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算力升级驱动大数据板块走强,英伟达映射下 AI 主线再受追捧!数据ETF(516000)冲击四连涨!
Mei Ri Jing Ji Xin Wen· 2025-06-26 06:01
数据ETF(516000),场外联接(华夏中证大数据产业ETF发起式联接A:020335;华夏中证大数据产 业ETF发起式联接C:020336;华夏中证大数据产业ETF发起式联接D:023779)。 (文章来源:每日经济新闻) 消息方面,美东时间6月25日周三举行的英伟达年度股东大会上,黄仁勋安抚投资者,称AI领域需求依 然强劲,计算机行业大规模的AI基础设施升级才刚刚开始。当天,英伟达股价高开高走,收涨4.3%, 盘中创下历史新高,收盘市值达3.77万亿美元,再度成为全球市值最高的公司。 媒体报道称,从数字化相关的基础设施需求来看,AI驱动全球数据中心容量持续增长,根据 SynergyResearchGroup的最新数据,截至2024年底,全球超大规模运营商运营的大型数据中心数量已增 至1136个,相比五年前翻了一番。东方财富证券表示,国产算力板块受"政策驱动+技术升级+业绩兑 现"多重因素影响,当前整体估值水平已调整至相对合理区间。 数据 ETF(516000)紧密锚定中证大数据产业指数,其样本精准覆盖大数据存储、分析、应用等全产 业链上市公司,堪称大数据产业发展的 "晴雨表"。当下,算力互联互通浪潮正重 ...
OceanBase启用中文名“海扬数据库”,目标成为全球知名的中国数据库品牌
"我们坚信,AI时代的到来将对数据处理提出更高要求,OceanBase凭借其强大的分布式架构与技术创新 能力,完全有能力为企业提供从数据存储到智能应用的一站式解决方案。"杨冰表示,"我们的目标是 让'海扬数据库'成为全球数据库市场的知名品牌,让中国数据库技术在全球舞台上也站稳一席之地。" (文章来源:证券时报网) 6月26日,国产数据库OceanBase正式启用中文品牌名"海扬数据库",品牌战略全面升级。品牌升级现 场,OceanBase CEO杨冰表示,中文名的推出,一方面代表着OceanBase深耕本土市场的决心,也是 OceanBase继续引领世界舞台上分布式数据库技术创新和应用的宣言。 近二十年,移动互联网和数字经济的蓬勃发展带来了爆发式的数据量增长,在这样的背景下国产数据库 迎来了巨大的发展机遇。历经15年自主研发,OceanBase全新发布的中文名既呼应了 "100%根自研"的技 术内核,也传递出其坚持自研破浪前行的决心。 OceanBase CEO杨冰表示,"海扬"寓意深远。"海"既象征OceanBase对海量数据的承载能力,能够应对 支付宝每秒42万笔交易的峰值处理需求,体现其分布式架构在数据 ...
Non-Tech Markets Lose Steam; Nasdaq Approaches Record High
ZACKS· 2025-06-25 23:16
Market Overview - The markets showed signs of exhaustion, with the Dow slipping 106 points (-0.25%) and the S&P 500 remaining unchanged at 0.0%, while the Nasdaq gained 61 points (+0.31%) [1] - The small-cap Russell 2000 closed down at -0.99% [1] Federal Reserve Insights - Fed Chair Jerome Powell discussed potential interest rate cuts, indicating inflation concerns due to tariff policies [2] - Powell's previous comments had energized markets, suggesting rate cuts could happen "sooner than later" [2] Technology Sector Performance - The Nasdaq is nearing all-time highs, driven by strong performance in tech stocks, particularly in AI investments [3] - NVIDIA (NVDA) has seen a significant increase of nearly +64% since early April, attributed to a pause in trade war tariffs and strong AI-related demand [3] Company Earnings: Micron Technology - Micron (MU) reported fiscal Q3 earnings of $1.68 per share, exceeding expectations by 9 cents and showing a +171% year-over-year increase [4] - Revenues reached $9.30 billion, surpassing the $8.84 billion forecasted by analysts [4] - Micron raised its fiscal Q4 guidance significantly, projecting earnings of $2.35-2.65 per share and revenues of $10.4-11.0 billion, well above previous estimates [5] - The stock has increased +51.2% year-to-date and gained an additional +4% in late trading [5]
Lousiana Gov. Jeff Landry on Meta's $10 billion data center investment
CNBC Television· 2025-06-25 19:13
So this year, as CNBC searches for our top state for business, Scott Con is visiting what could be the biggest data center yet. It's being backed by META, and it's going to require a lot of electricity to run it. Scott is at the construction site in Richland Parish, Louisiana with a very special guest.Scott, hey, Brian. Yeah, 10 billion dollars they're pumping into this. It is a big deal.This will be the largest data center uh in the Western Hemisphere at least. And we're about to talk to someone who was in ...
