数据资产一定是AI经济中最关键的生产要素。要素如何资产化，如何变现？从技术角度讲，一定是区 块链化、加密化。中国只有快速地利用区块链技术让数据上链，我们才能确立这个数据的安全性和合法 性，才能真正让数据成为一种资产，才能进入市场负债表，能够产生信用。"数据要素的变现，这个方 向我是很看好的。"从应用场景角度讲，刘煜辉判断，RDA（Real Data Assets）将催生更多新型商业模 式与大公司。 责任编辑：杨赐 7月29日，新浪财经连线@刘煜辉lyhfhtx 博士，就A股走势、经济周期、资产配置等关键问题进行分 享。>>视频回顾 刘煜辉分析认为，中国经济转型过程中，以土地溢价为基础的财政体系受到严峻挑战。政府急于找到一 个新的生产要素，将其转化为有效收入，重构从中央到地方的财政基础，重构中国各个主体的资产负债 表。目前来看，唯一的选择就是数据了。数据要素的资产化，我们有很强的现实利益诉求。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

Group 1: RDA Policy and Market Positioning - The company views the RDA (Real Data Assets) policy as a transformative opportunity, emphasizing the integration of real assets with data for enhanced verification and value addition [3] - RDA can accelerate the marketization and valuation of data elements, promoting the synergy between data and other factors, thus enhancing the efficiency of connecting physical assets with capital [3] - The company is a key player in the data asset management sector, having developed the first national standards for data rights authorization and received the DRCA certificate from the Ministry of Industry and Information Technology [4] Group 2: Technological Infrastructure and Services - The company launched a "Data Element Trading Operation Management Platform" in 2024, aimed at facilitating data rights confirmation and secure circulation [4] - The main product, "Data Asset Management Platform DAM V13," integrates various advanced technologies, providing essential services for RDA asset encapsulation and generation [4] - The AI platform SunwayLink enables businesses to build AI models without specialized knowledge, enhancing operational efficiency across various sectors [5] Group 3: AI Applications and Client Demand - SunwayLink has been integrated with major platforms, receiving positive feedback from clients, and is currently being promoted actively [6] - The AI agent is particularly beneficial in the pharmaceutical sector, streamlining processes such as literature review and data analysis, significantly reducing time from weeks to minutes [7][8] - The platform supports real-time quality compliance monitoring in production, drastically reducing audit preparation time from one month to two days [8] Group 4: International Expansion and Market Strategy - The company is actively exploring international markets, particularly in Asia, leveraging its strong technical foundation and experience [9] - Recent participation in major industry exhibitions in Japan and Malaysia has garnered significant interest in the company's digital services [9] Group 5: Shareholder Actions and Future Outlook - The company announced a share reduction plan, with specific shareholders reducing their stakes due to fund lifecycle considerations, amounting to a 1.07% reduction from venture capital firms and a 3% reduction from employee shareholding platforms [9] - The company emphasizes that this reduction does not involve any undisclosed significant information [9]

计算机ETF（159998）跟踪中证计算机指数（930651.CSI）。该指数以中证全指为样本空间，选取涉及 信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。据该ETF一季报披 露，截至3月31日，该ETF前十大重仓股包括海康威视、中科曙光、科大讯飞、金山办公、恒生电子、 润和软件等龙头。其中，中科曙光占基金净值比达6.86%。此外，计算机ETF（159998）配有场外联接 基金（A类：001629/C类：001630)。 消息面上，据智通财经，近日，马斯克的AI公司xAI发布其最新旗舰大模型Grok 4和多智能体版本Grok 4 Heavy。在"人类的最后考试"中，Grok 4在无需"工具"的情况下取得了25.4%的准确率，超过了谷歌 Gemini 2.5 Pro的21.6%和OpenAI o3（高版本）的21%。 此外，据"上海国资"官微，7月10日，上海市国资委党委召开中心组学习会，围绕加密货币与稳定币的 发展趋势及应对策略开展学习。此前7月2日，上海数据交易交所在财政部主管的中央级财经媒体发表署 名文章《RDA：数据要素价值化探索》，首次提出RDA（Real Data Ass ...