中国是癌症最严峻的国家之一，中国国家癌症中心发布的《2024中国癌症报告》数据显示，2022年 中国新发约482.47万癌症病例，居全球首位，相当于每分钟约有约9.2人被确诊；死亡病例257万例，超 过全球总数的1/4，癌症治疗的"早发现、早诊断、早治疗"是关键。癌症病理诊断是癌症诊疗的"金标 准"，然而，当前我国面临病理医生数量缺口大、病理医生分布不均、三甲医院病理诊断任务繁重、基 层医院病理初诊符合率不足等多重挑战。 据悉，此次，华为云智慧医疗专区通过与上海瑞金医院合作，将三甲医院的病理诊断经验与AI、 云计算等技术结合，形成可规模化推广的辅助诊断能力，赋能基层医疗机构和医生。这意味着未来即使 在县域或偏远地区，患者也能就近完成专业级的病理诊断，无需再为一份诊断报告长途奔波。 2月1日，记者了解到，华为云正式推出面向医疗健康领域的"智慧医疗专区"，作为华为云"行业AI 梦工厂"计划的首个垂直行业服务平台，该专区致力于推动人工智能技术在医疗领域的规模化普惠应 用，助力优质医疗资源下沉基层，让三甲医院的诊断能力通过AI技术赋能更多地区医院和医生。 技术重构普惠医疗生态 如何借技术之力构建更普惠的医疗生态？ 华 ...

Core Viewpoint - Clawdbot, now renamed OpenClaw, has gained significant popularity, especially after being featured in the AI community Moltbook, leading to increased user engagement and deployment interest [1][3]. Group 1: Deployment and Usage - A tutorial on deploying Clawdbot locally was shared, receiving 17,000 shares, indicating high interest in the deployment process [2]. - Users are encouraged to deploy Clawdbot on cloud servers for easier access, particularly using Tencent Cloud for QQ integration [4][14]. - For those without access to Feishu or additional computers, a simpler method using cloud servers and QQ is proposed [6][8]. Group 2: Cloud Server Recommendations - Tencent Cloud is recommended for users wanting to integrate with QQ, while Volcano Engine is suggested for Feishu users due to its lower cost [16][21]. - Tencent Cloud offers a monthly plan for 20 yuan, while Volcano Engine provides a cheaper option at 9.9 yuan per month [18][19]. - Performance requirements for Clawdbot are minimal, with a 2-core, 2GB server being sufficient [19]. Group 3: Configuration Steps - The article outlines detailed steps for deploying Clawdbot on Tencent Cloud, including account creation, server purchase, and model configuration [22][30]. - Users are advised to protect their API keys to avoid potential losses [31]. - Instructions for creating a QQ bot and linking it with Clawdbot are provided, including setting up IP whitelists and obtaining necessary credentials [37][56]. Group 4: Final Setup and Interaction - After completing the setup, users can interact with the Clawdbot via QQ, marking the successful deployment and configuration [63][66]. - The article encourages user engagement through likes and shares, indicating a community-driven approach to the platform's growth [69].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for investment opportunities in the sector [6]. Core Insights - The report highlights a significant increase in performance for major companies in the semiconductor and storage sectors, driven by the growing demand for AI-related technologies and products [1][2][3][25][46]. - Companies like SK Hynix and Samsung are experiencing record revenues and profits, with SK Hynix reporting a 47% year-on-year revenue growth to 97.1 trillion KRW in 2025, and Samsung achieving a record quarterly revenue of 93.8 trillion KRW in Q4 2025, up 23.7% year-on-year [1][25]. - The demand for high-performance memory products, particularly in AI applications, is expected to continue driving growth in the industry, with projections indicating a 20% increase in DRAM demand in 2026 [24][28]. Summary by Sections 1. Storage Sector Performance - **SK Hynix**: In 2025, SK Hynix's revenue reached 97.1 trillion KRW, a 47% increase year-on-year, with Q4 2025 revenue at 32.83 trillion KRW, up 66% year-on-year. The company is focusing on high-value products like HBM and advanced DRAM technologies to meet AI demands [1][11]. - **Samsung**: Samsung's Q4 2025 revenue was 93.8 trillion KRW, marking a 23.7% increase year-on-year, driven by strong sales in HBM and high-value storage products. The company anticipates continued growth in AI-driven demand for high-performance memory [2][25]. - **SanDisk**: SanDisk reported a Q2 FY26 revenue of $3.025 billion, a 61% increase year-on-year, with expectations that data centers will become the largest downstream market for NAND products in 2026 [3][46]. 2. Capital Expenditure and AI Integration - **Meta**: Meta's Q4 2025 revenue was $59.893 billion, a 24% increase year-on-year, with significant capital expenditures focused on data centers and AI infrastructure. The company plans to continue investing heavily in AI capabilities [56]. - **Microsoft**: Microsoft reported a Q2 FY26 revenue of $81.3 billion, a 17% increase year-on-year, with substantial capital expenditures aimed at enhancing cloud and AI services [4][56]. 3. Key Investment Targets - The report identifies several key stocks with strong growth potential, including: - **Shannon Chip**: Buy rating with projected EPS growth from 0.57 in 2024 to 6.39 in 2026 [8]. - **Eastern Precision**: Buy rating with projected EPS growth from 0.59 in 2024 to 3.30 in 2026 [8]. - **GigaDevice**: Buy rating with projected EPS growth from 1.58 in 2024 to 4.51 in 2026 [8].

