对比之下，日本、韩国和欧盟当年给美国的投资承诺也被反复"核查"，结果呢？2025年5月，欧洲议会公开质疑投资数字被夸大，韩企代表会后直言"宣传和 现实差距大"，气氛一度尴尬。 "特朗普会同意吗？"我拉了位常年跑华盛顿的同行问，他笑了下，说："你信他四年吹过的牛吗？"2025年7月，美国劳工局把6月就业数据重新核算，硬生生 砍掉十几万人，原先媒体吹的"经济大跃进"，换成了负增长，小字报上写得明明白白，没人敢多说一句，特朗普推特还甩锅给下属，说"统计口径有问题"， 看着像极了去年"美国优先"政策下的那场混乱。 换个角度，如果真有1万亿砸进来，谁最先受益？金融圈朋友私下聊起，嗓门压得很低，"别说1万亿了，连1亿的口子美国都卡得死紧"，尤其是半导体和人 工智能领域，一只蚂蚁都别想钻进来，哪怕中国企业真想买点美国科技股，审核流程能卡上半年，最后往往只剩下一封拒绝信。 细节里藏着真相，过去三年里，中企在美投资额度逐年缩水，2025年上半年只比2024年同期多出不到1.5%，按照美国商务部的数据，光审批流程就能耗掉 投资方一半耐心，别说"买通特朗普"，连和路边大爷下盘棋都难找人搭理。 "传闻是真的吗？"有财经自媒体在直播间 ...

Core Insights - The implementation of the "Personal Information Protection Compliance Audit Management Measures" in May aims to enhance personal information protection in the digital economy era [1][3] - The DSEP initiated the "Personal Information Protection Compliance Audit Special" work to promote compliance audit practices and establish industry consensus [1][3] Group 1: Compliance Audit Initiatives - The PCA-SC initiative evaluates organizations based on their systems, implementation of compliance audits, support for audits, integration of work, and value presentation [3] - The "Standard Level" certification indicates that companies possess sufficient capabilities for personal information protection compliance audits [3] Group 2: Certification and Recognition - Companies like Hehe Information received the highest level of certification for their data security management systems, marking a significant achievement in personal information protection [1][3] - The certification serves as authoritative recognition of the awarded companies' capabilities and sets a benchmark for self-audit capability construction in the industry [3]

Core Insights - Guiyang's Yunyan District is accelerating the layout of the digital economy, focusing on attracting talent, industrial clustering, technological innovation, application implementation, and optimizing the business environment to drive high-quality regional economic development [1] Group 1: Industry Development - The district aims to introduce 9 digital economy projects by 2025, with a total investment of 9.93 billion yuan, including 4 projects exceeding 100 million yuan, covering areas such as artificial intelligence, data security, and innovation centers [1] - Key technological advancements include an 18% increase in energy utilization efficiency from smart microgrid controllers and a 40% improvement in teacher preparation efficiency through the SomaSeek intelligent platform [3][4] - The establishment of a digital economy ecosystem is evident with the occupancy rate of digital economy buildings rising from below 10% in 2023 to 80% [4] Group 2: Application Scenarios - In smart tourism, the "Huang Xiaoxi" intelligent tourism service platform provides personalized travel planning and has won awards for its data integration efforts [5] - The highway intelligent maintenance platform covers 6,200 kilometers of road network with an 85% accuracy in equipment fault warnings, while the tunnel intelligent dimming system saves over 1 million kilowatt-hours annually [5] - Innovations in cold chain logistics include a plan to enhance cold storage capacity to 600,000 cubic meters and increase refrigerated transport vehicles to 3,000, facilitating the distribution of local agricultural products [6] Group 3: Business Environment Optimization - The district is enhancing its business environment by implementing a digital platform for project management and an AI assistant to streamline administrative processes, significantly reducing processing times [7][9] - The "Enterprise Home" platform has successfully addressed over 20 business requests, with more than 3,500 enterprise visits conducted to resolve issues [9] - Support for innovation includes helping 10 enterprises apply for technology innovation vouchers and securing 8 million yuan in special funding for key data enterprises [9]

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 宋薇萍）9月12日，在2025 Inclusion·外滩大会上，蚂蚁密算、浙江大学、中国科学技术大学等16家国内顶级产学研机构联合发布 《密态计算技术白皮书》（简称《白皮书》），披露密态计算在降低成本、提高安全、规模化应用、互联互通等方面的最新进展，拟推动密态计算在产业界 的应用。 根据国家数据局发布的首批数据领域常用名词解释，"密态计算是指通过综合利用密码学、可信硬件和系统安全相关技术，实现计算过程数据可用不可见， 计算结果能够保持密态化，以支持构建复杂组合计算，实现计算全链路保障，防止数据泄漏和滥用。" 在业内看来，这意味着，密态计算在多个行业实现突破性应用，正在从技术验证阶段迈向规模化商业落地。 在开源开放上，《白皮书》透露，目前行业头部机构正携手制定统一标准，开源核心框架，构建通用安全评估体系。蚂蚁密算发起成立隐语开源社区，与美 团、vivo、小米，清华大学、北京大学、浙江大学等机构和高校合作开展社区共建，推动隐私保护计算技术发展与产业应用，加速实现互联互通。 《白皮书》认为，最新的密态计算技术已将保障拓展到全链路，从身份认证、访问控制到密钥管理 ...

