发布环节结束后，参会代表在工作人员引导下，有序参观了数智北京创新中心展示中心与创新工场，直观感受北京城市数智化发展成果，深入了解创新中 心的资源优势、服务体系和合作模式。 2月6日上午，由北京市政务服务和数据管理局主办，北京城市数智化发展协会承办的"走进数智北京创新中心"之供需对接活动在通州区数智北京创新中心 顺利举行。本次活动旨在深化智慧城市建设，搭建政企资源精准对接桥梁，市级政府部门、通州区、北京经济技术开发区等需求发布单位代表及来自华 为、京东、中电云、中国移动、曙光、同方威视等110家技术能力创新企业150多人参会。 活动中，市发改委、市政务和数据局和通州区分别发布智慧城市场景创新需求清单，共计6项，涵盖智慧治理、公共服务、城市公共安全等多个领域，牵 引城市数据资源跨领域汇聚，为技术创新与产业落地搭建精准对接通道。 北京经济技术开发区发布2026年数据领域技术攻关七大方向，聚焦破解数据领域关键技术瓶颈，为企业技术创新指明方向，助力构建以技术创新为核心的 产业竞争力。 下一步，市政务和数据局将常态化组织"走进数智北京创新中心"系列活动，推进智慧城市供需精准对接，完善以数智北京创新中心为中心的生态建设，凝 ...

2月3日，全市数智经济一线城市建设大会举行。省委常委、市委书记盛阅春出席会议并强调，要牢记习近平总书记殷殷嘱托，认真落 实省委、省政府部署要求，抢抓新一轮科技革命和产业变革机遇，全力打造全国数智经济一线城市，以数智经济为重要抓手推动经济高质 量发展，为湖北打造全国数智经济发展高地作出更大贡献。 盛阅春指出，加快发展数智经济，是习近平总书记赋予湖北武汉的重大使命，是顺应全球科技革命和产业变革的时代要求，是因地制 宜发展新质生产力的必由之路。武汉创新策源能力突出，产业基础实力雄厚，综合成本优势明显，应用场景丰富，近年来数智经济发展态 势良好。要坚定信心、乘势而上，锚定"打造全国数智经济一线城市"目标，围绕打造数智技术策源地、数智产业集聚地、数智应用先行 地，突出数据归集、场景应用、智能体培育等关键环节，系统实施智能产业跃升、智能赋能产业、场景培育开放、基础设施提升、数据要 素开发、智能民生治理、创新能力突破、产业生态优化等8大工程，全面推进数智产业化、产业数智化，突破性发展数智经济。 盛阅春强调，要在推进数据资源整合利用上争创一流，大力实施"数据要素×"行动，加强公共数据归集，促进数据流通利用，大力发 展数据产业 ...

Company Overview - Similarweb Ltd (NYSE:SMWB) is recognized as a promising investment opportunity among hedge funds, particularly in the context of beaten-down technology stocks [1] - The company offers a digital intelligence platform that provides data and analytics to help businesses understand online behavior, benchmark against competitors, and optimize digital strategies for growth in marketing, sales, and market research [5] Analyst Ratings and Price Targets - Analysts at Citizens have reiterated a Market Outperform rating on Similarweb Ltd and maintained a price target of $17, reflecting optimism about the company's outlook [1][2] - Oppenheimer has also reiterated an Outperform rating but reduced the price target from $12 to $10 due to various factors including demand volatility and competitive dynamics [4] Industry Trends and Market Potential - The research firm highlights the company's strong digital intelligence product suite, enhanced by GenAI Intelligence and data-selling capabilities, targeting a total addressable market of $55 billion [2] - There are concerns regarding longer sales cycles as the industry shifts from search engine optimization to generative engine optimization, which may impact the company's performance [3] Financial Projections and Management Outlook - Management projects an EBIT margin expansion of 200-300 basis points in fiscal 2026, driven by internal sales improvements and enhanced execution and retention strategies [4] - Expectations are set for stabilization in research and development and general and administrative expenses, which could support overall financial health [4]

Company Overview - Cellebrite DI Ltd. is a global provider of digital intelligence solutions, enabling legally sanctioned investigations across law enforcement and enterprise sectors [5] - The company utilizes proprietary technology to assist clients in collecting, analyzing, and managing digital evidence from a wide range of devices and sources [5] - Cellebrite's market position is supported by a comprehensive product suite and a broad international presence, serving critical investigative needs in both public and private sectors [6] Financial Performance - As of December 9, 2025, Cellebrite's share price was $18.34, with a market capitalization of $4.48 billion [4] - The company reported revenue of $455.9 million and net income of $76.3 million for the trailing twelve months (TTM) [4] - Cellebrite experienced an 18% revenue growth in its latest quarter, with most sales being sticky and recurring [11] Market Position and Competitive Advantage - Cellebrite is the leading end-to-end digital forensics platform, utilized by public safety departments across all 50 states, all 15 U.S. Cabinet-level executive departments, and 72 Fortune 100 companies [10] - The platform addresses a significant need, as 68% of investigative teams admit they cannot review and analyze all their data on time, offering significant time-saving benefits through its emerging AI capabilities [10] Investment Activity - Norwood Investment Partners initiated a new equity position in Cellebrite, acquiring 230,671 shares valued at $4.27 million as of September 30, 2025 [2] - This new position accounts for 3.7% of Norwood's reportable assets under management, which total $116.27 million across 15 positions [2][3]

