Group 1 - The 2025 Global Digital Economy Conference opened in Beijing, focusing on how digital technology can enhance urban governance, improve people's livelihoods, and achieve high-quality development [1] - The conference adopted a "1+6+N" activity structure, including one opening ceremony, six main forums, and multiple thematic forums, aiming to promote global digital governance and cooperation [1] - Beijing is striving to become a global benchmark city for digital economy, with a reported 8.3% year-on-year growth in digital economy value added in Q1, and a 9.7% growth in core industries [2][3] Group 2 - Beijing's digital economy initiatives are characterized by strong innovation capabilities, particularly in artificial intelligence, where it holds 43% of the nation's top talent and 35% of the national total of large models [2] - The city has seen a 37.63% year-on-year increase in the trading scale of high-quality data products, with over 4400 million yuan in transactions from January to May [3] - The launch of a digital economy experience week and a 6000 square meter experience center showcases the integration of technologies like AIGC and the metaverse, enhancing public engagement with digital economy [3] Group 3 - The conference featured a "first launch" event highlighting new technology developments and applications, showcasing how digital technology drives industry transformation [6] - China Unicom is investing in AI and computing infrastructure in Beijing, focusing on a comprehensive resource layout to support AI model training [6][7] - The Elpis model series from Tianyun Data represents a new approach in AI development, emphasizing continuous evolution and the integration of multiple modalities for enhanced intelligence [10][11]

Group 1 - The forum focused on the theme of "AI application landing," emphasizing "large models, deep applications, and strong industries," exploring the path from technological breakthroughs to large-scale applications [1] - The Ministry of Industry and Information Technology highlighted Beijing as a hub for AI innovation, creating a comprehensive development system that includes policy guidance, infrastructure construction, scenario openness, and ecosystem cultivation [1] - Beijing has gathered 35% of the national registered large models and 40% of top AI talent, with the core AI industry scale exceeding 300 billion yuan, and unicorn companies accounting for half of the national total [3] Group 2 - Chaoyang District is positioning itself as a city of AI innovation applications, with nearly 700 key AI enterprises, representing 25% of the city's total, covering the entire industry chain from foundational to application layers [4] - The forum announced the launch of the global AI talent list TOP100 and various AI platforms, showcasing typical cases of AI empowering industry development in Beijing [6] - A total of 12 AI application scenarios were selected for 2025, covering multiple sectors with a total budget of 110 million yuan, aimed at accelerating the deep integration of AI applications [8]

Group 1 - The Digital Economy International Cooperation Forum was held in Beijing as part of the 2025 Global Digital Economy Conference, focusing on international collaboration and innovation in the digital economy [1] - The forum aimed to explore opportunities for digital economy enterprises to expand internationally, discussing topics such as digital transformation in emerging markets and sustainable development [1][2] - A project document was signed by representatives from UNDP, the Ministry of Commerce, and local government, aiming to establish Beijing as a global digital economy innovation hub [2] Group 2 - The Daxing District, as the project location, is positioned as a world-class aviation hub with a favorable business environment, facilitating the implementation of the digital economy project [2] - A comprehensive service platform for the Belt and Road Initiative was launched, focusing on supporting digital enterprises in their international expansion [2] - The Beijing Outbound Base signed agreements with 16 leading companies, with a total contract value exceeding 10 billion, to foster international competitiveness in the digital economy [3]

Group 1 - The "2025 Global Digital Economy Conference" focused on the theme "Intelligent Trust Navigation, Innovative Win-Win" to discuss the digital transformation of central state-owned enterprises (SOEs) [1] - Beijing's information technology industry is expected to accelerate its integration with artificial intelligence and future information industries, moving towards high-quality development [1][7] - The importance of information technology as a high-tech and high-efficiency productivity tool for empowering the digital transformation of central SOEs was emphasized [1] Group 2 - Keynote speeches included discussions on the digital transformation practices of energy central enterprises and the role of artificial intelligence in municipal services [2] - The conference featured the release of the "2024 Information Technology Application Innovation Solution Collection Work Results" and a team standard for distributed data caching middleware technology requirements [2][4] - A roundtable discussion addressed the reshaping and innovation of digital core capabilities in central SOEs driven by artificial intelligence [5]