Rubrik acquires Predibase to accelerate adoption of AI agents
TechCrunch· 2025-06-25 17:34
Data cybersecurity company Rubrik announced Wednesday its intent to acquire Predibase. Predibase is a venture-backed startup that helps companies train and fine-tune open source AI models to customize them to their needs. Rubrik is the latest company to make an acquisition with the goal of boosting enterprise AI agent adoption. Terms of the deal were not disclosed, though CNBC reported that the deal was between $100 million and $500 million, a sizable range. Rubrik declined to comment on the deal size. Pr ...
FactSet Research Systems: Growth Inflected As Expected, Reiterate Strong Buy
Seeking Alpha· 2025-06-25 13:52
Following my coverage of FactSet Research Systems Inc. (NYSE: FDS ) in March this year, in which I recommended a strong buy rating due to my expectation that the growth outlook was extremely solid, backed by multiple positive data Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. S ...
OneMedNet CEO Aaron Green Issues Letter to Shareholders Highlighting Strategic Progress
Globenewswire· 2025-06-25 12:05
MINNEAPOLIS, June 25, 2025 (GLOBE NEWSWIRE) -- OneMedNet Corporation (Nasdaq: ONMD) (“OneMedNet” or the “Company”), a leader in AI-powered Real-World Data (RWD) announced today that Aaron Green, President and CEO, issued the following letter to shareholders and other stakeholders of the Company: Dear OneMedNet Shareholders, Partners, and Family, Following a year of significant progress, OneMedNet is navigating 2025 with strong momentum, making substantial strides in expanding our market presence, enhancing ...
3 Skyrocketing Artificial Intelligence (AI) Stocks That Can Plummet 71% to 80%, According to Select Wall Street Analysts
The Motley Fool· 2025-06-25 07:51
Today's high-octane AI stocks could be some of the worst performers over the next year, based on the forecasts of select analysts. Nothing has garnered more attention on Wall Street since late 2022 than the rise of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without the need for human oversight is a game-changer that can benefit most industries around the globe. While most Wall Street analysts share the belief that AI can positively transform c ...
大数据B端产业:商查行业发展的未来
从政策层面,国家对数字经济的大力支持以及对数据要素市场的规范与培育,为商查行业的B端发展营 造了良好的政策环境。2021年至今,北京、上海、深圳、贵州等各地陆续筹建各类新型数据交易所,数 据交易机构交易额和数据产品挂牌量呈现快速上涨趋势,数据要素市场进入"从量到质"的发展新阶段, 各地政府都在因地制宜推动公共数据与社会数据融合开发利用,加速数据要素价值释放。2025年4月, 国家数据局首度开展企业、行业、城市三类可信数据空间试点,以多元主体协同共创数据价值为牵引, 促进数据高效流通。 商业查询行业正经历从 "信息中介" 到 "智能决策平台" 的跃迁,技术驱动的B端产业、政策引导的合规 化进程、全球化与生态化布局构成未来核心发展主线。随着技术的不断进步和市场的持续拓展,大数据 B 端产业必将引领商查行业迈向更加辉煌的新征程,为企业的稳健发展和经济的繁荣增长提供坚实有力 的支撑。 从市场需求角度来看,企业正面临着数字化转型的需要,商业查询B端服务作为重要的信息支撑,与企 业的各类数字化系统和业务流程深度融合。在金融行业,借助大数据商查工具,银行等金融机构能够更 高效地筛选优质客户,降低不良贷款率;在供应商管理场景 ...
忆联 Docker+MySQL 流控方案:打造安全高效存储底座,释放 AI 极致性能
Jin Tou Wang· 2025-06-25 01:27
基于PCIe 5.0企业级SSD,整合Namespace技术与QoS优化策略,实现存储资源的精细化管理。 将 Namespace 性能与 QoS 阈值的偏差控制在 2% 以内,在只读及混合读写场景下,进一步将偏差控 制在 1% 以内。 提供高效稳定、安全可靠的智能存储管理,驱动AI应用极致性能释放与高效数据流转,是确保企业级 客户数据服务质量的关键保障。 1、背景 随着数字化转型的加速推进,人工智能(AI)技术已成为驱动经济社会发展的核心引擎,从智能语音交互 系统到复杂的计算机视觉识别体系,AI技术正以颠覆性的力量重塑各行业发展格局。而支撑AI技术蓬 勃发展的底层基石,则是强大的数据处理与存储能力,无论是深度学习模型训练过程中产生的海量训练 数据,还是运行阶段持续产生的实时数据,都对数据存储与管理系统提出了前所未有的挑战。 在AI应用的数据管理环节,数据库系统发挥着关键作用。作为全球使用最广泛的开源关系型数据库之 一,MySQL凭借其开源特性、系统稳定性和运行高效性,成为众多AI项目的首选数据库解决方案。然 而,传统的MySQL部署模式在灵活性与资源利用效率方面存在一定局限。在此背景下,基于Docker的 容 ...