近日，商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》，要求扩 大数字消费多元化供给。今年以来，以5G、人工智能为代表的数字基础设施不断完善，消费场景持续 拓宽，带动数字新消费蓬勃发展。我国发展数字消费潜力有多大？一组数据来看。 型 读 10万亿元 今年1至8月 全国网上零售额 近10万亿元 同比增长9.6% 快于社会消费品零售总额增速。 老年智能与可穿戴装备制造 销售收入同比增长32.6% 80.8% 我国数字消费场景不断拓宽 智能家居、AI眼镜等新产品火爆全网 7月份 智能无人机 智能车载 飞行器制造 设备制造 增加值 增加值 同比增长80.8% 同比增长21% 民用无人机产品产量同比增长18.9% > 带动数字消费持续升级 数字消费新模式蓬勃发展 今年前7个月 我国即时零售交易额和直播电商交易额 均实现两位数增长 从餐饮到美妆、从药品到旅行 涉及范围紧跟消费需求 型碰 33.7% 今年上半年 智慧养老技术服务 销售收入同比增长33.7% | 岸中 | | | --- | --- | | 智能穿戴 | 增长25.2% | | 电脑 | 增长23.7% | | 手机 | 增长20 ...

据知情人士透露，全球基础设施合伙公司(GIP)正就收购麦格理集团支持的Aligned Data Centers进行深入 谈判，这可能是今年规模最大的交易之一。 一位知情人士称，该交易对Aligned的估值可能约为400亿美元。 其中一位人士透露，由主权财富基金穆巴达拉投资公司设立的AI投资公司MGX也参与了谈判，并将作 为交易的一部分进行独立投资。穆巴达拉此前已对Aligned进行过单独投资。 知情人士表示，现已并入贝莱德(BLK.US)的GIP尚未达成最终协议，部分细节可能发生变化，谈判仍可 能以无果而终。 随着世界对AI的依赖日益加深，数字基础设施已成为全球投资者寻求稳定回报和增长的热门标的。尽 管有人担心新增容量最终可能超过需求，但这仍是并购交易最活跃的资产类别之一。 AI技术催生了数据中心需求的激增。在美国，随着资金涌入该行业，白宫已提议简化新建设施的环境 评估流程。 近期的相关交易包括Meta平台公司为路易斯安那州大型数据中心筹集290亿美元融资方案，以及甲骨文 公司为OpenAI建设基础设施而发行180亿美元债券。 MGX一直为其AI基础设施计划寻求最高250亿美元的融资。根据该基金网站信息，穆巴 ...

以下文章来源于东四十条资本 ，作者蒲凡 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 "本次交易是兑现投资成果的合适时机"。 2018年12月，被誉为奥斯卡风向标的美国国家评论协会奖发布了最新的年度影单。史上最卖座的超英电影之一《黑豹》、斩获无数大奖的经典公路片 《绿皮书》、美国华人的史诗《摘金奇缘》悉数入围，堪称神仙打架。但很快，网友们的讨论热情都集中到另一部入选电影《网络谜踪》上，因为它实 在是太另类了： 《网络谜踪》拢共就投资了100万美元，是《绿皮书》的二十五分之一，是《黑豹》千分之四，制作成本寒酸到不能再寒酸，就连场景都充分极简。除 了片尾最后真相大白，画幅徐徐展开，观众们在全片的绝大部分时间里只能看到一张电脑桌面、一个视频聊天对话框。著名影评网站IndieWire由是给出 评价："这是一次名副其实的壮举，独特的叙事加上犀利的剪辑，让剧情逻辑真正做到了天衣无缝。" 更重要的是，《网络谜踪》虽然是一部悬疑片，但它如实展现了一种奇观： 无论什么年龄、什么职业、什么地区、什么样的兴趣爱好， 只要你生活在现代社会中，总会在网络上留下痕迹，总 ...

在政策引领下，新华指数积极发挥国家级指数平台的职能作用，构建科学完善的农产品指数体系，正是服务国家战略、推动农业高质量发展的 重要实践。 注入"数字薪火" 指数赋能农业品牌化发展 "综合施策推动粮食等重要农产品价格保持在合理水平""推进农产品加工业转型升级""实施农业品牌精品培育计划"......《中共中央国务院关于进 一步深化农村改革扎实推进乡村全面振兴的意见》提出一系列重要目标，为新时代农业农村发展指明了方向。 秋风送爽，丹桂飘香，丰收的喜悦洋溢在神州大地。此时的北京，一场以"指数"丈量丰收、以"数据"驱动产业发展的大会，正为农业现代化注入 强劲的"数字薪火"。 参加"2025新华指数庆丰收秋季发布暨农业战略风向标大会"的嘉宾指出，新华指数通过构建覆盖多品类、多维度的农产品指数矩阵，正在成为连 接田间地头与消费市场的重要数字基础设施。该指数体系不仅为农产品品牌建设提供科学支撑，更通过价格指数、电商指数、产区指数三大体 系协同发力，有效发挥"粘合剂""稳定器""推进器"三重效应，在降低信息不对称、防范市场风险、提升农产品附加值等方面发挥关键作用，为乡 村振兴和农业高质量发展注入持续动能。 杨苜指出，作为新华 ...

