消息方面，2025年6月7—8日，2025全球人工智能技术大会（GAITC 2025）将在浙江杭州召开。作为我 国人工智能领域规模最大、规格最高的千人级综合性活动，大会以"交叉、融合、相生、共赢"为主题， 秉承"国际化、高端化、专业化"的办会理念，致力于打造一个汇聚全球智慧、激发创新动能、赋能产业 发展的超级平台。此次大会将邀请中外院士、名校学者、头部企业高管、技术专家等重量级嘉宾同台论 道，分享AI技术突破、产业趋势与治理思考。为增强与会者的获得感、体验感，大会将同步举行2025 全球人工智能技术博览会、2025全球人工智能技术创新大赛，打造"会+展+赛"三维一体的立体化、全 景式感知空间。 截至2025年6月6日 11点02分，中证大数据产业指数（930902）上涨0.27%，成分股石基信息涨停，深信 服上涨2.54%，恒为科技上涨2.10%，云天励飞上涨1.96%，科华数据上涨1.74%。数据ETF（516000） 上涨0.22%，冲击4连涨。最新价报0.92元。 在人工智能技术加速迭代的背景下，大数据作为其核心生产要素，对算法训练、模型优化及场景应用起 到决定性作用。数据ETF紧密跟踪中证大数据产业指 ...

Market Overview - On June 5, A-shares experienced a rebound with major indices closing higher, including the Shanghai Composite Index up by 0.23%, Shenzhen Component Index up by 0.58%, and ChiNext Index up by 1.17% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 12,904.05 billion RMB, showing a slight increase compared to the previous trading day [2] Sector Performance - The Hong Kong stock market also saw gains, with the Hang Seng Technology Index rising by 1.93% [5] - In terms of sector performance, the telecommunications sector led with a 2.62% increase, followed by electronics at 2.31% and computers at 2.12%. Conversely, the beauty and personal care sector saw a decline of 3.07% [7] Key Developments - The Ministry of Industry and Information Technology recently issued the "Computing Power Interconnection Action Plan," aimed at enhancing the efficiency and service level of public computing resources, which has positively impacted computing power leasing concepts and hardware stocks [8] - Global internet cloud companies are increasing investments in AI, with a focus on optical devices and modules, as well as satellite internet in the commercial aerospace sector [8] - The defense and military industry has shown strong performance, with the National Defense ETF seeing a significant inflow of funds, increasing by 1.31% [9][10] Investment Products - Relevant investment products include the Big Data ETF (159739) and National Defense ETF (512670), which have shown positive trends in recent months [8][9]

Group 1 - The core viewpoint of the news highlights the positive performance of the big data ETF (159739.SZ), which rose by 2.07%, driven by significant gains in key component stocks such as New Yisheng (up 5.16%), Zhongji Xuchuang (up 5.33%), and Kehua Data (up 10.00) [1] - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan," aimed at improving the efficiency and service level of public computing resources, which has led to a collective rise in computing power leasing concepts and hardware stocks [1] - The computing hardware stocks showed strong performance, with Shenghong Technology reaching a historical high, and the cloud computing index component stocks like Kehua Data hitting the daily limit, contributing to the overall increase of the big data ETF [1] Group 2 - According to research from Zheshang Securities, the Chinese public cloud market is expected to return to double-digit growth driven by generative AI, with a projected year-on-year growth of 15.8% in the second half of 2024 [2] - Alibaba Cloud leads the IaaS and PaaS markets with market shares of 26.1% and 24.4% respectively, showcasing a significant competitive advantage over peers [2] - The integration of cloud computing and AI is identified as a key trend in the industry, with cloud vendors leveraging infrastructure and large models to cover long-tail customers and enhance revenue [2]

Core Viewpoint - ASEAN member countries are currently experiencing their best historical relationship, with significant initiatives underway to enhance economic integration and attract investment in the private equity and venture capital sectors [1][6]. Group 1: ASEAN Economic Integration - ASEAN aims to become the world's fourth-largest economy by 2030, with a current average economic growth rate of 4% to 5% over the past decade [4][5]. - The establishment of the ASEAN Private Market Association is a substantial step towards economic integration, aiming to unify fragmented capital flows within the region [1][4]. Group 2: Objectives of the Private Market Association - The association aims to standardize private equity rules across ASEAN member states, reducing policy barriers and enhancing cross-border fund registration efficiency [7]. - It seeks to create a unified evaluation system for private equity funds, providing standardized assessment frameworks to attract international capital [7]. - The initiative is expected to accelerate the attraction of external funding for high-quality ASEAN enterprises, particularly in sectors like cloud computing, semiconductors, and healthcare [7]. Group 3: Beneficiary Industries - Renewable energy is identified as a key sector that will benefit from the private market association, with a focus on solar energy, energy storage, and carbon-neutral technologies [8]. - The digital economy and AI are also prioritized, with projections indicating that ASEAN's digital economy coverage will rise from 25% in 2021 to 85% by 2028, highlighting significant investment opportunities [9]. - The healthcare sector, particularly AI-driven medical technologies, is rapidly emerging, with a notable gap in AI application across the region [9][11]. Group 4: Economic Transition - The establishment of the private market association signals a shift in ASEAN's economic growth model, moving away from traditional manufacturing and trade towards technology-driven growth [10][11]. - The anticipated $60 billion in private equity funding is seen as a potential benchmark for measuring investment activity and economic cooperation depth within the region [12].

