涨、国内产业端的催化等也将对行情产生积极影响。 "整体而言,资金流入和人心思涨的市场格局没有变化,节后春季行情有望延续。"中信证券在报告中提 示。该机构表示,配置型资金的流入趋势并未发生变化。中国人 ...
热评丨从马年春晚的科技力感受一日千里的中国智造
Xin Lang Cai Jing· 2026-02-17 13:16
春晚舞台上还有另一个亮点——我们的传统文化因为技术的加持变得更"鲜活生动"。歌咏创意秀《贺花 神》里,"一月一人一景"的四季流转,是用AI生成影像配合实景舞台实现的;舞蹈《丝路古韵》把千年 壁画"搬"上舞台,靠的是扩展现实技术……分会场也用各自的科技力量"种草"了不少网友:哈尔滨分会 场,一颗由哈工大联合研制的卫星在太空传回《东方红》旋律,还用遥感影像拍下了哈尔滨全景,引得 网友感叹"卫星在太空给地球拍全家福,这谁顶得住?";宜宾分会场把长江干流零公里处变成了舞台, 5000架无人机在江面仅0.4米处编队飞行,模拟出江豚跃出江面的画面,四川本土的翼龙-2无人机也同 步亮相;合肥分会场,马思纯在三河古镇与徽州木雕"和合童子"击掌,黄轩在安徽博物院与《曳杖过桥 图》的画中人掌心相触,天鹅湖上空,虚拟嫦娥与宇航员掌心相合,古与今、神话与科技在这一刻击掌 和鸣,难怪有网友说"突然觉得神话没骗人,我们真的上天了"。 无论是机器人在小品中妙语连珠、插科打诨,还是 AI 技术让千年文物"活"起来、"潮"起来,科技早已 不再是冰冷的代码与机械,而是有温度、有情怀的生活伙伴和文化使者。技术发展的最终目的,是更好 地服务于人、赋 ...
央视热评丨从马年春晚的科技力感受一日千里的中国智造
Yang Shi Xin Wen· 2026-02-17 13:13
"去年vs今年,蔡明的孙子进步最大""春晚机器人含量超标?说不定以后养老真的能用上!"总台马年春晚一经播出,舞台上的"科技力"就成了网友们热议的 焦点,连国外网友都说"短短一年,中国的人形机器人就从机器人进化成了人类"。当AI生成影像与实景舞台扩展技术打造出中华美学奇观,当机器人熟练展 示中国功夫,当无人机方阵随着音乐律动变换队形……在传统与未来、艺术与科技的"梦幻联动"中,在自豪与感动的情绪中,我们看到了中国在科技赛道上 的万马奔腾,也感受到了亿万国人同向而行、奔向更美好生活的精气神儿。 无论是机器人在小品中妙语连珠、插科打诨,还是 AI 技术让千年文物"活"起来、"潮"起来,科技早已不再是冰冷的代码与机械,而是有温度、有情怀的生 活伙伴和文化使者。技术发展的最终目的,是更好地服务于人、赋能生活,让我们的日子因 "中国智造"而更加丰盈多彩。当我们为"中国智造"喝彩时,我 们真正期待的,是它能带着一日千里的发展势头,走进千家万户、融入日常生活,让人们对美好生活与未来的每一份期盼,都能落地有声、真切可感。 (文章来源:央视新闻) 更让人惊喜的是,这些科技不是飘在空中的概念,而是已经或者将要落地到普通人的生活里, ...
理想主义者们,没能阻止 AI 进入伊朗“战场”
AI前线· 2026-02-06 03:30
Core Viewpoint - A significant information war is unfolding in Iran, characterized by both offline and online tactics, including state-organized rallies and media control, alongside the use of AI-generated content to manipulate public perception [2][3][10]. Group 1: Information Warfare in Iran - The Iranian government is organizing "anti-riot" gatherings while simultaneously implementing internet shutdowns and media censorship, leading to a reliance on state media as the primary information source [3]. - During internet outages, social media platforms have become crucial for disseminating unverified images and videos, complicating the verification of information [3]. - AI-generated content is being used by both the government and opposition, with instances of manipulated videos being circulated to create misleading narratives [6][10]. Group 2: AI's Role in Modern Warfare - The integration of AI technologies in warfare has been accelerated by conflicts such as the Russia-Ukraine war and the ongoing situation in Iran, where AI is utilized for both information warfare and direct military applications [12][45]. - The emergence of automated and large-scale information manipulation tactics has been noted, with AI tools being used to create fake social media accounts and generate misleading narratives [46]. - The battlefield is evolving into a testing ground for AI technologies, with significant implications for military strategy and operations [50]. Group 3: Capital and Technology in Defense - There is a growing convergence between technology companies, financial capital, and national defense mechanisms, with private tech firms becoming integral to military operations [53][57]. - Recent reforms in U.S. defense procurement aim to make military operations more agile and responsive, reflecting a shift towards incorporating Silicon Valley's innovation dynamics into defense strategies [59][60]. - Investment in defense technology has surged, with significant funding directed towards startups focused on military applications, indicating a robust growth trajectory in this sector [61][77]. Group 4: AI Governance Challenges - The current landscape of AI governance is marked by failures in ethical consensus, international mechanisms, and corporate self-regulation, leading to a lack of effective oversight in military applications of AI [81][82]. - Despite warnings from industry leaders about the risks of AI, there has been little change in the trajectory of AI development, particularly in military contexts [83][84]. - The absence of a comprehensive international framework for regulating military AI applications raises concerns about the implications of AI in warfare and its potential for misuse [86][88].