由清华大学等高校及企业承办的交流活动将充分展现大数据行业创新活力，主题涵盖数据开发利用、可 信数据空间、数据交易、人工智能、数字人才培养等多个方向，广泛邀请各类专家学者及企业精英从不 同视角发声，深入交流发展中的经验成果、困惑与挑战，力求通过思想碰撞与经验交流，为各方提供有 益的思路与借鉴。 2025数博会交流活动还预计发布64项具有引领意义的关键行业标准和具有参考价值的典型案例，为企业 的战略布局、技术创新、业务拓展等提供有价值的路径参考，助力企业在激烈的市场竞争中把握机遇、 赢得先机，推动整个大数据产业生态的健康繁荣发展。 官方表示，2025数博会交流互动活动将汇聚行业智慧、融合政产学研用、聚焦数据未来的交流盛宴，为 数字经济发展注入强劲新动能，书写合作共赢的新篇章。 海内外各方还将参与"高质量数据集""数字政府""算力聚势智能未来""AI可信数据空间大会""公共数据 开发利用"等交流活动，分享数字政府建设、可信数据空间应用、数据安全治理等领域的典型经验与实 践案例，为大数据行业发展贡献智慧。 贵阳贵安也积极谋划特色鲜明的交流活动，充分发挥算力枢纽节点城市优势，邀请国家算力枢纽节点城 市代表及算力领域知名 ...

或由于数博会来袭，今日（8月26日）大数据产业方向表现活跃，聚焦数据安全领域的大数据产业ETF （516700）场内涨幅盘中上探1．27%，现涨0．54%，成份股方面，拓维信息、天融信涨停，广联达涨 超8%，中国长城涨逾6%，数据港、中国软件、数字政通等个股跟涨。 消息面上，8月28日至30日，由国家数据局主办、贵州省人民政府承办的2025中国国际大数据产业博览 会（简称数博会）将在贵州省贵阳市举办。 本文图片、数据来源于沪深交易所。 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。 长江证券认为，当前，我国大模型算力及算法能力显著提升，大量高质量语料数据"供给难、流通难、 使用难"，已经成为我国人工智能进一步发展的瓶颈。随着国家数据局启动高质量数据集建设工作，高 质量语料供给严重匮乏有望缓解，同时在大模型加速落地的过程中，数据的价值或将进一步被挖掘。建 议关注具备高质量数据资源的厂商。 华西证券认为，当前AI技术及大模型加速迭代，传统安全范式面临挑战，数据与人工智能的深度融 合，不仅带来效率与模式的跃迁，也使"可信、可控、安全"的数字底座 ...

时空大数据概念股持续走高，君逸数码、中电鑫龙涨停，航天宏图、天润科技、朗科科技涨超10%，华 胜天成、天源迪科、吉视传媒、华力创通、纵横股份跟涨。 ...

另有消息称，今年初，埃隆·马斯克将xAI与社交媒体平台X合并后，新公司的估值也已突破1100亿美 元。此外，人工智能创企Anthropic也被曝出正洽谈新的融资方案，若成功，公司估值将超过1700亿美 元。 又一家千亿美元独角兽即将诞生 AI真的太火爆了。 近日，Databricks发布公告称，正在进行一轮超10亿美元的K轮融资，各方已签署投资条款清单，对应 估值超1000亿美元，较八个月前增长超60%。该公司去年底曾进行100亿美元融资，当时估值620亿美 元。公司预计新增资金用于加速人工智能战略和推动全球增长。 （原标题：千亿美元独角兽，又添一员！） 倘若公司估值突破1000亿美元，将使Databricks进入全球未上市初创独角兽千亿美元市值俱乐部，目前 该俱乐部成员有SpaceX、OpenAI、字节跳动，三者估值均超3000亿美元。此外，马斯克的xAI与X年初 重组后合并估值超1100亿美元。 全球未上市初创独角兽千亿美元俱乐部再添新成员。 近日，全球数据分析和人工智能公司Databricks宣布正在进行一轮超过10亿美元的K轮融资，预计届时 估值将超过千亿美元。 企业服务数据库公司Crunchbase ...

