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“东数西算”八大节点智算规模占全国八成,韶关成华南最大智算集聚区
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-13 08:41
Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is experiencing strong growth in the computing power industry, with Shaoguan becoming the largest smart computing cluster in South China [1][2] - The total computing power scale of the eight major hubs in China's "East Data West Computing" initiative reached 215.5 EFLOPS, accounting for over 70% of the national total [1] - Shaoguan has established a capacity of 120,000 standard racks and attracted 22 smart computing center projects with a total investment exceeding 60 billion [2] Industry Development - A series of technology innovation platforms were launched at the conference, including the Shaoguan Data Investment & Huawei Joint Innovation Laboratory, which will focus on data elements, talent cultivation, and adaptation centers [3] - The AI Edge Alliance was officially established to promote the integration of AI and edge computing, aiming to inject new vitality into the smart computing industry's upgrade [3] - Shaoguan's network latency has improved significantly, with data transmission to Guangzhou taking only 1.3 ms and to Shenzhen 1.66 ms, meeting most computing power business needs in the Greater Bay Area [2] Investment and Projects - The Greater Bay Area Computing Scheduling Center has been completed, and the Guangzhou Data Exchange (Shaoguan) service base is operational [2] - China Telecom plans to invest over 2.4 billion in Shaoguan to build 38,500 standard racks, while Softcom Power Information Technology will develop a computing power scheduling platform [3]
汕头华侨试验区加快打造“数字保税区” 数字经济企业突破1000家
Nan Fang Ri Bao Wang Luo Ban· 2025-06-13 07:52
近年来,汕头持续发力区域"数字经济第一城",连续2年入选中国数字经济百强城市,连续3年成功举办 中国数字经济创新发展大会。作为国家级功能平台,华侨试验区深化新型国际网络接入,大力发展跨境 电商、在线教育、跨境金融、特色互联网及软件服务、数字短视频等五大领域产业,培育数字经济发展 新动能。 汕头跨境数字经济产业园规划用地900亩,一期规划建设数字科创基地、数字经济中试基地两大基地, 人工智能应用产业园、数字文化产业园、深汕科创产业园、数字经济总部园等五大园区。 近日,广东首个跨境数字经济产业园在汕头华侨试验区启动。据悉,华侨试验区直管区数字经济类企业 突破1000家,总注册资本45亿元,涌现出一批数字经济产业链上的"隐形冠军"企业。 华侨试验区党工委委员、管委会副主任曹安定介绍,华侨试验区将先行先试开展跨境数据流通创新试 点,通过建设与国内网络物理隔离的国际数据中心,利用跨境数据专线实现数据直传,使用国内数据处 理能力向海外提供数据清洗、标注、备份、加工、应用等服务,加快建设国际数据中心,打造"数字保 税区"。 目前,该产业园已吸引了西之月、360AI商业化集团、浪潮集团等多家企业入驻。其中,360AI商业化 ...
2025全球数字经济大会报名通道正式开启
Xin Jing Bao· 2025-06-13 06:41
新京报贝壳财经讯 6月13日,据"北京经信"官方公众号消息,2025全球数字经济大会将于7月2日至5日 在北京国家会议中心举办,参会报名通道已于6月12日正式开启,参会嘉宾可在6月28日前通过大会官 网、官方小程序进入大会注册报名系统,通过大会组委会授权邀请码或手机号码进行线上实名注册,通 过审核后将获得正式参会资格。 报名流程 持有邀请码的嘉宾,选择不同通道进行注册:邀请码报名、新闻媒体、企业注册和工作人员。获得二维 码报名方式的嘉宾,可微信扫描二维码直接进入报名环节。 邀请码验证:请输入邀请方给您提供的邀请码。 第三步: 选择新用户注册或手机验证码登录后完成注册。(再次登录可使用手机验证码方式或密码登录) 第四步: 注册登录后系统自动进入智能报名页面,如下: (1)如有名片,使用智能名片报名快速进行信息识别,节省报名时间。 普通参会嘉宾无需邀请码,可以直接注册,选择参会报名。 登录全球数字经济大会官网 https://www.gdec.net.cn 普通参会嘉宾注册,直接输入手机号和验证码,通过后输入姓名和证件号码,点击申请报名后,等待审 核,完成大会报名。 邀请码嘉宾注册流程 (2)如无名片,点击暂无名 ...
