格隆汇2月12日｜据央视，国务院新闻办公室今天上午举行新闻发布会，介绍《现代化首都都市圈空间协同规划（2023—2035年）》有关情况，并答记者问。北京市相关负责人介绍，首都都市圈空间范围及三个圈的划定，并不局限于通常使用的1小时通勤范围，而是基于首都的特殊性和“四个中心”强大的辐射带动能力，创新性地构建了多层次、嵌套协同的“同心圆”空间划分模式。其中，通勤圈综合考虑现状跨界通勤率及综合交通1小时可达，涵盖常住人口高频流动的生活和工作联系区域，以半径约50公里范围为基础，包括北京市全域和环京12个区县，面积约2.7万平方公里。功能圈强调疏解提升，是首都都市圈发展的核心区域和规划实体范围，以半径约100公里范围为基础，包括北京市、天津市、河北雄安新区以及廊坊市、保定市、张家口市的部分区县，面积约4.2万平方公里。产业协同圈是首都都市圈发展辐射的开放区域，强化分工协作，以半径约150公里范围为基础，辐射整个京津冀城市群。同时充分协调辽中南等周边城市群及环渤海地区，高效联结长三角、粤港澳大湾区等国内主要城市群，构建面向全国乃至全球的多层次协同开放格局。 这三个圈层在空间上不是简单的同心环状分布，而是嵌套的实心圆。例如，功能圈包含并大于通勤圈，产业协同圈在此基础上进一步拓展。

财联社2月12日讯（记者 肖良华） 近日，山西朔州山阴县山西佳鹏生物科技有限公司突发爆炸，造成8人遇难。这是氯虫苯甲酰胺原料在近九个月内，引发的第三起恶性爆炸事故。对此，中国农药工业协会10日出台文件，规范行业自律，引发了业内对氯虫苯甲酰胺主要中间体从严监管的猜想。 有业内人士向财联社记者透露，随着事故频发，氯虫苯甲酰胺重要原料2-硝基-3-甲基苯甲酸正式纳入危险化学品生产管理可能性大增，准入门槛或大幅提高，从而使得地下工厂产能出清，全行业有望迎来根本性重塑。 冬春交替之时，正值农药淡季，市场供需两弱。红太阳（000525.SZ）证券部工作人员对以投资者身份致电的财联社记者表示，氯虫苯甲酰胺春节前是淡季，价格波动不明显，节后进入春耕季，订单情况或影响价格。当前公司部分原料自供，K胺需要外购。 中旗股份（300575.SZ）相关负责人对财联社记者表示，公司氯虫苯甲酰胺产线已经建设完毕，具备投产条件，客户订单落地后可马上开始生产。“原料方面，主要依赖外购，肯定会选择合规的渠道。” 作为大宗杀虫剂，氯虫苯甲酰胺是全球最重要的农药品种之一。公开信息显示，2021-2027年全球需求年复合增长率约为4.4%，2024年全球销售规模突破20亿美元，对应销量约1.3万吨。 据悉，合成氯虫本甲酰胺的关键中间体为K酸和K胺，K酸与K胺在缩合剂甲磺酰氯/三光气作用下反应生成氯虫苯甲酰胺。其中，2-硝基-3-甲基苯甲酸（2-硝体）为合成K胺的起始原料，该原料因为反应过程中涉及到硝化、氧化等高危工艺，是产业链中的的瓶颈环节，企业一般大量外购3-甲基-2-硝基苯甲酸。 前述山西省朔州市佳鹏生物科技有限公司的爆炸发生在2月7日，该工厂以饲料生产为掩护，非法生产2-硝基-3-甲基苯甲酸（中间体K胺的核心上游原料，简称“2-硝体”)，事故造成8人死亡，当前山西省开展专项行动严厉打击非法违法“小化工”，涉及硝化反应等危险工艺的地下黑工厂或将面临新一轮高强度的监管。 此前曾有多起事故发生。2025年5月，山东友道化学合法生产期间，因工艺缺陷、原料不合格发生爆炸，造成10死2失联19伤；2025年7月，河南大鑫化工非法生产、违规动火作业引发爆炸，3死2伤。 上述业内人士表示，事故频发，2-硝基-3-甲基苯甲酸全面纳入危化品监管几乎没有悬念，整个行业即将迎来大洗牌。“2-硝体非法产能占比较大，如果出清，将...