Group 1 - Cohesity is preparing for a potential IPO in 2026, aiming for a valuation comparable to its competitor Rubrik, which has a market cap of $17 billion [1] - The company abandoned its earlier IPO plans to merge with Veritas' data protection division, completing the merger in December 2024, which positioned Cohesity as the largest data protection software provider with a 19% market share [1] - Following the merger, Cohesity's valuation exceeded $7 billion [1] Group 2 - The CEO expressed a desire for Cohesity to become a major player in the industry before going public, indicating that the company is currently a "small fish" compared to competitors like Rubrik and Commvault [1] - Cohesity's fiscal year ends in August, suggesting that the company may not be ready for an IPO until the fall of 2026, contingent on maintaining strong business momentum [1] - The CEO believes that if Cohesity can demonstrate performance metrics similar to Rubrik, its valuation could be "comparable or even higher" [1]

Core Insights - The article highlights the increasing importance of data security management platforms in China due to rising data security risks and costs associated with data breaches, which pose significant challenges to economic and national security [1][3][7]. Market Overview - The market size for data security management platforms in China is projected to reach 825 million yuan in 2024, reflecting a year-on-year growth of 14.8% [1][3]. - The market is characterized by high concentration, with the top five companies holding 52.2% of the market share in 2024 [1]. Key Players - Major players in the data security management platform market include Anheng Information, Qi Anxin, and Qiming Star, with Anheng Information leading the market with a 13.7% share, followed closely by Qi Anxin at 13.1% [1][3]. Development Trends - The data security management platform market is expected to continue growing, with trends indicating a shift towards integrated platform solutions and the incorporation of AI technology for proactive security measures [4][7]. Regulatory Environment - The Chinese government has accelerated the legislative process regarding data security, introducing several key regulations such as the Data Security Law and the Personal Information Protection Law, establishing a foundational legal framework for network data security [3][8].

Group 1 - The technology sector is experiencing significant growth, particularly in the area of data security, with companies like Yuntian Lifei and Zhongke Shuguang seeing substantial stock price increases [1][4] - The Big Data Industry ETF (516700), which focuses on data security, has seen a price increase of nearly 4% during trading, indicating strong market interest [1][4] - Long-term trends in AI development highlight the importance of high-quality data, algorithms, and computing power, with a current bottleneck in the supply and circulation of quality data in China [3] Group 2 - The Chinese government is emphasizing the need for technological self-reliance, which is expected to accelerate the domestic replacement process and enhance digital productivity [4] - The integration of AI technology with traditional security paradigms is creating a demand for reliable and secure digital infrastructure across various sectors, including education, healthcare, and finance [3][4] - The market for AI and security solutions is anticipated to expand significantly, driven by the ongoing evolution of AI technologies and the need for safety and reliability testing [3]

Group 1 - The technology sector is experiencing significant growth, particularly in the area of data security, with companies like Yuntian Lifei and Zhongke Shuguang seeing substantial stock price increases [1][4] - The development of artificial intelligence (AI) is heavily reliant on three key elements: algorithms, computing power, and data, with high-quality data being crucial for the capabilities of large models [3] - Long-term challenges in AI development include the scarcity and difficulty of accessing high-quality data, which is currently a bottleneck for further advancements in the field [3] Group 2 - The Big Data Industry ETF (516700) is focused on sectors such as data centers, cloud computing, and big data processing, with major holdings in leading companies like Zhongke Shuguang and Keda Xunfei [4] - The Chinese government is promoting a digital economy and accelerating the process of domestic substitution, which is expected to enhance the productivity of digital technologies [5] - The trend towards technological self-reliance is gaining momentum, with the potential for significant advancements in the "Xinchuang" (innovation) sector, particularly in the context of the second phase of Xinchuang 2.0 [5]

Core Viewpoint - The company Electric Science and Technology Network Security (电科网安) has developed a key product, the "Sensitive Data Discovery and Classification System," which utilizes multi-modal AI for precise identification of unstructured data [2] Group 1: Product Overview - The "Sensitive Data Discovery and Classification System" is one of the earliest products in the data security field for the company [2] - The product team has successfully tackled several core technologies, including automated asset discovery and AI-based automated data classification and grading [2] - The system features sensitive data flow monitoring and industry classification and grading templates [2] Group 2: Technology and Capabilities - The system employs multi-modal AI for precise identification of sensitive data within unstructured data, integrating image recognition and natural language processing technologies [2] - It supports various common types of unstructured data, including office documents, with industry-leading accuracy in identifying sensitive data [2]

Core Viewpoint - The article emphasizes the launch of the "Yue Chuang Jin Qiao" initiative in Guangdong Province, aimed at creating a high-level, effective platform for venture capital and innovation project matching, thereby enhancing the synergy between industry and investment to foster a robust ecosystem for venture capital and entrepreneurship [2][3]. Group 1: Event Overview - The "Yue Chuang Jin Qiao" initiative was officially launched on August 18, 2025, as part of the provincial government's strategy to promote venture capital and better serve the real economy [2][3]. - The event aims to establish a regular, high-energy, and effective platform for venture capital matching, focusing on Guangdong while also reaching out to the Greater Bay Area and nationwide [3]. Group 2: Participating Companies - Several leading companies in the data security and advanced manufacturing sectors participated in the event, including: - Guangdong Mushroom Internet of Things Technology Co., Ltd., a data-driven control benchmark enterprise [6]. - South China Brain Control (Guangdong) Intelligent Technology Co., Ltd., a provider of original technology and platform solutions [6]. - Shenzhen Nanshe Intelligent Equipment Co., Ltd., focused on advanced materials manufacturing equipment [7]. - Guangzhou Aifeng Optical Technology Co., Ltd., known for its innovative chip manufacturing with proprietary technology [7].