转自：北京日报客户端 西城区委常委、副区长王波与中国电力企业联合会、高等教育出版社、北京国家科技金融风险监控中心 等6家企业代表发布了"中国数据街"可信数据空间试点项目，覆盖金融、能源、环保、教育等重点领 域，创新推动数据基础设施建设，为数据资源开发利用提供坚实底座。 西城区政府党组成员、副区长邴浩与高等教育出版社副总编辑张泽共同发布大吉巷数据科创中心首个创 新成果——Lovong"龙凤"人工智能开放应用平台。大吉巷数据科创中心是"中国数据街"建设先导区的重 要产业空间。Lovong"龙凤"开放平台通过接口、一体机、PAD学习机等多种形态能力输出，开拓出版行 业数据服务新赛道，为教育智能化发展注入新动能。 西城区政协副主席、区数据局局长杨秋与国网冀北电科院邓春、国网能源院能源数字经济研究所王智敏 共同发布"AI智能辅助绿色采购平台"、《电力与算力协同发展蓝皮书》等算电融合创新发展成果。 国家数据发展研究院副院长袁军，北京市政务服务和数据管理局党组成员、副局长彭雪海，西城区委常 委、副区长王波等共同启动"数据要素×"大赛北京分赛金融服务赛道，支持参赛队伍以赛促用，推动金 融服务以及更多领域数据资源开发利用和数据 ...

截至2025年7月4日 10:28，中证数字经济主题指数(931582)下跌0.79%。成分股方面涨跌互现，润泽科技 (300442)领涨5.12%，宝信软件(600845)上涨2.68%，北方华创(002371)上涨0.44%；财富趋势(688318)领 跌，圣邦股份(300661)、卓胜微(300782)跟跌。数字经济ETF(560800)下修调整，最新报价0.75元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | -0.87% | 8.12% | | 688881 | 中芯国际 | -1.55% | 6.58% | | 300124 | 汇川技术 | -1.33% | 5.49% | | 002371 | 北方华创 | 0.44% | 4.95% | | 688041 | 海光信息 | -0.30% | 4.85% | | 688256 | 寒武纪 | -1.51% | 4.84% | | 002415 | 海康威视 | -0.11% | 4.23% | | 603501 | 豪威集团 | -1.25% | ...

湾区潮涌，风起旗峰。在粤港澳大湾区建设纵深推进当下，作为改革开放的前沿阵地，东莞正以"科技 创新+先进制造"为引擎，重塑全球产业链坐标。 南方都市报东莞新闻部重磅推出政经观察栏目——《旗峰观察》，将聚焦政策动向、区域产业布局与资 本流动，解构东莞的"发展密码"，为这座"双万之城"的高质量发展书写时代注脚。 在7月3日举行的2025年（东莞）低空经济应用场景发布会上，东莞的南城、松山湖、水乡经济区+洪 梅、谢岗四大区域，分别以——"低空+物流配送""低空+文旅应用""低空+跨城运输""低空+产业制 造""低空+高空作业"五大场景集体亮相。 从物流枢纽到科创文旅，从跨域通联到制造升级，东莞低空经济"四大区域支点"雏形已经出现。 东莞这一波"先手棋"，释放出强烈信号：东莞的低空经济已不是"未来时"，而是"进行时" 。 低空经济的应用，关键在于与区域优势的深度融合。东莞提出，将加快制定出台低空经济扶持政策，积 极谋划场景、建设场景、应用场景，推动未来一年内打造不少于100个具有示范意义的应用场景。 此次场景发布，正是东莞立足各镇街优势的精准落子。 南城作为中心城区，是东莞软件信息产业聚集区，数字经济产业发展迅速。而数 ...