Group 1 - The core viewpoint of the news is the positive performance of the China Securities Big Data Industry Index and its related ETF, indicating a growing interest and investment in the big data sector [1][2] - As of June 4, 2025, the China Securities Big Data Industry Index increased by 0.86%, with notable gains from constituent stocks such as Kehua Data (up 3.07%) and Aofei Data (up 2.68%) [1] - The Data ETF (516000) has shown a significant annual increase of 33.33%, ranking first among comparable funds, reflecting strong market performance [1] Group 2 - The recent announcement of the "Regulations on Government Data Sharing" by the State Council aims to enhance the efficiency and security of government data sharing, which is expected to improve digital governance capabilities [1] - The regulations address long-standing issues in government data management, such as unclear data sources and redundant collection, providing a systematic legal framework for data sharing [1] - The Data ETF closely tracks the China Securities Big Data Industry Index, which includes companies involved in various aspects of big data, such as storage, analysis, and application [2]

Core Insights - The article discusses the significant transformation of Hohhot's state-owned enterprises (SOEs) through a comprehensive reform strategy, resulting in a substantial increase in asset scale and profitability, with total profits growing 2.57 times from 2021 to 2024 [1] Group 1: Economic Transformation - Hohhot's SOE assets exceeded 200 billion yuan, achieving a historic turnaround from losses to profits [1] - The city has implemented a "three reshaping" strategy focusing on business systems, asset structures, and management mechanisms, leading to the consolidation of 36 small enterprises into ten specialized groups [3][4] - The average annual growth rate of R&D investment in SOEs has increased by 6.8 times, reflecting a shift from scale expansion to quality and efficiency [4] Group 2: Innovation and Digital Transformation - The "Data Resourceization-Assetization-Capitalization" approach has positioned Hohhot's construction drawing review center as a pioneer in digital transformation, with initial data assets valued over 20 million yuan [7] - Hohhot's SOEs have established joint laboratories with top universities, cultivating 757 high-skilled talents and achieving breakthroughs in 169 key technologies [9] Group 3: Strategic Industry Development - Hohhot is emerging as a strategic hub for the "East Data West Computing" project, leveraging its advantages in computing power and green energy [10] - The city has developed a new profit growth area through the integration of wind and solar energy projects, optimizing the urban energy structure [11] Group 4: Market-Oriented Reforms - The mixed-ownership reform has led to over 50% of private capital participation in SOE projects, enhancing capital structure and management experience [8] - The introduction of differentiated assessment mechanisms has shifted SOEs from a passive to an active reform mindset, focusing on strategic emerging industries and green transformation [14] Group 5: Future Outlook - Hohhot's government has proposed a "three aggregation" strategy to concentrate capital, resources, and policies on strategic emerging industries, indicating a forward-looking approach to reform [13] - The city plans to implement 1,288 key projects by 2025, with a focus on digital economy, new energy, and green agricultural products, representing 66% of total investment in industrial projects [15]

Core Points - Guangzhou has become the first city in the province to obtain the authority for big data professional title evaluation, with over 600 technical talents applying for the first time [1] - The applicants demonstrate a high level of education, with nearly 70% holding bachelor's degrees and over 25% holding master's or doctoral degrees, primarily in senior professional titles [1] - The applicant pool is diverse, covering various industries such as IT, financial services, public services, healthcare, transportation, and education, indicating a trend towards a diversified big data talent workforce [1] Evaluation Process - The evaluation process utilizes a "dual-track" service model combining online and offline methods, enhancing efficiency and user experience [1] - An online preliminary review is conducted using a digital evaluation system for quick material checks, while offline services are provided at a dedicated service window in the city's digital government operation center [1] - The Guangzhou Big Data Professional Title Evaluation Committee has been established to conduct on-site evaluations and defenses, contributing to the "Million Talents Gathering in South Guangdong" initiative [2]

