1月8日，神州数码盘中上涨2.02%，截至10:01，报40.37元/股，成交3.12亿元，换手率1.29%，总市值 292.05亿元。 资金流向方面，主力资金净流出71.00万元，特大单买入2799.73万元，占比8.98%，卖出3604.58万元， 占比11.56%；大单买入6313.66万元，占比20.24%，卖出5579.81万元，占比17.89%。 神州数码今年以来股价涨3.75%，近5个交易日涨2.77%，近20日涨2.44%，近60日涨4.59%。 资料显示，神州数码集团股份有限公司位于北京市海淀区上地九街九号数码科技广场，成立日期1982年 6月1日，上市日期1994年5月9日，公司主营业务涉及IT产品分销及服务。主营业务收入构成为：消费电 子业务71.30%，企业增值业务24.24%，自有品牌产品4.33%，数云服务及软件2.30%，总部及其他 0.19%。 神州数码所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：数字经济、数字孪生、 AIAgent（智能体）、智谱AI概念、华为鲲鹏等。 截至12月31日，神州数码股东户数12.82万，较上期增加1.18%；人均流通股471 ...

1月7日，广州市委书记冯忠华，市委副书记、市长孙志洋在穗会见贵州省委常委、贵阳市委书记、贵安 新区党工委书记胡忠雄一行，双方就进一步深化合作、携手推进高质量发展进行深入交流。 冯忠华、孙志洋对胡忠雄一行表示欢迎，并介绍广州经济社会发展情况。冯忠华说，广州和贵阳一衣带 水，自粤黔开展东西部协作以来，两市人员往来、经贸交流日益密切，各领域合作取得积极成效。当 前，广州正坚定扛起习近平总书记、党中央赋予的使命任务，以走在前、作示范、挑大梁的责任担当， 全面激发改革开放创新动力活力，全力跑好"十五五"关键时期第一程，不断增创新优势、实现新突破， 加快实现老城市新活力、"四个出新出彩"，继续在高质量发展方面发挥领头羊和火车头作用。贵阳产业 基础扎实、生态环境良好，呈现出蓬勃向上的发展势头，许多好经验好做法值得我们认真学习借鉴。希 望以推进粤港澳大湾区建设和新时代西部大开发联动为牵引，聚焦数字经济、经贸投资、文化旅游等领 域深化合作，实现优势互补、协同并进，共同为中国式现代化建设作出更大贡献。 胡忠雄代表贵阳贵安对广州长期以来给予的支持表示感谢。他说，近年来，广州深入学习贯彻习近平总 书记对广东、广州系列重要讲话重要指示 ...

Group 1 - The global economy faced significant challenges in 2025, characterized by geopolitical conflicts and weak global trade recovery, leading to increased uncertainty in international economic and trade sectors [1] - Despite these challenges, China's economy demonstrated remarkable stability and resilience, becoming an essential support for multinational companies' global strategies due to its vast market, complete industrial system, and improved business environment [1] - In the past year, multinational companies have increasingly integrated into China's development, with foreign investment structures optimizing across various sectors, including high-end manufacturing, green energy, digital economy, and life sciences [1] Group 2 - China is emerging as a key source for the new round of technological revolution and industrial transformation, with significant advancements in artificial intelligence, advanced manufacturing, new energy, digital economy, and biotechnology [2] - Multinational companies are establishing R&D centers and innovation platforms in China, viewing it not only as a large consumer market but also as a vital source of new technologies and business models [2] - China is committed to expanding its institutional openness to address external uncertainties, implementing policies to ensure fair competition, access to resources, and protection of intellectual property, thereby boosting multinational companies' confidence in long-term investments [2]

目前，我国农村电商发展仍然存在物流成本居高不下、专业人才留用困难、产品同质低价竞争等问题。 对此，还需因地制宜、多措并举，从基础设施、人才引育、技术赋能等方面综合施策。 补齐基础设施短板，打造高效物流网络。结合农村电商分布特点，整合当地邮政、快递、仓储等资源， 在县城建设综合物流园区，设置乡镇综合服务站、村级服务点，开展统一仓储、统一分拣、统一配送， 打造出辐射县域的三级物流体系，搭建起工业品下乡与农产品出村进城双向流通渠道，实现"最后一公 里"降本增效。结合农产品产销特点，着重补上产地冷链设施不足的短板，重点支持在田间地头、加工 园区建设冷藏保鲜设施，打造冷链集配中心以降低仓储运输过程中的产品损耗，由此破解生鲜农产品上 行的"最先一公里"难题。 中央农村工作会议强调，培育壮大县域富民产业，拓展农民参与产业发展渠道和方式，健全联农带农机 制。壮大县域富民产业，有很多实践路径，其中，农村电商值得关注。 农村电商是以"三农"为服务目标的电子商务业态，通过整合网络资源拓展农业农村信息服务，促进农产 品流通和农民增收。作为数字经济与农业农村深度融合的创新商业模式，农村电商已成为转变农业发展 方式、带动农民增收、促进农 ...

