企查查APP显示，近日，贵州大数据产业集团有限公司发生工商变更，注册资本增加到17亿元；原股东云上贵州大数据（集团）有限公司退出， 由贵州省人民政府国有资产监督管理委员会、中国贵州茅台酒厂（集团）有限责任公司、贵州省新型工业化发展股权投资基金合伙企业（有限合 伙）等直接持股；公司的主要人员发生变更，同时，公司的经营范围新增"人工智能公共数据平台；卫星遥感数据处理；人工智能行业应用系统集 成服务；人工智能应用软件开发；人工智能基础软件开发等。" （原标题：贵州大数据集团注册资本增加至17亿元，经营范围新增AI等） ...

【华福计算机】东方国信：字节算力持续加码，重点推荐Z系IDC黑马！ 大数据垂直领域领军者，基本盘稳固。 公司深耕电信、金融及工业大数据领域二十余年，核心产品在三大运营商及大型银行中拥有极高的市场占有率与 技术护城河。 作为业务压舱石，传统软件业务不仅为公司贡献了稳定的经营性现金流，更为后续智算业务的场景落地提供了深 厚的数据底座。 IDC坐拥东数西算节点 【华福计算机】东方国信：字节算力持续加码，重点推荐Z系IDC黑马！ 大数据垂直领域领军者，基本盘稳固。 公司深耕电信、金融及工业大数据领域二十余年，核心产品在三大运营商及大型银行中拥有极高的市场占有率与 技术护城河。 作为业务压舱石，传统软件业务不仅为公司贡献了稳定的经营性现金流，更为后续智算业务的场景落地提供了深 厚的数据底座。 IDC坐拥东数西算节点核心资源，深度绑定头部大厂。 Seedance 2.0超预期无需多言，字节1月以来也陆续开展IDC招标持续加码算力，景气度非常好。 公司深度参与"东数西算"国家战略，内蒙古和林格尔IDC集群已进入大规模交付阶段，当前在手待交及正在交付订 单超过240MW。 由于大客户极其看重节点资源，且不断定向新增节点订单， ...

日前，2026陕西省人工智能和大数据产业发展大会在西安召开，会上发布了《陕西省人工智能（大 数据）产业链发展研究报告（2025）》。《研究报告》数据显示，截至目前，陕西省人工智能（大数 据）产业链相关企业达到26671家，产业链实力、创新能力和发展环境指标得分均居西部前列。 陕西省区域大数据产业协会负责人介绍，《研究报告》由陕西省区域大数据产业协会、西安交通大 学管理学院、中国（西安）数字经济发展监测预警基地等单位主编，旨在提供产业发展数据，科学分析 产业发展现状，帮助产业应对市场变化，推动产业链高质量发展。 此外，大会上，陕西省大数据集团有限公司发布了"智+云产品"体系。该产品体系可为企业提供从 算力支撑、算法集成到场景应用的一体化解决方案，将进一步降低AI技术应用门槛，加速人工智能在 智能制造、智慧城市、数字政务等领域的规模化落地。（记者：沈谦） 《研究报告》分析了陕西省人工智能（大数据）产业链科技创新情况，陕西省人工智能与大数据产 业科技创新呈现"高校引领、企业跟进"的发展格局。陕西相关部门积极支持科研院校和企业开展技术攻 关，研发推出了一批人工智能（大数据）领域的算法、平台及软件，同时已布局应用的行业 ...