格隆汇2月12日｜晨星发表研报指，渣打集团首席财务官Diego De Giorgi实时离任，目前职务将由副财务总监Peter Burrill暂时接替。晨星认为是次管理层变动消息属意外负面因素，将引发市场对该行人事变动及继任安排的担忧，但指出行政总裁温拓思未表示有任何退休计划，相信渣打未来将继续专注执行Fit for Growth策略，在Peter Burrill领导下仍能实现目标，因此预期是次事件对渣打营运影响有限。晨星对渣打维持营运预测及公允价值估算不变，认为港股合理价值为150港元，伦敦上市股份合理价值则为1460便士，认为其估值偏高，随着利率下行渣打的息差将受压。

北京地铁三期规划中，19号线二期北延及支线是一条非常受关注的线路。 其实这条线路曾经在去年就列入计划将在年内开工建设，不过最终还是停了下来。大家也都非常关心它什么时候能开工建设。 近日，北京市公共资源交易服务平台发布的招标计划显示， 19号线北延及支线的交通导改工程施工等五项将在下月发布招标公告 。而且本月初发布的2026年北京市重点工程计划中， 19号线二期北延及支线也在今年新建地铁项目名单中 。 19号线北延及支线又重燃了开工建设的希望。 19号线二期北延及支线是现有的19号线继续向北延伸。根据此前公示的线路规划方案， 北延南起一期工程牡丹园站，北至生命谷站，全长约17.1公里，设站7座 。 北延支线则由主线上清桥南站接轨，北至清河站，全长约7.1公里，设站1座。 其实 19号线北延及支线的前期工作已经基本完成 ，线路一体化规划方案和两次环评已经公示完成。去年也完成了施工总承包的招标。 不过，去年19号线北延及支线并未如原计划的开工建设。今年北京轨道交通建设计划中，也并未涉及今年拟新开工建设的地铁线路。 令人欣喜的是， 本月初公布的2026年北京市重点工程计划中，13个轨道交通建设项目中，就包括了19号线二期北延及支线、亦庄线台湖车辆段加站、16号线新国展加站这三项新工程 。 最近，北京市公共资源交易服务平台发布了 19号线二期北延及支线的交通导改工程施工；通信管线及配套设施迁改工程施工、监理这三项招标计划，预计在下月14日发布招标公告 。 此前，该平台还发布了 19号线二期北延及支线的临时用电引入、电力管线及配套设施迁改工程施工、监理这两项招标计划，预计在下月12日发布招标公告 。 这五项招标，都是一条轨道交通线路进入实质性施工的必要准备。比如交通导改，大家都知道，一条轨道交通线路开工建设，必然会出现占道施工等对现有交通产生影响的情况，因此就需要进行交通导改。所以，这些招标意味着线路进入实质性施工准备阶段。 本文来自微信公众号 “京房字” ，作者：京房字，36氪经授权发布。

