At present, the whole world is experiencing strict data privacy legislation. Globally operating organizations have no options left but to adopt cross-border and cross-regulatory compliance strategies to operate efficiently. One of the major factors that have drastically impacted the way companies interact with customers and use their data is the growing data protection regulations by the governments of different countries. One such regulation is General Data Protection Regulation (GDPR), a data privacy regulation enforced by European Union (EU) on May 2018. As per the GDPR, an organization must take consent from the citizen whose personal data it wants to process. Apart from GDPR, various other privacy laws prevail across the globe, such as Brazil’s Lei Geral de Proteçao de Dados (LGPD) and California Consumer Privacy Act (CCPA). Consent management platforms and solutions help the website meet the GDPR and compliance by gaining user consent for collecting their data for further use during website visits via cookies. They also help the websites automate and simplify the consent management process.

Cloud ERP is known as an enterprise resource planning software that can be accessed over the Internet. Hosted on a provider’s cloud computing platform, cloud ERP is typically delivered as a service (software-as-a-service or SaaS ERP). Cloud ERP software provides various advantages; one of the largest advantages of cloud ERP software is its almost limitless customizability. Add-on solutions, open APIs, industry-specific functions, and role-based dashboards allow companies to implement powerful decision-making tools, unparalleled data visibility, and a future-proof platform for success. Enterprises can implement chosen editions that have been designed to the needs of their specific industries—distribution, manufacturing, retail, and construction, among others. The field and office teams work in tandem to complete multiple projects under budget and on time, but challenges arise when they do not have efficient information. Construction-specific ERP software integrates applications and systems—including financials, job cost accounting, inventory, CRM, payroll, and project management, among others—for a complete, real-time view of the business that instantly connects all workers in the team.

At present, the whole world is experiencing strict data privacy legislation. Globally operating organizations have no options left but to adopt cross-border and cross-regulatory compliance strategies to operate efficiently. One of the major factors that have drastically impacted the way companies interact with customers and use their data is the growing data protection regulations by the governments of different countries. One such regulation is General Data Protection Regulation (GDPR), a data privacy regulation enforced by European Union (EU) on May 2018. As per the GDPR, an organization must take consent from the citizen whose personal data it wants to process. Apart from GDPR, various other privacy laws prevail across the globe, such as Brazil’s Lei Geral de Proteçao de Dados (LGPD) and California Consumer Privacy Act (CCPA). Consent management platforms and solutions help the website meet the GDPR and compliance by gaining user consent for collecting their data for further use during website visits via cookies. They also help the websites automate and simplify the consent management process.

4 月传媒板块下跌 5.70%，同期创业板指数、上证指数、沪深 300 分别上涨 2.21%、2.09%、1.89%，与基准指数对比，传媒板块在 4 月出现了较为深度的调整，排在全行业涨跌幅第 29 位。子板块全部下跌，其中互联网广告营销板块下跌幅度超 11%，社交与互动媒体、动漫跌幅超 9%，游戏、信息搜索与聚合、其他广告营销的跌幅相对较小，4 月分别下跌 2.39%、2.47%、3.31%。

微软持股 OmpeanryAI 49%为第一大股东获得独家商业合作，从云到操作系统 AI 全面赋能。微软（Microsoft）持股 OpenAI 49%为第一大股东，提供算力并获得独家商业合作，推出 Microsoft Copilot。Microsoft Copilot 将 AIGC 与办公、ERP、CRM 等内部数据相结合，集成 GPT-4 Turbo、 DALL-E3 等先进模型，以带来办公、操作系统、云服务、编程、搜索、企业服务等全新体验。

央地政策协同，商业航天政策密集。中央层面：《国家民用空间基础设施中长期发展规划(2015-2025 年)》明确表示鼓励商业航天由政府单一主导转向政府主导与市场推动相结合。2020 年 4 月，国家发改委将卫星互联网首次纳入“新基建”，是通信网络基础设施的范畴。2024 年 3 月 5 日，商业航天首次写入 政府工作报告。地方层面：北京海淀于 4 月 29 日“2024 中关村论坛空天信息产业创新发展大会”发布《建设商业航天创新高地行动计划（2024-2028 年）》，并提出到 2028 年初步建成具有国际竞争力的商业航天创新高地，产业规模超 1000 亿元，在轨运行卫星数量超过 1000 颗；湖北省于 5 月 9 日发布《湖北省突破性发展商业航天行动计划（2024-2028 年）》，形成年研制 60 发运载火箭、500 颗商业卫星能力。步入 2024 年，商业航天政策地位提升，已被写入 内蒙古、广东、湖南等多省份的 2024 年政府工作报告，政策越发密集，央地协同助力产业发展。

得益于 AI 大模型推动，海外云厂商的基础设施进入新一轮建设周期。本文 从“复盘”与“展望”两个角度，对海外云厂商 CapEx（资本开支）支出进行了深度梳理。2005-2023 年，Amazon（亚马逊）、Microsoft（微软）、Google（谷歌）、Meta（脸书）的资本开支呈总体持续扩大趋势。其中，1）2005-2022 年云计算（IaaS+PaaS+SaaS）贡献主要增长动力，2）2023 年起生成式 AI 成为新增长引擎。云厂商 CapEx 主要服务自用和外供两大场景。自用场景下的推理需求，存在较大市场预期差，大模型在推荐/搜索等场景落地，或带来持续 AI 算力需求。

Dealership management systems enable auto and equipment dealers to fulfill customer demands for swift and reliable purchases and services. The system also helps to meet customer requirements by coordinating products and services and ensuring the dealers are ready and equipped to offer the parts required for repairs. Therefore, it simplifies the repair and maintenance services and inventory management process. It allows seamless handling of financial reporting, payroll services, and cash flow management. The system integrates various advanced technologies, including customer relationship management (CRM), inventory management, and business intelligence and reporting. Auto dealers across the world are procuring dealer management systems for enhanced inventory management, customer retention, and customer conversions.