智通财经APP获悉，晶泰科技(02228)涨超5%，截至发稿，涨3.42%，报6.96港元，成交额3.75亿港元。
消息面上，近日，国家数据局发布《关于推进行业高质量数据集建设行动的实施方案》，首次从国家层面系统性部署数据赋能人工智能发展，明确将真机交互数据集、具身智能数据列为重点建设方向，推动垂直行业数据资产化发展。新政所鼓励的物理交互、环境感知类高质量数据集，正指向以真实实验为核心数据来源的AI企业。值得关注的是，国家引导布局下，一个越来越明确的产业趋势浮出水面：数据将成为AI 未来发展最核心的资产。
智通财经APP在《数据新政锁定真机交互数据 晶泰控股(02228)物理AI基建望迎价值重估》中指出，本次国家数据集建设新政，首次为垂直行业科学数据的资产化流通明确了制度探索方向，也为海量独家科学实验数据开启了一条从“内部燃料”到“可交易资产”的估价与盈利通道。长期以来，晶泰沉淀的海量实验数据仅用于内部模型迭代，资本市场上无人给这部分资产定价，导致价值长期被低估；新政探索的数据信托、资产证券化等模式，正在让“谁拥有高质量行业数据”变成“谁拥有可定价的资产负债表资产”。
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