5月份经济平稳增长!A500ETF(159339)回调震荡,实时成交额突破1.2亿元
Xin Lang Cai Jing· 2025-06-13 06:01
Group 1 - The core viewpoint of the news highlights that China's economy maintained steady growth in May, with significant contributions from high-tech industries and the digital economy, reflecting the effectiveness of ongoing policies since September of the previous year [1] - In May, sales revenue from high-tech industries increased by 15% year-on-year, while the core industries of the digital economy saw a revenue growth of 11.2% [1] - The A500 index, which tracks a selection of major A-share companies, is seen as a strong tool for long-term investment in China's capital market, covering 63% of total revenue and 70% of total net profit in the market with less than 10% of the total number of stocks [1] Group 2 - The A50 index, which focuses on large-cap stocks across various industries, is benefiting from increased market concentration due to supply-side reforms, making it attractive during earnings disclosure periods [2] - The A-share market is perceived to have investment value due to several positive changes, including the increasing demand for equity assets among residents and the upcoming peak in asset reallocation in 2025 [2] - The ongoing improvement in corporate governance and shareholder returns, along with the development of public funds, is expected to attract more long-term capital to the A-share market [2] - The A-share market is at the beginning of a long-term improvement in profitability, with Chinese companies achieving breakthroughs in high-value-added sectors, which will create greater profit margins [2] - There is a deepening layout in new economic sectors such as artificial intelligence, embodied intelligence, new consumption, and innovative pharmaceuticals, which will provide more structural opportunities for the A-share market [2]
从“对接会”到“策源地”:青岛峰会三大突破放大合作溢出效应
Qi Lu Wan Bao· 2025-06-13 06:00
Group 1 - The core viewpoint emphasizes the importance of the Qingdao Summit as an international exchange platform tailored for multinational companies, aiming to enhance cooperation levels and amplify spillover effects [1][3] - Shandong Province will focus on creating a high-level international exchange and cooperation platform, promoting deep integration of global industrial and supply chains, and continuously improving the summit's comprehensive functions and service guarantees [1][3] - The summit aims to enhance its innovation, attractiveness, and influence, striving to make each session more impressive than the last [1][3] Group 2 - The summit will expand its platform functions by enhancing traditional roles such as promotion, policy release, and matchmaking, while also introducing three new functions: standard rule-setting, results showcasing, and resource aggregation [3][4] - The standard rule-setting function will align with high-standard international trade rules like RCEP and DEPA, facilitating the optimization of international trade and investment rule systems [3][4] - The results showcasing function will involve the release of over ten specialized research outcomes covering trends in various industries, including marine economy and smart living, providing valuable references for multinational companies [3][4] Group 3 - Shandong will focus on cooperation in new productivity, service trade, digital economy, and green low-carbon sectors, aiming to elevate collaboration with multinational companies to broader and higher levels [4] - The province has identified an investment demand of over 90 billion yuan through an overseas fund investment cooperation forum, inviting global sovereign funds and private equity to align with Shandong's industrial advantages [4] - The cooperation model will adapt to evolving trends by exploring flexible channels such as technology collaboration, strategic alliances, asset swaps, and equity funds, offering diverse pathways for multinational companies in China [4][5] Group 4 - The summit will enhance service levels by improving quality, professionalism, and brand recognition, aiming to attract more multinational companies to participate [5] - There will be a focus on strengthening communication between government and enterprises, organizing face-to-face meetings to address new demands from multinational companies regarding policy support and investment environment [5] - The goal is to facilitate trade and investment liberalization and convenience, ensuring that multinational investments become more efficient and rewarding, thereby increasing trade and investment flows [5]
获批两所大学!宁波、东莞,要逆天改命了!
