Group 1 - The A-share market showed positive performance on June 16, with the Shanghai Composite Index rising by 0.35% and the ChiNext Index increasing by 0.66%, driven by the surge in themes such as stablecoins, CPO, and AI applications [1] - The CSI Big Data Industry Index (930902) experienced a strong rally, closing up 1.3%, with notable gains in constituent stocks like Hengsheng Electronics, which hit the daily limit, and Shenzhou Information and Tianxia Show, which rose by 5.67% and 5.36% respectively [1] - The Data ETF (516000), which tracks the CSI Big Data Industry Index, also performed well, closing with a gain of 1.46% at a latest price of 0.9 yuan, reflecting the heightened interest in the big data sector [1] Group 2 - Guosheng Securities highlighted that the core driver of the computing power industry comes from the certainty of technological upgrades and the phased verification of performance, with a "high-low cut" trend observed in the optical module sector since the beginning of the year [1] - The "pendulum effect" in the computing power sector reflects the interplay between the certainty of industry trends and market chip dynamics, with a focus on core segments that have strong technological barriers and high order visibility [1] - The Data ETF (516000) serves as a tool for investors to easily allocate to core assets in the big data sector, covering key areas such as data storage devices, analytical technologies, and operational platforms, amidst a backdrop of increasing policy support for the digital economy and accelerated AI technology iterations [2]

Group 1 - The core viewpoint of the news highlights the resurgence of the stablecoin concept and the strong performance of the fintech sector, driven by multiple policy catalysts and the expansion of digital currency trials in China [1] - The China Securities Big Data Industry Index (930902) rose by 1.29%, with constituent stocks like Hengsheng Electronics hitting the daily limit, and other companies such as Shenzhou Information and Tianxia Show increasing by 6.00% and 5.36% respectively [1] - Ant Group-related stocks saw significant gains, with Hengsheng Electronics being a direct driver of the sector's strength, reflecting a broader trend of positive global policy towards Web3.0 and blockchain technology [1] Group 2 - The Data ETF (516000) closely tracks the China Securities Big Data Industry Index, which includes companies in big data storage, analysis technology, and operational platforms, reflecting the overall performance of the big data and computing power industry [2] - The index captures key segments of the data industry chain, including leading technology firms and innovative companies rapidly implementing applications, thus seizing development opportunities driven by "computing power foundation + scenario innovation" [2] - The big data industry is becoming a critical sector that can withstand economic cycles, supported by policy benefits and technological advancements, with the Data ETF providing investors a tool to access core assets in this field [2]

Core Insights - The report highlights the emergence and growth of new flexible employment forms in the context of the digital economy, addressing key questions about their development, current status, and future trends [1][2] Group 1: Employment Types and Trends - The report categorizes flexible employment into nine types based on a "digital dependency × skill intensity" model, focusing on five typical roles: delivery riders, ride-hailing drivers, video editors, audiobook narrators, and digital content creators [2][3] - The demand for digital skills services is rapidly increasing due to the growth of the digital content industry and corporate digital transformation [2][3] Group 2: Income and Skill Requirements - Income levels vary significantly across different roles, cities, and skill levels, with some positions like digital content creators experiencing high demand and income potential [3][4] - Skill requirements range from basic operations to specialized knowledge and strategic planning, indicating diverse career paths for workers [3][4] Group 3: Challenges in Flexible Employment - The report identifies core issues in flexible employment, including ambiguous labor relations, insufficient social security coverage, misalignment in skill training supply and demand, and limited career advancement opportunities [5] - Workers face economic and psychological pressures due to the need to remain competitive, leading to potential mental health challenges [5] Group 4: Policy Recommendations - The report suggests macro-level policy improvements, such as enhancing social security legal frameworks, clarifying labor relations, and promoting flexible insurance options [5][6] - Industry-level recommendations include building a comprehensive service network, standardizing skill certification, and aligning training with industry needs [5][8] Group 5: Training and Skill Development - There is a strong demand for training among flexible workers, with 83.76% expressing a desire for support, particularly in professional skills and entrepreneurial guidance [7] - The report emphasizes the need for collaboration among platforms, training institutions, and industry stakeholders to develop a systematic training framework that meets the demands of the digital economy [7][8]

