● 本报记者 倪铭娅 7月16日，中国证券报记者从中国国际投资促进会获悉，由商务部管理、中国国际投资促进会主办的第 十四届中国国际服务外包交易博览会将于23日至25日在中国光谷科技会展中心举行。 作为我国服务外包领域唯一的全国性专业展会，本届服博会以"数智赋能，开创未来"为主题，契合产业 融合创新需求，搭建交流合作平台，推动全球合作与发展。 在张曦看来，随着全球数字经济深入发展、国际服务分工进一步深化，服务外包产业将加速从单一技术 服务向综合性行业解决方案转型，提升行业服务能力，不断向高附加值业务迈进，助力我国在全球价值 链中占据更有利地位。 开发应用新场景 通过数智技术赋能，服务外包产业在加快转型的同时，不断开发应用新场景。"在数字经济蓬勃发展的 当下，我国服务外包产业正沿着数智化的方向大步迈进，借助云计算、大数据、人工智能、区块链等技 术不断开发应用场景。"中国国际投资促进会常务副会长周晓燕说。 作为一家深耕全球化技术实践三十载的数智服务企业，博彦科技利用前沿技术开发应用新场景，助力中 国企业解决跨地域数字化转型难题。 接受中国证券报记者采访的多位专家表示，当前，服务外包产业与数字经济的融合日益深化。我国 ...

当前，中国财税数字化领域正迎来前所未有的高速增长期，而行业龙头百望股份（6657.HK）凭借其深 厚的数据积累和前瞻的AI战略转型，正成为投资者关注的焦点。近日，招银国际发布的TMT行业研究 报告首次深入剖析了百望股份的投资价值，揭示其在中国财税数字化浪潮中的核心竞争优势与未来潜 力。 百望股份作为中国财税数字化行业龙头，依托百望云平台提供财税数字化解决方案及数据驱动的分析服 务，核心能力在于交易凭证全生命周期管理及基于海量数据的大数据分析，以大数据、人工智能构建高 可信超级数据智能系统。公司截至2023年底已处理约143亿份凭证覆盖1.02亿家企业，丰富数据资产构 筑其核心壁垒，并为AI智能体构建夯实基础。 2025年公司聚焦AI战略转型，推出金融业务、交易管理、经营决策三大智能体产品矩阵，其本质是通 过结构化交易数据（覆盖超2,800万企业，包括2,600余家大型集团）训练垂直行业智能体，解决AI落 地"最后一公里"难题，凭借财税交易数据的天然结构化优势，在供应链风控、企业合规等场景具备先发 优势。其首批智能体SKU在5月12日完成上架，共上架3个子产线、8个SPU、36个SKU。分析师认为， 公司的数据 ...

Core Viewpoint - The article emphasizes the significant role of digital finance in the innovation and upgrade of the financial system, highlighting Huatai Securities as a pioneer in digital transformation within the industry [1][2]. Group 1: Digital Transformation and Investment - Huatai Securities has consistently invested in technology, establishing a digital operations department in 2019 to drive organizational change [1][2]. - The company ranks among the top in the securities industry for its total investment in digital construction, reflecting its belief in the efficiency and openness of the digital finance era [1][3]. - The firm has developed a new infrastructure for digital finance, focusing on a platform-based and integrated development model [3]. Group 2: Technological Advancements - Huatai Securities has a history of aligning its business with technological advancements, launching various platforms such as the "Zhangle" mobile finance client in 2009 and the "Elephant Platform" for FICC business in 2022 [2][3]. - The company is now leveraging AI and big data technologies to enhance financial services and is committed to independent research and development in key areas [5][7]. Group 3: Ecosystem and Collaboration - The firm promotes an open ecosystem, believing that only through collaboration can larger scales and better services be achieved [7][8]. - Huatai Securities has established a comprehensive self-research platform for investment banking, supporting robust and high-quality development through online processes and compliance management [8]. Group 4: Data Governance and Security - The company has implemented a three-tier data governance system to enhance collaboration across departments and ensure data management rules are clear [8]. - A complete operational monitoring system has been established to ensure security and control, allowing for agile infrastructure operation and comprehensive business oversight [8].

