近年来，雅安市积极响应"东数西算"国家战略，全力推进"数字四川"建设，已成为成渝地区大数据产业基地的核心承载地。目前，雅安已构建起机架规模达 4万个、算力规模超6000P的数字底座，算力质效评价位列全省第一、全国第八，正逐步成为全国一流的绿色低碳算力枢纽。 活动现场还进行了多个首发和数字经济项目签约仪式。产品首发方面，华为联合华鲲振宇推出专为医疗行业打造的全新力作——华为医疗AI大模型一体 机；解决方案首发方面，虚谷伟业重磅推出新一代实时数据服务平台——虚谷实时数据服务平台（XUGU UPDATA）。签约环节，现场共有16个项目成功 签约，投资总额达115亿元。 来源：上海证券报·中国证券网 会上，雅安市正式发出"数字经济新通道"建设行动倡议，旨在搭建数字基础设施互联互通、数据要素高效流通、产业生态协同发展的全新合作平台，推动共 建"数字丝绸之路"。倡议提出共筑枢纽联动新网络、共建绿电算力新底座、共塑数据要素新生态、共兴产业融合新体系、共聚开放合作新合力等五大行动方 向。 中国科学院院士陈润生指出，AI大模型凭借强大的数据分析与推理能力，破解了各个行业、产业的低效难题。算力是大模型训练、大数据处理的硬性保 障 ...

值得关注的是，会上，雅安市正式发出"数字经济新通道"建设行动倡议。该倡议旨在搭建数字基础设施互联互通、数据要素高效流通、产业生态协同发展 的全新合作平台，推动共建"数字丝绸之路"。倡议提出，共筑枢纽联动新网络、共建绿电算力新底座、共塑数据要素新生态、共兴产业融合新体系、共聚 开放合作新合力。 雅安市数字经济供给暨应用场景开放清单也于当日发布。这是雅安首次系统梳理并发布《数字产业供给暨应用场景开放清单》。该清单聚焦"数字服务+实 体落地"的生态闭环，分为"产业供给"和"应用场景"两大板块，共73项，内容覆盖了从底层算力到顶层应用的完整生态。 活动现场还进行了多个首发和数字经济项目签约仪式。产品首发方面，华为联合华鲲振宇推出专为医疗行业打造的全新力作——华为医疗AI大模型一体 机；解决方案首发方面，虚谷伟业推出新一代实时数据服务平台——虚谷实时数据服务平台（XUGU UPDATA）。签约环节，现场共有16个项目成功签 约，投资总额达115亿元。 12月2日，第八届大数据应用实践大会在四川雅安举行。本次大会由四川省经济和信息化厅、四川省大数据中心、雅安市人民政府共同主办，以"共建算力 应用新生态，共创数字融合新未来 ...

从11月20日至25日，实达集团在连续4个交易日内日收盘价格涨幅偏离值累计达到40%。此后，公司股 价于11月26日再次涨停，已连续5个交易日涨停。 公开信息显示，实达集团聚焦大数据业务，涉及数字政府、数智教育、智能算力和数据流动等领域的系 统集成、运营及软件产品业务。公司正在积极推进智算领域的投入与布局。目前，公司主要承接算力中 心建设项目，还涉及算力调度平台的开发、企业级容器云平台的快速交付能力构建，以及CPU、GPU等 算力的多集群管理和调度。公司已成功落地克融云智算中心一期二标段项目和鼓楼智算中心二期建设项 目等。 该公司相关负责人在业绩说明会上表示，公司将持续专注于提升经营业绩、优化公司治理结构、提高运 营效率、增强核心竞争力，增强创新能力等策略为股东创造长期价值。 11月26日晚，福建实达集团（600734）股份有限公司(以下简称"实达集团")发布股票交易风险提示公 告，澄清传闻。该公告称"公司注意到网络平台上有关本公司与阿里云合作的传闻，目前公司与阿里云 之间未开展业务合作"。 此前，11月5日，实达集团公告披露，拟收购福建数产名商科技有限公司(以下简称"数产名商")95%股 权，收购完成后将成 ...

