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数据变现之前,先回答三个灵魂之问
3 6 Ke· 2026-01-07 00:42
如果要负责为上千名音乐人分析专辑销量、粉丝数据、社交媒体及周边商品的数据,你会怎么做?这正 是纳拉斯·伊查姆巴迪(Naras Eechambadi)在2021年加入环球音乐集团(UMG)时面对的挑战。这个 集团旗下艺人包括Lady Gaga、Eminem等当红巨星,披头士等传奇乐队,还有众多新锐音乐人。作为公 司第一位全球首席数据与分析官,他需要建立起一个能让UMG的海量数据为其众多业务部门和合作伙 伴所用的机制。为此,他带领团队整合了来自实体门店、电商平台、社交媒体、营销活动、电子邮件, 以及客户关系管理系统(CRM)的数据,开发出一套名为"粉丝分析、营销与电商系统"(FAME)的报 表分析工具,帮助包括唱片公司和艺人在内的UMG合作伙伴识别增长机遇。 FAME系统不仅能提供关于每位乐迷行为的精细化数据与洞察,还能自动生成针对个体的后续行动建 议。很快,营销活动中的听众参与度和转化率就得以显著提升,推动电商渠道收入实现了超过30%的增 长。而且在签约新艺人与唱片公司时,FAME系统还为UMG带来了显著优势。通过将UMG分散杂乱的 数据整合为一体化的易用工具,伊查姆巴迪团队找到了一条在拓展业务同时,始终能与" ...
小摩上调Verisk Analytics目标价至260美元
Ge Long Hui· 2025-12-31 02:22
摩根大通将数据分析公司Verisk Analytics的目标价从250美元上调至260美元,此前Verisk因监管审查延 迟终止收购AccuLynx的交易。 ...
维瑞斯克终止24亿美元收购安酷林科斯交易
Xin Lang Cai Jing· 2025-12-29 14:17
维瑞斯克在声明中称:'安酷林科斯已通知我方,认为维瑞斯克终止合并协议的行为无效。维瑞斯克坚 决反对该主张,并拟针对此类主张全力抗辩。' 数据分析公司维瑞斯克(Verisk)周一宣布,终止计划以 23.5 亿美元收购屋顶工程软件开发商安酷林科 斯(AccuLynx)的交易。 维瑞斯克表示,作出该决定是因美国联邦贸易委员会(FTC)通知称,其未能在 12 月 26 日的交易终止 日前完成对本次收购的审查。 维瑞斯克已于今年 7 月官宣这笔收购交易,最初预计 2025 年第三季度完成交割。 维瑞斯克已于今年 7 月官宣这笔收购交易,最初预计 2025 年第三季度完成交割。 维瑞斯克在声明中称:'安酷林科斯已通知我方,认为维瑞斯克终止合并协议的行为无效。维瑞斯克坚 决反对该主张,并拟针对此类主张全力抗辩。' 截至发稿,安酷林科斯尚未回应路透社的置评请求。 责任编辑:郭明煜 截至发稿,安酷林科斯尚未回应路透社的置评请求。 责任编辑:郭明煜 数据分析公司维瑞斯克(Verisk)周一宣布,终止计划以 23.5 亿美元收购屋顶工程软件开发商安酷林科 斯(AccuLynx)的交易。 维瑞斯克表示,作出该决定是因美国联邦贸易委员 ...
2025年数据分析Agent白皮书:AI重构数据消费解读(34页附下载)
Sou Hu Cai Jing· 2025-12-23 14:18
瓴羊《2025数据分析Agent白皮书》深度解读 一、核心命题:AI正在重构数据消费方式 这份由阿里云旗下瓴羊发布的白皮书,揭示了数据分析领域正在经历的第五次范式革命。核心论断是:数据分析正从"工具驱动"转向"Agent驱动",AI不再 是辅助功能,而是成为重构整个数据消费链条的核心引擎。预计到2025年,传统BI的被动响应模式将被主动服务的分析Agent全面取代。 二、演进脉络:从Excel到智能体的五次跃迁 白皮书将数据分析发展划分为五个阶段: 第一阶段(1990年代):手工电子表格时代,依赖个人Excel技能,数据处理能力受限于单机和小规模数据集。 第二阶段(2000年代):传统报表软件兴起,需要专业数据开发人员定制化开发报表,以数据开发者为中心,响应周期长且灵活性差。 第三阶段(2015年左右):敏捷BI出现,数据分析师成为主角,通过可视化仪表板实现自助分析,但仍需掌握分析技能。 第四阶段(2020年):智能BI萌芽,部分厂商开始嵌入AI能力,但多为点状功能增强,未能改变"人找数据"的基本逻辑。 第五阶段(2025年):分析Agent时代,以数据消费者为中心,实现"信息找人、主动发现、行动驱动"的智能 ...
