Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has officially released the "Opinions on the Innovation and Development of Measurement in Manufacturing" aimed at enhancing the effective supply of measurement in the manufacturing sector and promoting innovation and upgrades in measurement capabilities [1][2]. Group 1: Key Tasks for Effective Supply of Measurement - The "Opinions" outline six key tasks including breakthroughs in critical measurement technologies, acceleration of high-end measurement instrument development, enhancement of standard material development, improvement of measurement technical specifications, cultivation of quality instrument enterprises, and building a professional talent team in measurement [2]. - Emphasis is placed on innovating value traceability and transmission methods in emerging fields, developing high-precision, integrated, and intelligent measurement instruments, and establishing a quality traceability system for standard materials [2]. Group 2: Innovation and Upgrade in Measurement - The "Opinions" propose the application of advanced technologies such as artificial intelligence, big data, and cloud computing in the measurement field, along with the establishment of a manufacturing measurement database and the promotion of low-energy, low-emission measurement instruments [3]. - By 2027, the goals include achieving significant progress in measurement development, breaking through over 100 key calibration technologies, revising over 300 industry calibration specifications, and cultivating over 50 quality instrument enterprises [3]. Group 3: Implementation and Support - The MIIT plans to strengthen organizational support through enhanced implementation, increased resource investment, industry guidance, and deepening international cooperation [3]. - Collaboration with local industrial and information departments, research institutions, industry associations, and key enterprises will be emphasized to ensure the effective execution of the tasks outlined in the "Opinions" [3].

Group 1 - HSBC's foreign exchange strategy head indicates that geopolitical risks are putting pressure on the British pound, which is seen as a risk-sensitive currency, dropping to around 1.3530 against the US dollar [1] - Danske Bank analysts report that the recent 30-year US Treasury auction showed strong demand, alleviating concerns about long-term US Treasury demand and pushing yields below the critical 5% level [1] - The Swedish Nordea Bank anticipates that the Swedish central bank will lower interest rates in June, reflecting expectations among fixed-income investors [2] Group 2 - Analysts from Mizuho Securities highlight that the current geopolitical tensions have not been fully reflected in market volatility, with risks of full-scale conflict increasing [2] - HSBC Global Research predicts that the Philippine central bank will lower its policy rate to 5.25%, differing from previous expectations of maintaining rates, due to low inflation and slow economic growth [2] - Economists from Wilmington Trust suggest that long-term impacts of US tariffs are more likely to lead to economic weakness rather than inflation, with consumers beginning to cut back on non-essential spending [2] Group 3 - RSM's chief economist notes that rising prices in the US appliance market reflect cost increases from previous import tariffs, emphasizing the importance of consumer behavior in determining inflation persistence [3] - Goldman Sachs analysts report that the US data center securitization market has surged from $5 billion to $30 billion, driven by increased capital expenditure in cloud computing and policy support [3] - The data center market is expected to peak in occupancy rates by mid-2026, with growth primarily fueled by large investments in facilities equipped with thousands of GPUs for large language models [3]

作者｜冬梅 北京时间昨天晚上，在 X 上，有网友称 AWS、谷歌云、Azure 和 Cloudflare 同一时间发生了中断。 | Web Services outages reported in the last 24 hours | | | | | | | | | Cloud outages reported in the last 24 hours | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2:00 PM | 5:00 PM | 8:00 PM | 11:00 PM | 2:00 AM | 5:00 AM | 8:00 AM | 2:00 PM | 5:00 PM | 8:00 PM | 11:00 PM | 2:00 AM | 5:00 AM | 8:00 AM | | t Azure outages reported in the last 24 hours | | | | | | | | | re outages reported in the ...

具体领域上，可关注受益于AI应用加速的互联网巨头。2025年初国产DeepSeek大模型引发海内外的广 泛关注，标志着中国AI技术跻身全球第一梯队，或将为AI应用的广泛普及奠定基础。港股互联网巨头 作为中美科技竞争的重要参与者，AI资本开支激增，后续成长空间广阔。根据iiMedia Research的数据 显示，预计2025年中国云计算市场规模将突破4000亿元。腾讯云、阿里云等云厂商作为算力基础设施的 提供者，有望从开源模型带来的算力和云服务需求增长中获益。 恒生互联网ETF（513330）：支持T+0交易，聚集互联网，涵盖腾讯、阿里、美团、快手、百度、京东 等大型互联网公司，前五大成分股占比超60%，锐度高，指数DeepSeek含量86%，是投资者布局AI+互 联网核心资产的好工具。（联接A类：013171；联接C类：013172）。 回溯港股历程，2003年至今已历经五轮完整牛熊。以恒生指数为标尺，五轮牛市平均时长32个月，累计 涨幅均值达111%；熊市平均历时19个月，跌幅均值约44%。当前第六轮周期自2024年1月启动，牛市已 运行16个月，恒指上涨54%，相较历史均值，其上行空间仍具空间。 中国经 ...

