截至2026年2月4日 10点17分，中证信息技术应用创新产业指数下跌2.30%。成分股方面涨跌互现，博睿 数据领涨12.28%，格尔软件上涨6.93%，纳思达上涨2.06%；卓易信息领跌7.05%，泛微网络下跌 5.73%，深信服下跌5.20%。信创ETF（562570）下跌2.03%。 消息面上，摩尔线程今日正式推出AI Coding Plan智能编程服务。作为首个基于国产全功能GPU算力底 座构建的智能开发解决方案，该服务以MTT S5000强劲的全精度计算能力为核心驱动，融合硅基流动推 理加速引擎，并集成GLM-4.7顶尖代码模型，实现了与国产大模型在AI Coding领域的关键突破。 信创ETF（562570）紧密跟踪中证信创指数，突出国产全栈替代，涵盖存储、CPU、AIPC（16%，三者 最高）等关键环节，并积极融入DeepSeek生态（72%）与AI应用（58%），构建从底层硬件到行业智能 的安全可控体系，政策确定性强。目前，信创ETF（562570）为同类规模最大的ETF。 （文章来源：每日经济新闻） ...

Group 1 - The core issue revolves around the quality concerns of Chow Sang Sang's gold pendants, which were found to have varying gold content levels, with the highest at 99.99% and the lowest at 64.37%, showing a difference of 35.62% [3][5] - Chow Sang Sang's official response emphasized that all their gold products meet national standards, with a gold content of no less than 990‰, and they are taking the matter seriously by conducting further tests [5][3] - The company has sent the same batch of products for testing to the National Gemstone and Jewelry Testing Center, which confirmed the gold content as 99.99% in multiple tests [5][3] Group 2 - The market is experiencing significant volatility, with various sectors, including precious metals, facing sharp declines due to panic selling and high leverage [17][12] - The domestic automotive market is showing a clear divide, with traditional brands like SAIC and Geely seeing over 20% growth, while new energy vehicle startups are facing collective declines [17] - The gaming industry is under scrutiny for potential tax adjustments, with rumors causing stock price drops among major companies like Tencent, although these rumors have been deemed unreliable [14][12]

Core Viewpoint - The article highlights the launch of the AI Coding Plan by Moore Threads, which integrates domestic GPU capabilities with advanced AI coding models, marking a significant breakthrough in China's AI development landscape [2][3]. Group 1: AI Coding Plan Overview - The AI Coding Plan is based on the MTT S5000 GPU, providing full precision computing power and achieving a significant increase in computational efficiency through a collaborative hardware-software architecture [3]. - The plan incorporates the GLM-4.7 model, which ranks first among open-source and domestic models in the Code Arena evaluation system, outperforming competitors like GPT-5.2 in tasks such as function completion and vulnerability detection [3]. Group 2: Product Features and Adaptability - The AI Coding Plan is compatible with multiple mainstream programming tools, including Claude Code, Cursor, and OpenCode, allowing developers to switch seamlessly between different development environments [3]. - A tiered subscription model is introduced to cater to teams of varying sizes, enabling developers to apply for a free trial or upgrade to an enterprise-level package for enhanced development efficiency [4]. Group 3: Strategic Vision - As the AGI era accelerates, Moore Threads aims to deepen its full-stack layout of "chip + model + toolchain," supporting Chinese developers in their transition to intelligent transformation [4].