Group 1 - The core viewpoint of the article highlights the successful implementation of upgraded services for foreign tourists in China, including advanced SIM cards and smart travel maps, enhancing their travel experience [1][5] - The introduction of a "one-click tax refund" feature allows foreign tourists to receive refunds in as little as 2 minutes after scanning, showcasing the efficiency of the new services [3] - The information communication theme exhibition has successfully created ten application service scenarios for international visitors, with over 6,000 services provided monthly in Beijing alone [7] Group 2 - China's ongoing efforts to optimize visa-free policies and improve tax refund processes have led to a significant increase in foreign visitors, with 13.64 million foreign tourists entering the country in the first half of 2025, marking a 53.9% year-on-year growth [9] - The "World Tourism City Development Report (2024-2025)" recognized Beijing, Hangzhou, Shanghai, Macau, and Hong Kong among the top ten cities globally for their smart tourism, digital infrastructure, and inbound facilitation [9]

Group 1 - The 2025 China International Service Trade Fair has seen a significant increase in popularity for its special exhibition area focused on inbound tourism for foreign visitors [1] - The upgraded "super SIM card" and smart travel maps have enhanced the experience for foreign tourists, allowing for seamless payment and navigation [3][5] - The "one-click tax refund" feature enables foreign tourists to receive refunds in as little as 2 minutes after scanning, showcasing the efficiency of the services provided [5] Group 2 - In the first half of this year, the number of foreign visitors entering China under visa-free policies reached 13.64 million, marking a year-on-year increase of 53.9% [7] - Major Chinese cities such as Beijing, Hangzhou, Shanghai, Macau, and Hong Kong have ranked among the top ten globally in terms of smart tourism, driven by investments in digital infrastructure and inbound facilitation [7]

Core Viewpoint - The 2025 China International Service Trade Fair highlights significant advancements in services for foreign tourists, showcasing innovations like upgraded SIM cards and smart travel maps that enhance the travel experience in China [1][13]. Group 1: Innovations in Travel Services - The "super SIM card" integrates payment, communication, and travel functions, significantly improving the experience for foreign visitors [3][5]. - The introduction of "one-click tax refund" allows tourists to receive refunds in as little as 2 minutes after scanning a code [7]. Group 2: Increased Tourist Influx - In the first half of this year, the number of foreign visitors entering China without a visa reached 13.64 million, marking a 53.9% year-on-year increase [13]. - The ongoing optimization of visa-free policies and tax refund processes is aimed at enhancing the convenience for international tourists [13]. Group 3: Global Recognition - Beijing, Hangzhou, Shanghai, Macau, and Hong Kong have been ranked among the top ten cities globally for their smart tourism and digital infrastructure, according to the "World Tourism City Development Report (2024-2025)" [13].

Group 1: Data Industry Growth - The data industry in China has rapidly grown during the "14th Five-Year Plan" period, with data production expected to reach 41.06 zettabytes by 2024, more than doubling from the end of the "13th Five-Year Plan" [1] - The number of data enterprises in China has exceeded 400,000, and the data industry scale has reached 5.86 trillion yuan, representing a 117% increase from the end of the "13th Five-Year Plan" [1] Group 2: Unified Data Market Development - Significant progress has been made in building a unified data market during the "14th Five-Year Plan," focusing on institutional framework, infrastructure improvement, and industry application [2] - The central government has issued guidelines to establish a basic framework for data market construction, aiming to eliminate fragmented data management [2] Group 3: Data Infrastructure Enhancement - The National Development and Reform Commission has initiated a new round of data-centric digital infrastructure development, enhancing data circulation and computing power supply [3] - The "East Data West Computing" project has made breakthroughs, utilizing green energy resources in western regions to reduce computing costs [3] Group 4: Data Transaction Growth - By July 2025, over 50 data trading institutions are expected to be operational, with transaction volumes projected to exceed 300 billion yuan, marking a significant quality leap in data trading [4] Group 5: Data Productivity Activation - Companies like Shenzhen Buke Electric Co. have achieved substantial improvements in production efficiency and reduced manufacturing cycles through digital transformation initiatives [5] Group 6: Challenges in Data Market - The data market in China is still in its early stages, facing challenges in data rights confirmation, pricing, and circulation, which hinder the transformation of data from "resource" to "asset" [7] - Issues such as the lack of a national standard for data rights registration and significant differences in local regulations are prevalent [7] Group 7: Future Directions - Continuous efforts are needed in institutional innovation, technological breakthroughs, and ecosystem building during the "15th Five-Year Plan" [8] - Key areas for development include establishing data rights management, advancing privacy computing and blockchain technologies, and fostering specialized data service providers [8]

Core Insights - Hubei Province is accelerating the construction of digital infrastructure, with significant advancements in 5G and computing power [1] Group 1: Digital Infrastructure Development - The total number of 5G base stations in Hubei reached 176,000 in the first half of the year, equating to 30.1 base stations per 10,000 people [1] - All administrative villages in Hubei have achieved full access to 5G and gigabit optical networks [1] - A low-latency backbone network with a response time of 1-5-7-10 milliseconds has been established [1] Group 2: Computing Power and Major Projects - Major projects such as the Wuhan Intelligent Computing Center and the Shiyan Wudang Cloud Valley have been completed, with total computing power exceeding 15,000 PetaFLOPS, of which over 70% is intelligent computing power [1] - The "Spark Chain Network" super node has been established nationwide, with the cumulative registration of industrial internet top-level nodes in Wuhan exceeding 28 billion [1]

Core Insights - The acquisition of Sky Mobile, the operator of Beeline Kyrgyzstan, by OAO Эльдик Банк has been completed, marking a significant move in the telecommunications sector in Kyrgyzstan [1] - This transaction is supported by President Zaparov and is part of the national development strategy aimed at enhancing national interests and modernizing the economy [1] - The acquisition is expected to create new opportunities for integrating modern financial and digital services, improving accessibility to technology for citizens and businesses, and fostering innovation [1] - The deal adheres to international standards of transparency and corporate governance, which is anticipated to improve the investment environment and promote sustainable development in key economic sectors [1]