在AI投资逻辑先硬件后软件的策略引导下，沉寂一年的数字经济赛道板块近期表现极为凌厉，或预示 着基金在新一年布局主线的微妙变化，公募此前配置的前四大行业有三个指向硬科技。多位基金经理认 为，新年赛道行情变化，反映公募在不同赛道间的"高低切换"与"多退少补"，也预示着基金对AI技术 从"修路"(算力基础设施建设)向"开店"(应用落地变现)递进转变预期强烈。 人民财讯1月8日电，随着公募新一轮布局窗口正式开启，科技叙事的硬科技光环正逐步让位于软实力， 其中数字经济也成为基金开年后角逐的重点。 ...

Group 1: Core Insights - The meeting between Chinese President Xi Jinping and Irish Prime Minister Martin was constructive and aims to enhance political and economic relations between Ireland and China [1] - Martin's visit marks his first official trip to China as Prime Minister, highlighting the importance of Ireland as a gateway for Chinese companies entering the European market [1] - Since the establishment of the mutually beneficial strategic partnership in 2012, bilateral trade has quadrupled, with China becoming Ireland's largest trading partner in Asia [1] Group 2: Economic Cooperation - Recent cooperation between Ireland and China has expanded from traditional sectors like agriculture and food to emerging fields such as artificial intelligence, digital economy, and healthcare [2] - A specific collaboration in stem cell research between an Irish biopharmaceutical company and Chinese enterprises showcases the potential in life sciences [2] - Renewable energy, particularly offshore wind projects, is a new highlight in the cooperation, with both countries encouraged to collaborate in green energy and digital economy [2] Group 3: Cultural and Educational Exchange - Cultural exchanges between Ireland and China are increasing, with initiatives like including Chinese in the Irish high school curriculum and ongoing educational collaborations [2] - Direct flight routes between Dublin and Beijing have been established, facilitating greater cultural interaction [2] - There is a strong emphasis on welcoming more Chinese students to study in Ireland, further enhancing mutual understanding [2] Group 4: Political Context and Global Relations - Ireland will assume the EU presidency in the second half of the year, advocating for stronger EU-China relations to alleviate global tensions [3] - The focus on industrial resilience and economic security is crucial for both parties, emphasizing the need for rational handling of differences [3] - Martin highlighted the importance of multilateralism and the role of international organizations in maintaining global order and promoting free trade [3]

Core Viewpoint - The Gongshu District aims to establish itself as a high-level fashion capital, digital new city, and a pearl of the Grand Canal, positioning itself as a leader in building a world-class socialist modern international metropolis. Group 1: Development Goals - Gongshu District has set ambitious development goals for the next five years, focusing on six key areas: deep integration of "new and old," building an artificial intelligence "China Computing Valley," modern industrial system construction, consumption transformation and upgrading, cultural heritage preservation, and promoting urban development [1][2]. Group 2: Artificial Intelligence Development - The district plans to leverage its advantageous conditions in the core area of North Hangzhou to enhance the competitiveness of the "China Computing Valley" through a collaborative model involving universities, platforms, enterprises, and industry chains [1][2]. - Gongshu will strengthen the enterprise主体, build a robust platform matrix, and expand high-tech enterprise clusters while establishing verification centers, pilot bases, and public laboratories to enhance the innovation ecosystem around universities [2]. Group 3: Modern Industrial System - The district will focus on expanding the "1+4" industrial main track, which includes commerce and trade services, digital economy, life and health, e-sports and entertainment, and new manufacturing [2]. - Gongshu aims to accelerate the growth of the "115X" advanced manufacturing cluster, targeting a trillion-level digital economy innovation development zone centered on artificial intelligence and integrated circuits [2]. Group 4: Cultural and Creative Development - In the construction of the Grand Canal Cultural and Creative Demonstration Zone, Gongshu will enhance the integration of water and land transport along the Grand Canal, utilizing its rich cultural heritage resources [3]. - The district plans to strengthen the digital e-sports base and create a competitive digital cultural industry cluster that integrates food, accommodation, tourism, and entertainment [3].

