Core Insights - The 2025 Xiamen Talent Service Month aims to attract global talent to foster innovation and development in the city [1][2] - The event emphasizes practical matchmaking between talent and enterprises, focusing on technological achievements [2] Talent Initiatives - Xiamen has established global talent workstations to facilitate the flow of international professionals, including the "Heart Sapling Visiting Scholar Program" by Xiamen Cardiovascular Hospital [3] - The program has formed strategic partnerships with leading medical institutions in six countries, attracting 26 young physicians for training [4] Policy and Support - Xiamen introduced the "Eight-point Policy on AI Industry Talent Development" to enhance support for professionals in key areas such as recruitment and cultivation [5] - The "Top 10 AI+Talent Application Scenarios" were also introduced, aligning AI technologies with talent services in various sectors [6] International Engagement - Xiamen has hosted overseas entrepreneurship competitions for seven consecutive years, enhancing its global talent attraction [7] - The inaugural Global Innovation and Entrepreneurship Competition seeks leading talent projects in innovative fields, with over 300 projects registered from nearly 20 countries [8]

Good evening. Uh before we begin, I'd like to ask you a question with show hands. How many of you feel powerful about future? How many of you feel fearful even uncertain? You got three balls. So the truth is we are uh we are navigating some unf something that is unfamiliar. We will go through how we move from fear to confidence from uncertainty to intention. Uh one uh common thing uh we think of time it's a straight line past present and future and the future is something that far too uh something will uh s ...

Company Announcement - Sify Technologies Limited will report its unaudited IFRS financial results for the first quarter ended June 30, 2025, on July 18, 2025, before the market opens [1] - A conference call will be hosted by Mr. Raju Vegesna, Chairman of the Board, and Mr. M P Vijay Kumar, Executive Director & Group CFO, at 8:30 AM ET on the same day [2] Conference Call Details - Interested parties can participate in the conference call by dialing +1-888-506-0062 (Toll Free in the U.S. or Canada) or +1-973-528-0011 (International) [2] - The call will also be broadcast live over the Internet, with access available at Sify's investor relations website [2] Replay Information - An online archive of the Webcast will be available shortly after the conference call, with replay access until July 25, 2025 [4] Company Overview - Sify Technologies is recognized as India's leading Digital ICT solutions provider, focusing on Data Center, Cloud, Networks, Security, and Digital services [1][5] - The company has received multiple Golden Peacock awards for Corporate Governance and is positioned to meet the ICT requirements of the emerging Digital economy [5] Infrastructure and Market Presence - Sify's infrastructure includes state-of-the-art data centers and the largest MPLS network, making it a preferred choice for start-ups, SMEs, and large enterprises [6] - The company serves over 10,000 businesses across more than 1,700 cities in India and has an international presence in North America, the United Kingdom, and Singapore [7]

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 | 指数名称 | | 收盘 | 涨跌幅(%) | | --- | --- | --- | --- | | 道琼斯 | | 30,772.79 | -0.67 | | 标普 | 500 | 3,801.78 | -0.45 | | 纳斯达克 | | 11,247.58 | -0.15 | | 德国 | DAX | 12,756.32 | -1.16 | | 富时 | 100 | 7,156.37 | -0.74 | | 日经 | 225 | 26,643.39 | 0.62 | | 恒生指数 | | 24,148.07 | 1.09 | 资料来源：Wind,中原证券 资料来源：Wind,中原证券 -7% -2% 4% 10% 16% 22% 28% 34% 2024.07 2024.11 2025.03 2025.07 上证指数 深证成指 | 国内市场表现 | | | | | | --- | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅 ...

Group 1 - The Global Digital Economy Collaboration Forum was held in Beijing on July 3, 2025, focusing on international exchange and collaborative project innovation in the digital economy [1][3] - Over 800 representatives from digital economy enterprises, including major companies like IBM and Thales, attended the forum [2] - The forum featured discussions on digital transformation opportunities in emerging markets and practices of Chinese digital enterprises going global [3] Group 2 - A joint signing ceremony for the UNDP Beijing Digital-Friendly and Sustainable Digital Economy Innovation Demonstration Project was conducted with multiple parties involved [4] - The Beijing Innovation Service Hub signed strategic cooperation agreements with 16 leading enterprises, with a total agreement value exceeding 10 billion yuan [5] - The International Alliance for Digital Economy Going Global Services was launched, including 24 domestic and international business associations and Fortune 500 companies [6]

技术应用场景持续开放，数字化转型加速。北京在教育、医疗、文化、交通、政务等领域有大量优质场 景，《北京市关于支持信息软件企业加强人工智能应用服务能力行动方案》《北京市人工智能赋能新型 工业化行动方案》等专项产业政策有效支持场景开放，数字经济与实体经济进一步融合。 日前，在北京市人民政府举办的2025全球数字经济大会新闻发布会上，北京市经济和信息化局党组成 员、副局长刘维亮介绍，北京市聚焦"技术、产业、应用、开放"四个维度，全力打造数字经济发展 的"全球标杆"。今年一季度全市数字经济增加值同比增长8.3%，其中核心产业增长9.7%，实现"开门 红"。 具体来看，数字产业优势突出，创新实力雄厚。以人工智能为例，北京人工智能顶尖人才占全国总量的 43%，拥有14家AI领域全国重点实验室。截至目前，累计备案上线大模型132款，全国占比达35%，豆 包、kimi等标杆模型性能稳居全球第一梯队。 数据要素市场改革深入，实现要素高效流通。今年1-5月北京国际大数据交易所新增高质量数据产品152 个，场内交易规模超4400万元，同比增长37.63%；北京数据基础制度先行区成立市场化运营公司，完 成数据监管沙盒3.0版机制升级 ...