硬核技术壁垒+多重增长引擎,迅策科技(03317)能否成为“中国版Palantir”?
智通财经网· 2025-12-22 12:36
在这背后,除了有腾讯、KKR、阿里、高盛等一众明星股东站台之外,迅策科技本次亦引入了云锋基 金、龚虹嘉执掌的富策控股、中视金桥、Alphahill基金、无极资本Infini、蔷薇香港、Cithara基金、 Factorial Master Fund以及Joy Mobile等9名"豪华"基石阵容。 "我们只解决不可放弃的难题"——在美股市场创造5年市值超4千亿美元的Palantir成长传奇,如今或将有 望在港股市场上显现。 12月18日启动招股、12月30日在港交所主板挂牌上市的迅策科技(03317),离正式登陆二级市场愈发临 近。该公司卡位高成长的数据分析赛道,凭借强大的技术壁垒、领先的市场地位以及前瞻性的战略布局 被视为"中国版Palantir",自递表以来便被市场寄予厚望。 据智通财经获悉,迅策科技计划在本次IPO中发行22,500,000股H股。其中,香港公开发售2,250,000股H 股,国际发售20,250,000股H股。以最高每股55港元的发行价计算,迅策科技本次IPO募集约12.375亿港 元,市值约177亿港元。 那么,迅策科技该如何复制这一场充满想象力的"中国版Palantir"价值跃升之路 ...
透视迅策科技:从优势领域走向多元化,兼具稀缺性与高成长性
Zhi Tong Cai Jing· 2025-12-18 07:41
在 AI 技术重构商业逻辑的今天,Data Agent 正为企业数据分析行业带来全新的范式革命。 IDC 曾预测指出,到 2026 年,将有 50% 的中国 500 强数据团队使用 AI Agent 来实现数据准备和分 析,数据工程 Agent 将成为企业的重要组织者和协调者。这一数据背后也直接道出了数据分析行业新趋 势 —— 即通过 "数据 + 知识" 融合、洞察到行动闭环、人机协同进化三大核心价值,Data Agent 正在突 破传统数据分析工具的能力边界。 这一新趋势下,也给那些率先完成 "AI 原生" 转型的数字分析企业带来了空前的市场关注度。 就拿与 Data Agent 行业提供 "燃料" 和 "跑道车" 的迅策科技 (03317) 来说,该公司是国内领先的实时数 据基础设施及分析供应商,业务数据基础设施和数据分析应用亦是 Data Agent 产业链上最关键的一 环,故此次赴港上市的动作也吸引了市场广泛关注。 12 月 18 日,迅策科技发布公告表示,自今日起至下周二 (23 日) 招股,发售 2250 万股 H 股,香港公开 发售占 10%,其余为国际配售,每股招股价介乎 48 港元至 55 ...
AI淘金潮的“卖水人”:Innodata(INOD.US)靠AI数据清洗逆袭,营收5年翻三倍
智通财经网· 2025-11-24 06:52
Core Insights - Innodata is positioned as a significant player in the AI data preparation market, with analysts predicting a potential stock price increase of approximately 68% over the next 12 months, with an average target price of $93.75 [1][3] Company Performance - Innodata's stock has surged nearly 1400% over the past five years, outperforming Nvidia [1] - The company's revenue is projected to grow at a compound annual growth rate (CAGR) of 25% from $5.6 million in 2019 to $171 million by 2024 [3] - Adjusted EBITDA is expected to rise from $3 million in 2019 to $35 million in 2024 [3] Market Demand - The demand for Innodata's services has exploded due to the rise of AI, with at least five major tech companies utilizing its data preparation services [2] - Large tech companies typically spend 80% of their time preparing raw data for AI projects, making outsourcing to Innodata a more efficient option [2] Future Projections - Innodata anticipates a revenue increase of at least 45% in 2025, reaching $249 million, and a further 25% growth in 2026 to $311 million [3] - The company expects adjusted EBITDA to grow by 53% to $53 million in 2025 and by 26% to $67 million in 2026 [3] Valuation - Innodata's enterprise value is currently $1.8 billion, with a potential increase of 22% to $2.2 billion over the next 12 months if performance meets expectations [4] - If the company achieves a more optimistic EBITDA multiple of 45, its enterprise value could rise by 67% to $3 billion, aligning with the stock's 12-month average target price [4]
本届计算机毕业生,找工作比文科生还难
首席商业评论· 2025-11-15 04:45
Core Viewpoint - The article discusses the declining employment rates and salaries for computer science graduates in China, highlighting the impact of AI and technological advancements on job markets and the necessity for continuous learning and adaptation in the workforce [5][7][23]. Employment Trends - The employment rate for 2024 computer science graduates is only 82.4%, ranking 11th from the bottom among 61 major disciplines, significantly lower than the national average of 86.7% [5][6]. - In comparison, the employment rates for history and foreign language graduates are higher, at 87.2% and 86.9% respectively, indicating a shift in job market dynamics [7]. Salary Trends - Salaries for computer science graduates have also seen a decline, dropping from the 5th position in 2014 to 27th in 2023, with many graduates reporting starting salaries below 6,000 [7][8]. Impact of AI on Employment - The rise of AI technologies is significantly affecting the demand for computer programmers, with major companies like Amazon and Microsoft announcing large-scale layoffs, citing a shift towards AI-driven operations [8][10]. - AI's ability to generate code is reducing the need for traditional programming roles, leading to a perception of programmers as