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中国贵赐宝新型消费数实融合数据资产交易试点筹备会举行
Sou Hu Cai Jing· 2025-07-02 14:24
Core Viewpoint - The meeting focused on the integration of new consumption models with the digital and real economies, aiming to lay a solid foundation for the data asset trading pilot program [1][12] Group 1: Importance of New Consumption - New consumption plays a crucial role in driving domestic demand and promoting economic growth, with online and offline integration becoming a new engine for economic development [3] - Guicibao, as a key player in the industry, is committed to creating a new consumption and data-real integration platform to enhance consumer experience and create more business opportunities for enterprises [3] Group 2: Digital and Real Economy Integration - Experts highlighted that the deep integration of the real economy and digital economy is an inevitable trend for future economic development, enabling traditional enterprises to transform and upgrade through digital means [5] - Guicibao plans to introduce advanced digital technologies in the pilot program to promote deep cooperation between online digital commerce and offline physical businesses, achieving resource sharing and complementary advantages [5] Group 3: Data Asset Trading - Data asset trading emerged as a core topic of the meeting, emphasizing the importance of establishing a regulated and efficient data asset trading mechanism to drive digital economic development [7] - Guicibao aims to explore the establishment of a comprehensive data asset trading mechanism during the pilot, ensuring the secure and compliant circulation of data assets to maximize their value [7] Group 4: Collaboration and Network Expansion - During the meeting, Guicibao Holdings reached preliminary cooperation intentions with several enterprises, expanding the service network of the Guicibao platform [10] - Representatives from various county-level service centers also signed agreements, providing strong support for the promotion of new consumption and data-real integration [10] Group 5: Future Directions - The successful holding of the preparatory meeting has provided direction for the pilot program of new consumption and data-real integration by Guicibao [12] - Guicibao will steadily advance the pilot program according to the established plan, continuously improving platform functions and service quality to contribute to the promotion of new consumption and the regulation of data asset trading [12]
今日投资参考:华为终端全面进入鸿蒙时代 传媒板块业绩预期修复
Market Performance - The Shanghai Composite Index rose by 0.28% to 3352 points, while the Shenzhen Component Index increased by 0.93% to 10197.66 points, and the ChiNext Index surged by 1.65% to 2029.45 points, with total trading volume in the Shanghai and Shenzhen markets reaching 13219 billion yuan, a decrease of over 1800 billion yuan from the previous day [1] Financial Policies - A series of financial policies were announced during a press conference on May 7, indicating the start of a new batch of incremental policies for the year, including positive statements regarding a "stabilization fund," which may accelerate the entry of medium to long-term capital into the market, particularly benefiting large-cap stocks [1] Media Sector Outlook - The media sector is expected to see a recovery in performance due to favorable policies supporting "culture + technology" and encouraging cultural exports, with AI developments driving performance expectations and valuation recovery [2] AI Industry Developments - Domestic AI models are rapidly evolving, with companies like Doubao and Tongyi Qianwen leading advancements, which are expected to enhance AI application innovation and increase demand for reasoning capabilities [3] Private Economy Promotion Law - The "Private Economy Promotion Law" will take effect on May 20, aiming to create a fair, transparent, and predictable environment for the development of the private economy, with a focus on promoting investment, financing, and technological innovation [4] Data Asset Initiatives - The State-owned Assets Supervision and Administration Commission (SASAC) is exploring compliant trading models for data assets and has launched several industry data communities to enhance data resource utilization and support AI model training [5][6] Huawei's New Product Launch - Huawei has fully transitioned to the HarmonyOS era, with the launch of its first HarmonyOS computer, which is designed to provide a smart, secure, and interconnected office experience [7] EU-US Trade Tensions - The EU plans to impose tariffs on nearly 1000 billion euros worth of US goods if trade negotiations fail, in response to previous US tariffs on steel, aluminum, and automobiles [8]