Group 1: Core Insights - Beijing's "Two Zones" initiative has achieved multiple national and city-level innovations over the past five years, enhancing the business environment and driving high-quality development [1][2][3][4][6][7] Group 2: Haidian District Developments - Haidian District has implemented a "technology innovation + service industry openness" strategy, resulting in 98 institutional innovation cases, with 4 cases replicated nationwide and 9 cases replicated citywide [2] - The district has registered 9,776 new enterprises, with 9,574 being domestic and 202 foreign, and has maintained the highest actual foreign investment in the city at $1.766 billion in 2024 [2] Group 3: Chaoyang District Initiatives - Chaoyang District has focused on digital economy reforms, establishing the first data asset registration center in the country and a data trading platform that allows for controlled and measurable data usage [3] - The district has created a high-precision digital twin platform and expanded its international investment network through global招商联络站 [3] Group 4: Tongzhou District Focus - Tongzhou District has emphasized "green trade," developing green financial innovations and establishing a comprehensive service environment to support business operations [4] - The district has seen a 10.4% annual growth rate in newly established foreign enterprises and a 27.0% annual growth rate in actual foreign investment, totaling $3.12 million [4] Group 5: Daxing District Achievements - Daxing District has introduced over 7,800 market entities with a registered capital exceeding 130 billion, achieving total revenue of approximately 150 billion [6] - The district has established various industrial carriers, including a biomedicine incubator, and is set to complete two major projects within the year [6] Group 6: Shunyi District Progress - Shunyi District has implemented over 200 key tasks related to the "Two Zones" initiative, creating 16 breakthrough policies and innovative models [7] - The district has ranked first in the city for the number of "Two Zones" projects, with a 60% increase in the number of large-scale enterprises and a 50% increase in actual foreign investment and foreign trade [7]

2025.07. 04 【今日推荐】 当地时间周四，美国股市大幅收高，标普500指数和纳斯达克指数均创下历史收盘新高，连续第三周上涨。截 至收盘，道琼斯工业平均指数上涨344.11点，涨幅0.77%，报44828.53点，距离历史高点仅0.41%；标普500 指数上涨51.94点，或0.83%，报6279.36点；纳斯达克综合指数上涨207.97点，涨幅1.02%，报20601.10 点。 俄美元首通话约1小时 讨论中东局势、俄乌谈判等 当地时间7月3日，俄罗斯总统助理乌沙科夫表示，俄总统普京与美总统特朗普的通话结束，通话持续了约一 小时。他表示，普京与特朗普的谈话"在同一频率上"，谈话务实且具体。 韩军称控制一名越过军事分界线的朝鲜人员 韩国联合参谋本部4日通报，韩国军方3日晚控制了一名越过军事分界线的朝鲜人员。韩国联合参谋本部 表示，韩军3日晚在中西部军事分界线一带发现相关人员后，对其进行了追踪和监视，实施了诱导作战， 之后控制了相关人员。目前，有关部门正在对其进行调查。联合参谋本部还表示，截至目前，朝军没有特 别动向。朝方对此暂无回应。 罗马仕深夜发文：公司没有倒闭，定将努力解决一切问题 美国总统拟带企 ...

Group 1 - The Chinese Ministry of Commerce expressed hope for mutual respect and cooperation in the context of a potential visit by a U.S. business delegation to China, emphasizing the importance of reducing misunderstandings and enhancing collaboration for stable economic relations [2][6] - The Chinese government is promoting the development of a second-hand car export market, with plans to officially launch related requirements and procedures by February 2024, aiming to ensure quality and safety for overseas consumers [6] - The first national "medical insurance + commercial insurance" clearing and settlement center has been launched, enhancing the convenience for patients by allowing simultaneous settlement of both types of insurance at medical institutions [7] Group 2 - The State Council of China issued a notice to align free trade zones with international high-standard economic and trade rules, requiring relevant departments to support and guide the replication of pilot measures within one year [5] - The National Medical Products Administration announced measures to strengthen the regulation of botulinum toxin to prevent illegal distribution, highlighting the importance of public safety in drug use [10] - The National Medical Products Administration released ten key measures to support the innovation of high-end medical devices, focusing on optimizing the entire lifecycle regulation [11] Group 3 - Vanke announced a borrowing agreement with its largest shareholder, Shenzhen Metro Group, for up to 6.249 billion yuan to repay bond principal and interest, indicating a proactive approach to managing debt [26] - Microsoft plans to lay off 9,000 employees, approximately 4% of its workforce, as part of ongoing organizational changes aimed at improving efficiency in a dynamic market [27][28] - The U.S. stock market saw significant gains, with the S&P 500 and Nasdaq indices reaching record closing highs, reflecting a positive market sentiment [29]