Core Viewpoint - The recent "technical shutdown" of the U.S. government has delayed the release of key economic data, leading market participants to rely on alternative data from private institutions to assess the current economic situation [1] Group 1: Impact of Private Sector Data - The ADP monthly employment report indicated that only 22,000 jobs were added in the private sector last month, reflecting a significant weakness [2] - Analysts are closely monitoring various private data sources, including Revelio Labs' employment indicators, Indeed's job vacancy data, and Paychex's small business employment index, as these are seen as leading signals for official data [2] - The importance of alternative data has been increasing, especially during periods when government data is unavailable, as seen during the recent government shutdown [2] Group 2: Historical Context and Technological Advancements - Historically, private sector data has played a crucial role in U.S. economic analysis, predating the establishment of the modern official statistical system in the 1930s [3] - The acceleration of digitalization has allowed companies to collect and process data on a much larger scale, enhancing the value of private data in macroeconomic research [3] - During economic shocks, the timeliness of private data becomes particularly advantageous, as demonstrated during the COVID-19 pandemic when economists utilized high-frequency indicators to track economic activity [3] Group 3: Limitations of Private Sector Data - Despite the advantages, private sector data cannot fully replace government data due to its unmatched coverage, transparency, and continuity [4] - Private data often suffers from sample bias, as noted by ADP's data scientist, indicating that the data may not accurately represent the overall employment situation [4] - Different types of data serve distinct purposes, limiting the macroeconomic applicability of private data for short-term predictions [5] Group 4: Sustainability Concerns - Private sector data faces uncertainties regarding sustainability, as data providers may cease to publish indicators or adjust statistical methodologies for commercial reasons [5] - The discontinuation of certain data streams, such as those from ADP to the Federal Reserve, raises concerns about the stability of private data sources [5]

Core Insights - The first "DataKernel" data evaluation system seminar was successfully held in Beijing, attended by nearly 300 representatives from various sectors including government departments, data groups, state-owned enterprises, private enterprises, and research institutions [1][3]. Group 1: Establishment of Data Evaluation Standards - The establishment of a unified and authoritative measurement standard is crucial for the high-quality development of the data factor market, as emphasized by the Deputy Director of the China Electronic Technology Standardization Institute [3]. - The "DataKernel" evaluation system aims to address the core bottleneck of the lack of measurement standards in the data field, providing reliable quality benchmarks for various industries and promoting the standardization and prosperity of the data ecosystem [3][6]. Group 2: Collaboration and Ecosystem Development - A "DataKernel" data evaluation laboratory was jointly established by 20 representatives from local authorities, data groups, data exchanges, and research institutions, initiating an ecological partnership plan to collaboratively build standards, research technologies, enhance capabilities, and promote innovation [5]. - The "DataKernel" data evaluation system 1.0 was officially released, featuring a three-tier design logic that includes assessments of data management capability maturity (DCMM), data service capability maturity (DSEM), high-quality data set quality evaluation, data format standard compliance testing, data product quality evaluation, trusted data space testing, and big data system testing [6]. Group 3: Recognition and Pilot Initiatives - During the seminar, certificates were awarded to units that passed the high-quality data set quality evaluation and trusted data space testing, while the pilot for the data service capability maturity evaluation (DSEM) was also launched [8]. - Experts from various organizations shared insights and practical experiences on topics related to the "DataKernel" evaluation system, high-quality data sets, trusted data spaces, and data flow [10].

央广网北京1月13日消息（记者 殷雨婷）近日，蚂蚁数科宣布其自主研发的FAIR可信数据空间平 台，在国家数据局指导下、由中国电子技术标准化研究院组织的可信数据空间功能测试中，作为首批参 评单位之一，实现了全部功能项100%通过。 此次测试依据的是由国家数据局指导、全国数据标准化技术委员会发布的全国数标委技术文件 TC609-6-2025-01《可信数据空间 技术架构》，该文件由包括中国电子技术标准化研究院、中国信通 院、北京大学、华为、三大运营商及蚂蚁数科等百余家单位共同起草，首次系统性规范了可信数据空间 的技术架构、核心功能与业务流程，为地方、行业和企业建设可信数据基础设施提供了权威指引。蚂蚁 数科作为标准的核心起草单位之一，全程深度参与了标准的制定工作。 记者了解到，本次测试覆盖可信数据空间服务平台、接入连接器和安全要求三大维度，共计19个功 能模块，涉及身份管理、数字合约、数据使用控制、存证审计等关键能力。蚂蚁数科在所有测试项中均 一次性通过，充分验证了FAIR可信数据空间平台在技术完备性、安全合规性与产业适配性方面的领先 水平。 北京师范大学法学院博士生导师、中国互联网协会研究中心副主任吴沈括指出，在 ...

