Core Viewpoint - The 13th Internet Security Conference (ISC.AI 2025) emphasizes the importance of AI and its applications, with a focus on the transformative impact of intelligent agents on various industries and the economy [1][3]. Group 1: AI Development and Impact - Zhou Hongyi, founder of 360 Group, highlights that the current wave of AI development is unprecedented, predicting significant societal and economic changes due to the rise of intelligent agents [3]. - The concept of "All In Agent" is promoted, encouraging all sectors to embrace AI to enhance productivity and drive the construction of a digital China [3][5]. Group 2: Intelligent Agents and Their Capabilities - Intelligent agents are described as the key to transitioning AI from mere thinking to actionable capabilities, reshaping industry structures and accelerating new productivity [5][6]. - The introduction of the L4 multi-agent swarm by Nano AI represents a qualitative leap in intelligent agent capabilities, allowing for efficient teamwork across different domains [6]. Group 3: 360 Intelligent Agent Factory - The 360 Intelligent Agent Factory aims to lower the barriers for AI application, featuring a simple development process that allows non-technical personnel to create intelligent agents using natural language [6][10]. - The factory supports continuous execution of complex tasks and integrates a vast ecosystem of existing intelligent agents and tools, enabling businesses to utilize AI effectively [7][8]. - A comprehensive security framework is established to protect the entire lifecycle of intelligent agent production and application, addressing potential risks [9]. Group 4: Future of Work and AI Integration - The model proposed by Zhou Hongyi envisions a future where human employees lead numerous intelligent agents, transforming them into "super individuals" and organizations into "super organizations" [10]. - The "Red Dress Classroom" initiative aims to educate individuals and organizations on building core competencies in the era of intelligent agents, facilitating the practical application of cutting-edge technology [10].

Core Insights - The stock price of 360 Security Technology Co., Ltd. (601360) closed at 10.99 yuan on August 7, 2025, with a slight decline of 0.18% [1] - The company reported a total revenue of 1.864 billion yuan for Q1 2025, reflecting a year-on-year growth of 8.39% [1] - The net profit attributable to shareholders decreased significantly by 149.16% to 273.166 million yuan, while the non-recurring net profit increased by 14.81% to 282.42 million yuan [1] Financial Performance - The liquidity ratios are strong, with a current ratio of 4.107 and a quick ratio of 4.052, indicating good short-term financial health [1] - The debt-to-asset ratio stands at 20.90%, suggesting a low level of financial leverage [1] Investment and Business Activities - The company has made investments in 11 enterprises and participated in 706 bidding projects [2] - It holds 428 patents and has obtained 6 administrative licenses, showcasing its active engagement in innovation and compliance [2]

新浪科技讯 8月7日下午消息，在ISC.AI 2025未来峰会上，360数字安全集团总裁胡振泉指出："随着大 模型技术加速落地与智能体的规模化应用，AI安全风险也正呈现出'内忧外患'的复杂态势。" 据他介绍，360提出的"以模制模"新思路，利用人工智能技术自身优势对抗AI安全风险，并打磨出360大 模型安全卫士，通过四大安全智能体形成闭环防护体系。 其中，内容安全智能体作为AI内容"守门人"，通过幻觉抑制、安全风控等专用模型，实时审核输入输出 内容，拦截违法违规信息，抑制虚假生成，为党政军企等场景筑牢内容安全防线。 AI Agent安全智能体聚焦智能体执行安全，通过异常行为识别、权限管控及人工审核，防范数据泄露与 越权操作，确保 AI"行动能力" 可控。 他指出，从内部来看，AI存在与生俱来的"四大基因缺陷"：一切皆可编程、一切皆可模仿、一切皆可生 成、一切皆可调度。从外部来看，一方面，针对AI系统的攻击将变成大国博弈的关键；另一方面，黑 灰产利用AI批量制造攻击武器，甚至部署"黑客智能体"，传统安全防御体系难以应对。 "这些风险交织，使得AI安全的复杂程度远超传统范畴"。胡振泉强调，AI安全既涵盖网络、数据 ...