格隆汇2月12日｜哔哩哔哩跌超4.5%，网易、美团跌近4%，携程集团、腾讯控股、百度均跌超3%，快手、京东健康、阿里巴巴跌2%。

騰訊控股(00700)出現大手賣出3.18萬股，成交價$535.0，涉資1.701千萬 AASTOCKS.com

财联社2月12日讯（编辑 胡家荣） 今日港股锂电池板块今日表现活跃。截至发稿，宁德时代(03750.HK)涨3.35%、天能动力(00819.HK)涨1.30%、中创新航(03931.HK)涨0.38%。 消息方面，碳酸锂主力期货今日盘中一度冲高至15万元/吨上方，截至发稿报14.80万元/吨，涨幅2.66%。其价格突破关键整数关口，有效提振产业链信心，成为板块上行的重要催化因素。 加之车用固态电池第一部分国家标准拟于2026年7月发布，政策框架逐步完善。企业端动作频频：国轩高科与巴斯夫签署战略合作备忘录，共研下一代固态电池技术；宁德时代明确全固态电池产品计划于2027年实现小批量生产。 有分析指出，在储能接替新能源汽车成为锂电需求核心增量的背景下，固态电池因能量密度与安全性优势，单位电池耗锂量有望显著提升，为锂资源需求开辟新增长极。 行业基本面持续修复 2025年以来，“供给端反内卷”政策落地与储能需求放量形成合力，推动行业生态优化。自2025年四季度起，磷酸铁锂、电解液等关键材料环节率先开启涨价通道。 爱建证券指出，储能电芯价格延续上行，国内电池月度装车量与新型储能招标容量环比双增；随着电网侧独立储能容量电价机制落地，装机需求有望进一步释放。 机构称第三次锂价超级周期开启 瑞银集团上调锂价预测，最高幅度达74%，预计2030年全球锂需求将较2025年翻倍至340万吨。研报指出，此轮周期由电动车与储能双引擎驱动，叠加供应格局重估及价格已较前期上涨约65%的现实基础。 瑞银通过对五款主流电动车电池拆解分析显示，电池成本较前期下降约50%。行业正加速逼近成本、续航、充电时间的“三重平价”临界点，成本下行将有效激发终端消费，形成“技术降本—需求放量—资源价值重估”的良性循环。

碳酸鋰價格一度站上15萬元大關 寧德時代H股小幅上揚 富途牛牛

思科周三盘后发布的利润率展望逊于分析师预估，令市场担忧不断上涨的存储芯片价格正在削弱其盈利能力 美国加州San Jose，科技公司思科系统公司总部。 JUSTIN SULLIVAN / 东方IC

乌克兰首都基辅市长克利奇科12日说，基辅当天凌晨遭到俄罗斯导弹“大规模袭击”，多栋建筑物被击中。克利奇科在社交媒体上写道：“大规模袭击仍在继续。请留在掩体中！”克利奇科称，包括住宅楼在内的多栋建筑物遭袭。基辅市军事管理局局长特卡琴科同日在社交媒体上说，基辅当天凌晨遭到俄罗斯导弹袭击，伤亡情况正在核实。（央视新闻）

沪深京三市成交额超1万亿元 2026-02-12 10:36:15 来源： 同花顺7x24快讯 分享 文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，沪深京三市成交额超1万亿元，预计全天成交金额约2.0万亿元。截至目前，沪市成交额4116亿元，深市成交额5813亿元，北证50成交额78亿元。

算力租赁（886050）板块持续走强，优刻得（688158）20cm涨停，大位科技（600589）、特发信息（000070）此前封板，首都在线（300846）、青云科技（688316）、网宿科技（300017）涨幅居前。消息面上，2026年2月11日，优刻得（688158）发布公告称，因全球供应链波动加剧、核心硬件采购等基础设施成本显著上涨，经评估决定自2026年3月1日起，对所有续签及新签用户的全线云产品与服务实施价格上浮调整。 投资不打烊 春节假期投注策略来了>>>

