Core Viewpoint - The cloud gaming industry continues to lead the market, with significant gains in the information security and big data sectors, as evidenced by the performance of related ETFs [1] Group 1: ETF Performance - Several ETFs related to big data have shown a half-day increase of over 1%, with specific ETFs like the Information Security ETF (159613) and the Big Data Industry ETF (516700) rising by 1.59% and 1.51% respectively [2][3] - The Information Security ETFs (159613 and 562920) have small scales, with half-day trading volumes below 10 million yuan, tracking the CSI Information Security Theme Index [3] Group 2: Index Composition - The CSI Information Security Theme Index includes listed companies involved in information security technology, products, and services, reflecting the overall performance of securities in the information security sector [4] - Major stocks in the CSI Information Security Theme Index include Inspur Information (5.78%), Unisoc (5.39%), and Hikvision (5.02%) [5] Group 3: Big Data Sector - The Big Data Industry ETF (516700), Big Data ETF (515400), and Data ETF (516000) also experienced gains exceeding 1%, with the Big Data ETF (515400) having a large scale of 2.3 billion shares and a half-day trading volume of 96.73 million yuan [6] - The CSI Big Data Industry Index selects companies involved in big data storage, analysis, operations, and applications, reflecting the overall performance of securities in the big data sector [6][7] - Key stocks in the CSI Big Data Industry Index include iFlytek (9.23%), Inspur Information (8.72%), and Unisoc (6.22%) [7]

Core Insights - The Chinese cybersecurity industry market size is projected to exceed 95 billion yuan in 2024, following a market size of over 85 billion yuan in 2023, with a compound annual growth rate (CAGR) of 18.94% over the past five years [1][3]. Market Segmentation - The cybersecurity market can be divided into cybersecurity products and cybersecurity services, with cybersecurity software products accounting for over 50% of the market share in 2023, and cybersecurity software products alone making up more than 30% of the overall market size [3]. Industry Competition - The Chinese cybersecurity industry has established several leading domestic companies, including 360, Anheng Information, and Qi An Xin, which have a broad product layout. Popular product areas include firewalls, endpoint management, and vulnerability scanning [5].

Core Insights - The article discusses the development and support of the multimodal large model industry in China, highlighting various policies and initiatives at both national and local levels aimed at enhancing AI capabilities and applications [1][4][11]. Policy Development Timeline - In 2023, local policies began to emerge, focusing on computational power to encourage the development of large model technology and innovative application scenarios, starting with Guangdong, Beijing, and Shanghai. By 2024, more regions are expected to introduce relevant policies aimed at improving administrative efficiency [1]. - By 2025, government work reports will emphasize the ongoing promotion of the "Artificial Intelligence +" initiative, with a focus on supporting the widespread application of large models [1]. National Policy Summary - The Chinese government has implemented several measures to support the AI industry, particularly multimodal large models, which are seen as crucial products within the AI sector. The State Council has identified embodied intelligence as a future industry, promoting the integration of digital technology with manufacturing and market advantages [4][5]. - Key national policies include the "Guidelines for the Development of Artificial Intelligence Industry" and the "Three-Year Action Plan for Data Elements," which aim to enhance data utilization and promote high-quality economic development through data-driven initiatives [11][13]. Local Policy Highlights - Various provinces have introduced specific policies to support the development of AI large models. For instance, Guangdong aims to develop a comprehensive technology system for large models with trillion-parameter capabilities, while Beijing targets the creation of 3-5 advanced, controllable foundational model products by the end of 2025 [13][15]. - Local initiatives also include the establishment of intelligent computing centers and the promotion of AI applications in various sectors, such as manufacturing, healthcare, and urban governance [13][14]. Key Development Directions - The article outlines that provinces like Guangdong, Beijing, and Shanghai have set ambitious goals for the development of large models, focusing on creating a robust ecosystem for AI innovation and application [15]. - The emphasis is on fostering collaboration between government, industry, and academia to drive advancements in AI technologies and their practical applications across different sectors [15].