Core Viewpoint - Similarweb Ltd. is gaining renewed analyst interest due to its strong performance in the small-cap tech sector and its potential in the large language model data opportunity, which could lead to significant revenue growth over time [1][2]. Financial Performance - In Q3 2025, Similarweb reported earnings per share (EPS) of $0.05, surpassing the consensus estimate of $0.02, and generated revenue of $71.79 million, slightly below the expected $71.95 million [3]. - The company experienced a negative net margin of –11.2% and a negative return on equity of –78.25%, indicating ongoing challenges in achieving profitability despite beating top-line and per-share expectations [4]. Business Model and Market Position - Similarweb offers a cloud-based digital intelligence platform that aggregates and analyzes web and app traffic data from millions of sites and applications globally, providing insights for businesses, marketers, and analysts to track market trends and optimize digital strategies [5]. Analyst Sentiment - Needham & Company LLC has reiterated a "Buy" rating on Similarweb with a price target of $14.00, citing improved go-to-market execution and early signs of better customer retention as factors that may enhance revenue retention metrics heading into fiscal 2026 [2].

Core Insights - Portolan Capital Management significantly increased its stake in Cellebrite DI Ltd. by acquiring 1,407,818 shares for approximately $28.65 million as of November 13, 2025 [2][3] - Following this transaction, Portolan's total ownership in Cellebrite reached 2,419,662 shares valued at $44.84 million, representing about 2.4% of its reportable assets under management (AUM) [3][6] - Cellebrite's stock price as of November 12, 2025, was $15.97, reflecting a 14% decline over the past year, underperforming the S&P 500 by 27 percentage points [4][5] Company Overview - Cellebrite specializes in digital intelligence solutions, providing services to law enforcement and enterprise clients for complex investigations [8][10] - The company generates revenue through proprietary software platforms and related services, facilitating legally sanctioned investigations across various digital devices and data sources [10] - Key financial metrics for Cellebrite include a total revenue of $455.90 million and a net income of $76.33 million for the trailing twelve months (TTM) [5]

Group 1 - The Zhengzhou City University Graduate Job Fair will be held on October 31, organized by the Zhengdong New District Human Resources and Social Security Bureau and the Longzihu Street Office, in collaboration with Henan 123 Talent Network [1] - The job fair will feature key enterprises from various industries including computer science, environmental technology, mechanical manufacturing, smart digitalization, education, tourism, media, finance, law, hospitality, automotive, logistics, healthcare, agriculture, and food [1] - The recruitment targets include recent and past university graduates, job-seeking youth, skilled young talents, and veterans, with over 7,900 job positions available in roles such as new media operations, project managers, management trainees, e-commerce, technical positions, administration, design, accounting, engineering, operations supervisors, reserve cadres, and interns [1] Group 2 - The job fair will take place from 9:00 AM to 12:00 PM on October 31, with a contact number provided for inquiries [2]

Group 1 - The Huawei Connect Conference 2025, themed "Leap into Industry Intelligence," took place in Shanghai from September 18 to 20, where the Shenzhen Talent Group launched the "Global Digital Talent Development Innovation Base" aimed at training over 200,000 high-quality digital talents during the 14th Five-Year Plan period [1][4][6] - The base is a collaborative platform established with the support of the Shenzhen Municipal Human Resources and Social Security Bureau, Huawei's technological empowerment, and the operational backing of the Shenzhen Talent Group, addressing the shortage of digital talents and aligning with national strategies and industry needs [1][6] - Shenzhen Talent Group's Chairman Gao Dawei emphasized that the base is not a typical training institution but aims to be a "talent reactor for the digital intelligence era," providing comprehensive solutions from talent cultivation to technology transformation [3][4] Group 2 - The "Starry Sky Joint Innovation Laboratory" was announced at the conference, focusing on innovative talent training programs and research center development, integrating Huawei's core resources in Ascend AI, Harmony ecosystem, and 5G [3][4] - The base's first enrollment has commenced, targeting various groups including technical personnel, business managers, digital evangelists, and university students, offering a full empowerment process from foundational technology to certification systems [3][4] - The base aims to establish a closed-loop system covering "enrollment-training-certification-employment/entrepreneurship-standard output," with plans to train 15,000 individuals annually in the first phase and expand to 40,000 in the second phase [4][6]

Group 1 - The event is a comprehensive recruitment fair for college graduates organized by the Human Resources and Social Security Bureau of Erqi District and Henan 123 Talent Network, scheduled for August 21 [1] - The recruitment targets include recent and past college graduates, unemployed graduates, and young talents, focusing on urgent employment needs [1] - Participating companies span various industries such as finance, biochemistry, environmental technology, education, manufacturing, digital technology, tourism, media, law, hospitality, automotive, logistics, healthcare, agriculture, construction materials, and food [1] Group 2 - The fair will offer over 5,900 job positions concentrated in areas like new media operations, management trainees, e-commerce, technical engineering, administration, design, accounting, law, computer science, reserve cadres, human resource management, and internships [1] - To cater to job seekers' career planning needs, the event will feature a recruitment area, a company display area, and mobile scanning options for resume submission, enhancing service diversity for job seekers [1]