Earnings Call Insights: Inspire Medical Systems (INSP) Q4 2025 Management View CEO Timothy Herbert reported that the key challenge for the business is the coding of the Inspire V procedure, explaining, "we received clarification regarding the coding that should be used for the Inspire V procedure. Currently, health care centers and physicians should bill the most recent health care policies, be it a MAC or a commercial payer." Herbert estimated that "the reduction to the professional fee associated with applying the -52 modifier could range from approximately 10% to 50% of the base rate." He noted this reduction "will likely influence physicians' willingness to perform the Inspire V procedure and may limit the number of cases they choose to undertake." Herbert detailed short-term and long-term initiatives to address these reimbursement challenges and stated, "we have revised and widened our full year revenue guidance for 2026 to reflect the broad range of possible impacts that we may experience throughout the year." Herbert highlighted the clinical performance of the Inspire V system, stating, "the Inspire V system has demonstrated superiority over Inspire IV… Inspiratory overlap… has shown to be significantly improved with the Inspire V system. And the AHI in the Singapore study has demonstrated a 79.5% responder rate… far superior to the 66% responder rate demonstrated in the STAR Phase III pivotal trial in 2012." Herbert announced that the company received FDA approval for 3 Tesla MRI compatibility and is developing Inspire VI, which will include sleep detection and auto activation features. CFO Matthew Osberg stated, "Fourth quarter revenue increased 12% to $269 million and full year revenue increased 14% to $912 million, with both increases primarily driven by growth at existing centers and new center additions." Osberg added, "Fourth quarter net income per diluted share increased $3.51 to $4.66. Full year net income per diluted share increased $3.09 to $4.89."...

人民幣中間價終止連續三天的升勢。 官方開出的人民幣中間價報6.9457兌一美元，較上個交易日下調19點子。現貨人民幣方面，在岸價於6.9水平上落，離岸價升穿6.9水平，為2023年4月以來首次。 另外，人民銀行進行1,665億元人民幣七天期，以及4,000億元人民幣十四天期逆回購操作。扣除今日到期的逆回購，單日在市場淨投放4,480億元人民幣。

Droneshield is an Australia-based defense technology company that specializes in counter-drone technology. In this podcast, Motley Fool co-founder and CEO Tom Gardner and Motley Fool data engineer Beegee Alop talk with Droneshield CEO Oleg Vornik about counter-drones, the civilian and military markets, and lessons on leadership. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Feb. 01, 2026. Oleg Vornik: We get a lot of feedback from Ukrainians that in addition to saving their lives, it actually gives them a lot of that psychological confidence because you think about it, like for us, the buzzing annoying buzzing sound from a drone is just a bit of a nuisance. For them, it's full on trauma because you hear that thing like it's going to kill you. Mac Greer: That was Oleg Vornik, CEO of Droneshield, an Australian based defense company that specializes in counter drone technology. I'm Motley Fool producer Mac Greer. Motley Fool co founder and CEO Tom Gardner talked with Vornik about that technology and about the business of Droneshield. Tom Gardner: Hello, Fools. Very excited for this time together with the CEO of Droneshield Australian company in the counter drone Solutions business, and the CEO Oleg Vornik is with us. Thank you so much for being here, Oleg. Oleg Vornik: Thanks for having me. Tom Gardner: We also have Beegee Alop from the Motley Fool, who's going to be guiding us through some of the technical questions we're going to ask. But I think Oleg, what we want to do to start this time together is just maybe a one or two sentence description of the business because we're going to be going through the hardware and software solutions in a bit. But just a quick overview and then the history. We know you were founded in 2014. I'm curious what the first year was like in a business that nobody ...

US soybean futures hit their highest in two months after a report on a potential extended trade truce between the US and China fueled hopes for additional purchases of American agricultural products. US President Donald Trump and his Chinese counterpart Xi Jinping could extend their trade truce by as much as a year when they meet in Beijing in April, the South China Morning Post reported Thursday , citing several unidentified people familiar with the discussions. The summit is set to be anchored around short-term economic wins, including fresh Chinese purchase commitments, the report said. The pact reached between the two countries late last year spurred China to return to the market for US soybeans, after avoiding American crop purchases for months prior. Any extension could potentially bolster that momentum, just days after Trump said in a social media post that China was considering extending its soybean purchases to 20 million tons in the current season. Soybean futures in Chicago rose as much as 1.5% on Thursday, reaching the highest for a most-active contract since Dec. 1, before paring the gain. Some traders remain skeptical that China will pick up more US soybeans in the near-term, as the country’s supply is more expensive than rival origins like Brazil, said Joe Davis , a director at brokerage Futures International in Illinois. Still, continued goodwill purchases could boost prices for soybeans and soy products, including meal, he said in an interview. Soybean futures were up 1% to $11.35 a bushel at 10:23 a.m. in Singapore Wheat and corn were little changed