这五年，玄武经济总量连破3个百亿大关，2025年GDP达1439亿元，增速5.6%，位居主城第一，服务业 增加值占比超98%、位列全市第一。 这五年，玄武锚定"1+2+2"现代化都市型产业体系，抢先布局数据要素、大模型、绿色低碳和跨境电商 未来产业，文旅产业占GDP近20%，限上社零总额占全市17%、首次位列第一，全省60个国家备案大模 型占了22个，江苏国际数据港（603881）、国际数碳谷(GDC)、玄武大模型工厂初具雏形。 这五年，玄武系统谋划片区更新、产业焕新、功能革新。红山新城蝶变为"城市新中心"，徐庄高新区打 造高品质"生态硅谷"，生态质量指数位列全省第二，连续五年入选中国最美县域。 这五年，玄武让"好日子"可感可知。15分钟教育、医保、养老、生活等服务圈基本实现全覆盖，国企物 业托管住宅小区278个、服务居民超6万户，人均可支配收入超9.5万元，连续12年保持全省第一。 5年，1800多个昼夜，南京老城玄武的"大象转身"，日月可鉴。 打破空间束缚，摆脱要素制约，布局新兴赛道，更新城市（300778）界面，解码善治之道……过去五 年，玄武以新思想新理念为指引，紧扣特大城市中心城区高质量转型的发展主 ...

（文章来源：每日经济新闻） 每经AI快讯，广东省发展改革委网站2月2日消息，广东省发展改革委印发《广东省2026年优化市场化 一流营商环境工作方案》，其中指出，释放数据要素活力。建立公共数据共享开放需求受理反馈机制， 动态优化"开放广东"平台数据开放目录，推进企业登记、交通、地理、卫星遥感、气象、教育、医疗卫 生等高价值数据集依法依规分类开放。建设公共数据运营平台，鼓励各地结合实际开展公共数据授权运 营。完善法人数字空间功能，建设"一企一档"，支持企业建设企业可信数据空间，推进数据资源入表， 支持行业可信数据空间建设。构建个人和组织的可信数字身份和数据账户。分类引育综合型和专业型数 据企业超500家，提升数据资源供给、数据技术、数据合规咨询、资产评估等第三方服务质效。 ...

Core Viewpoint - The event organized by Jiangsu's data bureau aims to enhance the construction of digital infrastructure, addressing industry challenges and promoting development in line with the "14th Five-Year Plan" [1][3] Group 1: Event Overview - The project roadshow took place from January 27 to 29 in Suzhou, Nanjing, and Xuzhou, featuring over 70 projects with a total investment of nearly 10 billion yuan [1][2] - The event included expert evaluations from institutions like the Chinese Academy of Sciences and the China Academy of Information and Communications Technology [1] Group 2: Project Highlights - In the southern region, Suzhou's HeShuJu company showcased high-quality datasets for multimodal medical imaging and embodied intelligence [2] - The central region featured Huai'an Huangma Port's "Ship Connects the World" project, which serves as Jiangsu's first high-quality data base for inland shipping, connecting 48,000 vessels [2] - The northern region presented XCMG's trusted data space project, recognized as one of the first innovative development pilots for enterprise data spaces in the country [2] Group 3: Evaluation and Feedback - Evaluators provided constructive criticism, urging projects to reassess their positioning and sustainability, highlighting the need for thorough scientific evaluation before proceeding with large investments [2] - The evaluators emphasized the importance of a calm and strategic approach to data infrastructure projects, which often require significant financial commitment and long-term planning [2] Group 4: Future Directions - There is a recognized need for improved awareness and investment in data infrastructure among local enterprises, indicating a gap in communication from relevant authorities [3] - The event serves as a starting point for enhancing support for small and medium-sized enterprises facing digital transformation challenges, with plans to establish a comprehensive support system [3][4] - Experts suggest that enterprises should focus on market applications and leverage their industry positions to achieve digital upgrades, ensuring a solid foundation for data infrastructure [4]

