1月28日，香港金融管理局（以下简称"香港金管局"）公布了香港外汇基金截至2025年12月底未经审计的财务状 况。香港外汇基金在2025年录得3310亿港元的投资收入，创下历史新高。值得留意的是，香港外汇基金的各组成 部分，包括股票、债券以及"长期增长组合"（包括私募股权及实物资产投资等），全部实现正回报。香港金管局 形容这个情况"非常特殊"，在过去15年仅出现过两次。 香港金管局分析总结称，这主要是因为在2025年全年，环球金融市场表现强韧。全球主要股票市场普遍上升，并 在2025年年内录得创纪录新高。其中香港股市受惠于资金流入，恒生指数全年上升28%，而债券市场也有不错的 表现。至于外汇市场方面，美元兑其他主要货币贬值约9%，美元走弱也为香港外汇基金的非港元资产，带来了外 汇估值上调。 位于香港九龙半岛的环球贸易中心。 香港金管局：AI快速发展带动资本投入，投资环境显著改善 人工智能应用场景更趋广泛，助力教与学商业化前景可期 从香港金管局对2026年的展望叙述中不难发现，人工智能对金融市场的影响力和重要性越来越高，并逐步成为市 场共识。人工智能在香港各领域的应用，也陆续出现新场景。例如，在教育领域，香港教 ...

Group 1 - The cybersecurity index rose by 2% during intraday trading [1] - Among the constituent stocks, Tuolsi increased by over 7% [1] - Other notable gainers included 360 Security with a 5% rise, and both Xinan Shiji and Anheng Information, which saw a 3% increase [1]

网络交友 89.4%受访单身青年享受便利亦忧安全 36.6%受访单身青年提醒注意对方信息真实性 如今，网络交友受到年轻人的青睐，线上的多种互动方式让陌生人之间的交流更具趣味性，轻量化、场 景化的社交模式也契合了快节奏生活中年轻人的情感需求。但热闹背后，真诚与安全仍是网络交友绕不 开的话题。 近日，中国青年报社社会调查中心联合问卷网(wenjuan.com)，对1001名单身青年进行的一项调查显 示，78.3%的受访单身青年喜欢网络交友的形式，其中，受访90后、受访男性、一线城市受访青年对网 络交友的接受度更高。但89.4%的受访单身青年直言，享受网络交友便利的同时也担忧可能存在安全隐 患。四成受访单身青年提醒警惕以交友为名的网络诈骗，36.6%的受访单身青年提醒注意对方身份信息 真实性。 近八成受访单身青年喜欢网络交友，受访男性、受访一线城市青年更为青睐 95后法务工作者何琪在网上认识了几个来自不同领域的伙伴，大家聊得很投缘，这让何琪很享受网络交 友的过程。"网络可以打破社交圈的壁垒，结交到平时生活中遇不到的人。" 在北京从事会计工作的苏喆，目前单身，因为生活圈子小、没什么朋友，最近正尝试网上交友。他在社 交 ...

核心要点 亚历克斯・迪隆在Palantir供职近五年后离职，创立了网络安全初创企业 Outtake。如今，他的前东家高 管与一众投资者纷纷为这家新公司的发展注资，其中就包括微软首席执行官萨提亚・纳德拉。 Outtake 公司本周三宣布完成 4000 万美元最新融资，开放人工智能、比尔・阿克曼旗下的潘兴广场均为 其客户。 这家 2023 年成立的初创企业，依托自主人工智能智能体，通过邮件验证等各类应用场景，帮助企业检 测并快速清除钓鱼攻击等网络威胁。 迪隆在接受采访时表示："我们正迈向一个全时安防的时代，企业需要像 Outtake 这样的智能体技术解 决方案，为自身的网络安全保驾护航。" 本轮融资由风投机构艾康尼克领投，克里夫兰风险投资公司、S32 资本参与投资，萨提亚・纳德拉、帕 洛阿尔托网络公司首席执行官尼基什・阿罗拉、安杜里尔公司联合创始人特雷・斯蒂芬斯、比尔・阿克 曼等天使投资人也参与其中。Palantir首席技术官希亚姆・桑卡尔同样是该公司的天使投资人，且参与 了本轮融资。 迪隆未披露公司本次融资后的估值，但这家现有 35 名员工的企业透露，其年度经常性收入同比增长约 6 倍，去年系统共扫描出 200 ...