Core Viewpoint - 360 Group launched the "Intelligent Agent Factory" during the 13th Internet Security Conference (ISC.AI 2025), enabling enterprises to customize L3 intelligent agents without programming knowledge and to form L4 multi-agent teams through natural language [1][2] Group 1 - The company emphasizes the importance of addressing core pain points in small, high-yield scenarios when building effective intelligent agents [1] - Four key recommendations were provided by the CEO of 360 Digital Group, including focusing on small scenarios, knowledge-friendly scenarios, convergent scenarios, and markets with significant potential [2] Group 2 - The first recommendation is to identify small scenarios, as many companies struggle to implement large models effectively [2] - The second recommendation is to choose knowledge-friendly scenarios, which align with the company's trained models in safety awareness, knowledge understanding, and multi-modal analysis [2] - The third recommendation is to focus on convergent scenarios, where fewer types of solutions can yield greater returns [2] - The fourth recommendation highlights the necessity of market potential, as AI implementations must demonstrate visible value to be successful [2]

计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。截至8月6日， 该ETF前十大重仓股包括科大讯飞、海康威视、中科曙光、金山办公、同花顺、浪潮信息、恒生电子、 紫光股份、润和软件、三六零等龙头。计算机ETF（159998）配有场外联接基金（A类：001629/C类： 001630）。 8月7日，三大指数集体走低，截至发稿上证综指下跌0.05%，深证成指下跌0.68%，创业板指跌1%。中 证计算机主题指数(930651.CSI)跌0.73%，该指数成分股中，用友网络上涨超5%，卫宁健康上涨近3%， 三六零与虹软科技等4只个股上涨超1%。 相关ETF方面，计算机ETF（159998）截至发稿下跌0.85%。资金流向方面，该ETF上个交易日(8月6日) 净流入额为2032.42万元，截至上个交易日，已连续4个交易日"吸金"（获资金净流入），累计净流入额 为9422.46万元。截至8月6日，该ETF最新流通份额为38.65亿份，最新流通规模为36.5亿元，居全市场 计算机类ETF产 ...

Core Viewpoint - 360 Group has unveiled its new strategy "AllinAgent" at the Internet Security Conference, emphasizing the need for AI capabilities to produce tangible results rather than just suggestions or answers [1] Group 1: AI Development and Strategy - The company is focusing on developing intelligent agents across all departments to automate tasks, allowing employees to balance work and personal life without layoffs [1] - 360's upgraded Nano AI has transformed into a "multi-agent swarm," capable of generating high-quality videos and reports, and addressing user queries in various domains [1][3] - The development of intelligent agents is categorized into four levels, with the newly introduced L4 level aiming for collaborative efforts among multiple agents to enhance service capabilities [3] Group 2: Cybersecurity and Market Challenges - 360 is also targeting the B2B market by providing AI-driven cybersecurity services, recognizing the increasing threat posed by AI-enabled attacks [4] - The emergence of intelligent agents in hacking has created an asymmetry in cybersecurity, necessitating the integration of AI in defense strategies [4][5] - The newly launched security intelligent agent can identify threats three times more effectively than human efforts, with a tenfold increase in detection speed and a 20% improvement in accuracy [5] Group 3: Business Dynamics and Future Outlook - The company anticipates continuous rapid changes in its business model, asserting that the evolution of intelligent agents is ongoing and that execution and adaptability are key competitive advantages [5]

Core Insights - The 13th ISC.AI Internet Security Conference highlighted AI as a central theme, with a focus on intelligent agents as the future of the industry [1] - Zhou Hongyi, founder of 360 Group, predicts that 2025 will be the year of intelligent agents, which will transform organizational operations and economic structures [1] Group 1: Intelligent Agent Levels - Intelligent agents are categorized into five levels (L1-L5), with L1 being chat assistants like ChatGPT, which have limited functionality for enterprise needs [2] - L2 agents are workflow agents that automate standard operating procedures but lack flexibility, primarily used in repetitive tasks [4] - L3 agents are reasoning agents driven by large models, capable of planning tasks autonomously but face challenges in executing complex instructions [3] Group 2: Evolution and Economic Impact - The evolution of intelligent agents is driven by three technological breakthroughs: DeepSeek for reasoning model proliferation, MCP for tool interface standardization, and Manus for L3 agent development [5] - The emergence of "intelligent agent economy" is anticipated, where human roles shift from executors to managers of intelligent agents, creating new value [5][6] Group 3: Human-Agent Interaction - Future human-computer interaction will fundamentally change, with users becoming leaders of intelligent agents rather than mere operators of software [6] - Intelligent agents will take on roles such as shopping and negotiation, leading to a shift in how tasks are managed [7] Group 4: Security Implications - Intelligent agents can address talent shortages in cybersecurity by acting as virtual experts, providing 24/7 threat assessment [7] - However, there are risks of adversarial use of intelligent agents for cyberattacks, necessitating a dynamic defense system [7]