政务云作为数字政府建设的核心基础平台，是依托电子政务外网和互联网，运用云计算技术和智能 化工具，为各类业务应用系统提供计算资源、存储资源、服务支撑、安全保障等共性资源的新型信息基 础设施。江苏省数据局是全省政务云的主管部门，省大数据管理中心是运行管理机构，省数据集团是云 服务商，"一局一中心一集团"协同高效，为省级各部门（单位）提供全方位优质云服务。当天，省政务 云正式并网点亮，95家省级单位的核心业务系统100%上云。这是我省数字政府建设历程中的一座关键 里程碑，标志着江苏政务系统彻底告别"分散建设、独立运行"状态，迈入"全省一朵云"融合新阶段。 省政务云调度中心作为省政务云运行的"指挥官"和"大脑中枢"，通过统一管理调度，实现云服务资 源的统一供给和弹性分配，展现如同"用水用电"般便捷的调节能力，为全省政务服务提供源源不断的稳 定输出，确保群众办事"零卡顿"，并有效支撑江苏政务服务、社会治理、科学决策效能提升。 2月1日，江苏省政务云并网点亮暨省政务云调度中心揭牌仪式在南京举行。副省长，省发展改革委 主任、省数据局局长沈剑荣为调度中心揭牌。 ...

Core Insights - The signing ceremony for manufacturing projects in Dongxing District, Neijiang City, took place, resulting in the signing of 10 projects with a total investment of 7.58 billion yuan [1] Group 1: Investment Opportunities - The signed projects cover various sectors including new materials, artificial intelligence, energy equipment, and food and pharmaceuticals [1] - Jiangsu Dinaco Fine Materials Co., Ltd. plans to collaborate with Dongxing District to develop a distinctive fine materials industry cluster [1] Group 2: Strategic Focus Areas - Dongxing District aims to strengthen its manufacturing sector by attracting projects related to lithium battery materials, polymer materials, adhesive materials, and new energy battery recycling [1] - The district intends to enhance its artificial intelligence industry by focusing on cloud computing, chips, robotics, and smart logistics across the industry chain [1] - There is a push to elevate the service outsourcing industry by developing data labeling, content review, and e-commerce, with a goal of increasing both total output value and workforce size in the park [1]

省政务云调度中心作为省政务云运行的"指挥官"和"大脑中枢"，通过统一管理调度，实现云服务资源的 统一供给和弹性分配，展现如同"用水用电"般便捷的调节能力，为全省政务服务提供源源不断的稳定输 出，确保群众办事"零卡顿"，并有效支撑江苏政务服务、社会治理、科学决策效能提升。 政务云作为数字政府建设的核心基础平台，是依托电子政务外网和互联网，运用云计算技术和智能化工 具，为各类业务应用系统提供计算资源、存储资源、服务支撑、安全保障等共性资源的新型信息基础设 施。江苏省数据局是全省政务云的主管部门，省大数据管理中心是运行管理机构，省数据集团是云服务 商，"一局一中心一集团"协同高效，为省级各部门(单位)提供全方位优质云服务。当天，省政务云正式 并网点亮，95家省级单位的核心业务系统100%上云。这是我省数字政府建设历程中的一座关键里程 碑，标志着江苏政务系统彻底告别"分散建设、独立运行"状态，迈入"全省一朵云"融合新阶段。 本报讯(记者聂伟)2月1日，江苏省政务云并网点亮暨省政务云调度中心揭牌仪式在南京举行。副省长， 省发展改革委主任、省数据局局长沈剑荣为调度中心揭牌。 ...

