鹅厂：来玩。 白交 鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 高考完了这个暑假还没有安排？（Doge） 一年一度，腾讯又开始招募顶尖学生了—— "星火挑战营" ，计划招募60-70人，主要面向高二、高三学生（2025级高考生）。一旦入选，就 有机会前往深圳总部，挑战一线产业难题。 与以往不同的是，此次他们可以面向大模型的最前沿话题—— 超长文本理解、长思维链技术、具身智能+机器人、多模态感知理解。 好好好，现在大模型搞研究得从少年开始抓起。 鹅厂开招顶尖学生 OpenAI、DeepSeek等热门大模型浪潮一波接着一波，星火计划紧随其后，在今年的产业课题方向中，特地新增四个大模型方向： 具体像超长文本理解这个方向。 大模型现在能说话、能思考，但是受制于字数输入上限，读书却始终读不好。 微信读书的AI问书技术团队 目前就正在掀起一场关于超长文本 智能的认知革命，致力于让AI把百万字级小说"先读薄再读厚"。 专家们将带领同学们深入探究大模型的长上下文理解问题，逐步探索AI如何在充分理解人物和世界观的前提下，辅助完成故事的二次创作。 还有 多模态感知理解 ，试想一下，你是否也想拥有钢铁侠里的贾维斯，可以理 ...

白宫再度被曝存在信息安全隐患。 据美媒最新报道，黑客侵入了白宫办公厅主任苏茜·怀尔斯的私人手机，并以她的名义给政府官员、国会议员 和企业高管打电话或发信息。美国联邦调查局（FBI）称，已就此展开调查。 对此，美国总统特朗普当地时间5月30日表示，他认为怀尔斯是"了不起的女性"，她能够处理这件事。他们入 侵了她的手机，他们试图假扮成她。 一名白宫高级官员告诉《华尔街日报》记者，怀尔斯告诉特朗普政府其他成员，她怀疑黑客窃取了自己私人手 机的通讯录，因为"冒牌怀尔斯"只从中挑选知名人士联系。一些接到电话或收到信息的人发现，来电号码并非 怀尔斯的手机号，于是向白宫求证是否的确是怀尔斯联系了他们，事件才浮出水面。 据悉，怀尔斯是首名出任白宫办公厅主任的女性，从政经验非常丰富，是特朗普身边任职时间最长的顾问之 一，曾在2024年总统选举时担任特朗普的竞选经理。 白宫突发 5月31日，据新华社消息，继美国政府高官的"群聊门"丑闻后，白宫再度被曝存在信息安全隐患。美国媒体报 道称，黑客侵入了白宫办公厅主任苏茜·怀尔斯的私人手机，并以她的名义给政府官员、国会议员和企业高管 打电话或发信息。FBI称，已就此展开调查。 另据《华尔 ...

Group 1 - The China Securities Information Technology Application Innovation Industry Index decreased by 1.67% as of May 30, 2025, with mixed performance among constituent stocks [1] - Tianyang Technology led the gains with an increase of 6.77%, while Huada Jiutian experienced the largest decline at 4.74% [1] - The Xinchang ETF (562570) fell by 1.77%, with the latest price at 1.22 yuan, but saw a cumulative increase of 1.72% over the past week [1] Group 2 - The Xinchang ETF has reached a new high in scale at 614 million yuan, making it the largest among similar ETFs [1] - Over the past 10 days, the Xinchang ETF has experienced continuous net inflows, totaling 190 million yuan, with a peak single-day net inflow of 148 million yuan [1] - The strategic restructuring announcement by Haiguang Information and Zhongke Shuguang is highly relevant to the index, as both companies are significant constituents, with a combined weight exceeding 10.2% [2]