在周鸿祎看来，AI不仅拓展了技术的边界，更是在诸多领域展现出了超越传统互联网技术的能力。这 种能力不仅体现在对复杂问题的解决上，更在于它为人类创造新价值、开启新可能性的巨大潜力。 近期，在ISC.AI商学苑举办的一场公开课上，360公司的掌舵人周鸿祎发表了对互联网与人工智能 （AI）技术差异的看法。他指出，尽管互联网作为连接平台，极大地改变了世界，实现了信息与人际 间的无缝对接，但其影响力在与AI的对比中仍稍显不足。 周鸿祎强调，互联网在连接上取得了显著成就，但它无法直接解决诸如登陆火星、能源自给自足或新药 研发等复杂问题。相反，人工智能技术的出现，为生产力的直接提升开辟了新路径。他认为，AI所带 来的机遇远超互联网，为人类社会带来了前所未有的变革潜力。 ...

"智能体是大模型的'手和脚'，可以直接干活，大模型进化到智能体是必然的"，在8月6日开幕的第十三 届互联网安全大会（ISC.AI 2025）期间，360创始人周鸿祎在大会演讲中提出，AI发展如果停留在大模 型阶段，只能成为玩具，而非生产力工具。 周鸿祎称，智能体才是解决之道，"大模型进化到智能体是必然的。"它能够理解目标、规划任务、调用 工具、具备记忆，实现从需求到结果的完整交付。其核心在于使用工具的能力和利用大模型进行复杂任 务规划的能力。 谈及智能体演进的路径，周鸿祎分析，L1级别的智能体属于"玩具级"智能体，主要充当聊天助手；L2 低代码工作流智能体，已经从"玩具"进化为"工具"，但必须由人类来设置流程，AI来执行任务，人再通 过操作工具提高生产效率；L3推理型智能体，已能实现AI自主规划完成任务，但仍会因缺乏协同规划 能力而陷入瓶颈；L4级智能体则发展为多智能体蜂群，多个专家智能体可像搭积木一样灵活"拉群组 队"、多层嵌套、分工协作。 转自：北京日报客户端 在网络安全领域，智能体对网络安全正逐渐形成颠覆性影响。周鸿祎表示，当前企业面临双重挑战，一 方面，安全运营专家稀缺且培养周期长；另一方面，"智能体 ...

Core Viewpoint - The ISC.AI 2025 conference emphasizes the transition from large models to intelligent agents, highlighting their potential to revolutionize the AI industry and improve business operations [3][4][5]. Group 1: Conference Highlights - The theme of ISC.AI 2025 is "All in Agent," indicating a focus on intelligent agents as the next direction for the AI industry [4]. - Zhou Hongyi, founder of 360, stresses that intelligent agents can replace traditional business processes and are essential for countering automated attacks from hackers using multiple agents [4][6]. - The conference showcased the advancements in intelligent agents, which are seen as more effective than large models in practical applications [5][6]. Group 2: Intelligent Agents Development - Intelligent agents are categorized into four levels: L1 (chat assistants), L2 (low-code workflow agents), L3 (reasoning agents), and L4 (multi-agent swarms) [7]. - The current capabilities of intelligent agents allow them to perform tasks with greater efficiency compared to human efforts, such as threat detection and incident management [6][7]. - Zhou notes that while intelligent agents are powerful, they require deep industry knowledge to be effective, and a universal agent is currently unattainable [6][7]. Group 3: Industry Challenges and Future Directions - The emergence of "intelligent agent hackers" poses a new challenge, as they can automate attacks, increasing the risk of cyber warfare [7]. - The integration of AI technology with digital security is crucial, with a focus on collaborative model development and proactive immune systems [7].