来源：张家口新闻网 从算力底座的夯实到数字产业的崛起，从政务服务的升级到市场治理的优化，2025年张家口市聚焦大数据产业 发展与政务服务环境改善两大核心任务，坚守创新底色、勇担改革使命、追求一流标准，用数字技术重塑发展 格局，以政务温度回应民生期盼，在2025年交出了一份兼具厚度与温度的发展答卷。 算力筑基，产业聚链：数字经济撑起发展"硬脊梁" 数字经济的崛起，根基在算力，活力在产业。2025年以来，张家口市坚持"需求牵引、适度超前"原则，以算力 基建、产业链延伸、数据要素激活为抓手，推动数字经济形成"生态闭环"，成为全市经济增长的重要引擎。 作为京津冀算力网络重要支点，张家口持续深化算力基础设施建设，推进蔚县、涿鹿等拓展区发展，形成"起步 区+拓展区"梯次格局。目前全市投运数据中心49个、在建22个，标准机架超78万架，通用算力1.21万P （FP32）、智能算力20.07万P（FP16），算力规模持续位居全省前列，城市算力分指数排名持续位居全国前 列。数据中心平均PUE约1.20，普遍低于1.25，处于全国最好水平，已成为字节跳动、阿里云、腾讯云等大型、 超大型数据中心集群的重要承载区。中明科技、合盈数据 ...

Core Viewpoint - Palantir Technologies (PLTR.US) reported strong Q4 results, with revenue and earnings exceeding analyst expectations, driven by increased demand for AI and defense solutions [1] Financial Performance - Q4 operating revenue reached $1.41 billion, surpassing analyst expectations of $1.33 billion, and representing a 70% year-over-year increase [1] - Adjusted earnings per share were $0.25, better than the market expectation of $0.23 [1] - Adjusted EBITDA was reported at $805.5 million, exceeding the analyst estimate of $706.8 million [1] Future Outlook - The company expects revenue for the current year to be between $7.18 billion and $7.2 billion, with the median forecast exceeding analyst estimates of $6.27 billion and last year's revenue of $4.48 billion [1] Market Demand - Palantir's strong performance is attributed to growing demand for AI tools from both commercial enterprises and the U.S. government, with revenues from these sectors reaching $510 million and $570 million, respectively, both exceeding analyst expectations [1] Strategic Positioning - CEO Alex Karp described the performance as one of the best in the tech industry over the past decade, highlighting the U.S. government's continued adoption of Palantir's tools [1] - Palantir has paused sales of new products to U.S. allies, indicating a deep involvement in the U.S. market [1] - The company signed a contract worth up to $10 billion with the U.S. Army to support military software and data needs [1]

Core Insights - Gansu Province leads with a remarkable GDP growth rate of 5.2%, surpassing traditionally strong economies like Shanghai and Zhejiang, challenging the notion of "coastal prosperity and inland stagnation" [1][10] - Each province showcases unique strengths and strategies for economic development, emphasizing differentiated competition rather than simple GDP rankings [11] Group 1: Zhejiang Province - Zhejiang's GDP approaches 10 trillion, with an increase of over 450 billion, driven largely by its robust private sector, which contributes more than two-thirds of the province's GDP [1][11] - The Ningbo-Zhoushan Port has maintained its position as the world's busiest port for 15 consecutive years, supporting a high foreign trade dependency of over 60% [1] - The Hangzhou Future Technology City hosts over 2,000 high-tech enterprises, with AI patents accounting for 12% of the national total, indicating a strong focus on technological innovation [1] Group 2: Sichuan Province - Sichuan's GDP exceeds 6.7 trillion, with an increase of over 300 billion, benefiting from the Chengdu-Chongqing economic circle policy [2][11] - The Chengdu Plain Economic Zone contributes 80% of the province's GDP, with Chengdu acting as a leading force for regional development [2] - The Baihetan Hydropower Station's commissioning has raised the clean energy installed capacity to over 80%, attracting companies like CATL to establish production bases in the region [2] Group 3: Henan Province - Henan maintains a strong position in central China, with a GDP of over 66.6 trillion and an increase of over 300 billion [2][11] - Zhengzhou's cross-border e-commerce business has ranked first in the nation for eight consecutive years, showcasing the province's manufacturing and logistics strengths [2] - Foxconn's Zhengzhou base produces over 120 million iPhones annually, significantly boosting Henan's import and export totals [2] Group 4: Shanghai - Shanghai achieves a GDP growth rate of 5.16%, with a total GDP exceeding 5.6 trillion, despite a general economic slowdown [3][11] - The Tesla factory in the Lingang New Area has a production capacity exceeding 750,000 vehicles, contributing to the city's industrial output [3] - Yangshan Port's automated terminal has surpassed a throughput of 20 million TEUs, maintaining Shanghai's status as the world's busiest port for 13 years [3] Group 5: Beijing - Beijing's GDP exceeds 5.2 trillion, driven by the tech sector in Zhongguancun, which houses over 600 specialized "little giant" enterprises [5][11] - The digital economy accounts for over 40% of Beijing's GDP, highlighting the city's focus on innovation and technology [5] Group 6: Yunnan Province - Yunnan's GDP surpasses 3.2 trillion, with the China-Laos Railway achieving a freight volume exceeding 10 million tons [7][11] - The province's green aluminum-silicon production capacity accounts for 15% of the national total, indicating a focus on sustainable industries [7] Group 7: Guizhou Province - Guizhou's GDP exceeds 2.3 trillion, with the digital economy comprising over 36% of its total [8][11] - The Guiyang Big Data Exchange has an annual transaction volume exceeding 5 billion, showcasing the province's emphasis on data-driven industries [8] - Moutai's revenue reaches 150 billion, indicating the strength of the liquor industry as a key economic driver [8] Group 8: Gansu Province - Gansu's GDP growth rate of 5.2% positions it as a surprising leader among the eight provinces, with a total GDP of approximately 1.37 trillion [10][11] - The "East Data West Calculation" initiative has driven the revenue of the computing power industry to exceed 20 billion [10] - The Jinchuan Group's nickel-cobalt new materials hold a 15% share of the global market, and the province ranks first in potato exports [10]