Financial Data and Key Metrics Changes - Gartner has demonstrated a long-term experience of delivering double-digit top-line growth with a contract value CAGR of 14% over ten years and free cash flow CAGR of 16% [4][29] - The company expects EBITDA margins to be at least 23.5% for the year, with structural improvements leading to margins running in the mid to low 20% range [23][28] Business Line Data and Key Metrics Changes - The Research segment is the largest and most profitable, with contribution margins in the low to mid 70% [12][13] - The Conferences segment provides a platform for client engagement with around 50% gross margins [21] - The Consulting segment focuses on high-level IT labor-based strategy and project management services, contributing to overall revenue [22] Market Data and Key Metrics Changes - Gartner's contract value is approximately $5.1 billion, with an identified addressable market of around $200 billion [20] - About two-thirds of contract value is generated in North America, with growth opportunities identified both domestically and internationally [41] Company Strategy and Development Direction - The company aims to expand its sales force and penetrate new territories to capture more of the addressable market [41][42] - Gartner's strategy includes leveraging AI to enhance efficiency within its research organization and services team [36] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that while the company is resilient to macroeconomic challenges, it is not completely immune to a difficult selling environment [42] - The focus remains on generating valuable insights and productizing them to deliver ongoing value to clients [41] Other Important Information - Gartner's business model is characterized by strong free cash flow generation, with annual free cash flow expected to exceed $1 billion [29] - The company has a strong balance sheet with excess cash of about $2.1 billion, targeting a gross debt to EBITDA ratio of about 2 to 2.1 times [30][31] Q&A Session Summary Question: How does AI affect Gartner's business? - Gartner is leveraging AI to help clients with strategy and challenges while also using it internally to improve efficiency in research and sales training [35][36] Question: What is the percentage of clients on each subscription tier? - The most commonly purchased product is the advisor product, priced around $45,000 to $50,000, with reference products at about $20,000 and higher-end services ranging from $75,000 to $80,000 [38][39] Question: What are the key drivers for growth? - Growth drivers include generating valuable insights, expanding sales territories, and hiring sellers, with a focus on execution and resilience in challenging macro environments [41][42]

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]

Group 1 - A-shares exhibited a narrow fluctuation trend on May 26, with sectors such as soft drinks, power generation equipment, software, leisure products, and cultural media showing significant gains [1] - The strategic restructuring announcement between Zhongke Shuguang and Haiguang Information is expected to impact the market, with both companies' stocks suspended from trading for up to 10 trading days starting May 26 [1] - Historical data indicates that A-shares have experienced two major merger and acquisition (M&A) waves since 2010, with the current market conditions suggesting a new M&A wave may be starting, driven by economic transformation, industry cycle upturns, and policy support [1] Group 2 - The Zhongzheng Xinchuan Index has a high correlation with the recent events, with Haiguang Information and Zhongke Shuguang being the 1st and 7th largest weighted stocks in the index, collectively accounting for 10.2% of the index [2] - The Xinchuan ETF (562570) tracks the Zhongzheng Information Technology Application Innovation Industry Index, focusing on autonomous and controllable leading companies in cutting-edge technology sectors such as artificial intelligence and data computing [2]

中信国际电讯CPC凭借对企业客户的深入了解与丰富的服务经验，自2017年起，便积极参与人工智能技 术的发展，不仅致力于将AI技术融入「云网安」服务中，更在创新算法与算力研发应用上持续深耕， 透过不懈的努力与积累，在多个关键项目领域取得了行业瞩目的成就，并成功申请或授权了多项技术专 利认证。其中，中信国际电讯CPC自主研发的一系列AI与信息安全业务的创新融合应用，更多次受到来 自国际和国内权威机构的高度认可。 创新引擎轰鸣，「信息安全威胁识别平台」在算法模型赛道上疾驰领先 「BPAA第四届全球应用算法模型典范大赛」TOP 50 — 公共赛道银奖 「信息安全威胁识别平台」于BPAA大赛勇夺榜眼 中信国际电讯集团有限公司（「中信国际电讯」，香港交易所股份代号：1883）全资拥有的中信国际电 讯(信息科技)有限公司（「中信国际电讯CPC」）欣然宣布，其基于AI+创新能力打造的「信息安全威 胁识别平台」，凭借算法模型创新和技术架构创新，入围世界人工智能大会四大品牌赛事之一「BPAA 第四届全球应用算法模型典范大赛」TOP 50，并勇夺公共赛道银奖。 中信国际电讯CPC此次赢得大奖的「信息安全威胁识别平台」，经过了BPA ...