Core Insights - The 2025 Beijing-Anhui Supply Chain Promotion Conference was held, marking the first provincial and municipal co-hosted event of the 3rd China International Supply Chain Promotion Expo, focusing on artificial intelligence and resulting in 14 cooperation agreements with an intention amount exceeding 5 billion yuan [1][2]. Group 1: Event Overview - The conference aimed to strengthen regional cooperation and link industrial chain resources between Beijing and Anhui, creating an efficient platform for government-business-research collaboration [2]. - The event featured a series of activities including dialogues with academicians, enterprise exchanges, AI project releases, and cooperation signings [1][2]. Group 2: Industry and Policy Promotion - Both regions promoted their advantageous industries and policies, with Beijing's Haidian District launching the "Zhongguancun AI North Latitude Community" project to build a globally influential AI industry ecosystem [3]. - Anhui's Hefei City released a list of 36 specific AI application scenarios across five major fields, indicating a market opportunity worth hundreds of billions [3]. Group 3: Collaboration Potential - Representatives from Beijing and Anhui highlighted the strong complementary nature of their industries, particularly in AI, suggesting a unique regional cooperation model [4][5]. - Companies like Hai Tian Rui Sheng, a Beijing-based AI data service provider, emphasized the importance of high-quality data in supporting AI development for partners in Anhui [5]. Group 4: Educational and Research Collaborations - Anhui's iFlytek and Beijing's educational institutions have established numerous collaborations, focusing on areas such as child brain development and AI in programming education [5].

Group 1 - Recent policies in regions such as Hunan, Qinghai, and Henan aim to create a market-oriented, law-based, and international first-class business environment [1] - The Henan provincial government has issued ten tasks to establish a new government-business relationship, emphasizing a hands-off approach in normal circumstances while providing support when needed [1] - Experts believe that optimizing the business environment will provide a stable, fair, and transparent institutional framework, enhancing market vitality and confidence [1][2] Group 2 - The use of digital technologies like AI and big data in government services is seen as essential for improving service efficiency and innovation [2] - Talent housing security is a key focus for many regions, as it is crucial for attracting and retaining talent, thereby fostering industrial growth [2] - The overall shift in business environment construction reflects a transition from single-service upgrades to a comprehensive ecosystem approach [2] Group 3 - As of May, there are 185 million private economic organizations in China, accounting for 96.76% of total business entities, with a year-on-year growth of 2.3% [3] - In 2024, there were 59,080 newly established foreign-invested enterprises, marking a 9.9% increase year-on-year [3] - Future efforts to improve the business environment include implementing existing policies, promoting regional cooperation, and aligning with international trade rules [3]

知情人士表示，该公司正在与两个潜在合作伙伴进行早期谈判：一个是沙特支持的AI公司Humain，可 为xAI提供数千兆瓦的容量；另一个是正在建设规模较小但更快可用的200兆瓦设施的公司。由于涉及 私人谈判，知情人士要求匿名。 据知情人士透露，埃隆·马斯克的AI初创公司xAI正在与沙特阿拉伯方面讨论租赁数据中心容量事宜，这 是其在提供廉价能源和政治支持地区扩展基础设施努力的一部分。 像xAI、OpenAI和Meta等AI公司正在建设或租赁大型数据中心，用于训练和运行为聊天机器人（如xAI 的Grok）提供支持的AI模型。这些数据中心建设和运营成本高昂，耗电量巨大。如果Humain成功开发 出多千兆瓦数据中心，它可能成为世界上最大的数据中心之一。据Carbon Collective数据，一个1千兆瓦 的设施年耗电量相当于近90万户家庭的用电量。 曾在拜登政府期间担任美国能源部核能办公室高级管理员、现任伊利诺伊大学厄巴纳-香槟分校的凯瑟 琳·赫夫周三在彭博电视台回应xAI洽谈消息时表示："这很有道理。随着电力需求大幅上升，你需要在 运营这些数据中心的成本与供电成本之间找到平衡。我立即想到可能建设新核电的国家是可选方案 ...

