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聚焦“2025人民数据大会” 记者去哪儿:在更“有数”的时代数“说”未来
Ren Min Wang· 2025-08-27 15:18
Core Viewpoint - The emergence of the "data element" era is significantly enhancing business operations and technological capabilities, driven by the implementation of the "Three-Year Action Plan for Data Elements (2024-2026)" [1][3]. Group 1: Data Infrastructure and AI Integration - The integration of generative AI technology with data is crucial, where data acts as fuel for AI, algorithms serve as engines, and computing power functions as accelerators [1]. - High-quality data is essential for training effective specialized models, creating a "data flywheel" effect that generates more quality data for continuous improvement [1][3]. Group 2: High-Value Data Applications - The medical digital transformation is being enhanced through the utilization of tongue image big data, with approximately 10,000 tongue image data points collected for AI applications and potential equity stakes [2]. - The digitization of parking space information is being pursued to maximize value through effective data utilization, addressing issues like idle time and rental opportunities [2]. - The promotion of "Yunnan life" relies on accurate and reliable data to support internet access and storytelling about the region's diverse culture and natural beauty [2]. Group 3: Data Collaboration and Economic Development - Partnerships are being formed to leverage data as a key resource, emphasizing the importance of breaking down data silos for effective utilization in driving high-quality digital industry development in Yunnan [3]. - The clarity of the path for data value realization in China is increasing, with nearly 500 digital technology companies established by central enterprises and about 66% of industry leaders having purchased data [3]. - The enhancement of research capabilities and international market expansion for Chinese enterprises is increasingly dependent on the empowerment of big data [3].
“后搜索时代”来临,谷歌能否重塑辉煌?
贝塔投资智库· 2025-08-27 04:00
点击蓝字,关注我们 谷歌服务是Alphabet的核心产业,占公司总营收的70%以上,这一板块不仅提供了充足的现金流,还为其他 板块提供了充足的用户量和数据支持,是谷歌生态的基石。主要包括: (1)广告: 覆盖搜索广告、展示广告、YouTube 广告,是全球最大的在线广告平台。 过去两年,在生成式AI爆发浪潮下, 互联网似乎进入了"后搜索时代" ,ChatGPT,OpenAI等新秀大 出风头,作为老牌搜索引擎的代表Google在时代的改变中好像失去了竞争优势,广告主也对其发展前 景抱有忧虑,与此相对,老牌竞争对手微软(MSFT.US)凭借着OpenAI率先站上AI时代的浪头;亚马 逊(AMZN.US)AWS也在云服务市场抢占份额,作为Google母公司的Alphabet是否正在被时代抛弃? 其实不然。2025年, 谷歌在AI上持续发力 :AI Overviews功能已覆盖全球搜索,月活跃用户突破20 亿;Gemini模型迭代速度加快,并深度整合进Workspace与YouTube;Google Cloud则在企业AI基础设 施需求爆发中脱颖而出,Q2营收同比大增32%,利润率首次突破20%。这些进展表明,谷歌并 ...