城市财经· 2025-06-13 04:07
风声偏紧,避免失联,大家可以同步关注一下我的小号"飞箭财经" 大湾区大学是一所是由广东省人民政府举办、东莞市政府投入保障为主的公办普通高等学校。 作者:余飞 早在2018年, 全国两会上,时任全国人大代表、深圳大学校长李清泉提交了《关于创建湾区联合大学 推动粤港澳高等教育协同发展的建议》。同年全国两会,农 工党中央也建议设立"粤港澳城市大学"。此后,民盟广东省委在2019年广东两会、时任全国人大代表的马化腾在2019年全国两会上也提出了类似的建议。 2019年,当时的东莞市市委副书记、之后的东莞市市委书记肖亚非确认,大湾区大学落户东莞。 01 宁波、东莞各添一所高校 宁波、东莞翘首盼望的大学,终于获批了。 6月11日,教育部 官网发布消息, 教育部拟同意设置大湾区大学、海南警察学院等10所学校,现予公示。 其中位于东莞的大湾区大学和位于宁波的宁波东方理工大学最引人瞩目。 来源:教育部 前者是隶属于广东省政府的公办高校,后者则是民办高校。 宁波东方理工大学是民办高校,但起点很高。 和去年福州获批的 福建福耀科技大学一样,都是由企业家出资创办的研究型大学。 福建福耀科技大学,是由福州人、福耀集团创始人曹德旺发起, ...
《跨国公司在中国》报告即将发布,解码跨国公司投资中国的 “共赢方程式”
Qi Lu Wan Bao· 2025-06-13 03:36
Group 1 - The sixth Qingdao Summit for Multinational Company Leaders will be held from June 18 to 20, 2025, focusing on "Multinational Companies and China: Linking the World for Win-Win Cooperation" [1] - The annual report titled "Multinational Companies in China" will highlight the commonalities and benefits that multinational companies have gained from the Chinese economy, emphasizing their role in enhancing China's open economy and modern industrial system [1][2] - The report will also analyze the current global investment landscape, noting challenges such as trade protectionism and unilateralism, while recognizing positive developments in investment agreements at multilateral and regional levels [2] Group 2 - The report identifies seven aspects of new opportunities for multinational companies investing in China, including certainty, security, openness, scale, convenience, growth, and profitability, supported by a stable policy environment and a comprehensive supply chain [2][3] - It emphasizes the importance of digital economy and green technology as new avenues for investment, providing a broad platform for technological iteration and business model innovation [3] - Recommendations will be made for multinational companies to adjust their investment strategies, deepen long-term cooperation, and leverage local innovations to enhance global business upgrades, aiming for a win-win development model [3]
“一带一路”国家高级研讨班成员到智慧互通(AICT)参观考察高精度人工智能(HAI)技术
Sou Hu Wang· 2025-06-13 02:49
在参观和交流过程中,智慧互通(AICT)CTO李潇翔博士、战略发展总监John Yan及研发团队成员向研讨班 成员们详细介绍了公司旗下五大品牌:SUPER VISION(超视线)、AITS(爱通行)、AIPARK(爱泊车)、 AIC(爱充电)、AIPILOT(领航者)的业务范畴及技术优势,并就公司过去十年来在智路、自动驾驶、智慧 停车、智慧充电、智慧高速、低空立体交通等空间智能应用场景积累的应用优势和实践经验进行了分 享。 研讨班成员饶有兴趣地了解了公司的高精度人工智能(HAI)技术产品、解决方案及应用案例。他们结合 各国数字城市建设的实际情况以及各自专注的领域提出了相应的问题,就高精度人工智能(HAI)技术及解 决方案在各国落地的可能性与公司研发人员进行了的交流。 多位研讨班成员表示,他们此行的目的旨在深入了解和学习中国在数字经济和智慧城市建设方面的先进 经验并寻求合作机会。当成员们得知智慧互通(AICT)公司的高精度人工智能(HAI)产品技术在北京、上 海、广州、深圳、天津等超50座大中型城市落地,并在中东、北非、东南亚等地区的10多个国家实现了 业务布局时,纷纷对公司的技术实力和创新能力表示钦佩和赞赏, ...
