一、董事会会议召开情况 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 甘肃金刚光伏股份有限公司（以下简称"公司"）第七届董事会第五十五次 会议，经董事会全体董事同意，豁免会议提前通知的时间要求，于 2025 年 6 月 开。会议应出席董事 6 名，实际出席 6 名（其中独立董事 2 名），会议由公司董 事长李雪峰先生主持。本次会议的召开与表决程序符合《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《深圳证券交易所创业板股票上市规则》及《公司章程》等法律法规 的规定。 二、董事会会议审议情况 经与会董事充分讨论，会议以记名投票方式通过以下决议： （一）审议通过《关于孙公司签订重大算力销售合同的议案》 同意公司下属孙公司北京金刚数海智算科技有限公司（以下简称"金刚数智"） 与江苏***大数据有限公司（以下简称"算力客户"）签订《智算中心多元算力 服务项目之服务协议》，由金刚数智向算力客户提供算力服务，合同含税总金额 展为公司开辟新的收入及利润来源渠道，有利于提升及改善公司经营能力。 董事会认为算力客户依 ...

近日，深圳迎来了一场聚焦数据通信与人工智能融合的盛会——"无智联，不AI"品智联接数据通信商业市场创新峰会。会上，华为公司正式揭晓了其星河 AI高品质万兆园区网络解决方案及"无智联，不AI"星云计划，与行业内的精英客户和合作伙伴共同探讨品智联接的前沿技术理念，并分享了数智化转型的 宝贵经验。 峰会结束后，与会嘉宾还参观了深圳小梅沙智慧文旅综合体样板点，亲身体验了无线网络升级带来的全新感受。华为数据通信将持续推动创新升级，引领 园区网络迈入"体验建网"的新时代，与合作伙伴携手共赢智能新时代。 会上，多位嘉宾共同发布了《"无智联，不AI"星云计划2025》。华为数据通信产品线园区网络领域副总裁陈志伟介绍，华为推出了未来园区网络参考架 构，旨在推动多维度体验的全面升级。在智慧场景建设方面，深圳小梅沙度假区与华为携手，定制部署了差异化的无线AP解决方案，应用了新一代高品 质无线Wi-Fi，共同打造了深圳小梅沙智慧文旅综合体的样板点。深圳职业技术大学构建了全场景Wi-Fi 7校园网络，通过AI运维实现了网络零等待；深圳 市中西医结合医院将Wi-Fi 7网络部署到了多个场景；深圳市今天国际物流技术股份有限公司则打造了高品 ...

A month has gone by since the last earnings report for Pure Storage (PSTG) . Shares have added about 3.7% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Pure Storage due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It tur ...

6月27日消息，今天上午举行的全球人工智能开发与应用大会上，腾讯云大数据基础产品中心总经理程 彬透露，腾讯云已经构建完善的"Data+AI"能力，今年下半年将发布数据智能体产品。 程彬表示，数据作为传统数据平台、AI大模型平台的共同"石油原料"，"Data+AI"不仅仅是数据的简单 叠加，更是深度融合与创新，实现从"让数据说话"到"与数据智能对话"的跃迁。 数据显示，2024年国内数据生产总量首次突破40ZB，达到41.06ZB，同比增长25%，增速较去年提高 2.56个百分点；人均数据生产量约为31.31太字节（TB），相当于1万多部高清电影，同比增长25.17%， 数据生产总量和人均产量实现同步跃升。 最新发布的《Data+AI下一代数智平台建设指南》报告显示，Gartner研究表明，非结构化数据占当今 组织数据的70%至90%。受生成式AI计划、多模态数据处理需求的爆炸式增长以及合规性压力的推 动，企业对非结构化数据管理的需求急剧增长。 因此，非结构化数据处理支出在数据管理总支出中所占的份额将越来越大。 随着AI大模型对于数据的需求增加，传统数据平台在应对生成式AI带来的新型数据需求时，正面临严 峻挑战 ...

BEIJING, June 27, 2025 /PRNewswire/ -- VNET Group, Inc. ("VNET" or the "Company") (Nasdaq: VNET), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that to underscore its confidence in VNET's future development and growth prospects, its Board of Directors has authorized a share repurchase program under which VNET may repurchase up to US$50 million of its American depositary shares ("ADSs"), each representing six Class A ordinary shares of the Company, subj ...