又有美股爆雷！ 当地时间周三（8月20日），全球最大纤维水泥产品制造商——詹姆斯哈迪（JHX）的股价暴跌超 34%，创1973年以来最大跌幅。此前，詹姆斯哈迪披露的财报显示，2026财年第一财季利润同比下降 29%。该公司警告称，北美市场的翻修和新建仍然面临挑战。 另外，硅谷大数据公司Palantir周三继续下跌，为连续第六个交易日下跌，其间累计跌幅超过16%。 Palantir最新股价报156美元。知名大空头、香橼研究公司的安德鲁·莱夫特表示，Palantir"脱离了基本 面"，其股价应该在40美元。 来看详细报道！ 股价暴跌，跌幅创52年新高 （原标题：见证历史！全球最大纤维水泥产品制造商暴跌超34%！） 家得宝首席财务官Richard McPhail在周二的电话财报会议上对分析师表示："我们的客户仍然告诉我 们，利率环境让他们暂停了通常需要债务融资的大型改造项目。" LOW周三表示，预计全年整体家居装修市场将保持平稳。LOW首席财务官Brandon Sink在公司电话财 报会议上表示："我们仍在应对一些短期挑战，包括抵押贷款利率上升、谨慎的消费者负担能力仍然是 导致我们所看到的锁定效应的压力点，以及低迷 ...

Core Insights - The 2025 China International Big Data Industry Expo will take place from August 27 to 30, focusing on the theme "Data Aggregates Industrial Momentum, Intelligent Development New Chapter" [1] - Daily Interactive has been committed to promoting technological innovation and industrial implementation of data intelligence for 20 years, leveraging its extensive "DI Know-How" alongside cutting-edge AI technology [1] Company Highlights - The GAI Station, priced at 98,000 yuan, is a key exhibit from Daily Interactive, designed as an AI all-in-one machine that integrates intelligent computing and storage, aimed at providing enterprises with lightweight AI solutions [1] - GAI Station includes three years of large model and knowledge base services, pre-installed with AI office suites such as writing assistants, meeting minutes, and intelligent Q&A, making it a preferred choice for enterprises [1] - Daily Interactive has established partnerships with various organizations, including Hainan International Economic Development Bureau and China Telecom Zhejiang, and has initiated the "Hundred Cities, Hundred Scenarios" co-creation plan, which has been implemented in over 30 cities nationwide [1] Event Engagement - During the expo, Daily Interactive will host GAI Station experience activities at their booth (W2E08), allowing attendees to evaluate AI tools such as writing assistants and intelligent Q&A [1] - An AI robotic dog will also be featured at the Daily Interactive booth, enhancing the interactive experience for visitors [1]

随着美股IPO市场火到发烫，私募股权市场的"水位"也开始不断涨高。 当地时间周二，全球数据、分析和人工智能公司Databricks发布公告称， 正在进行一轮超过10亿美元的K轮融资，各方已经签署了投资条 款清单，对应估值将超过1000亿美元。 Databricks去年底进行过一轮100亿美元的融资，当时公司估值为620亿美元。 Databricks是做什么的？ 简单来说， Databricks是专精大数据处理的平台，帮助企业把分散的数据统一起来，并利用机器学习和AI进行分析与应用。 （来源：公司官网） 公司预计新增资金将用于加速人工智能战略，并推动全球增长。 估值突破1000亿美元，也将使Databricks进入一个独特的"俱乐部"： 在全球未上市初创 "独角兽"中，目前公认市值超过千亿美元的包括 航空航天科技公司SpaceX、 人工智能领军企业OpenAI，以及移动互联网巨头字节跳动。这三家的估值据称都已经超过3000亿美元。 另外，马斯克的人工智能公司xAI与社交媒体平台X年初重组后，合并估值也突破1100亿美元。上个月有知情人士称，xAI控股正在洽谈进行 一轮估值最高可达2000亿美元的融资。 他也表示 ...