africanpix/iStock via Getty Images Investment overview I wrote about Peloton Interactive ( PTON ) previously with an upgrade to a hold rating, as PTON managed to stabilize engagement data, which dismissed my idea that the growth engine had entirely stopped working. For this update, Q2 showed us that margins are improving, but the demand side remains weak, and I don’t think there is a strong case for valuation multiples to go up at this rate. 2Q26 earnings PTON top-line results continue to stay poor. Revenue was down again y/y to $656.5m, and this was across both segments. Connected Fitness Products revenue was down 4% y/y to $243.9 million, while subscription revenue was down 2% y/y to $412.6 million. That said, margins improved across the board. Connected Fitness Products' gross margin saw 13.9% vs. 12.9% a year ago and 6.9% last quarter. Subscription gross margin went up to 72.1% from 67.9%, and together, they drove total gross margin to 50.5% (up from 47.2%). This led to adj. EBITDA of $81.4 million. There were some positive improvements The most notable improvement, in my view, is the subscription margins. Subscription gross margin actually went up in Q2 2026 to 72.1% (up ~400 bps y/y), which drove contribution margin up to 75.9% (from 72.1%). Margin increase is one thing, but the fact that this step-up was due to price increases and lower music royalties costs makes this improvement look a lot more bullish than it seems. The very fact that PTON was able to increase price while only seeing minimal revenue growth deceleration is bullish because it shows that there are loyal customers willing to pay. The hardware segment also saw improvements at the unit level. While gross margin was down sequentially to 13.9% in Q2, it is still above 10%, suggesting that the recall-related accruals are really the main reason Q1 reported gross margin was down to single digits. An interesting nuance here is that PTON saw a mix shift toward higher-margin products , and that got me t...

【有線新聞】教育局局長蔡若蓮在傳媒活動中，說教師執業證書制度每三年150小時持續進修要求，已經過深思熟慮，相信未必會再放寬。 教育局舉行傳媒午宴，局長蔡若蓮、副局長施俊輝等出席，並親身示範製作盆菜。蔡若蓮在活動中說正持續與業界就教師執業證書制度溝通，認為業界普遍認同修例建議。 就學界意見擔心每3年續牌，需150小時持續進修標準高，她認為要求不難達到，亦已經過深思熟慮。她說不少其他專業須每年更新執照，三年續期一次要求已較寬鬆，亦符合學校發展周期，若果五年才續期，未必能與時並進。至於150小時續進修並非新要求，相信續期進修標準，未必會再放寬。 她認為在AI幫助下教師可精簡行政工作、協助改簿等，可想辦法減輕工作量，教師應裝備好自己更好為學生應對未來挑戰。 早前有學生在交流團期間擅自離開酒店，蔡若蓮說學生首次參與行程外遊，難免面對誘惑，認為有好奇心、希望有不同新嘗試是人之常情，不應該因部分人不守紀律，就認為交流團不應舉辦，剝奪其他人學習機會，最重要學校做好後續教育，糾正學生行為。 高等教育方面，今年亞太國際教育協會年會將於本月23至27日舉行，蔡若蓮說本港大學目前約一半留學生均來自歐洲，相信不同院校也希望增加非本地生比例，以提升國際排名。