惟改革者进， 惟创新者强， 惟改革创新者胜！ 中国之声特别策划《中国改革现场》 ——纪录全面深化改革进行时。 央广网北京5月27日消息（记者王逸群 贾立梁）据中央广播电视总台中国之声报道，项目审批是工 程建设的关键环节。不少企业经常会遇到多头跑、不知道去哪里跑的问题，审批过程中要一道关卡一道 关卡得过，成本不低，广大企业深有感触。 怎么为广大企业减负，提升项目审批的效率和速度？天津市宝坻区政务服务中心在今年2月成立 了"政务服务建设项目陪跑工作室"，工作室的"陪跑员"们帮助企业在建设项目审批过程中，变"企业多 部门跑审批"为"多部门一室陪跑""多证照一室通办"，推动工程建设项目审批制度改革再深化、效率再 提速。 "陪跑工作室"是如何诞生的？具体又是如何陪，怎么跑，帮助企业破解难题的？ 记者："我现在所在的位置就是天津市宝坻区的一个项目施工现场，背后的这座大楼就是一个算力 中心的大楼，后面还有二期、三期等等。这种规模大、周期长的项目，涉及到的审批工程往往比较繁 杂，但是当地政务服务中心成立的'政务服务建设项目陪跑工作室'，给企业帮了不少忙，减轻了不少负 担，这座大楼就是'陪跑'出来的成果之一。" 在天津市宝坻区 ...

Group 1 - The first "Hengqin-Macau International Digital Art Expo" is held in Hengqin, featuring various activities such as themed exhibition areas, high-end speeches, roundtable forums, and art classes over an 8-day period [1][2] - The expo aims to create a platform that connects art and technology, tradition and future, as well as China and the world, promoting Hengqin as an "international salon" for digital art [2][3] - The event includes four themed exhibition areas covering a total exhibition area of 6,000 square meters, attracting renowned artists and over 20 technology companies [3] Group 2 - The "Art Future Style" exhibition area showcases how digital technology activates traditional cultural genes and fosters new artistic paradigms, allowing immersive experiences of the Palace Museum [3] - The "Technology Reconstructs Art" exhibition area demonstrates the profound impact of technologies such as artificial intelligence, big data, and virtual reality on artistic creation [3] - The "Super Association" exhibition area features award-winning works from the 2025DASHOW International Digital Art Association competition, highlighting how technology supports young avant-garde artists in creating unique and creative works [3]

Core Insights - The article highlights the economic potential and development strategies of Yaan, showcasing its participation in the 20th China Western International Expo with 47 signed projects in various sectors, including intelligent manufacturing and advanced materials [14] - Yaan aims to achieve an economic total exceeding 100 billion yuan by 2024, with a first-quarter growth rate surpassing the provincial average and a double-digit growth in the information technology industry [14] Group 1: Economic Development - Yaan is recognized as a key area for the Sichuan-Tibet economic cooperation pilot zone and is actively building itself as an important cultural tourism destination for giant pandas [15] - The city is positioned as a vital node in the Chengdu-Chongqing economic circle, striving to develop a comprehensive transportation hub in western Sichuan [15] - The Yaan Economic and Technological Development Zone aims to increase its computing power from 40,000 to 50,000 units, enhancing its capacity to support over 2,000 application scenarios [16] Group 2: Digital and Ecological Initiatives - Yaan ranks second in the province for digital infrastructure capabilities, with its data center recognized for carbon neutrality and green credentials [16] - The city boasts a forest coverage rate exceeding 69%, the highest in the province, and is home to a diverse range of flora and fauna, contributing to its reputation as a "gene pool" for biodiversity [17] Group 3: Cultural and Tourism Development - Yaan leverages its panda culture and tea culture as world-class intellectual properties to attract visitors and promote local industries [18] - The tourism sector is highlighted as a significant aspect of Yaan's economy, with various initiatives and projects aimed at enhancing visitor experiences [21] Group 4: Industrial Growth and Innovation - Yaan is focusing on "green manufacturing" to drive new momentum in its industrial sector, with companies like Sichuan Jian'an Industrial Co., Ltd. entering the new energy vehicle market [20] - The city is showcasing advanced materials and clean energy solutions at the expo, indicating a push towards new industrialization [20] Group 5: Investment and Collaboration - Yaan is actively optimizing its business environment to attract investment, with initiatives aimed at reducing logistical costs and ensuring timely production support for enterprises [23] - The city has established a new regional development strategy to enhance collaboration and resource allocation among different districts and counties [24]