Canalys （现 并入 Omdia ）的最新 数据显示 ， 2025 年第一季度全球云基础设施服务支出达 909 亿 美元，同比增长 21% 。 企业 逐渐 认识到，部署 AI 应用需重新聚焦云迁移，从而推动云投资持续增 长。云与 AI 基础设施的大规模投入，已成为 2025 年市场发展的关键主题之一。 与此同时，为加速企业 大规模采用 AI ， 领先云 厂 商正加快基础设施优化，尤其通过自研芯片的方式，旨在降低 AI 使用成 本、提升推理效率 。 2025 年第一季度，三大云 厂 商（亚马逊云科技 、微软 Azure 和谷歌云 ）的市 场排名保持不变，合计占据全球云支出的 65% 。三家头部云厂商的云相关支出合计同比增长 24% 。 2025年第一季度，头部云厂商的增长态势出现分化。微软Azure和谷歌云均实现超过30%的同比增长 （尽管谷歌云的增速较上一季度略有放缓），而亚马逊云科技（AWS）增长17%，较2024年第四季度的 19%出现放缓。这一减速主要受到供应侧限制影响，限制了其满足快速增长的AI相关需求的能力。对此， 头部云厂商持续加大对AI基础设施的投资，扩大算力容量，布局长期增长。 整体来看 ...

今天的24小时AI前沿快报来啦，感兴趣的小伙伴们快来看看吧~ 全球AI领域 1、苹果AI手机落地 苹果（NASDAQ:AAPL）新一代iPhone 16系列具备AI功能，将于10月向美国用户推送美式英语的Beta测试版本。 随着业务竞争力的推动，组织更深入地进入云计算领域，以利用更多的服务。领先的组织正在实现从成本节约、深入洞察到成 功创新的经济利益。人工智能正在推动云使用的增加。 2、斯坦福HAI发布《人工智能指数报告2025》 斯坦福HAI发布的《人工智能指数报告2025》揭示了全球AI研究、开发、部署和社会影响的最新动态。 3、微软推出"Microsoft Discovery"的企业级AI科研平台 微软推出了一款名为"Microsoft Discovery"的企业级AI科研平台，仅用200小时就成功发现了一种全新的冷却剂材料。 云计算领域 1、Google Cloud Next 2025: 所有新闻和更新现场 谷歌云Next '25活动聚焦于谷歌云平台和云计算的最新进展和未来方向。今年的活动以人工智能和机器学习为主导，宣布了新的 AI驱动工具和服务，旨在提高生产力、自动化任务，并推动跨行业的创新。 2、 ...

相比大型河湖，一些中小型河流往往因容水量低更容易导致漫堤等情况发生。在江西分宜洋江镇，镇村干部、党员志愿者成立多支防汛突 击队，对袁河沿线堤防、山塘水库、低洼易涝区展开拉网式巡查，累计排查隐患点12处，并全部完成整改加固。 湖南沅江市地处洞庭湖腹地，当地组织村民们将300多公里的一线大堤外坡的青草砍至水面，内坡则将堤身的杂草全部清理，不留死角， 以便汛期巡堤查险。 央视网消息：从6月1日起，我国全面进入汛期。连日来，长江流域各省份积极备汛，全力打好安全度汛的"主动仗"。 在郴州，临灾预警叫应系统依托大数据、云计算等技术，综合分析地质、水文、气象等数据，精准发布灾害预警，目前已成功应对3轮强 降雨，叫应效率较传统模式提升20倍，基层责任人接收预警信息平均时长从原来的2小时以上压缩至5分钟以内。 郴州市水旱灾害防御事务中心灾害防御服务科科长 何宏波：系统接入全市7500多个通信基站、4万多个监控摄像头，还可以通过电子围栏 精准圈定风险区域，真正实现预警到村、通知到户、提醒到人。 | CCTV 13 | | | 康山大堤里溪闸防汛仓库防汛物料明细表 | | | | --- | --- | --- | --- | - ...