Economic Overview - Beijing's GDP for the first half of the year reached 25,029.2 billion yuan, with a year-on-year growth of 5.5% [3] - The city's total retail sales amounted to 6,734.2 billion yuan, reflecting a year-on-year decline of 3.8% [3] Retail Sector Insights - Retail sales in categories such as gold and jewelry, sports and entertainment products, and cosmetics saw year-on-year increases of 36.1%, 9.3%, and 7.6% respectively [3] - Basic living goods like grain and oil, and daily necessities also experienced growth, with increases of 13.9% and 2.7% respectively [3] Consumption Trends - The decline in retail sales is attributed to insufficient effective demand, intense market competition, and changes in business models [4] - The automotive sector faced a downturn, with retail sales of automobiles and related petroleum products decreasing due to weak demand [4] Future Consumption Goals - Beijing aims for an average annual growth of around 5% in total market consumption by 2030, with plans to create 2-3 new consumption landmarks worth over 100 billion yuan [4] - The city has introduced 24 measures to stimulate consumption, focusing on enhancing consumer experience and optimizing the consumption environment [5] Service Consumption Growth - Service consumption in Beijing grew by 4.7% year-on-year, driven by a rise in experiential consumption such as film festivals and concerts [5] - Despite the growth in service consumption, the overall market total consumption growth was modest at 0.9% year-on-year [5]

Core Viewpoint - The article emphasizes the evolving nature of marketing, highlighting the relevance of Philip Kotler's "Marketing Management" in today's rapidly changing business environment, particularly with the rise of digital marketing and AI technologies [2][3][28]. Group 1: Historical Context of Marketing - In 1967, Kotler's "Marketing Management" emerged during a time of significant market changes, including overproduction, media revolution, and globalization, which reshaped marketing practices [20][24][26]. - The book has undergone multiple iterations, reflecting the continuous evolution of marketing theories and practices to adapt to market changes [9][10][61]. Group 2: Key Marketing Concepts - Kotler warned against confusing advertising with marketing and emphasized the importance of customer experience over mere product sales [3][39]. - The article discusses the AIDA model introduced by Elmer Lewis, which outlines the steps a consumer goes through before making a purchase [11][12]. - The 4P theory (Product, Price, Promotion, Place) proposed by McCarthy is highlighted as a foundational concept in modern marketing [17][18]. Group 3: Challenges and Opportunities in Marketing - The rise of live streaming and digital personas presents new challenges for marketers, necessitating a shift in strategies to engage consumers effectively [28][29]. - Kotler's insights from 20 years ago regarding the Chinese market still resonate today, emphasizing the need for companies to focus on customer share rather than market share [36][37]. Group 4: Strategies for Competing in Marketing - Kotler suggests three strategies for competing in saturated markets: benchmarking, reverse engineering, and technological advancement [44][45]. - The article stresses that successful marketing requires a deep understanding of consumer needs and the ability to provide value beyond the product itself [40][42]. Group 5: The Future of Marketing - The article concludes that the principles outlined in Kotler's work remain crucial for marketers today, as the market continues to evolve rapidly with new technologies and consumer behaviors [56][60].

Economic Indicators - Initial Jobless Claims decreased for the fifth consecutive week, reaching 221K, which is the lowest since mid-April and significantly below the 234K estimate and June high of 250K, indicating a strong labor market [2] - Continuing Claims slightly increased to 1.956 million from 1.954 million, remaining just below the psychological 2 million mark, with eight consecutive weeks above 1.9 million [3] - Advanced Retail Sales for June rose by 0.6%, exceeding expectations and reversing the previous month's decline of 0.9%, marking the second-highest Retail Sales figure of 2025 [4][5] Import and Export Prices - Import Prices increased by 0.1%, up from a revised -0.4% in the previous month, with year-over-year Import Prices now at -0.2%, contrary to the anticipated +0.3% [6] - Export Prices rose by 0.5% month-over-month, the highest since February, with year-over-year Export Prices at +2.8%, indicating a positive sign for the domestic economy [7] Manufacturing Sector - The Philly Fed manufacturing survey improved to 15.9 in June, a significant increase from -4 in May, marking the highest level since February and suggesting a positive outlook for regional manufacturing [9] Company Earnings - GE Aerospace reported Q2 earnings of $1.66 per share, surpassing the projected $1.43 and the previous year's $1.20, resulting in a positive surprise of 16%, with revenues of $10.15 billion exceeding estimates by 5.12% [10]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market events such as suspensions, investments, acquisitions, and performance reports [1] - A company has been recognized as a partner in NVIDIA's MGX ecosystem and is the first partner in Intel's China Data Center Liquid Cooling Innovation Acceleration Program [1] - Another company has maintained its position as the largest PCB manufacturer globally for eight consecutive years and is strategically entering the optical module market with 3.2T products [1] - A company has developed high-end lithium copper foil suitable for solid-state and semi-solid-state batteries, indicating advancements in energy storage technology [1]