消息面上，新加坡国家人工智能计划（AISG）正在进行一次重大战略调整，在其最新的东南亚语言大模型项 目中，放弃了Meta模型，转向阿里巴巴的通义千问Qwen开源架构，标志着中国开源AI模型在全球影响力版 图中的一次关键扩张。 涨停股方面，石基信息是阿里巴巴概念股，石基信息提供酒店信息系统解决方案，深度合作阿里云。 中银证券指出，2025年以来，AI产业链内部已经经历了从海外算力－国产算力－存力与电力的行情轮动，AI 应用作为下游对比之下涨幅有限，仍具备较高配置性价比，产业拐点催化之下，AI应用或将迎来补涨行情。 今日（11月26日）专注数据技术领域的大数据产业ETF（516700）场内涨幅一度上探1.5%，现涨0.6%，盘中 收复10日均线，冲击日线3连阳！ 成份股方面，阿里巴巴概念股石基信息涨停，浪潮信息涨逾6%，中科曙光涨近3%，深信服、润泽科技、紫 光股份等个股大幅跟涨。 1、高层号召"科技打头阵"，新质生产力方向有望突围； 2、数字中国顶层设计，激活数字生产力，国产替代进程加快； 3、乘风信创热潮，信创2.0有望加速，科技自主可控前景广阔。 本文图片、数据来源于沪深交易所。 风险提示：大数据产业ETF ...

11月25日，实达集团(600734)开盘后快速拉升封住涨停，收报5.59元/股，公司股票连续4个交易日涨停。 | 显示停牌 | 到价提醒 | 等码 | | 实达集团 | | | +0.51 | | --- | --- | --- | --- | --- | --- | --- | --- | | 设置均线。 | | | | 600734 | | | +10.04% | | 025/3/27-2025/11/25(163根) | | | | F收市 CNY | | 10 | 日洗。 | | 1 11 | II | | | 委比 | 100.00% 三年 | | 61 24 | | | | | 5.59 | 卖五 | | O | | | 559 | | | | 卖叫 | | 0 | | | | | | | - | | 0 | | | | | | | | | 0 | | | | | | 4.84 | | | 0 | | | | | | | 本 | 5.59 | 593963 | | | | | | 4.41 | क्रे | 5.58 | 10653 | | | | | | | 河三 | 5.57 | 1894 ...

除了正在收购的数产名商的算力中心，实达集团暂无其他自身运营的算力中心。 | 显示停牌 | 到价提醒 等码 | V 3 | 实达集团 | | | +0.51 | | --- | --- | --- | --- | --- | --- | --- | | | 设置均线。 | | 600734 | | | +10.04% | | | 27-2025/11/25(163根) | | 已收市 CNY | | | 目洗 + | | 1 | III 11 | | 载 | 100.00% = = | | | | | | 5.59 | 卖五 | | O | | | | 655 | | 卖叫 | | 0 | | | | | | | | 0 | | | | | | | | 0 | | | | | 4.84 | | | 0 | | | | | | | 5.59 | 593963 | | | | | 4.41 | | 5.58 | 10653 | | | | | | 五- | 5.57 | 1894 | | | | | 4.10 | 买四 | 5.56 | 2251 | | | | | | 买五 | 5.55 | 3684 | | | ...

实达集团表示，公司积极推进与区域合作伙伴的战略合作，以在算力、AI、大数据等多个领域实现更广泛的服务覆盖，公司将继 续依托数字中国、数字福建建设的政策优势，发挥控股股东的资源整合能力，持续聚焦数字政府、数智教育、智能算力和数据流 动领域。 25日收盘后，实达集团发布投资者关系活动记录表公告称，数产名商投资建设的智算中心项目总投资额为5.5亿元，算力规模达到 2000P（稀疏算法下），该项目已于2024年9月竣工验收并正式投产运营。目前正在积极推进收购数产名商95%股权，未来将根据 企业经营战略方向，适时择机开展资产整合工作，以促进业务的进一步发展和竞争力的提升。 除了正在收购的数产名商的算力中心，实达集团暂无其他自身运营的算力中心。 公司表示，正在积极推进智算领域的投入与布局。目前，公司主要承接算力中心建设项目，还涉及算力调度平台的开发、企业级 容器云平台的快速交付能力构建，以及CPU、GPU等算力的多集群管理和调度。公司已成功落地克融云智算中心一期二标段项目 和鼓楼智算中心二期建设项目等。另外，收购数产名商95%股权完成后，公司将参与该项目的运营和管理，提供智能算力解决方 案。 实达集团自2022年起转型进 ...