Core Viewpoint - Palantir's stock has experienced a significant decline, dropping over 9% on Tuesday and more than 15% over the past five trading days, despite reporting its first quarterly revenue exceeding $1 billion earlier this month, which initially drove the stock to a record high [1][3][4]. Group 1: Stock Performance - Palantir's stock has fallen for five consecutive trading days, reflecting a retreat from its historical peak [4]. - The stock is the best performer in the S&P 500 for 2025, with a year-to-date increase of over 100% [5]. - Since its IPO in 2021, Palantir's stock has surged nearly 2500% [6]. Group 2: Valuation Concerns - The company's forward price-to-earnings (P/E) ratio has soared to over 245, raising concerns about its valuation [6]. - In comparison, major tech companies like Microsoft and Apple have P/E ratios around 30, while Meta and Alphabet maintain P/E ratios in the 20s [7]. - Analysts estimate that Palantir needs to generate $60 billion in revenue over the next 12 months to achieve a valuation comparable to its peers [8]. Group 3: Analyst Sentiment - The number of analysts rating Palantir as a sell or hold is more than double those giving a buy rating, indicating widespread unease on Wall Street [8]. - Mark Giarelli from Morningstar has given the stock a sell rating, describing it as a challenging valuation story [9]. - Andrew Left, founder of Citron Research, has publicly shorted Palantir, asserting that the stock is significantly overvalued and suggesting it could drop over 70% to be considered cheap [10].

Core Insights - The completion of the second phase of the Shandong Big Data Industry Base project marks a significant breakthrough in the construction of digital economy core carriers in Shandong Province [1] Project Overview - The project, located in Jinan High-tech Zone, has a total investment of 3.19 billion yuan, covers an area of 63.6 acres, and has a total construction area of 373,000 square meters [5] - It features two 200-meter landmark skyscrapers and integrates functions of "office + commercial + data center + transportation hub" [5] - The project employs a multi-dimensional TOD model, connecting the underground metro, surface public transport, and an aerial helipad [5] Construction Achievements - The construction team overcame challenges such as tight schedules, limited space, strict environmental regulations, and harsh winter weather [3] - During the winter of 2021, the team completed over 1,000 tons of foundation slab steel reinforcement in 12 consecutive days and poured 12,000 cubic meters of concrete in 135 hours [3] - The project utilized advanced technologies such as BIM modeling and various construction techniques to address complex structural challenges [3] Industry Impact - The project has attracted 8 listed companies' headquarters and 5 national-level specialized "little giant" enterprises, with a total of 252 high-quality enterprises now settled [5] - It aims to create an industrial ecosystem that includes a big data research center, cloud computing service platform, AI innovation laboratory, and corporate headquarters [5] - The commercial center, covering 50,000 square meters, has introduced over 20 brand businesses, enhancing the project's attractiveness and economic impact [5]

Core Viewpoint - Andrew Left, founder of Citron Research, believes that Palantir's stock price needs to drop to $40 or $50 to be considered truly cheap, indicating a potential decline of over 70% from current levels [1][5]. Group 1: Short Selling Palantir - Citron Research has targeted Palantir as the next "retail darling" to short, following the GameStop saga [3]. - Left announced his short position on Palantir, stating that the company is "far beyond the realm of overvaluation" [4]. - Following the announcement, Palantir's stock price fell 1.4% to $184.37, despite a year-to-date increase of 145% and a 12-month rise of 506% [5]. Group 2: Valuation Concerns - Left argues that it is contradictory for a big data company to ask investors to ignore valuation metrics, emphasizing that the current stock price remains excessively high even if Palantir is the greatest company ever [9]. - He refutes the notion that Palantir dominates the data analytics field, pointing out that competitors like Databricks are also in the market and have more customers [9]. Group 3: Historical Context - Left had previously included Palantir in his "holiday short list" at the end of 2020, setting a target price of $20, which represented over a 50% decline from then-current levels [10]. - Despite his earlier predictions, Palantir's stock surged due to the AI boom, continuously breaking valuation records since 2024 [11]. Group 4: Broader Investment Views - In addition to shorting Palantir, Left expressed bullish views on Rocket Companies, calling it a potential "Amazon of the housing sector," and expects it to benefit from pent-up housing demand and declining mortgage rates [13]. - Left maintains a bullish stance on Amazon and Apple, which, along with his short position on Palantir, forms a balanced investment strategy [13].