作为杭州市委市政府推进数据要素市场化改革的关键载体，杭州数据交易所有限公司（以下简称"杭数 所"）确立核心使命——超越传统数据交易平台定位，打造支撑人工智能时代新质生产力的数据基础设 施运营商。 "我们的优势在于不只做简单的数据买卖，而是在构建支撑新质生产力发展的数据要素供给体系。"杭数 所董事长兼总经理应琦在接受《中国经营报》记者专访时表示："杭数所的独特性，源自三重基因：一 是深度融入杭州人工智能战略的顶层设计，二是背靠杭州市金融投资集团与杭州市数据集团的双轮驱 动，三是首创'城市可信数据空间+高质量数据集+数据交易所'三位一体杭州范式。" 中经记者 石健 北京报道 2026年，"十五五"规划开局之年，杭州正全力冲刺"全国人工智能创新发展第一城"。在这场关乎未来产 业主导权的竞速中，数据不再是附属资源，而是决定智能体能力上限的核心生产要素。 依托这三重核心优势，杭数所在短短两年多时间里，从区域试点稳步迈向全国布局，成功打通数据全生 命周期的产业链路体系。 服务人工智能第一城 2025年6月，《杭州市加快建设人工智能创新高地实施方案（2025年版）》正式印发，明确提出"加快建 设具有全球竞争力和影响力的人工 ...

每经记者：彭斐每经编辑：张益铭 在AI（人工智能）狂飙突进、数据要素市场火热的当下，曾被视为"数据湖"龙头的易华录 （SZ300212，股价15.50元，市值111.58亿元）却陷入了财务危机。 1月30日晚间，易华录发布的2025年度业绩预亏公告显示，预计2025年度归母净利润亏损额高达21.76亿 元至27.91亿元，公司净资产也将转为负值，面临被实施退市风险警示（*ST）的处境。 《每日经济新闻》记者注意到，尽管易华录在智慧交通等领域的新签合同实现逆势增长，但巨额的资产 及信用减值计提成为吞噬利润的"黑洞"。 为了"止血自救"，易华录自2025年四季度以来动作频频：加速处置新加坡子公司及山东聊云信息技术有 限责任公司（以下简称聊云公司）等参股公司股权，并毅然终止了超级存储及人工智能训练资源库两大 募投项目，拟将3.55亿元剩余募资永久补流。 然而，在市场环境压力与技术迭代的双重挤压下，易华录能否通过战略收缩换取生存空间仍待市场检 验。 减值"黑洞"吞噬利润 根据易华录发布的业绩预告，2025年全年，公司预计实现营业收入3.98亿元至5.39亿元，与上年同期的 4.65亿元相比，呈现出一定的波动区间。尽管 ...

Core Viewpoint - Guangxi Data Group has been established to advance the digital economy and implement the digital China strategy, marking a significant step in the development of new productive forces and market-oriented reforms in data elements [1][2] Group Formation and Purpose - Guangxi Data Group is a core state-owned enterprise formed by the Guangxi provincial government to align with national strategies for digital economy development and to seize opportunities from the new technological revolution [1] - The group is jointly funded by the Guangxi State-owned Assets Supervision and Administration Commission, Guangxi Investment Group, Guangxi Guokong Capital Operation Group, and Guangxi Beibu Gulf Investment Group [1] - It will play a crucial role in the construction of digital infrastructure, public data operation, core technology research, and investment in the digital economy, particularly in cooperation with ASEAN [1] Future Development Focus - The group will focus on cutting-edge fields such as big data, artificial intelligence, blockchain, and Beidou remote sensing applications, adhering to an integrated and open approach [2] - It aims to support the construction of Digital Guangxi and the China-ASEAN Information Port, while promoting market-oriented data allocation reforms and exploring cross-border data flow and cooperation [2] - The group is committed to contributing to the high-quality development of the digital economy and the "Digital Silk Road" initiative, positioning itself as a digital engine for high-quality development in Guangxi [2]

连续第二年，前海选择在开年之初发布重磅文件——《前海建设深港深度融合发展引领区2026年行动方 案》（下称《行动方案》）。以21方面举措、56条具体任务，系统性推动规则衔接、产业协同、民生融 通三大关键领域突破，勾勒出的不只是一张制度清单，更是一条清晰的深港融合路径。 前海开年之初发布重磅文件—《前海建设深港深度融合发展引领区2026年行动方案》。 前海管理局供 图 在粤港澳大湾区的棋局中，前海的每一次落子，总是最引人瞩目。 声音 "现在前海要通的是数据、是标准、是法律的信心" 如果你认为前海只有摩天大楼和金融精英，那你可能错过了这份《行动方案》的温情一面。 "今年年初，香港管弦乐团在前海滨海艺术中心的新年音乐会座无虚席。"全国政协委员、香港资深大律 师、德辅大律师事务所主席谭允芝提到的这个场景，极具象征意义。以前，港人来前海是为了"搞钱搞 事业"，现在，可能是为了听一场高品质的音乐会，《行动方案》捕捉到了这一需求变化，明确提出 要"营造兼具港风港味与国际接轨的生活氛围"，将融合的触角，从办公桌延伸到生活半径。这背后，是 一整套与"过日子"密切相关的制度设计。扩大"港澳药械通""长者医疗券"服务范围，意味着香 ...