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong financial performance, driven by growth in its Scores and Software segments, with an expected revenue growth rate of 21.1% and earnings growth rate of 34.6% for the current year [7][9]. - The company has expanded its scoring models to include 'Buy Now, Pay Later' loan data, enhancing predictive accuracy [7]. - FICO's Lenders Leading Inclusion Program supports better decision-making for lenders [8]. Teradata Corp. (TDC) - Teradata's prospects are bolstered by an improvement in ARR growth rate and productivity measures, with an expected revenue growth rate of -0.6% and earnings growth rate of 3.6% for the current year [11][14]. - The company is well-positioned to support Agentic AI workloads, managing critical enterprise data and delivering necessary performance [11]. - Recent acquisitions, such as Stemma, enhance Teradata's data search capabilities and analytics offerings [13]. F5 Inc. (FFIV) - F5 is benefiting from strong software growth, particularly in public cloud and security offerings, with an expected revenue growth rate of 1.8% and earnings growth rate of -5.2% for the current year [15][18]. - The company has made six acquisitions over the past five years to enhance its network security capabilities [16]. - F5's strong presence in Layer 4-7 content switching positions it well in the application networking market [17]. S&P Global Inc. (SPGI) - S&P Global is positioned to benefit from the growing demand for business information services, with an expected revenue growth rate of 7.2% and earnings growth rate of 11.6% for the current year [19][21]. - Recent acquisitions, including ProntoNLP, ORBCOMM, and TeraHelix, enhance its capabilities in textual data analytics and supply chain insights [19][20]. - The company's service launches are aiding growth and expanding market reach [19]. Moody's Corp. (MCO) - Moody's is leveraging its dominant position in the credit rating industry and strategic acquisitions to support top-line expansion, with an expected revenue growth rate of 7.8% and earnings growth rate of 11.9% for the current year [22][24]. - Recent acquisitions, such as securing majority ownership in Middle East Rating & Investors Service, are diversifying its revenue streams [23]. - A rebound in bond issuance volume is anticipated to drive growth for Moody's [23].