汇聚多方力量夯实“十五五”发展基础
Xiao Fei Ri Bao Wang· 2025-06-13 02:41
Core Viewpoint - The China Leather Association is conducting research to formulate the "14th Five-Year" development plan for the leather industry, aiming to promote high-quality development amidst challenges and opportunities in the current market environment [1][5]. Group 1: Research and Planning - The research includes field investigations and discussions with government departments, industry organizations, and enterprises to ensure the plan's scientific and feasible nature [1][4]. - The focus of the "14th Five-Year" plan is on building a modern industrial system, fostering new productive forces, and improving the industrial ecosystem [1][4]. Group 2: Regional Insights - The first research stop was in Wenzhou, known as "China's Shoe Capital," where the association engaged with local government and industry representatives to understand the shoe manufacturing sector's characteristics and challenges [2][3]. - Wenzhou's shoe industry has a foundation in smart manufacturing, green production, and brand operation, with enterprises aiming to accelerate high-end, digital, and cluster development to enhance global competitiveness [2][3]. Group 3: Challenges in the Fur Industry - In Yuyao, a significant fur industry base, the sector faces challenges such as international market fluctuations and declining traditional sales channels, despite having over 2,000 enterprises and processing 8.5 million pieces of fur annually [3][4]. - The local government is committed to optimizing the business environment and supporting leading enterprises in international cooperation and high-end exhibitions [3][4]. Group 4: Future Directions - The association emphasizes the need for the fur industry to align with international trends and domestic transformation, focusing on brand enhancement, new productive force cultivation, and sustainable development [4][5]. - There is a consensus among local governments, industry associations, and enterprises on the importance of top-level design, clear development goals, and strong measures to enhance industry competitiveness, with a focus on digital transformation, green manufacturing, and international development [4][5].
每日投行/机构观点梳理(2025-06-12)
Jin Shi Shu Ju· 2025-06-13 01:35
Group 1 - Oxford Economics warns that long-term U.S. asset sell-offs could undermine the dollar's status as a reserve currency, primarily driven by the impact of Trump's tariff policies rather than a loss of confidence in the dollar [1] - Morgan Stanley predicts an oversupply in the crude oil market in Q4, potentially extending to 2026, with Brent crude prices possibly dropping to around $50 per barrel by mid-2026 [2] - HSBC upgrades the U.S. stock market rating from neutral to overweight, citing renewed optimism around artificial intelligence and a weaker dollar as potential boosts [3] Group 2 - Reuters survey indicates that U.S. Treasury yields are expected to decline further as the market anticipates the Federal Reserve will resume rate cuts after a pause of over six months [4] - Capital Economics suggests that the decline in UK GDP supports the case for the Bank of England to cut rates in August, although concerns about recession may be alleviated by second-quarter data [5] - TD Securities reports that U.S. CPI data significantly exceeded market expectations, leading to a cautious steepening of the Treasury yield curve as investors factor in more rate cut expectations [6] Group 3 - CITIC Securities notes that new policy financial tools will accelerate fiscal efforts, with a scale of 500 billion yuan aimed at boosting project capital and investment [9] - Guotai Junan Securities upgrades its tactical allocation view on gold to overweight, citing the impact of Trump's tariff policies and geopolitical tensions as factors that enhance gold's appeal as a safe-haven asset [10] - Galaxy Securities highlights Amazon's testing of humanoid robots for delivery, indicating a potential acceleration in the commercialization of low-altitude economy [11]