Multiple regions have announced the application of DeepSeek in government affairs systems, and the government cloud market is expected to welcome broad opportunities.
① Multiple regions have announced the application of DeepSeek in government affairs systems. ② An analysis by Minsheng Securities indicates that the market demand for Cloud Computing Service providers is expected to welcome vast opportunities, and government cloud as an important sub-field is likely to accelerate development.
[Data Analysis] Institutions have continuously increased their holdings in SGSG Science&Technology, and multiple Robot Concept stocks have been aggressively purchased by frontline speculators.
① The popular Internet Finance stock SGSG Science&Technology received over 90 million in buys from Institutions, and yesterday, this stock also saw purchases of 0.134 billion from Institutions. ② Top-tier funds bought multiple Robot Concept stocks, among which Shenzhen Sunwin Intelligent was purchased by two top-tier funds with a total exceeding 100 million.
NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
The global data cross-border flow cooperation initiative has been released. The cni data factor index industry is expected to undergo a qualitative change.
According to the WeChat official account of China's Cyberspace Administration, china's State Internet Information Office has proposed a global initiative for cross-border data flow cooperation, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. tianfeng believes that with the implementation of the top-level detailed rules for cni data factor index, the accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.