各地2025年GDP数据陆续揭晓。 在备受关注的万亿城市中，一座城市的排位变动，格外具有象征意义。这就是“西北第一城”西安——GDP排名跃升至全国第20位。 这一成绩之所以引人注目，是因为 西安上一次跻身全国城市GDP20强，还要追溯到1980年。 时隔45年重回这一席位，无论对西安自身，还是对西部城市发展格局而言，都不啻为一个里程碑式的节点。 西安， 真的要逆袭了？ 01 首先需要指出的一点是，关于西安在2025年“时隔45年重返全国20强”的说法，是存在不同说法的。 早在2018年前三季度，西安GDP就一度位居全国第20名，当时被解读为 “38年后重返20强”。 但是，同年第四季度，济南完成对莱芜的合并，在全年最终排名中将西安挤出了20强之列。 因此，将2025年视为西安真正意义上的“回归20强”，其实更具实质意义。 当然，也有观点认为，此次西安排位上升，部分源于个别领先城市增速放缓，使西安得以“反超”。 从数据看，西安2025年GDP同比增长4.7%，既低于全省，也未及全国平均水平，确实谈不上惊艳。 但不管怎样，在 面对内外部多重变数 的情况下，西安经济大盘仍保持稳定，并在GDP排位上实现进位，实属不易。 在这一点上，其实 不必妄自菲薄 。 02 另外，从多个细分指标来看，西安经济运行的内部结构确实在发生积极变化。 长期以来，相较同类城市，西安的 突出短板在于工业 ，不仅体量偏小，结构性问题也较为突出。 如在万亿级城市中，西安二产增加值长期处于末段，规上工业企业数量也明显落后于合肥、济南等经济体量相近的城市。即便与烟台、唐山等后发晋级万亿俱乐部的普通地级市相比，也难言优势。 但近几年，西安的 工业“补课”明显提速。 2025年，西安规上工业总产值 首次突破万亿元大关 ，达1.06万亿元，同比增长6.9%，实现历史性跨越。 分门类看，全市规上工业增加值同比增长5.7%。其中，采矿业增长6.5%，制造业增长5.5%，电力、热力、燃气及水生产和供应业增长4.5%。 重点行业中，汽车制造业增加值增长20.1%，电气机械和器材制造业增长28.5%，专用设备制造业增长7.6%，铁路、船舶、航空航天和其他运输设备制造业增长8.4%。 尤其值得一提的是 新能源汽车产业链。 2025年，西安乘用车与智能网联汽车、光伏、商用车等9大产业链群总产值增长14.0%。 2022年，西安...

In January, James Zimmerman returned to the American Chamber of Commerce in China (AmCham China) as its chairman. He previously served in that role for four one-year terms in 2007, 2008, 2015 and 2016. A lawyer by training and a resident of China for 28 years, Zimmerman has witnessed the rise of the world’s second-largest economy, the challenges it has faced and the attendant changes to how American businesses operate in the country. In this interview, Zimmerman assesses the potential of US...

(RTTNews) - Indian shares are seen opening flat to slightly higher on Thursday after the United States made significant revisions to its factsheet regarding the recently announced trade deal with India.

小米集團－Ｗ(01810)出現大手買入20.78萬股，成交價$36.74，涉資763.457萬 AASTOCKS.com

【有線新聞】北部都會區面積及未來人口將佔全港約三分之一，是本港經濟發展的重要引擎，為配合北都發展，中電籌備在河套區增設10多個變電站，應付未來用電需求。 座落於落馬洲河套區港深創科園實驗室及人才公寓旁邊的河套西變電站，是區內第一座建築物，主要為河套區以及港深創科園的基建和設施供電。配合北都新發展區，港鐵北環綫、周邊住宅及社區設施等項目發展，中電由2024年起在北都新設3個變電站並投入服務。另外兩個變電站分別位於古洞北和馬適路，為古洞北當區、馬草壟和粉嶺北兩個新發展區供電。 中電指目前北都區的電力可以提供4至5個科學園的用電量，以至應付北部都會區未來10年的電力需求。中電輸電及供電業務部北區總監劉浩然：「我們都已經作出長遠規劃，有信心、有能力，根據北部都會區發展步伐，落實所需要的電網擴建項目，同時積極要與政府各個部門、決策局協調，加快北部都會區的建設。」 新變電站採用地底電纜設計，中電指可以提高供電穩定性。劉浩然：「地底電纜可以對於外來影響，例如惡劣天氣可以減低，可以維持高供電可靠性。我們亦在電網設計花了不少心思，例如在供電點亦都有不同備用電源，縱使有事故真的出現，我們電力是不會受到影響。」 連同新設的3個變電站，中電於北都區內籌備興建總共10多個變電站，以應付未來用電需求。