Group 1: Industry Overview - Artificial intelligence (AI) is recognized as a leading industry trend, with Hangzhou positioning itself as a key area for AI innovation and development [11][12] - The city has launched the "Implementation Plan for Building an AI Industry Development High Ground (2025 Edition)," which includes 17 measures and 20 policies to foster AI growth [12] - Six districts in Hangzhou are rapidly responding to the AI strategy, focusing on their unique resources and industrial foundations to create a differentiated competitive landscape [12][16] Group 2: District Initiatives - Gongshu District is developing an innovation circle around universities, integrating education, innovation, and industry to create a "four-chain integration" model [13] - Xihu District aims to drive innovation and ecological development in AI, focusing on high-end equipment manufacturing and deepening the "AI+" initiative [13] - Binjiang District is forming an industrial cluster in the robotics sector, leveraging its "three valleys" strategy to enhance visual intelligence and digital core industries [14] Group 3: Corporate Contributions - Nearly 700 core AI companies have gathered in Hangzhou, serving as testing grounds for policy implementation and technological breakthroughs [17] - Companies like Yunshenchu are leading in embodied intelligence technology, collaborating with universities and research institutions to advance AI applications [18] - Alibaba is investing in AI infrastructure to support the rapid development of the AI industry in Hangzhou, focusing on personalized and intelligent services [19] Group 4: Academic and Research Institutions - Higher education institutions and research organizations are crucial for AI innovation in Hangzhou, with efforts to attract top talent and enhance interdisciplinary research [20][21] - Zhejiang University is a key player in AI development, expanding its talent pool and focusing on foundational and applied research in AI [20] - Collaborative efforts among various research institutes aim to accelerate the transformation of cutting-edge technologies into practical applications [21] Group 5: Future Outlook - Hangzhou's recent AI initiatives align with its positioning as a "digital economy first city," aiming to deepen innovation and build a modern industrial system [22] - The city is encouraged to strengthen its high-end talent teams and core technologies in AI to drive higher-level economic development [22]

Core Insights - The smart healthcare industry in China is rapidly developing, leveraging innovative models to enhance the convenience of medical services and the precision of health management [1] - Shandong Mobile is significantly advancing medical information cloud construction, integrating cutting-edge technologies like cloud computing, 5G, and AI to support the digital transformation of healthcare [1][8] Group 1: Medical Service Cloud - Shandong Mobile has built an intelligent medical service cloud platform for Rizhao Traditional Chinese Medicine Hospital, utilizing a "one cloud, two platforms" architecture to ensure efficient data flow and secure storage [1][2] - The platform integrates core business systems such as HIS, PACS, and LIS, breaking down information silos and improving overall hospital operational efficiency [1] - The application layer covers various medical services, providing a seamless experience for patients through online and offline processes [1] Group 2: Imaging Cloud - Shandong Mobile is actively involved in the construction of imaging cloud platforms for both individual and regional hospitals, enhancing the efficiency of medical imaging services [4] - The imaging cloud platform enables interconnectivity of imaging data, allowing real-time access to cross-hospital information and facilitating remote diagnosis and consultations [4] - The integration of AI technology into the imaging cloud platform improves diagnostic accuracy and efficiency, while also serving as a foundation for big data analysis in healthcare [4] Group 3: Domestic Innovation Cloud Platform - Shandong Mobile has developed a fully domestic innovation cloud platform for Weifang Health Commission, focusing on "domestic adaptation and secure autonomy" [5] - This platform represents the first instance of 100% domestic practice in the medical information field, overcoming key technical challenges related to distributed storage and cross-platform transmission [5] - The platform features a comprehensive security architecture that meets financial-grade protection standards, ensuring the safety of sensitive medical data [5][6] Group 4: Future Outlook - Shandong Mobile aims to continue leveraging its technological advantages to drive further innovations in medical service models, enhancing service quality and optimizing resource allocation [8] - The company is committed to contributing to the health rights of patients and advancing the healthcare industry towards a smarter, more efficient, and secure future [8]

①美国5月PPI增幅保持温和 关税效应或"后发制人" 美国5月PPI同比增长2.6%，符合预期，前值增长2.4%。受商品和服务成本温和影响，美国5月核心PPI 同比增长3%，低于预期，前值为3.1%。尽管目前较高关税对美国民众影响尚不显著，但经济学家指 出，随着企业试图避免利润率进一步走软，下半年价格压力可能加剧。PPI数据显示，继4月下滑后，5 月批发商和零售商利润率有所上升，尤其是汽车和机械批发。今年以来，利润率逐月波动，凸显贸易政 策对价格和需求影响的不确定性。分析师对PPI报告尤为关注，因其部分组成部分用于计算美联储青睐 的通胀指标（PCE数据），该数据将于本月晚些时候发布。 国鸣投资秦毅：5月美国核心CPI和整体CPI分别同比增长2.8%和2.4%，结合PPI数据，核心PCE年化率 约为2.6%。5月数据中未见关税明显推动CPI上涨，核心服务价格甚至指向通缩，核心商品价格环比下 降0.04%。美联储认为关税对CPI的影响是暂时的，通胀压力温和为提前降息提供了可能。预计关税的 负面影响将从6月开始逐步显现。 海顺投顾黄俊：虽然近期美国CPI和PPI数据有一定的指向性，但美联储是否降息仍存在不确定性，需 ...