less essential [10][11]. Educational System Critique - The article critiques the traditional higher education system, suggesting that it may not adequately prepare students for the current job market, as companies like Palantir are now recruiting directly from high school graduates [13][16]. - There is a growing sentiment that practical skills and adaptability are more valuable than formal degrees in today's rapidly changing job landscape [17][23]. Continuous Learning and Adaptation - The article emphasizes the importance of continuous learning and the ability to adapt to new tools and technologies, suggesting that success in the modern workforce is increasingly determined by one's willingness to learn rather than by one's academic background [23][25].
国办印发实施意见 提出22类场景培育和开放重点领域 打造一批新领域新赛道应用场景
Zhong Guo Zheng Quan Bao· 2025-11-07 20:19
Core Insights - The Chinese government has issued implementation opinions to accelerate the cultivation and large-scale application of new scenarios, emphasizing the importance of these scenarios in validating new technologies and products, and promoting the integration of technological and industrial innovation [1][2]. Group 1: New Application Scenarios - The opinions focus on creating new application scenarios in five areas: digital economy, artificial intelligence, industrial transformation, social governance, and improving people's livelihoods [2]. - In the digital economy, the government aims to explore applications of technologies such as the metaverse, virtual reality, and robotics, enhancing the integration of the digital and real economies [2][3]. - For artificial intelligence, the emphasis is on strengthening core technology development and promoting high-value application scenarios to meet diverse needs across various sectors [2]. Group 2: Industrial Transformation and Upgrading - In the manufacturing sector, the focus is on intelligent manufacturing, green manufacturing, and service-oriented manufacturing, with support for innovative production lines and smart factories [3]. - The transportation sector will see the introduction of new technologies for smart traffic management and optimization of urban transport structures, enhancing efficiency while ensuring safety [3]. - The opinions also highlight the need for collaborative reforms in market access, scenario cultivation, and resource allocation to support the development of new productive forces [3].
打造一批新领域新赛道应用场景
Zhong Guo Zheng Quan Bao· 2025-11-07 20:11
Core Viewpoint - The Chinese government has issued implementation opinions to accelerate the cultivation and large-scale application of new scenarios, emphasizing the importance of integrating technology and industry to promote innovation and economic development [1][2]. Group 1: New Application Scenarios - The opinions focus on creating new application scenarios in five areas: digital economy, artificial intelligence, industrial transformation, social governance, and improving people's livelihoods, with 22 key areas for scenario cultivation and opening [2]. - In the digital economy, the government aims to explore applications of technologies such as the metaverse, virtual reality, and robotics, enhancing the integration of the digital and real economies [2]. - For artificial intelligence, the emphasis is on strengthening core technology breakthroughs and promoting high-value application scenarios to meet diverse development needs across various sectors [2][3]. Group 2: Industrial Transformation and Upgrading - In the manufacturing sector, the focus is on smart manufacturing, green manufacturing, and service-oriented manufacturing, with support for innovative production lines and digital parks [3]. - The transportation sector will see the introduction of new technologies for smart traffic management and optimization of urban transport structures, enhancing efficiency while ensuring safety [3]. - The opinions also highlight the need for collaborative reforms in market access, scenario cultivation, and resource allocation to support the development of new productive forces [3].