Investment Rating - The report does not explicitly state an investment rating for the cybersecurity industry. Core Insights - The report emphasizes the importance of cybersecurity in the context of national security and economic resilience, highlighting the strategic and tactical frameworks for development in the upcoming five years [15][17]. - It outlines the rapid growth of regulatory frameworks in data management and cybersecurity, particularly in China, indicating a shift from theoretical frameworks to practical management systems [18][20]. - The report identifies key areas of focus within cybersecurity, including network security, data security, personal information protection, and the integration of artificial intelligence in security measures [19][27]. Summary by Sections 1. Macro Observations - The "14th Five-Year Plan" outlines goals for cybersecurity development, emphasizing risk prevention and economic resilience [15]. - The report discusses the strategic importance of self-reliance in technology, particularly in critical areas like integrated circuits and software [15][16]. - It highlights the establishment of a comprehensive security system, including legal, strategic, and policy frameworks [16][17]. 2. Domestic Cybersecurity Policy Development - The report notes a significant increase in the number of cybersecurity regulations, particularly in data management, reflecting a growing focus on data rights and compliance [18][19]. - It categorizes key areas of cybersecurity policy, including network security, data security, and personal information protection, with specific industry implications [19][20]. 3. Key Policy Regulations Analysis - The report analyzes various regulatory documents, such as the "Data Outbound Security Assessment Application Guide," which streamlines the process for data handlers [27][28]. - It discusses the "Personal Information Outbound Certification Measures," which set forth requirements for the outbound transfer of personal data, enhancing compliance and protection [35][36]. - The "National Data Infrastructure Construction Guidelines" emphasize the importance of data flow and security infrastructure, outlining a phased approach to development [45][46]. 4. Technological Developments - The report highlights the role of AI in enhancing cybersecurity measures, including automated threat detection and response systems [50][51]. - It discusses the testing of AI applications in cybersecurity, indicating a shift towards more dynamic and responsive security solutions [50][51]. 5. U.S. Cybersecurity Policy Analysis - The report reviews the U.S. cybersecurity regulatory landscape, noting the release of 107 new policies in 2025, with a focus on network security and data protection [54][55]. - It highlights significant changes in U.S. policy under the Trump administration, particularly regarding AI and cybersecurity funding [59][63]. - The report discusses the introduction of tools to enhance software supply chain security, reflecting a growing emphasis on managing supply chain risks [66][67].

新浪科技讯 1月28日晚间消息，近日，360数字安全集团漏洞研究院正式发布《2025年度网络安全漏洞 分析报告》，依托全域漏洞监测数据、典型案例深度拆解，全面复盘2025年网络安全漏洞整体态势，精 准提炼核心威胁趋势，助力政企高效应对智能化攻防新格局，守住核心资产安全底线。 新浪科技讯 1月28日晚间消息，近日，360数字安全集团漏洞研究院正式发布《2025年度网络安全漏洞 分析报告》，依托全域漏洞监测数据、典型案例深度拆解，全面复盘2025年网络安全漏洞整体态势，精 准提炼核心威胁趋势，助力政企高效应对智能化攻防新格局，守住核心资产安全底线。 报告数据显示，2025年全球网络漏洞总量呈波动上升态势，年度月均发现漏洞4283个，其中12月漏洞数 量迎来爆发式增长，增至5579个，创下年度峰值，环比增幅达68.55%，清晰凸显年末漏洞披露与网络 攻击的集中性风险。 从漏洞严重等级分布来看，中高危漏洞已成为主导威胁，合计占比高达81.11%，其中中危漏洞占比 46.29%（共计23788个），高危漏洞占比34.82%（共计17894个），严重漏洞占比16.35%（共计8405 个），低危漏洞占比仅为2.54%，意 ...

