三大指数集体上涨，创业板指盘中上涨0.30%，板块方面，保险、玻璃玻纤、游戏等板块涨幅居 前。创业板软件ETF华夏（159256）持仓股国投智能涨幅超19%，其他持仓股朗新集团、数字认证、神 州泰岳、润和软件等也均上涨。 创业板软件ETF华夏（159256）跟踪创业软件指数（399264），该指数聚焦创业板中AI软件类50只 优质个股，深度布局AI+，在人工智能应用端的金融科技、AI Agent、AI游戏方面均有涉及。其行业中 软件开发+IT服务占比高达70%。权重股包括同花顺、润和软件、软通动力、指南针、昆仑万维、深信 服 等知名软件类企业。 消息方面，国家数据局表示，将通过体系化布局持续推进高质量数据集建设，加快打造具身智能、 低空经济、生物制造等重点领域的数据高地。同时，将推进数据要素价值共创，培育为优质数据买单的 市场、公司。 中国银河证券指出，大模型的不断更新将在技术侧加速众多底层技术迭代，为AI应用、Agent构建 等奠定能力基础；相关的深度应用将有望具备自主决策、任务执行能力，能够在提升工作效率、优化资 源配置的同时，深度融入个性化服务、智能决策等场景，成为推动社会生产效率变革的关键载体。 每日 ...

Core Viewpoint - The report highlights that the company,拓尔思, is evolving towards becoming the "Chinese version of Palantir" by leveraging its data capabilities and AI technologies, particularly following its recent success in securing a significant AI project with China Bank [1] Group 1: Project Achievements - The company successfully won the AI project with China Bank, valued at nearly 20 million yuan, marking the largest single software project in the bank's AI application domain [1] - The project will integrate the company's self-developed large model, Agent technology, to enhance the client's consumer business intelligence [1] Group 2: Product Development and Industry Applications - The company continues to deploy its open-source intelligence system,拓天公安大模型, and智眼图像平台 in specialized sectors such as government and public security [1] - The self-developed "拓天大模型" has been recognized in the 2025 security capability assessment by赛迪顾问, indicating its industry relevance [1] Group 3: Competitive Positioning and Future Outlook - The company is building a comprehensive capability loop of "data platform + AI middle platform + Agent applications," leveraging its strengths in semantic understanding, multi-modal integration, and industry experience [1] - With the backdrop of domestic data element policies and the accelerated implementation of AI agents, the company is positioned to establish a "domestic Palantir" competitive edge in areas like security governance, smart public security, and financial risk control [1] - Projected net profits for the company from 2025 to 2027 are estimated at 34 million, 43 million, and 53 million yuan respectively, with corresponding EPS of 0.04, 0.05, and 0.06 yuan, leading to PE ratios of 650, 518, and 415 times [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, earnings reports, and stock unlockings [1] - It emphasizes the need for investors to identify potential investment hotspots and to guard against various black swan events by having ample time to analyze and select suitable listed companies [1] Group 2 - A company with deep technical reserves in digital currency is mentioned, indicating its strong position in the digital currency and blockchain sectors [1] - Another company is noted for its stable supply relationships with mainstream PCB manufacturers, linking it to the PCB concept, chips, photoresist, and photovoltaics [1] - A company is highlighted for its cash acquisition of semiconductor equity, connecting it to chips, synthetic biology, hydrogen energy, and energy storage [1]

Core Viewpoint - Jinglianwen Technology has recently completed a multi-million Pre-A round financing, which will be used to enhance public data production operations, build an intelligent corpus engineering platform, and establish high-quality annotation bases in vertical fields, aiming to create a closed-loop ecosystem of "platform + base + industry" [1] Group 1: Company Overview - Jinglianwen Technology, established in 2012, is an AI data service operator that has evolved its business from biometric algorithms to data collection and annotation, and now to high-quality AI dataset production and operation [1] - The company focuses on areas including public data, AI large models, autonomous driving, and healthcare [1] Group 2: Business Strategy - The company aims to become a public data producer and operator for local governments, helping to maximize the value of public data [1] - Jinglianwen has partnered with Huawei to launch an AI data lake solution to address challenges in public data governance and utilization [2] Group 3: Data Annotation and Engineering - The company is enhancing its data annotation capabilities, transitioning from manual annotation to a combination of human and machine annotation, with a focus on specialized and expert-level annotation [2] - Jinglianwen has developed the Solar Sence intelligent corpus engineering platform, which supports various data types including text, audio, images, and video [2] Group 4: Financial Performance - The company expects a revenue growth rate of over 400% this year, with its client base including government entities, leading AI manufacturers, and AI research institutions [2]

