东北证券：AI快速发展带动安全需求爆发 关注深度伪造视频、图像、文本等检测产品

Core Insights - The rise of generative AI technology in cybersecurity is described as a "double-edged sword," presenting both opportunities and risks [2][5] - The global AI security market is projected to reach $134 billion by 2030, with a compound annual growth rate (CAGR) of 27.6% from 2023 to 2030 [3] Group 1: AI Empowering Cybersecurity - AI is enhancing traditional cybersecurity products and improving operational efficiency, particularly in threat detection and response [3] - Key areas where AI is applied include malware detection, attack traffic detection, user and entity behavior analysis, and encryption traffic analysis [3] Group 2: AI Inherent Security - The emergence of AI models, data, and systems creates new security challenges, including threats to model integrity, data privacy, and system security [4] - AI model security concerns include threats to training integrity, testing integrity, and robustness [4] Group 3: AI Derivative Security Issues - The misuse of AI can lead to significant security risks, including accidents caused by AI system errors and the potential for an arms race in AI weaponry [5] - Regulatory measures are being implemented globally to address AI misuse, with China introducing guidelines for generative AI service management and content identification [5]