Core Viewpoint - Aofei Data has shown significant stock price growth and financial performance improvements, indicating a positive outlook for the company in the internet data center and comprehensive internet services sector. Group 1: Stock Performance - On January 28, Aofei Data's stock rose by 2.50%, reaching 24.18 CNY per share, with a trading volume of 782 million CNY and a turnover rate of 3.33%, resulting in a total market capitalization of 23.822 billion CNY [1] - Year-to-date, Aofei Data's stock price has increased by 30.77%, with a 14.27% rise over the last five trading days, 30.42% over the last 20 days, and 19.53% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Aofei Data achieved a revenue of 1.824 billion CNY, representing a year-on-year growth of 15.33%, and a net profit attributable to shareholders of 145 million CNY, which is a 37.29% increase compared to the previous year [2] - Since its A-share listing, Aofei Data has distributed a total of 113 million CNY in dividends, with 52.934 million CNY distributed over the past three years [3] Group 3: Shareholder Structure - As of September 30, 2025, Aofei Data had 113,600 shareholders, an increase of 9.06% from the previous period, with an average of 8,667 circulating shares per shareholder, down by 8.31% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 12.9293 million shares, a decrease of 777,700 shares from the previous period [3]

Group 1 - Microsoft’s official email address no-reply-powerbi@microsoft.com has been abused by hackers to send phishing scam emails to users [1] - Users reported receiving emails claiming they were charged $399 (approximately 2779 RMB) and were instructed to call a number to cancel the transaction [1] - Multiple users, including some who posted complaints on Microsoft's own website, have reported receiving similar scam emails [1] Group 2 - A Microsoft spokesperson stated that the company is aware of the abuse of the platform's email address and is currently investigating the situation [2] - Cybersecurity expert Sarah Sabotka from Proofpoint indicated that hackers likely exploited a feature in Power BI that allows adding external email addresses as subscribers, enabling the official email address to send content to specified user groups [2]

报告期内，网络安全行业整体延续下游客户需求疲软态势，市场竞争加剧，公司业务拓展面临阶段性承 压;同时，自2025年第四季度公司ASIC安全专用芯片量产流片测试成功以来，为加快打造各行业标杆案 例，公司迅速以搭载该芯片的新一代安全产品为核心方案全面参与市场投标。截至本公告披露日， ASIC安全产品商机储备规模显著提升，客户端测试表现优异，已成功中标证券、能源等行业头部客户 项目，中标情况超出预期，充分彰显了公司ASIC安全产品的核心市场竞争力。根据公司既定的量产及 供货规划，ASIC安全产品将于2026年上半年开始规模化供货，因此未对公司2025年度营业收入产生明 显贡献。 山石网科(688030.SH)发布2025年年度业绩预告，预计2025年度实现归属于母公司所有者净亏损1.8亿元 至2.2亿元。 ...

Core Viewpoint - The company, Hillstone Networks (688030.SH), forecasts a net loss attributable to shareholders of 180 million to 220 million yuan for the fiscal year 2025, amid a challenging market environment in the cybersecurity industry [1] Industry Summary - The cybersecurity industry continues to experience weak demand from downstream customers, leading to intensified market competition [1] - The company faces phase-specific pressure in business expansion due to these industry-wide challenges [1] Company Summary - Following the successful testing of its ASIC security chip in Q4 2025, the company is rapidly participating in market tenders with new security products based on this chip [1] - As of the announcement date, the company has significantly increased its pipeline of opportunities for ASIC security products, with excellent client testing performance [1] - The company has successfully won projects from leading clients in the securities and energy sectors, exceeding expectations and demonstrating the competitive strength of its ASIC security products [1] - According to the company's production and supply plan, ASIC security products are expected to begin large-scale supply in the first half of 2026, which will not significantly contribute to the company's revenue in 2025 [1]