闲置设备，窃密跳板。个别智能设备在关机后仍能被远程定位与追踪，如果该设备事先被安装了特定程 序，或预留后门，其摄像录音功能在关机状态下也能被激活使用。比起正在使用的手机，已关机的闲置 智能设备更容易被忽视，可能在不经意间成为监控窃听的工具。 闲置智能设备处置 要做好防范措施 随着技术的不断进步，智能设备更新迭代速度越来越快，当升级更换设备时，如何处理旧智能设备成为 大家面临的一个难题。记者从国家安全部了解到，在数字化时代，许多智能设备存储着我们的社交轨 迹、财务信息、消费习惯、健康数据等大量敏感信息。闲置废旧智能设备如果处理不当，可能成为信息 泄露甚至是泄密的黑洞，带来安全风险。 闲置智能设备里藏有大秘密 人们通常认为，手动删除信息并将智能设备恢复出厂设置就安全了。殊不知，普通删除只是把信息数据 标记为"可覆盖"状态，数据依然留在存储芯片里，很容易通过专业数据恢复软件还原。 公开资料显示，由于受经济利益驱动、专业数据擦除技术门槛高、企业及个人数据保护意识淡薄等因素 影响，我国近半数闲置交易智能设备存在数据残留或数据擦除不彻底问题。 不当处理 隐患无穷 近年来，因丢弃或回收闲置智能设备而导致的个人信息泄露事件频 ...

中新社北京5月14日电 (记者刘育英)中国工业和信息化部5月14日在官网公开征求对《儿童手表安全技术 要求》强制性国家标准(征求意见稿)的意见。标准对电池安全、网络安全、网络沉迷防治、付费管控等 多方面提出具体要求，在网络安全部分提出手表不可预置生成式语音问答应用程序。 根据定义，儿童手表指供3周岁及以上，14周岁以下儿童使用的手表。儿童智能手表为具备信息处理如 通话、定位等功能，且满足儿童特定需求的儿童手表。 该标准编制说明指出，考虑到消费者对儿童智能手表在信息安全方面的关注度高，产品存在可能的非法 窃听、信息泄漏等信息安全隐患，在标准中规定了信息安全、数据安全和个人信息保护、内容安全的要 求。 该标准还在生物特征识别方面做出规定，要求已注册用户可以注销该功能，还要求手表具备防假体呈现 攻击检测功能，通过呈现攻击检测，为使用生物特征识别技术进行身份验证的手表提供安全保障。(完) （文章来源：中国新闻网） 其中，信息安全要求从六个方面保证产品的安全性，要求手表具备应用程序或安装程序的安全管理机 制，可以识别防范恶意程序被预置或安装等。 数据安全和个人信息保护要求从八个方面保证产品的安全性，提出儿童智能手表应制 ...

Group 1 - Dior reported a data breach on May 7, 2025, where unauthorized external parties accessed some customer data [1] - Affected customers received notifications via SMS, email, or WeChat, indicating potential data exposure [1][3] - The compromised data includes personal information such as names, gender, contact numbers, email addresses, mailing addresses, and customer preferences, but does not include financial information like bank account details or credit card information [3] Group 2 - Dior has engaged a professional cybersecurity team to investigate the breach and has implemented monitoring measures for potentially affected information [1] - The company advises affected customers to remain vigilant and avoid opening suspicious messages or links [1] - Dior is committed to assisting affected customers and enhancing system security in response to the incident [1]