数据要素全球化布局火热推进

Investment Rating - The report rates the computer industry as "Recommended" [2] Core Insights - The global data element industry is receiving clear support for internationalization, with the initiative emphasizing the importance of data security and proposing a framework for cross-border data flow [2] - Increased international cooperation projects are expected to create new growth opportunities for the data element industry, fostering a collaborative environment for digital economy development [3] - Innovative technology applications are anticipated to unlock the potential of the data element industry, with advancements in digital technology enhancing data flow security and efficiency [4] Summary by Sections Event Overview - On November 20, 2024, the National Internet Information Office released the "Global Data Cross-Border Flow Cooperation Initiative," highlighting the significance of data security and proposing a series of cooperation principles and action plans to establish a fair, transparent, and secure data flow environment globally [1] Industry Growth Opportunities - The initiative calls for active international cooperation in the field of cross-border data flow, aiming to create an open, inclusive, secure, and cooperative data circulation environment, which will promote the healthy development of the digital economy [3] Technological Innovation - The initiative encourages the use of digital technologies to promote innovative applications of cross-border data flow, enhancing the technical capabilities for secure and efficient data movement [4] Investment Recommendations - Beneficiary companies identified include Xiaogoods City, Guotou Intelligent, COSCO Shipping Technology, Capital Online, Aofei Data, and Dongfang Jiasheng [5]