过去十年，数据中台经历了"全民建中台"的热潮，也走过"建用脱节"的迷茫。随着AI技术的爆发，尤其是大模型对高质量数据供给的迫切需求，数据中台 的定位正在被重塑——它不只是数据的"管理者"，更要成为AI能力落地的"赋能者"。未来的数据中台，只有两条路：要么成为AI Infra的核心支撑，要么 在技术迭代中被边缘化出局。这是我深耕大数据产业十年，最坚定的判断。 十年前，我在阿里深耕大数据基础设施——搭平台、建数仓、做实时计算，服务电商、金融等核心业务。彼时一个判断愈发清晰：数据基础设施绝不会只 服务互联网公司，终将成为所有行业的"公共基建"。正是这个判断，让我选择离开阿里云，联合创办了袋鼠云，全力投身"让大数据走进产业"的事业。这 个决定在当时并不被普遍理解：从头部平台"下船"，去做一件高投入、长周期、短期看不到回报的事，风险不言而喻。但对我而言，大数据已证明技术可 行，接下来必须回答：它在产业一线是否真的有价值？我想成为验证这件事的人。 宁海元 "【提示】2025第八届年度金猿颁奖典礼将在上海举行，此次榜单/奖项的评选依然会进行初审、公审、终审三轮严格评定，并会在国内外渠道大规模发布 传播欢迎申报。 回望袋鼠云 ...

就拿与Data Agent行业提供"燃料"和"跑道车"的迅策科技(03317)来说，该公司是国内领先的实时数据基 础设施及分析供应商，业务数据基础设施和数据分析应用亦是 Data Agent产业链上最关键的一环，故此 次赴港上市的动作也吸引了市场广泛关注。 12月18日，迅策科技发布公告表示，自今日起至下周二(23日)招股，发售2250万股H股，香港公开发售 占10%，其余为国际配售，每股招股价介乎48港元至55港元，集资最多12.38亿港元。一手100股，入场 费5555.47港元。基石方面，公司本次共引入云锋基金、龚虹嘉执掌的富策控股、中视金桥、Alphahill 基金、无极资本Infini、蔷薇香港、Cithara基金、Factorial Master Fund以及Joy Mobile等9名基石投资 者，合计认购约3957万美元(约3.078亿港元)。 在AI技术重构商业逻辑的今天，Data Agent正为企业数据分析行业带来全新的范式革命。 IDC曾预测指出,到2026年，将有50%的中国500强数据团队使用AI Agent来实现数据准备和分析，数据 工程Agent将成为企业的重要组织者和协调者。这一 ...

预计至12月30日，该股将正式在港交所主板挂牌上市。这也意味着，随着迅策科技成功登陆港股市场， 公司将有望成为港股"大模型Data Agent第一股"。 在AI技术重构商业逻辑的今天，Data Agent正为企业数据分析行业带来全新的范式革命。 IDC曾预测指出,到2026年，将有50%的中国500强数据团队使用AI Agent来实现数据准备和分析，数据 工程Agent将成为企业的重要组织者和协调者。这一数据背后也直接道出了数据分析行业新趋势——即 通过"数据+知识"融合、洞察到行动闭环、人机协同进化三大核心价值，Data Agent正在突破传统数据 分析工具的能力边界。 这一新趋势下，也给那些率先完成"AI原生"转型的数字分析企业带来了空前的市场关注度。 就拿与Data Agent行业提供"燃料"和"跑道车"的迅策科技(03317)来说，该公司是国内领先的实时数据基 础设施及分析供应商，业务数据基础设施和数据分析应用亦是 Data Agent产业链上最关键的一环，故此 次赴港上市的动作也吸引了市场广泛关注。 12月18日，迅策科技发布公告表示，自今日起至下周二(23日)招股，发售2250万股H股，香港公开发 ...

Core Insights - The article highlights the ongoing "Moli Workshop Autumn Competition," showcasing the latest AI applications and their rankings, emphasizing the importance of resource sharing and collaboration among developers and users [3][4][6]. Application Rankings - This week's rankings feature seven applications focused on "data-driven efficiency enhancement," with a significant emphasis on intelligent agents and multi-model aggregation capabilities [6]. - Six out of the seven applications are related to work efficiency, with four applications offering data analysis and report generation features [6]. Featured Applications - **TabTab**: A full-link Data Agent that accelerates data collection, processing, and deep analysis, simulating human analyst thinking [7][8]. - **AlgForce Ai**: Generates comprehensive data analysis reports from Excel data [6]. - **TripMeta**: An AI travel planner for C-end users, enhancing travel planning experiences [6]. Developer Insights - The core team behind TabTab has experience from major companies like IBM and Alibaba, focusing on reducing the barriers for business personnel to conduct data analysis independently [7][8]. - TabTab's key features include multi-source data connection, automated data collection and cleaning, built-in analysis models, and strong visualization capabilities [8][10]. Future Directions - TabTab plans to deepen its focus on industry-specific scenarios and explore overseas markets, with a commitment to product-driven growth [13][14]. - The company aims to enhance user engagement through direct communication and feedback mechanisms, ensuring that user needs are met promptly [14]. Trends and Mechanisms - The article discusses the trend of AI applications evolving from "usable" to "user-friendly," emphasizing low learning costs and actionable insights [18]. - The ranking mechanism for applications is based on community feedback, including comment counts, collections, and recommendations, rather than mere popularity [18].

