在云安全领域，中小企业业务加速向云端迁移的背景下，中小企业如何应对上云安全的挑战和需求，以 及如何筑牢持续运营的安全基石成为关键议题。为引导中小企业客户提升上云安全意识和安全防护能 力，中国信通院与华为云联合斗象科技、海泰方圆、大连亚明、图湃医疗等中小企业作为第一批成员单 位进行"中小企业上云安全十条"的倡议发布，助力中小企业强化上云安全意识、消除风险应对误区，持 续提升上云安全防护能力。 网络安全保险作为融合网络安全技术与金融风险管理的创新工具，正逐步成为企业应对网络风险、保障 业务连续性的关键手段。在此背景下，蚂蚁科技集团股份有限公司联合中国信通院云大所共同发布《网 络安全保险实践与效果评估报告》，报告聚焦网络安全保险的实践路径与效果评估，助力构建更加完善 的网络安全保险生态体系。会上，中国信通院云大所副所长栗蔚、蚂蚁集团密算科技首席安全技术官邱 喆彬共同参与发布仪式。 随着数字化转型加速推进，企业依赖外部软件产品服务供应商获取解决方案，以满足其业务拓展、流程 管理等方面需求已成为业界常态。为提升企业软件供应链管理的韧性与透明度，中国信通院联合中国移 动（600941）通信集团有限公司、华为技术有限公司和 ...

Core Points - The Ministry of Finance announced that Shenxinfu Technology Co., Ltd. won the bid for the operation and security monitoring services of the Cloud Security Management Platform for the period 2025-2026 [1] - The total bid amount for the project is 113.5 million yuan [1] - The project includes daily operation monitoring, maintenance, and management of cloud security products, ensuring stable operation and effective protection strategies [2] Project Details - The project aims to provide comprehensive services including daily network security monitoring, risk monitoring, asset management, and vulnerability management [2] - The service period is from July 19, 2025, to July 31, 2026 [2] - The average score of the winning supplier in the comprehensive evaluation was 93.48 points [4] Financial Information - The total amount for the project agency fee is 1.9 million yuan [3]

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【建筑建材】国内低轨星座建设加速，钙钛矿或成为降本突破口——低轨卫星行业研究系列之一 我国政策高度重视商业航天产业建设，国内"星网"、"千帆"等星座计划已开始批量发射卫星，低轨卫星发展节 奏有望显著提速。与国际先进水平相比，我国商业航天降本亟待突破，其中钙钛矿有望成为低轨卫星能源系统 的降本突破口。上海港湾前瞻性布局卫星领域以及钙钛矿相关业务，凭借先进的技术与可靠的产品，公司能源 系统产品已助力15颗卫星成功发射，40余套卫星电源系统及太阳帆板与结构机构在轨稳定运行。 （孙伟风）2025-06-19 您可点击今日推送内容的第1条查看 【互联网传媒】美股AI+云安全催化不断，AI推理需求驱动网络安全蓬勃发展——美股云计算行 ...

2025 年 6 月 19 日 公司研究 美股 AI+云安全催化不断，AI 推理需求驱动网络安全蓬勃发展 ——美股云计算行业跟踪报告（二） 互联网传媒 买入（维持） 作者 分析师：付天姿 CFA FRM 执业证书编号：S0930517040002 021-52523692 futz@ebscn.com 联系人：宾特丽亚 binteliya@ebscn.com 021-52523681 股价相对走势 资料来源：Wind 相关研报 AI 驱动网络安全供需提升，架构迭代引领行 业变革——美股网络安全行业深度报告 （2024-06-12） 微软暂缓 AI 数据中心建设，如何看待关税 对美股云厂商的影响？——美股云计算行业 跟踪报告（一）（2025-04-17） 点评： CrowdStrike 在 AI 网络安全领域以平台化与 AI 原生为核心驱动力。根据公司 25Q1财报，Flex模型交易价值超32亿美元，下一代SIEM相关ARR增速超100%， 预计 2025 年 AI 原生 XDR 平台覆盖高达 1160 亿美元的市场规模。AI 驱动的模块 复用率提升，48%的订阅客户采用 6 个及以上模块，22%客户采用 8 ...

6月16日，北京百度网讯科技有限公司与安恒信息正式签署战略合作协议。双方将聚焦云安全、数据安 全、大模型安全等领域，共同探索智能化安全解决方案。(安恒信息) ...