大公司： 采埃孚与宝马签署乘用车传动系统长期供应协议，合同金额数十亿欧元 2月2日，采埃孚集团宣布与宝马集团正式签署乘用车传动系统长期供应协议。协议核心内容为成熟的8 挡自动变速器的长期供应及后续研发，合同金额达数十亿欧元，合同有效期将持续至本世纪三十年代末 期。（界面） 目标2027年实现量产，三星将半导体玻璃基板项目移交业务部门 三星电机已着手推进半导体玻璃基板商业化项目，据确认，公司已将相关业务从原有的前沿技术研发组 织转移至业务部门。一位熟悉内情的业内人士表示，此举意味着三星已开始为正式商用化做准备。不仅 是在确保相关核心技术可用，同时也是在为量产和市场供货做准备。公司预计2027年以后实现量产，目 前正在与全球客户共同开发样品。（新浪财经） 北京2026年首场土拍揽金85.6亿元，字节跳动28亿拿下海淀地块 北京今日完成2026年首场土地拍卖，四宗地均以底价成交，合计成交金额85.6亿元。具体来看：海淀区 蓝景丽家收储项目综合性商业金融服务业用地，被字节跳动以28亿元的价格斩获；石景山首钢地块由首 钢地产以13.9亿元摘得；通州宋庄地块以15.62亿元成交；顺义新国展地块被中国铁工投资以28.1亿元 ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【摩尔线程 AI Coding Plan 上线】 据了解，红包只是千问 APP 春节攻势的一部分。昨日，千问宣布投入 30 亿启动"春节请客计 划"，这不仅是阿里历史上春节活动投入最大的一次，也是今年春节大厂 AI 大战中的最高手 笔。 与传统春节红包玩法不同，千问 APP 此次依托阿里生态，打通淘宝闪购、飞猪、大麦、盒马 等核心业务，用户在抢红包的同时，还能体验到用 AI 买电影票、订酒店、点奶茶等"说句话就 能办成事"的全新生活方式。 【 OpenAI 为苹果电脑单独推出 Codex 应用】 2 月 2 日， OpenAI 为其人工智能（ AI ）编程助手 Codex 推出了独立应用，目前已在苹果 电脑上可用，该应用暂时向所有使用苹果电脑的 ChatGPT 用户开放。 OpenAI 表示，该应用旨在让软件开发人员能够轻松地同时管理多个 AI 智能体（ AI Agents ...

据了解，摩尔线程与硅基流动联合开发，通过高效算子融合及框架极致优化，在确保代码生成质量的同 时显著降低了响应延迟。而在核心模型层面上，该系统选用了在Code Arena（全球百万用户参与盲测的 专业评估系统）中位列开源及国产第一的智谱AI（02513.HK）的GLM-4.7，该模型在函数补全、漏洞 检测等场景的表现超越同级，甚至优于GPT-5.2。 目前，摩尔线程AI Coding Plan服务已实现与Claude Code、Cursor、OpenCode等多款主流编程工具的即 插即用适配，开发者可在不同开发环境中无缝切换。 （文章来源：中国经营报） 2月3日，"国内GPU第一股"摩尔线程（688795.SH）正式推出AI Coding Plan智能编程服务。作为首个基 于国产全功能GPU算力底座构建的智能开发解决方案，该服务以MTT S5000的全精度计算能力为核心驱 动，融合硅基流动推理加速引擎，并集成智谱GLM-4.7顶尖代码模型，实现了国产芯片与国产大模型在 AI Coding 领域的关键突破。 ...

Core Insights - The AI investment sector is experiencing excitement with the listings of leading companies in the large model space, specifically Zhiyuan and MiniMax [2] Group 1: IPO and Market Response - Zhiyuan's IPO saw an oversubscription of 910 times, with margin trading amounting to 197.8 billion HKD, indicating strong investor demand [3] - On its first trading day, Zhiyuan's stock rose by 13.17% to 131.5 HKD, achieving a market capitalization exceeding 55 billion HKD [4] - The company reported a significant increase in annualized revenue from its MaaS APP, growing from 20 million to over 500 million, marking a 25-fold increase in 10 months [4] Group 2: Investment and Financing - Zhiyuan's total financing has surpassed 8.3 billion RMB, entering the IPO phase at a B6 financing round, compared to competitors like SenseTime, which are at later stages [7] - Major investors include Junlian Capital (6.73%), Meituan (4.27%), and Ant Group (3.99%), reflecting a diverse investment base [7] - Early investors have seen substantial returns, with Junlian Capital's shares valued at 3.15 billion HKD post-IPO, yielding over four times their initial investment [12] Group 3: Business Model and Revenue Streams - Zhiyuan's revenue is derived from both B-end and G-end clients, with cloud deployment currently showing a negative gross margin of -0.4% [13] - The company aims to increase its API revenue to 50% of total income, following successful models from companies like OpenAI [18] - Localized deployment is the primary revenue generator, with a gross margin of 59.4% expected in the first half of 2025, although this represents a decline from previous years [16] Group 4: Future Plans and Challenges - Zhiyuan plans to enhance its API offerings and expand internationally, with 90% of its current revenue coming from domestic sources [20] - The company faces challenges in scaling operations and achieving profitability, as it aims to replicate the successful growth paths of established players in the AI sector [20] - The reliance on major clients, with the top five contributing 45.5% of total revenue, poses a risk to revenue stability [16]