Core Insights - Beijing Shudian Technology Co., Ltd. has completed a pre-A round financing of several hundred million RMB, led by Jihua Venture Capital and Sequoia Capital, with participation from various other funds and existing shareholders [1][5] - The funding will be used for product development, deepening domestic market penetration, and expanding into international markets, reinforcing Shudian's leading position in Data Agent technology and industry application [1][4] Company Overview - Shudian has launched an enterprise-level Data Agent solution that integrates a modular architecture of "external knowledge base + reasoning model + tool invocation," enabling rapid integration of vast industry knowledge and enterprise data [1][3] - The Data Agent tool aims to lower the data inquiry threshold and serve as a foundational infrastructure for enterprise business intelligence, facilitating data-driven decision-making [3][4] Market Position and Applications - Shudian's Data Agent solution has achieved over 99% accuracy in data inquiries for a major state-owned enterprise, providing instant responses and meeting modern enterprises' high-performance data decision-making needs [3][4] - The company has successfully implemented its solutions in key state-owned enterprises and leading financial institutions, including China Telecom, China Mobile, and major banks [4][5] Investment Perspective - Investors are impressed by Shudian's combination of technical depth and scene insight, which is seen as crucial for the company's success in the competitive AI landscape [5] - The company is recognized for its ability to transform technology into value, addressing current industry pain points and finding suitable paths for technological development and commercialization [5][5] Future Outlook - Shudian is positioned to drive a significant productivity leap in enterprise processes through its Data Agent technology, which is expected to evolve into a comprehensive AI system for businesses [3][5] - The company is focused on building a multi-agent system that adapts to various industry workflows, ensuring end-to-end delivery in data collection, business operations, and business intelligence [5][5]

Core Insights - PingCAP, founded in 2015, is a leading open-source distributed database provider, focusing on delivering stable, efficient, and secure data services to global enterprises, thereby facilitating digital transformation [4][5][29] - The company has served over 4,000 enterprises across more than 45 countries, with its distributed database product TiDB gaining significant traction on GitHub, amassing over 37,000 stars [4][5] - AI is viewed as a transformative force in the database industry, potentially reshaping vendor valuations and competitive dynamics [4][12][40] Group 1: Company Overview - PingCAP's core offerings include open-source distributed database products, solutions, consulting, technical support, and training services [4][5] - The company emphasizes a culture of openness and democratic decision-making, attracting talent from various backgrounds, including seasoned professionals from Oracle and Alibaba [4][5] - The company aims to establish itself as a globally respected foundational software company, leveraging its experience in the highly competitive Chinese market [5][29] Group 2: AI Integration and Industry Trends - AI is perceived as a dual-edged sword, possessing disruptive capabilities while also requiring practical applications and user engagement to realize its full potential [8][9] - The integration of AI with databases is expected to fundamentally change the role of databases, shifting from serving data engineers to supporting intelligent agents [12][22] - The emergence of AI-driven agents necessitates advancements in database technology to enhance interaction and data retrieval accuracy [12][22] Group 3: Market Dynamics and Competition - The database market in China has seen a significant contraction, with a reduction of 64 companies in the past year, intensifying competition among remaining players [5][32] - PingCAP differentiates itself by focusing on product strength and ecosystem development rather than merely being a substitute for traditional database solutions [31][32] - The company has successfully transitioned clients from legacy systems like Oracle and MySQL to its TiDB platform, highlighting its competitive advantages in scalability and mixed-load processing [28][31] Group 4: Globalization and Localization Strategy - PingCAP's global expansion strategy is rooted in its open-source model and cloud capabilities, which have proven effective in building customer trust [35][36] - The company prioritizes local talent and cultural adaptation in its international operations, ensuring effective communication and service delivery [36][38] - The firm aims to leverage its experience in the demanding Chinese market to enhance its offerings and establish a strong presence in international markets [29][35] Group 5: Future Outlook and Technological Evolution - The future of databases is expected to be shaped by the convergence of AI, cloud computing, and open-source technologies, creating new opportunities for innovation [40][42] - Key technological advancements anticipated include the rise of serverless architectures and the integration of AI with database functionalities [42] - The evolving landscape will require databases to effectively support intelligent agents, enhancing their role as knowledge repositories and decision-making tools [22][40]