算法爱好者 . 算法是程序员的内功！「算法爱好者」专注分享算法相关文章、工具资源和算法题，帮程序员修炼内 功。 近日，已停止运营的聚合搜索引擎 F 搜陷入法律风波，其开发者在 V 站发帖透露，F 搜被 360 起诉并索赔 500 万元。 这一消息引发了众多关注，也让人们再次将目光聚焦于搜索引擎领域的竞争。 以下文章来源于算法爱好者 ，作者小蒜 开发者自称咨询律师后发现，应对诉讼可能需要 1-2 年时间及 100-200 万元费用，而 F 搜本身并非营利项 目，无力承担这一成本。 F 搜主要通过调用谷歌和必应的搜索结果，运用自身算法进行整理，帮助用户高效获取所需内容，同时过滤掉 一些垃圾站点。2022 年，F 搜因域名被暂停解析，最终停止运营。 360 的诉求 此次 360 起诉 F 搜，一共提出了四项诉求。 F 搜开发者的回应 首先，要求 F 搜两被告立即停止不正当竞争行为，即停止实时访问、抓取、储存并使用 360 的图片搜索 数据。 其次，判令被告一在（早已关闭的）F 搜网站、（实际并不存在的）F 搜官方微信公众号以及官方新浪微 博的显著位置刊登声明消除影响，刊登时间不少于 30 日，字体为五号，显示范围全 ...

证券代码：601360 证券简称：三六零 公告编号：2025-028 号 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 A 股每股现金红利0.1元（含税） 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、分配方案 （财税〔2012〕85 号）的规定，自 然人股东和证券投资基金在转让公司股票时，将按照上述通知有关规定执行差别化个人所得 税率，持股期限（指个人从公开发行和转让市场取得公司股票之日至转让交割该股票之日前 一日的持有时间）在 1 个月以内（含 1 个月）的，其股息红利所得全额计入应纳税所得额， 实际税负为 20%；持股期限在 1 个月以上至 1 年（含 1 年）的，暂减按 50%计入应纳税所得 额，实际税负为 10%；持股期限超过 1 年的，暂免征收个人所得税。自然人股东和证券投资 基金在股权登记日后转让股票时，中国结算上海分公司根据其持股期限计算实际应纳税额， 由证券公司等股份托管机构从个人资金账户中扣收并划付中国结算上海分公司，中国 ...

证券代码：601360 证券简称：三六零 公告编号：2025-029号 三六零安全科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 本次现金管理的金额为人民币 92,379 万元（大额存单票面金额 90,000 万元 及购买日支付的票面利息 2,379 万元）。截至本公告披露日，公司使用闲置募集 资金进行现金管理的累计余额为人民币 92,379 万元（含本次），未超过公司董 重要内容提示： 投资种类：招商银行大额存单产品。 投资金额：人民币 92,379 万元（大额存单票面金额 90,000 万元及购买日 支付的票面利息 2,379 万元），未超过董事会授权额度。 已履行的审议程序：三六零安全科技股份有限公司（以下简称"公司"） 第七届董事会第八次会议、第七届监事会第五次会议已审议通过《关于使用部分 闲置募集资金进行现金管理的议案》。 特别风险提示：公司本次使用暂时闲置的募集资金购买的大额存单属于 保本固定收益型的低风险投资产品，但金融市场受宏观经济影响较大，不排 ...

证券代码：601360 证券简称：三六零 公告编号：2025-028 号 三六零安全科技股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 重要内容提示： 每股分配比例 A 股每股现金红利0.1元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/29 | － | 2025/5/30 | 2025/5/30 | 差异化分红送转： 否 公司控股股东天津奇信志成科技有限公司、实际控制人周鸿祎先生、5%以上股东胡欢女 士的现金红利由公司按照中国结算上海 ...