Group 1: Market Overview - Investors are considering portfolio rebalancing and new capital allocation as the New Year begins, with significant attention on sector, market, and economic choices [1] - The unpredictability of U.S. politics under the current administration is a notable concern for investors, impacting trade, monetary, and fiscal policies [2] - Despite market optimism, there are bearish headwinds that could disrupt the ongoing bull market [2] Group 2: Company Analysis - Lockheed Martin - Lockheed Martin is identified as a likely beneficiary of the current political dynamics in Washington, with minimal expected changes from the upcoming midterm elections [4] - As a leading U.S. defense contractor, Lockheed Martin holds a dominant market position in defense programs, providing it with significant pricing power [5] - The company has demonstrated strong profitability in recent decades, trading at a reasonable price-earnings multiple of less than 20 times forward earnings, indicating solid fundamentals [6] Group 3: Company Analysis - Exxon Mobil - Exxon Mobil is positioned to benefit from the current geopolitical and trade environment, showing strong performance compared to its large-cap energy peers [8] - The company's unique presence in Venezuela, as the only American company operating there, enhances its future prospects [8] - The administration's "America-first" strategy may lead to increased profitability for Exxon, particularly if government financing supports production retrofitting in Venezuela [10][11] Group 4: Company Analysis - Palantir Technologies - Palantir Technologies is viewed with caution but may benefit from the political dynamics, particularly due to its strong government contracts [12][13] - The company's CEO has political ties that have helped secure valuable contracts, alleviating concerns about potential contract reductions [13] - Despite being one of the most expensive stocks in the market, Palantir's AI-powered big data tools present a compelling growth narrative for investors [14]

（来源：贵阳大数据交易所） 文 | 中国政法大学教授 李爱君 2026年1月1日正式实施的《贵州省大数据发展应用促进条例（修订）》（以下简称《条例》）彰显了贵 州的数据立法从先行先试迈向科学与先进性。该《条例》）是以修订前的2016年1月颁布的全国首部大 数据领域法规和作为国内大数据立法先行先试的重要探索《贵州省大数据发展应用促进条例》（以下简 称"2016《条例》"）为基础、以充分总结历经九年的我国大数据发展实践和2016《条例》适用的经验与 问题为导向，以充分保障落实国家的数据发展政策和战略为目标，从当时紧扣贵州省大数据发展应用现 状和需求，针对大数据发展应用的一些基本问题作出了原则性、概括性、指引性规定向实现立法的科学 性、先进性、系统性、具体性、规范性和可操作性发展。如《条例》的修订即保留2016《条例》先行先 试的作用，同时把自2016年《条例》颁布九年来过程中在探索和推进大数据发展应用的成熟经验和有效 做法上升为地方性立法，不仅维护地方立法灵活性、实效性和与时俱进，还进一步为贯彻落实党中央、 国务院对大数据发展应用的决策部署提供了科学的法治保障，为国家政策和立法提供地方立法的实践支 撑和经验供给。 ...

下一步，中关村协同创新智汇园将以此次入选为新起点，进一步深化"智能+网联+数据"的产业融合，持续推进核心技术攻 关与场景开放协同，全力建设产业生态完善、示范效应显著的大数据产业园，为安徽省数字经济与实体经济深度融合贡献重要 力量。 此次评选严格围绕产业特色、规模效应、创新应用、基础设施与服务保障等多维标准开展，旨在选拔真正具有行业引领与 示范价值的标杆园区。中关村协同创新智汇园的入选，标志着园区在智能网联方面的实践与成果，获得了省级层面的高度认 可。 目前，中关村协同创新智汇园已集聚企业80余家，包括专精特新中小企业近20家、国家高新技术企业50余家，覆盖环境感 知、决策控制、云平台、车联网-V2X、高精度地图、信息安全等全产业链环节，并落地了5G自动驾驶小巴、无人配送、V2X 测试基地等多类智能网联大数据应用场景。 本报讯 （记者李春莲） 中关村协同创新智汇园始终坚持以资质建设为发展支撑，已构建覆盖"国家级—省级—市级—区级"的四级荣誉体系，先后 荣获国家级荣誉1项（专业型国家级科技企业孵化器）、省级荣誉4项（安徽省科技企业孵化器、安徽省青年创业园、安徽省小 微企业创业示范基地、安徽省大数据产业园）、市级荣 ...