Economic Overview - In May, the overall economic operation remained stable with signs of improvement, showcasing strong resilience and vitality in China's economy [1][2] - The retail sales of consumer goods in May increased by 6.4% year-on-year, accelerating by 1.3 percentage points compared to the previous month [1] - The industrial production saw a year-on-year increase of 5.8% in May, with a month-on-month growth of 0.61% [1] Service Sector - The service sector's production index grew by 6.2% year-on-year in May, which is an acceleration of 0.2 percentage points from the previous month [1] Fixed Asset Investment - From January to May, the total fixed asset investment (excluding rural households) reached 191,947 billion yuan, reflecting a year-on-year growth of 3.7% [1] Real Estate Market - The real estate market is stabilizing, with the price decline in new residential properties continuing to narrow in May [3][4] - The sales area and sales volume of new commercial housing from January to May decreased by 2.9% and 3.8% year-on-year, respectively, remaining stable compared to the previous four months [3] - The inventory of unsold commercial housing decreased by 7.15 million square meters in May, marking three consecutive months of decline [3] Policy Measures - The implementation of proactive macroeconomic policies has effectively enhanced consumption vitality and supported production growth [5] - The policy toolbox is well-stocked, allowing for dynamic adjustments to respond to changing circumstances, ensuring continued economic stability [6]

二是政策发力显效，行稳致远有保障。今年以来，我国实施更加积极有为的宏观政策，加大逆周期调 节，加快推进"两重"建设和"两新"工作，有力增强了消费活力，带动了生产增长，促进了转型升级，充 分展现了宏观政策对稳定经济运行的重要作用。从下阶段情况看，我国政策工具箱储备充足，宏观政策 留有后手，可以根据形势变化动态调整、积极应对，将继续为经济稳定运行保驾护航。 三是创新动能壮大，向好发展有支撑。我国坚持高质量发展不动摇，加快培育壮大新质生产力，科技创 新和产业创新加快融合，新兴产业发展态势较好，传统产业焕新升级，数字经济、绿色经济发展方兴未 艾，不断成长的新动能将为经济发展提供源源不断的新动力。1-5月份，规模以上数字产品制造业增加 值同比增长9.9%，1-4月份规模以上专精特新"小巨人"服务业企业营业收入增长18.4%，充分体现了新动 能的强大活力。 付凌晖表示，还要看到，近期中美经贸磋商机制首次会议，就落实两国元首6月5日重要通话共识和巩固 日内瓦经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展，有利于推动中美 经贸关系稳定和可持续发展，也将为世界经济注入更多稳定性和确定性。 付凌晖指出，当然 ...

近年来，杭州市牢记习近平总书记殷殷嘱托，落实"勇挑大梁、先行示范"的省会担当，全力打造数 字经济第一城、人工智能创新高地，加快构建具有特色的现代化产业体系和现代化经济体系。调研组对 杭州市相关工作取得的成效表示肯定，并提出了人工智能发展与规范并重、在发展新质生产力中厚植人 文素养、以数字优势挖掘历史文化碎片、建设人工智能与生物医药融合发展创新平台、科技与人文时尚 艺术融合发展、人工智能赋能社区基层治理、数字化赋能产教融合、推广普及使用AED、培养高素质 技能人才队伍等意见建议。 暨军民对各位代表一直以来对杭州经济社会发展和杭州人大工作的关心支持表示感谢。他表示，市 人大常委会将及时汇总梳理、认真研究代表的意见建议，切实推动交办落实，并将按照全国人大常委会 和省人大常委会的要求，积极做好代表知情知政、依法履职的各项服务保障工作。希望各位全国人大代 表充分发挥主体作用，多为杭州加快重点领域新兴领域地方立法、新型政策性金融工具落地、高素质人 才招引等献计出力，助力杭州更好发挥好法治固根本、稳预期、利长远的保障作用，强化创新发展的法 治支撑，推动高质量完成"十四五"目标任务，高水平谋划"十五五"发展。 6月12日至1 ...

