随着人工智能的爆发式增长和数据总量的指数级跃升，存储已从传统的"数据容器"跃迁为支撑数字经济 高质量发展的战略基座。推动以"存力中心"为代表的先进存力基础设施建设，通过聚数、治数、供数、 用数的能力闭环，重构数据从资源化、产品化到资产化的核心链路，已成为夯实数字经济底座、推动新 质生产力发展的重要途径。 目前，中国存力建设仍面临"存而不用、用而不深"、核心芯片(软件、介质)具有短板，以及存力、算 力、运力协同效率有待提升等方面的挑战。对此，王志勤建议，要探索存力建设的最优路径，共享最佳 实践，聚焦存力服务普惠与效能提升，强化技术攻关与产业协同生态构建。 工业和信息化部新闻宣传中心总编辑王保平表示，工信部等六部门发布的《算力基础设施高质量发展行 动计划》明确提出，构建"算力、存力、运力"一体化发展体系，将存力纳入国家新型基础设施建设全 局。对于存力建设，王保平呼吁，要坚持创新驱动，筑牢安全根基，构建自主可控产业生态；优化全国 布局，深化区域协同，推进绿色集约发展；深化融合赋能，激活数据价值，服务经济高质量发展。 "存力中国行"启动仪式暨首站活动日前在广东省举行。据中国信息通信研究院副院长王志勤介绍，中国 存力建 ...

访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 "短剧出海"没有秘密：三强格局松动？新面孔涌现 中美韩等多国玩家加速入局，愈加卷入全球竞争的出海短剧市场，大戏真正开启。 前五个月中非经贸创新高，下半年出口靠谁撑起底气？ 中国外贸在复杂环境中稳健前行，"朋友圈"更加多元，接下来还能怎么发力？ 对话元鼎智能 CEO 汪洋：攻占欧美10万+泳池社区店，捏住行业命脉 泳池机器人行业或将从"增长优先"转向"效率优先"，当资本热潮退去，什么才是支撑百亿市场的真实骨架？ 热点快讯 特朗普称将继续延长出售 TikTok 限期，外交部回应 外交部发言人郭嘉昆主持例行记者会。法新社记者提问，白宫昨日表示，特朗普本周将继续延长出售 TikTok 的限期。中方对此有何评论？对于关于 TikTok 有可能达成协议有何评论？ 郭嘉昆回应，关于涉 TikTok 的问题，中方已多次阐明原则立场，将继续依据中国的法律法规处理相关问题。（智通财经） 萝卜快跑香港测试拓展至东涌 6月18日，香港特别行政区运输署发布消息称，萝卜快跑已获批在香港东涌的指定路段和时段开展测试，进一步丰富自动驾驶应用场景。这是继4月 ...

AI时代数据将进入黄金时代，全球数据以每年36%的速度爆发式增长。到2030年，数据总量将突破 1YB，人类将正式进入YB时代。随着AI技术的广泛应用，数据的价值正在被激发，数据正从"沉睡的资 产"蜕变为"驱动未来的核心生产要素"。 统计显示，中国年数据产量高达41.06ZB，但仅有5.1%被有效保存，约95%的数据因存储能力不足而无 法得到充分利用。为此，国家各部委正积极出台政策，推动建设行业和区域数据归集平台，促进数据 从"碎片化"向"集约化"转变，加速数据要素价值释放。 王旭东提到，AI的快速发展带来了多模态数据，面对文本、视频、图像等异构数据交织的挑战，传统 的数据孤岛架构已难以应对。只有通过数据汇聚和统一治理，才能充分发挥数据的规模效应，使其成为 真正的生产要素。基于此，能够支撑海量数据汇聚、治理、加工和流通的存力中心正在全国各地加速建 设。 6月13日，在第四届粤港澳大湾区（广东）算力产业大会暨第三届中国算力网大会上，华为数据存储产 品线战略与业务发展部总裁王旭东受邀出席并发表题为"共筑先进存力中心，助力韶关数据产业高质量 发展"主题演讲。 华为数据存储产品线战略与业务发展部总裁王旭东发表演讲 ● ...

每克DNA能够存储数百艾字节的数据，并且在无需电力的情况下能够保存长达数千年。尤其在生物医 学数据领域，DNA存储的潜力尤为显著——其图片数据分辨率高、存储周期长且相似度强，具有巨大 的应用前景。 吴华明介绍，研究团队开发的HELIX系统包含3个核心模块：图像压缩、图像纠错编码和图像复原。针 对DNA存储过程中可能出现的碱基错误，HELIX对现有压缩算法进行了优化，大幅增强了系统的容错 能力。同时，为了进一步提升图像解码的成功率，团队还引入了深度学习技术，在图像修复过程中显著 增强信息恢复的能力。 在湿实验中，研究团队成功将两张60MB的时空组学图像编码为13万条、每条183个碱基的DNA序列， 并通过DNA合成与测序技术，恢复了图像数据。实验结果表明，HELIX系统具备强大的鲁棒性，只需 要约5.8倍的测序深度，即可恢复图像的绝大部分信息。 记者19日从天津大学获悉，该校应用数学中心的吴华明教授团队在DNA存储领域取得突破，团队提出 了一种全新的DNA存储系统——HELIX，专门用于存储生物医学数据，并成功实现了60MB（兆位）的 时空组学图像的存储与恢复。研究成果发表在国际期刊《自然·计算科学》上。 据介 ...