青岛市人民政府办公厅15日印发《数字青岛2025年行动方案》。其中提出，在工业、农业、交通、海洋 等数据富集行业打造一批高质量数据集，支持大模型开发和训练。围绕"高效办成一件事"，强化数据源 头治理和质量监督检查，提升公共数据供给质量。鼓励企业在落实数据分类分级保护制度要求和保障各 方合法权益的前提下开放数据。推动数据集团挂牌运营。围绕数据采存算管用，探索培育认定一批 数 据要素型企业。完善数据流通交易体系，促进数据采集标注、分析挖掘、 数据安全等技术应用。支持 数据要素产业园发展，推动数据资源和应用场景供需对接。 ...

Core Insights - The 8th Digital China Construction Summit emphasizes the importance of AI technology, with major companies like Huawei, Ant Group, Alibaba Cloud, Tencent, and the three major telecom operators showcasing their AI-related services [2] - Liu Liehong, head of the National Data Bureau, highlights the need to accelerate digital China construction by leveraging AI opportunities and promoting high-quality data supply [2] - Ant Group unveiled several AI and data technology achievements, including its medical AI industry layout and the launch of the trusted data space product, Ant密算 [3] Group 1: AI and Data Technology Developments - Ant Group's new product, Ant密算, is the first to achieve "full-link confidentiality" for data circulation, ensuring data is usable but not visible, thus protecting the rights of all parties involved [3] - The company aims to expand the application of confidential computing technology across various sectors, including finance and healthcare, with an expected industry scale exceeding 10 trillion yuan [3][4] - Ant Group's investment in technology has reached over 600 billion yuan from 2021 to 2023, with a focus on AI and data elements as core strategies [15] Group 2: Market Trends and Projections - The global data transaction market is projected to grow from approximately $90.6 billion in 2022 to $301.1 billion by 2030, with China's data transaction market expected to reach 515.6 billion yuan by 2030 [4][5] - China's data production is anticipated to account for one-third of the global total by 2025, with a data transaction market size of 174.9 billion yuan [5][6] - The "Data Twenty Articles" policy framework aims to enhance data circulation and market construction, indicating a new development phase for China's data element market [6] Group 3: Challenges and Solutions in Data Circulation - Despite the growth in data transaction markets, challenges such as data security, privacy protection, and data quality persist, hindering the effective release of data value [6][12] - Ant密算 aims to address these challenges by providing a trusted data circulation system that ensures data security and compliance, facilitating the integration and application of data elements [19] - The company emphasizes the need for a technical trust system to overcome issues related to data processing, integration, and verification, which are critical for maximizing data value [12][19]

Core Insights - 2025 is anticipated to be a pivotal year for AI applications, marking a significant technological transformation in various industries as the global AI competition enters a "China moment" [1] - The 2025 AI Partner Conference, hosted by 36Kr, focused on the disruptive changes brought by AI applications across multiple sectors, featuring discussions on the emergence of the next transformative AI super application [1] Group 1: Company Overview - Haiguotou Group is a state-owned enterprise in Haidian District, managing assets totaling 210 billion yuan, and operates across five major sectors including urban services and artificial intelligence [2] - Haixin Domain operates 1.4 million square meters of space assets within Haidian, expanding to 2.4 million square meters when including external areas, with significant industry clusters in healthcare, AI integrated circuits, and urban renewal [3] Group 2: AI Industry Development - The core element of AI development is data, with the Chinese government emphasizing data factor construction through various policies, including the "Data 20 Articles" and the "Three-Year Action Plan for Data Factors" [4] - Haixin Domain is actively involved in AI applications, including humanoid robot development and AI-native application creation, with significant financial investments in the AI sector, totaling 5 billion yuan in the past three years [6] Group 3: Data Infrastructure and Applications - A comprehensive data service center and scenario laboratory were established in Haidian to enhance data governance and management, aiming to increase the proportion of usable data beyond the current 4% available online [7] - Haixin Domain plans to develop five key application scenarios, with healthcare being the first to implement AI-driven solutions such as intelligent diagnosis and health monitoring [7] Group 4: Industry Ecosystem and Standards - Haixin Domain has made significant strides in data asset valuation, achieving a monthly data value of 1.01 million yuan from energy management and vehicle access data, demonstrating the potential of data assets [8] - The company is also involved in national standard development and has formed a data factor ecological industry alliance, gathering over 200 enterprises to enhance the data factor industry chain [9]