Core Viewpoint - The rise of short video live streaming platforms is transforming the employment landscape in China, creating new opportunities for rural entrepreneurs and traditional artisans, and significantly contributing to economic growth and job creation [1][2][4]. Group 1: Economic Impact - Short video live streaming has become a significant driver of the digital economy, with retail sales from live e-commerce expected to reach 4.3 trillion yuan in 2024, contributing 80% of the growth in the e-commerce sector [2]. - The traditional e-commerce model faced challenges such as information asymmetry and high channel costs, while live e-commerce has restructured the "people, goods, and market" elements, lowering barriers to entrepreneurship and enhancing traditional industries [2][3]. Group 2: Employment Creation - Over 40 million people have benefited from increased employment and income through short video live streaming platforms, including farmers, artisans, and small entrepreneurs [1][5]. - By the end of 2024, Kuaishou alone is projected to create 43.2 million job opportunities, with 23 million directly from content creators and live streamers, and 20.2 million indirectly through related industries [5]. Group 3: Rural Development - Short video live streaming is recognized as a "new agricultural activity," playing a crucial role in cultivating rural talent and supporting rural revitalization [3][4]. - Kuaishou's initiatives, such as the "Xingnong Plan," aim to connect agricultural production with consumer markets, enhancing the sales of agricultural products and promoting comprehensive rural revitalization [4]. Group 4: Digital Skills Training - Kuaishou has launched the "Happiness Lecture Hall" project to provide digital skills training for rural streamers, women, youth entrepreneurs, and disabled individuals, helping them acquire practical internet skills [7][9]. - The project has reached over 1 million people across 40 counties, establishing a digital bridge from skills training to practical application in agriculture [9]. Group 5: Cultural Heritage Preservation - The rise of short video platforms has provided unique opportunities for the preservation and promotion of intangible cultural heritage, with a 40% increase in views of related content on Kuaishou in 2023 [10][12]. - The "Intangible Cultural Heritage Training Hall" project aims to support artisans in remote areas, helping them improve their income and living conditions while ensuring the transmission of traditional skills [12][13].

Core Viewpoint - The transition from factor-driven to innovation-driven economic development is underway, with a shift from industrial economy to digital and intelligent economy, emphasizing the role of artificial intelligence in economic functions [1] Group 1: Data-Driven Economy - Data has become a new driving factor for economic development, fundamentally changing production methods and promoting a shift from a labor-based economy to a knowledge-based economy [2] - The transformation from material-based production to function-based production is facilitated by data, enhancing the demand for functionality over mere material needs [2] - Data is increasingly recognized as a foundational tool in the intelligent economy, leading to a shift from material production to information production and services [2] Group 2: Human-Machine Collaboration - Collaboration is a key organizational method in the intelligent economy, where real-time interaction between humans and intelligent terminals optimizes resource allocation [3] - The integration of artificial intelligence into production processes is creating new production dynamics, resulting in smarter production methods [3] - The intelligent economy allows for precise matching of supply and demand through real-time data collection and analysis, enhancing product development efficiency [3][4] Group 3: Cross-Industry Integration - Cross-industry integration is a significant trend in the development of the intelligent economy, driven by new technologies that break down traditional boundaries [5] - The emergence of a virtual world alongside the physical world enables unprecedented flexibility and scalability in data utilization across industries [6] - The focus on data interconnectivity and optimization is essential for enhancing the efficiency and innovation capabilities of various sectors [6] Group 4: Co-Creation and Sharing - Co-creation and sharing are vital for achieving the goals of the intelligent economy, emphasizing the importance of functionality over ownership [7] - Platform enterprises are creating ecosystems that integrate multiple stakeholders to meet new consumer demands and enhance supply capabilities [7] - The development of the intelligent economy is clear, despite the challenges ahead, as it aims to improve living standards through intelligent integration [7] Group 5: Accelerating Intelligent Economy Development - The advancement of the intelligent economy relies on breakthroughs in artificial intelligence and the support of innovative technologies, particularly in software and hardware development [8] - Leveraging collective intelligence and innovative business models is crucial for the sustainable growth of the intelligent economy [8]