Core Insights - The 2025 Beijing Digital Economy Experience Week commenced on June 27, 2025, at Beijing Fun Qianyechang in Xicheng District [1] - This event serves as a significant precursor to the 2025 Global Digital Economy Conference (GDEC 2025) [1] - The theme for this year's Experience Week is "A Brilliant Digital-Friendly Beijing · New Trends in Consumer Experiences," focusing on the integration of digital technologies with consumer experiences [1]

转自：新华财经 新华财经北京6月27日电 （胡晨曦）A股三大指数6月27日早盘涨跌不一，沪指冲高回落，创业板指则涨 超1%。盘面上，算力硬件股再度走强，创意通、新亚电子、华天科技涨停，胜宏科技、新易盛续创历 史新高；有色金属概念股展开反弹，北方铜业等涨停；大金融板块继续活跃，天风证券、爱建集团、弘 业期货涨停。下跌方面，银行股展开调整，重庆银行等跌超3%。 截至午间收盘，沪指报3441.30点，跌0.21%，成交3808亿元；深证成指报10431.51点，涨0.85%，成交 6105亿元；创业板指报2138.90点，涨1.16%，成交3035亿元。 华泰证券：2025年下半年猪价或超预期反弹，叠加头部猪企成本优势强化，猪企盈利表现或超预期；饲 料龙头有望受益于水产料景气回升及海外业务高增。宠物行业景气高增趋势不改，2025年或有提速，头 部宠企营收及利润有望加速释放，龙头崛起点燃板块情绪，建议关注宠物用品／医疗／服务等板块的潜 在机遇。零食量贩行业双寡头格局成型，规模效应+议价能力提升等有望增厚行业龙头利润率表现。 消息面上 国家统计局：1-5月份全国规模以上工业企业利润同比下降1.1% 国家统计局发布数据显 ...

Core Insights - The 2025 Global Digital Economy Conference (GDEC 2025) will take place from July 2, 2025, focusing on "Building a Digitally Friendly City" and featuring a "1+6+N" framework for various events aimed at fostering global digital economy development [1][2]. Group 1: Conference Overview - The conference will include opening ceremonies, a main forum, thematic forums, and special events, emphasizing the harmonious coexistence of technology and humanity, as well as cities and ecosystems [1]. - The UNDP will co-organize the event for the first time, launching the "UNDP Digital Friendliness and Sustainable Innovation Lab for the Digital Economy" [2]. - Over 300 international guests from more than 50 countries and major organizations like the WTO and BRICS are expected to attend, promoting cross-border cooperation [3]. Group 2: Technological Innovation - A signature program titled "First Launch, First Showcase" will highlight groundbreaking technologies and unveil the "Top Ten Benchmark Applications of Beijing's Digital Economy" [4]. - New technologies, including AI-generated content for the opening ceremony and AI-powered real-time translation, will be showcased [5]. Group 3: Industrial Integration - The conference will feature 46 specialized forums on emerging competitive tracks such as AI integration and digital healthcare, driving innovation and collaboration [6]. - A Digital Economy Innovation Competition will be launched, focusing on internationalization and the new "AIGC Creator Track" to promote AI applications in traditional arts [6]. Group 4: Digital Interaction Experiences - The "Digital Economy Experience Week" will introduce a 6,000-square-meter Digital Economy Experience Center utilizing AIGC and metaverse technologies for immersive experiences [8]. - A digital pop-up market, the "Digital Trend Market," will allow attendees to explore how the digital economy enhances everyday life [9].

截至2025年6月25日 10:26，中证数字经济主题指数(931582)上涨0.28%，成分股润泽科技(300442)上涨4.30%，同花顺(300033)上涨3.26%，东方财富(300059) 上涨1.33%，深信服(300454)上涨1.21%，圣邦股份(300661)上涨1.18%。数字经济ETF(560800)上涨0.13%。最新价报0.75元，成交1091.50万元。 银河证券预期催化剂DeepSeek R2版本或于下半年亮相，国内AI全产业链受益度有望提升。DeepSeek 在5月发布的版本DeepSeek-R1-0528 思维深度与推理能 力显著提升，市场预期DeepSeek R2版本或将在多模态融合、实时决策能力及垂直场景泛化性上实现跃升，AI应用及算力端有望充分受益。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | 1.33% | 8.12% | | 688881 | 中芯国际 | 0.47% | 6.58% | | 300124 | 汇川技术 | 0.08% | 5.49% | | 00237 ...