证券代码：688171 证券简称：纬德信息 公告编号：2025-028 广东纬德信息科技股份有限公司 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、准确性和完整性依法承担法律责任。 广东纬德信息科技股份有限公司（以下简称"公司"或"纬德信息"）于近 日收到上海证券交易所下发的《关于广东纬德信息科技股份有限公司2024年年度 报 告的 信息披露 监 管问询函》 （上证科创公 函【2025】0135 号）（ 以下简称 "《年报问询函》"）。公司收到《年报问询函》后高度重视，并立即组织相关 人员和相关中介机构对《年报问询函》涉及的问题逐项进行了认真的核查落实， 现就有关事项回复如下： （在本回复中，若合计数与各分项数值相加之和在尾数上存在差异，均为四 舍五入所致。如无特别说明，本回复中使用的简称或名词释义与公司《2024年年 度报告》一致。） 年下滑。2024 年公司实现营业收入 9843.78 万元，同比下滑 18.03%，上市以来收 入首次不足 1 亿元。分业务及行业看，2023 年新增的技术服务及其他业务收入为 元，同比下滑 35.73%；非经常性损益为 ...

SentinelOne (S) Q1 2026 Earnings Call May 28, 2025 04:30 PM ET Company Participants Doug Clark - Vice President, Investor RelationsTomer Weingarten - Co-Founder, Chairman, President & CEOBarbara Larson - CFOJoseph Gallo - Senior Vice PresidentBrad Zelnick - Managing DirectorSaket Kalia - Managing DirectorJohn DiFucci - Senior Managing DirectorBrian Essex - Executive DirectorTrevor Walsh - Director - Equity ResearchAdam Tindle - Managing DirectorShaul Eyal - Managing Director - Equity Research Conference Cal ...

9. 消息人士称，美国对雪佛龙(CVX.N)在委内瑞拉的新授权不允许进行石油生产作业或出口。此前美政 府拟允许雪佛龙在委内瑞拉开展最低限度维护工作。 1. 多家投行下调拼多多(PDD.O)目标价。 2. 游戏驿站(GME.N)宣布购买了4710枚比特币。 3. 金山云(KC.O)：第一季度总收入19.7亿元，同比增长10.9%。 4. 云安全公司Okta(OKTA.O)业绩指引不及预期，盘前跌超12%。 5. 消息人士称通用汽车(GM.N)将投资8.8亿美元在纽约新厂进行发动机生产。 6. 美国国家公路交通安全管理局：福特汽车(F.N)正在召回1,075,299辆美国车辆。 7. 梅西百货(M.N)：Q1营收为47.9亿美元，好于分析师预期的44.2亿美元。 8. Brooge Energy(BROG.O)计划将两个子公司出售给海湾航运，盘前一度涨近90%。 金十数据整理：每日美股市场要闻速递（5月28日，周三） 个股新闻 ...

Company Performance - Okta reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.77 per share, and up from $0.65 per share a year ago, representing an earnings surprise of 11.69% [1] - The company posted revenues of $688 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.22%, and an increase from $617 million year-over-year [2] - Okta has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Stock Movement and Outlook - Okta shares have increased approximately 57% since the beginning of the year, contrasting with a -1.3% decline in the S&P 500 [3] - The future performance of Okta's stock will largely depend on management's commentary during the earnings call and the earnings outlook [4][5] - Current consensus EPS estimate for the upcoming quarter is $0.79 on revenues of $706.57 million, and for the current fiscal year, it is $3.19 on revenues of $2.86 billion [7] Industry Context - The Security industry, to which Okta belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Zscaler, is expected to report quarterly earnings of $0.75 per share, reflecting a year-over-year decline of 14.8%, with revenues projected at $666.11 million, up 20.4% from the previous year [9][10]

Group 1: Company Overview and Strategy - The company has maintained a unique equity structure and management mechanism since October 2020, focusing on continuous innovation in various fields such as data security and AI+ security [3] - The company aims to become a leading provider of network security and intelligent computing solutions in China, embracing new technology directions [3] Group 2: Market Predictions and Growth - According to IDC, the Chinese cybersecurity market is projected to grow from $11 billion in 2023 to $17.1 billion by 2028, with a compound annual growth rate (CAGR) of 9.2% [4] - The overall ICT market in China is expected to reach approximately $751.76 billion by 2028, with a CAGR of 6.5% [4] Group 3: Product Development and Sales Performance - The company has actively developed new products in emerging security fields, including IoT and cloud security, and has launched several innovative products [5] - As of April 2025, the company reported sales of over 2 million yuan for its intelligent computing integrated machine, with a target to exceed 100 million yuan in sales for the year [5] Group 4: Financial Performance - The company reported a net profit of 83.01 million yuan for 2024, recovering from a loss of 371.40 million yuan in 2023 [7][8] - The company anticipates a pre-loss of 65 to 75 million yuan for the first quarter of 2025, attributing this to seasonal business cycles [8][10] Group 5: Challenges and Future Outlook - The cybersecurity industry faces short-term demand pressures due to macroeconomic factors, but long-term support from policies and technological innovations is expected [6] - The company is focused on improving operational efficiency, reducing costs, and enhancing product quality to drive profitability and sustainable growth [10][12]