For a few hours on Wednesday, the sleepy airport of El Paso, Texas, became a sudden flashpoint for confusion. Late Tuesday night, the Federal Aviation Administration issued a terse notice to pilots that airspace in the area would close - for an unprecedented 10 days - due to “special security reasons”. And then almost as suddenly, the FAA lifted the restrictions on Wednesday morning. Conflicting accounts of what prompted the action in the first place quickly emerged. Advertisement Trump administration officials including Transportation Secretary Sean Duffy said the shutdown was in response to drones operated by Mexican drug cartels that had breached US airspace. Duffy said in a social media post that the FAA and Defence Department “acted swiftly” to address the incursion, and had “neutralised” the threat. A satellite image of El Paso International Airport. Photo: Planet Labs PBC via Reuters Others with knowledge of the situation paint a different picture, one that suggests a communication breakdown between key parts of the US government.

字节跳动火山引擎初步确定2026年2月14日发布豆包大模型的一系列重要升级发布。本次模型发布涉及豆包大模型2.0、音视频创作模型Seedance 2.0、图像创作模型Seedream 5.0 Preview。此次升级，豆包大模型2.0将正式发布，基础模型能力和企业级Agent能力将有大幅提升。豆包视频生成模型Seedance升级要点：复杂交互和运动生成可用率高，业界最佳级别；多模态能力全面，支持音、视、图全模态输入；可控性强，指令遵循表现好；深度适配影视、广告及营销场景，输出质量对齐工业交付标准。另外，豆包图像创作模型Seedream升级要点包括，首次引入实时检索增强能力，可以获取最新的知识和资讯，精准响应具有时效性的创作需求；世界知识与多语种能力增强，模型内置科技与人文领域丰富的世界知识；理解与生成表现全面提升，可以通过简短、模糊的文本和图像输入理解用户意图，主体一致性和图文对齐的表现也有进步。（科创板日报）

2月12日，Ray-Ban母公司EssilorLuxottica表示，旗下与Meta合作推出的 人工智能 眼镜去年销量按年增超两倍，共售出超700万副 AI眼镜 。公司2023年及2024年AI眼镜合计销量为200万副。 EssilorLuxottica与Meta于去年9月推出新一代Ray-Ban产品，可透过手势及神经技术控制，零售价为799美元，并于其中一块镜片加入小型显示屏。 Meta已表明将持续与Ray-Ban合作，并于2024年延长长期合作协议，双方将合作至下一个十年。

These stocks have roared higher but still have room to run. If you're looking for growth in 2026 and beyond, it's a fantastic idea to add a few technology stocks to your portfolio. These players are leading innovation in many areas, and therefore, they're well-positioned to advance over the long term. You could choose stocks that have stumbled, offering you a bargain price, or you might select stocks that are roaring higher, offering you incredible momentum. It's a great idea to use both strategies, picking up a few deals and adding a couple of high-powered performers to your portfolio. Here, I'll suggest two unstoppable players, companies that are ideally placed to benefit from the artificial intelligence (AI) boom. 1. Nvidia Nvidia (NVDA +0.86%) may seem like an obvious choice, and that's the reason why it's important to point out this stock. Some investors may see it as "yesterday's AI stock" and aim to look elsewhere for a future winner. While there surely are many young AI companies to discover, Nvidia remains a pillar of the industry -- and has plenty of room for additional gains even after the stock's increase of more than 1,100% over the past five years. Expand NASDAQ : NVDA Nvidia Today's Change ( 0.86 %) $ 1.63 Current Price $ 190.17 Key Data Points Market Cap $4.6T Day's Range $ 188.78 - $ 193.26 52wk Range $ 86.62 - $ 212.19 Volume 4.6M Avg Vol 181M Gross Margin 70.05 % Dividend Yield 0.02 % As cloud service providers and others invest in AI infrastructure, Nvidia, the world's leading AI chip designer, is likely to see increasing demand. Nvidia last year predicted AI infrastructure spending would reach into the trillions by the end of the decade. And the company continues to speak of high demand for its chips and related products. So right now is a fantastic time to own Nvidia shares. 2. Nebius Nebius (NBIS 3.14%) is another company that may benefit from AI needs now and in the years to come. It offers something that's in great demand: capacity for AI wo...

