请务必阅读免责条款 2026 年 2 月 24 日星期二 【实时热点】 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 1 证 券 研 究 报 告 特朗普释放美伊局势缓和信号：更倾向协议而非战争 欧洲议会暂停批准欧美贸易协议，特朗普警告称任何想"耍花 招"的国家将面临更高关税 美联储理事沃勒：3 月利率决议取决于 2 月劳动力数据 韩国出口创同期历史新高，半导体占比升至 34.7% 国家能源局：推动"十五五"初步建成新型能源体系 飞猪发布数据显示，春节假期国内游门票订单量同比去年增 长超 80% 阿斯麦披露技术突破，有望在 2030 年前大幅提升芯片产能 三星电子去年第四季度重夺全球 DRAM 市场榜首 蚂蚁集团：AI 付与蚂蚁阿福 APP 用户数双破亿 荣耀将推出首款人形机器人 2 年期美债收益率跌 2.75 个基点报 3.444% 5 年期美债收益率跌 6.26 个基点报 3.582% 10 年期美债收益率跌 4.98 个基点报 4.031% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) ...

Regulatory Governance - Dior (Shanghai) was fined for multiple violations of personal information protection laws, including unauthorized transmission of user data to its French headquarters without proper consent or security measures [2] - The State Administration for Market Regulation urged major food delivery platforms to control subsidies and avoid unfair competition, emphasizing the need for improved service quality and consumer experience [3] - The Cyberspace Administration of China took action against Xiaohongshu for failing to manage harmful content effectively, resulting in penalties and a commitment to rectify the issues [4] AI Developments - Alipay launched the first "AI Payment" service in China, allowing users to place orders and make payments through voice commands, initially implemented in Luckin Coffee's AI ordering assistant [7] - Gaode Map introduced the "Gaode Street Ranking," a user behavior-based ranking system that aims to prevent score manipulation and enhance credibility through a combination of user actions and credit ratings [8][9] - Albania became the first country to appoint an AI digital persona, "Diera," as a government minister, marking a significant milestone in the integration of AI in public administration [10] Competitive Landscape - Amazon is reportedly developing consumer-facing AR glasses, codenamed Jayhawk, to compete directly with Meta in the augmented reality market, with a planned release by late 2026 or early 2027 [11]