BEIJING, June 27, 2025 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that the Company has increased its total net revenues and adjusted EBITDA (non-GAAP) guidance for the full year 2025."We were very pleased to deliver an impressive first quarter results, demonstrating sustained operating and financial momentum underpinned by strong strategic execution," said Qiyu Wang, Chief Fi ...

Core Insights - Seagate Technology (NASDAQ: STX) has experienced a remarkable 60% year-to-date increase, significantly outperforming the S&P 500's 4% rise, driven by structural improvements and strong market dynamics, particularly in advanced technologies like HAMR [2] - The company has seen a resurgence in the data-storage market, largely due to heightened demand from generative AI applications [2] Financial Performance - Seagate's revenue fell sharply from $11.66 billion in FY2022 to $6.55 billion in FY2024, marking a 44% decline due to weak demand in consumer PCs, Covid-related disruptions, component shortages, and inflationary pressures [3] - However, in the first nine months of FY2025, revenue surged 42% year-over-year to $6.7 billion, driven by strong demand from data-center and cloud customers [3] Market Positioning - Despite the rise of SSDs, HDDs remain essential for large-scale storage due to their cost-effectiveness, leading Seagate to focus on enterprise-grade, high-capacity HDDs while reducing lower-capacity consumer drives [4] - The company has opted to procure NAND from partners like Kioxia, allowing it to concentrate on cost-effective bulk storage solutions [4] Valuation Metrics - Seagate's price-to-sales (P/S) ratio has increased from 1.2x in FY2022 to 3.2x currently, indicating a substantial rise in valuation multiples [5] - The P/S multiple has risen 176% from 1.16x in FY2022 to 2.30x in FY2024, and currently stands at around 3.20x [6] Growth Drivers - The demand for AI-driven storage solutions and the adoption of HAMR technology are significantly boosting high-capacity nearline HDD sales [11] - Seagate reported strong Q3 results with adjusted earnings of $1.90 per share and quarterly revenue of $2.16 billion, reflecting a 31% year-over-year increase [11] - A $5 billion share repurchase initiative has been introduced, indicating confidence in enhancing earnings per share [11] - Operating margins have expanded to 20% in the first three quarters of FY2025, compared to only 3% during the same period last year [11]

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塑产业格局。一方 面，算力的高效调度与整合，为产业各环节注入强劲动能。在存储端，可优化架构，大幅提升数据存储 效率与容量；于分析领域，则能加速模型训练与算法迭代，显著提升数据洞察的精度与深度。另一方 面，算力保障有力推动创新应用落地，如金融投资、智能驾驶等对实时数据处理要求严苛的前沿场景， 得以突破技术瓶颈，实现从概念到实践的跨越，持续拓宽大数据产业的发展边界。 截至2025年6月27日 14点31分，中证大数据产业指数（930902）上涨0.17%，成分股东华软件上涨 4.18%，奥飞数据上涨2.50%，光环新网上涨2.42%，创业慧康上涨1.79%，科华数据上涨1.36%。数据 ETF（516000）上涨0.22%，冲击5连涨，最新价报0.93元。拉长时间看，截至2025年6月26日，数据ETF 近1周累计上涨4.64%。流动性方面，数据ETF盘中换手4.62%，成交1934.06万元。 消息方面，近日，首批数据中心REITs项目—— ...

《科创板日报》27日讯，6月初，优刻得乌兰察布智算中心B栋约2300个机柜启动交付。《科创板日 报》记者独家获悉，B栋机柜资源已全部完成签约。乌兰察布B栋服务客户主要为大型通信设备厂商， 重点聚焦于部署AI大模型训练推理场景。优刻得在乌兰察布自建的智算中心占地约14万平方米，设计 可容纳12000个多规格功率机柜。（记者 黄心怡） 优刻得乌兰察布智算中心交付当月完成100%签约 ...

Shares in data center company and real estate investment trust (REIT) Equinix (EQIX -7.92%) were lower by nearly 10% by noon ET today. The decline comes after a slew of Wall Street analysts downgraded the stock the day after its analyst day presentation.Here's what the investment community is worried about.Analyst downgradesIn truth, the decline is probably a combination of lofty expectations going into the analyst day presentation (not least because data centers and artificial intelligence, or AI, are the ...