证券时报记者 安仲文 从产品净值表现来看，申万菱信数字产业基金、华银健康生活、银华数字经济、创金合信软件产业等一 批行业主题基金近期表现亮眼。以华银健康生活为例，该基金在1月5日、1月6日单日净值涨幅分别高达 11.8%、6.77%。该基金的持仓主要覆盖数字医疗、互联网医疗等相关品种，精准踩中了本轮行情的风 口。QDII产品同样受益于数字经济赛道的强劲表现，中欧基金旗下的中欧港股数字经济基金，净值表 现在开年以来位居公募QDII前列。 基金重仓股方面，数字经济赛道股在做多信心的驱动下，持续获得资金关注。鹏华基金重仓的晶泰控 股、广发基金重仓的同程旅行、嘉实基金重仓的哔哩哔哩、景顺长城基金重仓的心动公司等一批权重股 走势强劲。事实上，这波数字经济行情并非突如其来，其演绎早在2025年12月的最后两周便已逐步展 开，并在2026年开年后得到进一步加强。例如，永赢基金旗下多只产品重仓的贪玩（09890.HK），成 为近期数字经济赛道行情的领涨品种之一。该股自2025年12月8日起便率先启动，至今累计涨幅已超过 50%，为相关基金带来了丰厚收益。 基金业内人士认为，数字经济赛道的强势爆发或预示着科技股行情正进入"寻找 ...

转自：贵州日报 蛇口网谷项目工地机器轰鸣，装修工人有序作业；人工智能人才保障房建设现场，200余名施工人员分 工协作，二次结构施工有条不紊；光谷智算产业园内，威迈尔科技的机器人生产线全速运转，新签约企 业入驻筹备紧锣密鼓进行……隆冬时节的贵安新区，发展热潮依旧滚烫。 作为贵安新区产城融合"综合服务商"、贵阳贵安数字经济发展"主力军"，贵安发展集团现已组建30 支"红色强企战队"，将党旗插在项目建设、产业服务、招商引智、民生服务一线，把组织优势转化为发 展动能，奋力书写高质量发展答卷。 推动项目攻坚 跑出建设"加速度" 作为服务产业人才安居的重点民生工程，贵安新区人工智能人才保障性租赁住房项目于2024年6月开 工，规划建设4栋租赁住房、1所幼儿园、1所养老院。 面对工期压力，贵安发展集团旗下贵安城市置业开发投资有限公司依托"红色强企战队"，与建设各方开 展党建联建，推行"党建+项目"攻坚模式，推动骨干力量下沉一线。战队成员带头攻关，创新采用装配 式建筑工艺，整体装配率超60%，以"搭积木"式高效施工，既保障工程质量，又大幅提升建设速 度。"目前，项目进度、质量、安全均可控，我们有信心今年10月如期竣工投用。" ...

转自：贵州日报 本报讯 1月6日，省委常委、市委书记胡忠雄在深圳与华为技术有限公司常务董事、华为云董事长张平 安举行座谈，就深化战略合作进行交流。 座谈中，双方分别介绍合作事宜推进情况，充分交换意见，并达成系列共识。双方认为，近年来，贵阳 贵安与华为技术有限公司有力有序有效推进各领域务实合作，取得的成效值得肯定，双方合作的前景十 分广阔。 华为高级副总裁杨瑞凯、华为云计算公司副总裁吕阳明、华为技术有限公司贵州业务总经理李文亮，贵 阳贵安领导刘本立、王嶒参加。 华为技术有限公司有关负责人，贵州电子科技职业学院、贵阳贵安有关部门负责人参加。 （贵阳日报融媒体记者 代晓龙） （《胡忠雄在深圳与华为技术有限公司常务董事、 华为云董事长张平安举行座谈》由贵阳日报为您提 供，转载请注明来源，未经书面授权许可，不得转载或镜像。） 双方强调，"十五五"时期，将深入学习贯彻党的二十届四中全会精神和习近平总书记关于发展数字经济 的重要论述，紧扣贵州省与华为技术有限公司签订的战略合作协议，聚焦地方所需、企业所能，进一步 完善沟通交流、工作推进机制，积极推动更多新项目、好项目在贵阳贵安布局，持续巩固好、拓展 好"一朵云、两个基地、三 ...