Core Insights - The report by CCID Consulting highlights the rapid growth of China's data intelligence market, which is projected to reach a scale of 25.86 billion yuan in 2024, reflecting a year-on-year growth of 43.2% [1] - Baidu Co., Ltd. has been recognized as a leader in the data intelligence sector, showcasing its technological strength, market performance, and strategic positioning [1][2] Market Overview - The data intelligence market is characterized by the collaborative development of three main segments: data intelligence infrastructure, platforms, and solutions, with integrated data intelligence platforms being the fastest-growing subfield [1] - The report indicates that data intelligence has the deepest penetration in industries such as internet, finance, and government, playing a crucial role in decision-making, marketing services, and operational management [1] Company Profile - Baidu, established in 2015, has leveraged its vast, real-time transaction data to create a comprehensive business loop encompassing compliance, finance, and intelligent decision-making [2] - The company has processed 23.1 billion invoices and handled transaction amounts totaling 105.5 trillion yuan, establishing one of China's largest enterprise transaction data networks [2] Competitive Advantages - Baidu's core advantages include a large volume of high-quality transaction data covering 28.5 million enterprises, a complete suite of intelligent platforms and solutions, and robust scenario coverage capabilities [2] - The company serves over 2,800 large group enterprises across more than 20 industries, including banking, manufacturing, logistics, and e-commerce, facilitating significant data value release through collaborative innovation [2] Future Trends - High-quality data sets are identified as the key engine driving the evolution of data intelligence, with continuous, large-scale private domain data becoming a "scarce strategic resource" [3] - Baidu's accumulated real, high-frequency, cross-industry transaction data is seen as a critical asset for training industry models and establishing a "data-credit-intelligence" closed loop [3] - The company is expected to play a dual role as an "industry enabler" and "ecosystem builder," significantly contributing to the implementation of AI in China's industries [3]

Company Overview - Snowflake Inc. is a significant player in the cloud-based storage solutions sector and is part of the Big Data industry, which is valued at $602 billion. The company is well-positioned to benefit from the industry's growth despite competition from major players like Google BigQuery and Amazon Redshift [1]. Stock Performance - As of the latest data, Snowflake's stock is priced at $234.03, reflecting a decrease of $10.63 or -4.34% in value. The stock has fluctuated between $229.14 and $246.03 today, with a 52-week high of $280.67 and a low of $120.10. The market capitalization is approximately $77.88 billion, with a trading volume of 6.82 million shares on the NYSE [4]. - The stock has shown resilience, surging over 79% since its lowest point on April 4, resulting in a year-to-date gain of 48.76% [3][5]. Earnings Report - The recent Q3 earnings report exceeded expectations, with earnings per share of 20 cents and revenue of $942.1 million, surpassing forecasts [3][5]. Analyst Outlook - Jefferies has set a price target of $300 for Snowflake, suggesting a potential increase of 28.19% from its current price of $234.03. This optimistic outlook follows a recent decline of 5.34% over the past month, after an 11.97% gain in the previous month [2][5].

Group 1 - The core viewpoint of the news highlights the active performance of the big data industry ETF (516700), which saw a price increase of 3.1% in the afternoon of November 24 [1] - Among the constituent stocks, Shiji Information and Dataport both hit the daily limit, showcasing the strongest performance, while Yidian Tianxia followed with a rise of 7.28%. Conversely, Hengwei Technology experienced a decline of 2.3% [1] Group 2 - On November 19, NVIDIA reported a record data center revenue of $51.2 billion for the third quarter of fiscal year 2026, driven by strong demand for Blackwell architecture products, indicating a continued acceleration in global computing power demand [3] - Google also announced the release of its Gemini 3.0 Pro multimodal model, which surpassed mainstream competitors in benchmark tests for mathematical reasoning and multimodal tasks, alongside the launch of the image generation model Nano Banana Pro, showcasing significant technological advancements [3] - Guojin Securities noted that the computer industry showed weak performance in November due to pressure on risk appetite, influenced by external factors such as overseas conflicts, AI bubble controversies, and fluctuations in expectations for US dollar interest rate cuts, as well as weak fundamentals and profit-taking by institutions [3] - It is anticipated that after a correction, a spring market rally may be expected, focusing on sectors such as overseas expansion, AI industry chain, and domestic substitution. In specific segments, AI computing power and lidar are expected to maintain high prosperity, with accelerated AI applications and steady growth in software outsourcing and financial IT [3] - Open Source Securities pointed out that the predictability of AI demand is increasing, with opportunities emerging on the software side. Mid-training is expected to continue the Scaling Law, becoming a fundamental logic for the sustained demand for computing power, and may support major CSPs in raising capital expenditures [3] - Major CSP manufacturers are raising capital expenditure guidance, reinforcing the prosperity of the AI industry, with NVIDIA's orders potentially reaching $500 billion in sales by the end of 2026, further validating the demand for computing power [3] Group 3 - The big data industry ETF (516700) passively tracks the CSI Data Index, with the top ten weighted stocks including Zhongke Shuguang, Keda Xunfei, Inspur Information, Unisplendour, Hengsheng Electronics, Tuo Wei Information, Deepin Technology, Runze Technology, China Great Wall, and Yonyou Network [4]