Fixed Income - The report analyzes the new regulatory framework for insurance companies, highlighting five major changes aimed at improving asset-liability management [9][10] - The insurance industry's solvency indicators declined in Q3 2025, attributed to increased equity capital usage and dual pressure on liabilities [11] - Investment returns improved due to rising long-term bond yields and favorable A-share performance, reducing overall industry risk [12] - A selection of insurance subordinated bonds with specific criteria is recommended for investment, including those from major state-owned insurance companies [14] Pharmaceutical Industry - The pharmaceutical index fell by 3.31% recently, with a notable trend of Chinese innovative drugs expanding into international markets [15][17] - Companies like China Biopharmaceutical are enhancing their R&D capabilities through acquisitions and self-developed products, positioning themselves for potential overseas opportunities [18] - A focus on innovative drugs is recommended, with specific companies highlighted for their strong fundamentals and potential for stock price recovery [19] New Consumption - Ruoyu Chen and Wancheng Group are projected to see significant profit growth in 2025, driven by their proprietary brand business and operational efficiency improvements [21][23] - The government is promoting new service consumption growth points, aiming to enhance service supply and consumer experience [25][26] - The snack retail sector is evolving, with companies like Mingming Hen Mang rapidly expanding and innovating to meet consumer demands [24] North Exchange - The North Exchange indices saw over 6% growth in January 2026, indicating a market rebound and highlighting specific sectors for investment opportunities [28][29] - The overall market liquidity remains ample, with a focus on structural investment opportunities in specialized and innovative enterprises [29][30] Media - Alibaba's FY2026Q3 revenue is expected to reach 288.1 billion yuan, with cloud business growth anticipated despite a slowdown in e-commerce [32]

付强建议，全省国资企业尽快摸清全省国资系统现有算力资源(CPU、GPU、存储、网络)总量与分布， 建立算力资产台账。提出2026年、2027年、2028年三个关键节点的算力发展目标，特别是AI算力占比 与增长路径。根据综合办公、经营管理、生产运营等不同场景，划分通用算力、智能算力、高性能算力 等类型，实现差异化配置与精准供给。 付强建议，明确客户范围，将省属企业、市属国企、参股企业及符合条件的产业链上下游合作单位纳入 目标客户体系，分阶段开放接入权限。优化考核机制，将"使用云算力中心资源比例"纳入相关企业年度 绩效考核指标，对优先采用中心算力资源的企业给予加分激励。推动"以用促建"，通过实际应用反馈持 续优化平台功能、服务能力和用户体验，形成"建设—使用—优化"的良性循环。推进考核松绑，将国资 企业采购云算力中心服务的资本性支出在年度经营业绩考核中予以合理扣除，不计入当期利润考核压 力。推动正向激励，对承担基础设施建设、平台开发、运维保障等重点任务的企业，在科技创新、数字 化转型等专项考核中给予加分，激发企业主动作为。 付强建议，以信创标准为引领，构建自主可控的云底座，全面适配国产芯片、操作系统、数据库与中间 ...

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 据"微讯江苏"公众号，2月1日，重大基础设施工程材料全国重点实验室理事会2026年第一次会议及2025 年度学术委员会在南京召开。现场，东南大学全球首发"砼真砼知"混凝土材料科学大模型。该大模型已 应用在南京北站建设项目中。该模型由重大基础设施工程材料全国重点实验室联合东南大学大数据中 心、阿里云计算有限公司共同打造，是国内首个混凝土材料科学大模型。 ...

证券研究报告|行业研究周报 [Table_Date] 2026 年 2 月 1 日 算力供给紧张，成为 2026 年主线 [Table_Title2] 计算机行业周报 [Table_Summary] 本周观点: 算力供给紧张，成为 2026 主线 全球 AI 基建需求依然强劲，26 年海外 AI 算力依然是主要配置方 向。TrendForce 预测 2025 年全球八大主要 CSPs 资本支出(CapEx) 总额约 4,300 亿美元(yoy+65%),预期 2026 年 CSPs 仍将维持积极 的投资，资本支出将进一步推升至 6,000 亿美元以上(yoy+40%), 展现出 AI 基础建设的长期成长潜能。 海外大厂创造 2026 算力新格局 根据财经宇宙，微软 CEO Satya Nadella 表示未来微软从 OpenAI 的"独家运营商"，转型为全球 AI 资源的总调度商，让企业客户 能根据成本与性能需求，在 GPT 5.2、Claude4.5 等多款大模型间 灵活选择。微软正通过这种饱和式的基建投入，试图在 AI 从技术 神话下沉为工业底座的过程中，完成从一家"软件服务商"向未来 "算力基础服务商" ...