来源：滚动播报 2026年2月21日大年初五，蔚来换电单日总量达175976次，再创历史新高。马年新春以来，已连续四日 刷新历史新高。 ...

马斯克在 X 上表示，考虑到未来及身后税务安排，他最终缴纳的税款总额可能超过 5000 亿美元。风投大佬马克 · 安德森则认为实际数字可能接近 5 万亿 美元，甚至更高，并指出若算上企业及员工税款，整体规模将更庞大。 Xbox 换帅：菲尔 · 斯宾塞退休结束 38 年微软生涯，CoreAI 总裁 Asha Sharma 接棒 "IT早报"时间，大家好，现在是 2026 年 2 月 22 日星期日，今天的重要科技资讯有： 早报速览 IT早报 中国电影市场 2026 年累计票房超北美，暂列全球单一市场票房冠军 2026 年中国电影市场累计票房已超 9.7 亿美元，约合 67.08 亿元人民币，这一成绩超越了北美市场，暂列全球单一市场票房冠军。这标志着中国电影市场 的强劲复苏与增长潜力。 马斯克称其一生纳税将超 5000 亿美元，风投大佬认为实际可能接近 5 万亿 科技媒体 The Verge 2 月 21 日发布博文，报道称微软游戏业务（Microsoft Gaming）迎来史诗级人事巨震：掌舵该业务长达 12 年、效力公司近 40 年的传 奇人物 Phil Spencer 宣布退休。 小米 17 系列进军全球市 ...

汽车植入从银幕配角升级为主角。 2026年春节档，《飞驰人生3》以票房与口碑双领跑之势成为现象级影片。据猫眼专业版数据，截至2月 21日10时26分，由沈腾领衔主演的电影《飞驰人生3》票房突破20亿元，成为今年春节档首部票房破20 亿元的影片。 在早期的影视植入中，汽车的主要功能是"身份标签"，即主角开什么车，意味着他是什么样的人。随着 《速度与激情》《头文字D》《飞驰人生3》等作为代表的赛车运动电影的兴起，汽车植入营销进入2.0 阶段，这种题材的特殊性在于：汽车不再是服务于剧情的道具，而是推动剧情的核心角色。每一款车的 亮相都是剧情需要，而非生硬广告。 而《飞驰人生3》揭示了一个更深刻的趋势：汽车品牌与影视IP的关系，正在从"广告投放"走向"内容共 创"。 过去，品牌是电影的赞助商，花钱买镜头；现在，品牌成为电影的联合创作者，从剧本阶段就深度参 与，让产品特性成为剧情的一部分。比如奥迪的赛道基因、领克的电动性能、理想的空间服务能力、阿 维塔的智驾水平等，这些不是后期加贴的标签，而是提前植入的故事内核。 这种模式的初步市场转化效果也已经有所体现。第一财经记者获悉，截至发稿，电商平台上《飞驰人生 3》奥迪A3拉 ...

Group 1 - NIO announced a new record of 170,305 battery swaps on February 20, 2026, marking a continuous three-day increase in swap volume since the Lunar New Year [1] - The top three battery swap stations on February 20 were located in Jiangxi, Anhui, and Jiangsu, with swap counts of 183, 171, and 165 respectively [1] - NIO achieved a milestone of 100 million battery swaps on February 6, 2026, and has established over 8,600 charging and battery swap stations nationwide, including more than 3,700 battery swap stations [3] Group 2 - The network of NIO's battery swap stations includes over 1,000 highway swap stations and connects 550 cities across 9 vertical and 11 horizontal routes, covering 16 major urban clusters [3]

来源：中国基金报 万亿外资巨头又调仓了！ 根据美国证券交易委员会（SEC）披露，近日资管巨头贝莱德递交了截至2025年12月31日的第四季度持 仓报告（13F）。 根据13F，贝莱德第四季度持仓总市值为5.92万亿美元，环比增长3.67%。去年第四季度，贝莱德投资组 合中新增了247只个股，清仓165只个股。其中，前十大重仓股占总市值30.41%。 具体来看，前五大买入标的为谷歌-A、谷歌-C、礼来、美光（MU.US）、苹果。前五大卖出标的为标 普500ETF-SPDR CALL（SPY.US.CALL）、ServiceNow（NOW.US）、Strategy（MSTR.US）、AT&T （T.US）、Kellanova （K，现已退市）。 "前十大"科技含量较高 增持英伟达、苹果、微软等 根据13F，贝莱德持有的前十大重仓股科技含量较高，具体包括：英伟达（NVDA.US）、苹果 （AAPL.US）、微软（MSFT.US）、亚马逊（AMZN.US）、谷歌-A（GOOGL.US）、博通 （AVGO.US）、谷歌-C（GOOG.US）、META（META.US）、特斯拉（TSLA.US）、礼来 （LLY.US）等 ...