Group 1 - Taobao has launched a "desktop version" client for PC devices, featuring an "AI shopping assistant" that offers personalized shopping services based on Qwen3 and DeepSeek [1] - The competition for traffic during the 618 shopping festival has intensified with the entry of new players like Douyin e-commerce and Meituan Flash Purchase, prompting Taobao to focus on the PC segment [4] - The AI PC wave is being driven by major players including Intel, Lenovo, and Microsoft, with a significant increase in AI-related software consumption on PC platforms [5] Group 2 - The global shipment of AI PCs is projected to reach 114 million units by 2025, representing a 165.5% increase from 2024, as the PC becomes a core beneficiary of the AI industrialization wave [5] - The PC is identified as the primary terminal for AI applications due to its superior processing power and ability to handle complex tasks more efficiently than mobile devices [5][12] - 360 Software Manager has become a key player in the PC distribution ecosystem, achieving over 100 million monthly active users and positioning itself as a "super distribution platform" for PC applications [8][10] Group 3 - The PC distribution landscape is evolving, with 360 Software Manager leveraging a "three-ring traffic matrix" to integrate various traffic sources and enhance user acquisition efficiency [10] - The fragmentation of the PC ecosystem has increased the importance of centralized distribution, as developers face challenges in reaching users across diverse platforms [12] - The cost of acquiring users on the PC is significantly lower than on mobile, with PC user acquisition costs being only 53% of mobile costs, making it an attractive market for developers [15][14] Group 4 - 360 Software Manager offers a variety of distribution models, including partnerships and performance-based payment options, allowing developers to efficiently reach their target audiences [17] - The platform has successfully implemented targeted marketing strategies, such as collaborations with Tencent Video, resulting in substantial increases in software exposure and downloads [20] - The rise of AI applications has shifted the focus of software developers towards the PC, as the demand for PC-based AI tools continues to grow [13][14]

Core Insights - The article discusses the development and comparison of multimodal large models, emphasizing the integration of visual and language components to enhance understanding and generation capabilities in AI systems [1][7]. Multimodal Model Types - The mainstream approach for visual and language multimodal models involves using pre-trained large language models and image encoders, connected through a feature alignment module to enable deeper question-answer reasoning [1]. - CLIP, developed by OpenAI, utilizes a contrastive learning method to connect image and text feature representations, allowing for zero-shot classification by calculating cosine similarity between text and image embeddings [2]. - Flamingo, introduced in 2022, combines visual and language components, enabling text generation based on visual and textual inputs, and includes various datasets for training [5]. - BLIP, proposed by Salesforce in 2022, aims to unify understanding and generation capabilities for visual language tasks, enhancing model performance through self-supervised learning and addressing complex tasks like image generation and visual question answering [7]. - LLaMA integrates a visual encoder (CLIP ViT-L/14) with a language decoder, utilizing generated data for instruction fine-tuning, ensuring that visual and language tokens exist in the same feature space [8].

三六零安全科技股份有限公司 关于聘任董事会秘书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：601360 证券简称：三六零 公告编号：2025-027号 截至本公告披露日，张海龙先生未持有公司股票，与公司控股股东、实际控 制人、持股 5%以上的股东以及其他董事、监事、高级管理人员不存在关联关系； 未受过中国证监会及其他有关部门的处罚和上海证券交易所惩戒；不存在《公司 法》《上海证券交易所股票上市规则》及《公司章程》等规定的不得担任董事会 秘书的情形。 特此公告。 三六零安全科技股份有限公司董事会 附件： 张海龙先生简历 张海龙，男，中国国籍，无境外永久居留权，1977 年 11 月出生，本科学历， 中国注册会计师非执业会员，中央财经大学会计学院研究生客座导师，中国上市 公司协会第三届财务总监专业委员会委员。2004 年 12 月到 2014 年 4 月，任德 勤华永会计师事务所北京分所、美国圣何塞分所、审计员、审计经理、高级审计 经理；2014 年 4 月至 2018 年 2 月，任奇虎三六零财务部报表组负 ...