Key Points These tech stocks sell products and services that are key to the artificial intelligence boom. High demand has driven revenue growth at both companies. 10 stocks we like better than Nvidia › If you're looking for growth in 2026 and beyond, it's a fantastic idea to add a few technology stocks to your portfolio. These players are leading innovation in many areas, and therefore, they're well-positioned to advance over the long term. You could choose stocks that have stumbled, offering you a bargain price, or you might select stocks that are roaring higher, offering you incredible momentum. It's a great idea to use both strategies, picking up a few deals and adding a couple of high-powered performers to your portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here, I'll suggest two unstoppable players, companies that are ideally placed to benefit from the artificial intelligence (AI) boom. 1. Nvidia Nvidia (NASDAQ: NVDA) may seem like an obvious choice, and that's the reason why it's important to point out this stock. Some investors may see it as "yesterday's AI stock" and aim to look elsewhere for a future winner. While there surely are many young AI companies to discover, Nvidia remains a pillar of the industry -- and has plenty of room for additional gains even after the stock's increase of more than 1,100% over the past five years. As cloud service providers and others invest in AI infrastructure, Nvidia, the world's leading AI chip designer, is likely to see increasing demand. Nvidia last year predicted AI infrastructure spending would reach into the trillions by the end of the decade. And the company continues to speak of high demand for its chips and related products. So right now is a fantastic time to own Nvidia shares. 2. Nebius Nebius (NASDAQ: NBIS) is another company that...

Investor concerns surrounding OpenAI and ChatGPT have caused this blue chip tech giant to slide. Artificial intelligence (AI) is the hottest growth story in the stock market by a mile. As a result, it hasn't been easy to find AI stocks in the bargain bin. However, Microsoft (MSFT 2.10%) has taken it on the chin lately. The stock now sits more than 20% off its high, its sharpest decline in several years. What gives? Investors have raised concerns over OpenAI, in which Microsoft owns a 27% stake and partners closely. The situation has weighed so heavily on Microsoft stock that it may be time to swoop in and buy this dip. Here is why the tech giant is the best AI stock you can buy right now. Should investors worry about OpenAI? The company is burning through billions of dollars, which means it depends on continuously raising funds from investors to stay in business. Additionally, competitors such as Anthropic and Alphabet have eaten into OpenAI's market share. That's not a good combination. From Microsoft's perspective, the company depends heavily on OpenAI. Management disclosed during its fourth-quarter earnings that OpenAI accounts for roughly 45% of Azure's (cloud business) order backlog. In other words, if OpenAI fails, Microsoft's cloud business would implode. But OpenAI isn't throwing up its arms. The company is in talks to raise $100 billion to fund its near-term needs. ChatGPT is still the leading AI app. OpenAI is also releasing new products, including Frontier for enterprises, which allows companies to develop, deploy, and manage AI agents that can autonomously perform various tasks. OpenAI has become a risk to monitor, but it's far too early to panic. The company is just starting to open the door to some potentially massive revenue opportunities. Why Microsoft's decline is a strong buying opportunity If you look past OpenAI's drama, Microsoft just put up a pretty strong quarter. Its cloud business grew by 26% year over year to $51.5 billion, an impressive fe...