NIO Inc. (NYSE:NIO) is among the Goldman Sachs EV and Battery Stocks. On February 9, 2026, JPMorgan analyst Nick Lai cut NIO Inc. (NYSE:NIO)’s price objective from $8 to $7 and retained an Overweight rating. The corporation predicted that China’s auto industry would underperform in 2026, noting falling passenger vehicle growth. JPMorgan also reduced Li Auto’s profitability prediction to a loss this year due to lower sales volumes and margins. On February 1, 2026, the company delivered 27,182 vehicles in ...

Core Insights - NIO achieved a record high of 165,898 battery swap transactions on February 19, 2026, marking the third time in five days that it has set a new historical record [1] Company Performance - The total number of battery swap transactions indicates strong operational performance and growing adoption of NIO's battery swap technology [1] - The recent surge in transactions reflects increasing consumer demand and confidence in NIO's services [1] Industry Trends - The achievement highlights a positive trend in the electric vehicle (EV) sector, particularly in battery swapping solutions, which may influence competitors and the overall market dynamics [1] - The frequency of record-breaking transactions suggests a potential shift in consumer behavior towards more convenient EV charging solutions [1]

Company News - SOTON Juchuang announced on February 19 that it expects a significant reduction in net losses for the full year of 2025, with a projected profit of no less than 60 million RMB in the fourth quarter of 2025, marking its first quarterly profit [4] - NIO reported on February 19 that on February 18, the total number of battery swaps reached 158,300 times in a single day, setting a new historical high. Currently, over 8,600 NIO charging and battery swap stations have been established nationwide, including more than 3,700 battery swap stations and over 1,000 highway battery swap stations, connecting 550 cities across 9 vertical and 11 horizontal city clusters [4] - Zhongke Shuguang announced on February 19 that its SothisAI has recently upgraded to fully integrate the Zhiyu GLM-5 and Alibaba Qwen 3.5 large models, further simplifying and optimizing the construction and operation processes of enterprise AI platforms [4] Industry News - Chinese scientists have developed a new type of organic cathode material that overcomes traditional organic lithium battery limitations such as low energy capacity and practical usability. This new organic soft-pack battery has an energy density exceeding 250 watt-hours per kilogram, surpassing the widely used lithium iron phosphate batteries. The battery operates effectively in temperatures ranging from -70°C to 80°C, showcasing excellent flexibility and safety [1] - In the field of optical communication and 6G, Chinese scientists have achieved a breakthrough by realizing the cross-network integration of fiber optic and wireless communication systems, setting a new record for data transmission rates. The new system developed can transmit fiber optic communication signals at 512 Gbps and wireless communication signals at 400 Gbps [2] - The China Geological Survey has revealed a new mechanism for the cycling and enrichment of rare earth elements in the deep sea, which has significant scientific implications for understanding the formation of deep-sea rare earth resources. The study indicates that shallow sea sediments release a large amount of rare earth elements back into the seawater, while deep-sea sediments retain most of the rare earth elements [2] Box Office News - The total box office for the 2026 Spring Festival (February 15-23) has exceeded 3 billion RMB, reaching 3.174 billion RMB as of February 20 at 7:22 AM [3]

Core Insights - NIO achieved a record of 158,290 battery swaps in a single day on February 18, 2026, marking a significant milestone in its battery swap operations [1] - The company reached a total of 100 million battery swaps on February 6, 2026, indicating strong market validation and user acceptance of the battery swap model [1] Company Developments - NIO has established over 8,600 charging and battery swap stations across China, with more than 3,700 dedicated battery swap stations [1] - The network includes over 1,000 battery swap stations located along highways, enhancing the convenience for users [1] Industry Trends - The battery swap model has become a mainstream solution for electric vehicle charging in China, demonstrating its scalability and effectiveness in the market [1] - NIO's infrastructure connects 550 cities across 9 vertical and 11 horizontal city clusters, indicating extensive coverage and accessibility for users [1]

关注 「电动车公社」 和我们一起重新思考汽车 2025 年，国内新能源乘用车渗透率首次突破 50% ，创下了史无前例的里程碑。 多数人愿意认可并身体力行的购买新能源车，其背后必定是技术进步推动产品力提升，所带来的结果。 那么，在过去 1 年时间里，究竟哪些技术正在成为新的风向标？ 01. 半固态电池 代表品牌： 蔚来、智己、MG等 众所周知，全固态电池是动力电池界公认的"终极答案"。 但就目前来看，受制于生产工艺、可靠性、充电倍率、原材料成本等诸多因素，距离全固态电池真正落地量产上车，还有着相当长的距离。 相比之下，作为从液到固 "中间态"的 混合固液电池（半固态电池） ，落地难度就要简单不少了。 2025 年，不仅有诸如蔚来 ET7 、名爵 MG4 等车型真正实现了混合固液电池的量产上车。 同时在国家标准层面，也开始区分液态电池、混合固液电池、全固态电池的判定标准，避免厂家借固态电池为由，在宣传上打擦边球的情况。 相比全固态电池，混合固液电池的电解质可以是类似"果冻状"的凝胶，也可以是"水泥状"的悬浊膏体。 由于固液电解质可塑性强，可以大大缓解最令全固态电池头疼的"界面问题"，同时因为有电解液的存在，使电解 ...