Core Insights - The rise of open-source technology is becoming increasingly significant, allowing various industries to leverage accessible source code to enhance innovation and collaboration [1][5] - The OpenHarmony project, which has been incubated by the OpenAtom Foundation, has achieved over 100 chip adaptations, launched more than 300 applications, and produced over 130 million lines of code, with a growing contributor base nearing 10,000 [1][5] Group 1: Open Source Ecosystem in Zhejiang - Zhejiang is actively building an open-source ecosystem, viewing it as a key driver for high-quality development in the software industry, aligning with the strategic goals of the Harmony operating system [2][8] - The implementation of open-source Harmony in Zhejiang is expected to inject new momentum into digital transformation and innovation across various sectors, creating a shared ecosystem that benefits both industries and households [3][12] - The province aims to enhance its open-source capabilities by fostering collaboration between academia and industry, establishing a distinctive open-source system that serves as a model for the region [4][17] Group 2: Conference Insights - A recent roundtable conference in Wuzhen focused on the development of Zhejiang's open-source ecosystem, attracting over a hundred participants from government, academia, and industry to discuss innovative pathways [7][10] - Key speakers emphasized that open-source is not just a technical concept but a cultural and social movement that breaks down knowledge barriers and fosters collaboration, ultimately driving economic and social development [10][14] - The conference highlighted various successful applications of the Harmony ecosystem across sectors such as education, finance, transportation, and healthcare, showcasing its technical strength and broad applicability [13][14] Group 3: Future Directions - Zhejiang plans to establish high-level open-source communities and tackle benchmark innovation projects, leveraging large models to cultivate a new wave of intelligent industry chains [17][19] - The integration of open-source Harmony with Zhejiang's economy is seen as a transformative approach, aiming to create a unique model that combines the province's pragmatic nature with the openness of the open-source philosophy [19]

智算中心设计人才，即整体规划设计者。单台GPU服务器功耗高达数十千瓦，传统供电与散热方案难以 匹配，业务波动性更要求机房具备弹性扩展能力。设计者需融合绿色能源技术、模块化架构与老旧机房 改造方案，例如在东部高电价地区采用液冷技术降耗，或通过动态设计灵活调配算力资源，平衡"双 碳"目标与经济可行性。 智算IT组网与运维人才，即IT技术人员。智算中心运维复杂度远超传统数据中心，需应对异构计算环境 优化、多平台资源池化及国产芯片适配等挑战。例如在推理场景中通过量化压缩技术降低算力依赖，或 在训练过程中动态调整资源分配提升效率。运维人才需从"设备维护者"转型为"技术整合者"，兼具硬件 调试与算法调优能力。 智算消纳场景开发人才，即综合性商业人才。当前算力资源多集中于互联网巨头的大模型训练，而制造 业、医疗等传统行业应用尚未充分挖掘。这类人才需要探索应用场景的拓展，将抽象算力转化为行业解 决方案。例如为智慧城市设计交通调度模型时融合算力分布与实时数据，或为药企搭建分子模拟平台时 平衡计算精度与成本，推动技术向产业价值转化。 在数字经济蓬勃发展的当下，算力作为核心生产力，正引领新一轮科技革命和产业变革。其中智算作为 算力 ...