7. 斯泰兰蒂斯(STLA.N)第一季度营收358亿欧元，同比下降14%，低于分析师预测的354亿欧元。因关税 相关不确定性，暂停发布2025年财务指引。 8. Visa(V.N)2025财年Q2营收96亿美元，市场预期95.5亿美元，去年同期87.8亿美元。 9. 淡水河谷(VALE.N)CEO：公司已在4月份逆转了第一季度铁矿石产量下降的趋势；对实现年度产量指 引充满信心。 金十数据整理：每日美股市场要闻速递（4月30日 周三） 重要新闻 个股新闻 1. 超微电脑(SMCI.,O)盘前大跌近17%。公司公布第三财季的初步业绩，营收为45亿至46亿美元，而分 析师预期为53.5亿美元。 5. 微软(MSFT.O)：微软将积极抗辩任何政府暂停或停止其在欧洲云业务的命令。在16个欧洲国家扩展 数据中心业务。 6. 阿里巴巴(BABA.N)将于2025年5月15日公布2025年3月份季度及2025财政年度业绩。 1. 美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。 2. 美国金融交易和预测市场平台Kalshi目前预期今年美国经济衰退的概率为74%。 3. 美国4月ADP就业人数增 ...

Financial Data and Key Metrics Changes - Seagate reported a 31% year-on-year increase in revenue, reaching $2.16 billion, and an 81% growth in non-GAAP gross profit dollars [5][13] - Non-GAAP gross margin expanded by 70 basis points sequentially to 36.2%, and non-GAAP operating margin increased to 23.5% of revenue [13][16] - Non-GAAP EPS was $1.90, at the top end of the guidance range, with free cash flow generation increasing to $216 million compared to $150 million in the prior period [18][19] Business Line Data and Key Metrics Changes - Nearline revenue represented approximately 90% of mass capacity volume, with shipments of 120 exabytes, down 5% sequentially but up 55% year-on-year [15] - Mass capacity revenue declined sequentially by $145 million to $1.7 billion, but represented a 48% increase year-on-year [14] - Legacy product sales totaled $254 million, down 8% sequentially, reflecting expected seasonal trends [15] Market Data and Key Metrics Changes - Cloud nearline revenue and exabytes were up nearly 10% sequentially, almost doubling year-over-year amid a tight supply environment [8] - Demand for mass capacity storage aligns with the cloud CapEx investment cycle and ongoing data center infrastructure build-out to support AI transformations [8][10] - Nearline exabyte demand looks strong through calendar 2025, with visibility of demand extending into the first half of calendar 2026 [10] Company Strategy and Development Direction - The company is focused on managing controllable factors while executing its aerial density-driven technology roadmap [7] - Seagate's HAMR-based Mosaic drives are positioned as the industry's only three terabyte per disk products, with ramping volume to qualified customers [7][12] - The company aims to transform its business model to prioritize profits and cash generation, capitalizing on the growth in data generation and value [23] Management's Comments on Operating Environment and Future Outlook - Management expects minimal impact from trade policy changes on fourth-quarter financial performance and is monitoring the situation closely [6][20] - The company anticipates robust demand for high-capacity nearline products across the global cloud customer base, driving revenue and profits higher in the upcoming quarter [20] - Management expressed confidence in the long-term growth potential driven by increasing data generation and the need for mass capacity storage [23] Other Important Information - The company returned $152 million to shareholders through dividends and maintained liquidity of $2.1 billion at the end of March [19] - Seagate's debt balance was $5.1 billion, with a net leverage ratio of 2.1 times, and plans for further reduction in the coming quarters [19] Q&A Session Summary Question: How did Seagate manage upside in the quarter despite supply constraints? - Management indicated that the predictability built through the build-to-order process allowed them to guide revenue effectively, despite previous operational issues being resolved [29][30] Question: What is the status of HAMR qualifications and its contribution to results? - Management confirmed that HAMR is growing well, with several qualifications in progress, and that it contributed positively to the quarter's results [34][37] Question: How has visibility improved regarding customer demand? - Management noted that build-to-order models provide predictability, and there is a sense of urgency from customers for data center investments [41][42] Question: What is the impact of tariffs on financial models? - Management stated that passing through tariff-related costs would be a last resort, and they are focused on maintaining margins to reinvest in technology [50][52] Question: What is the outlook for revenue growth and gross margin in the back half of the year? - Management expressed confidence in sequential revenue growth and gross margin expansion, with strong demand visibility extending into early 2026 [55][58] Question: How does the company view the impact of emerging AI workloads on storage demand? - Management highlighted that AI workloads are expected to drive significant storage demand, particularly for video applications and large datasets [64][65]