格隆汇9月19日｜CrowdStrike在投资者日公布长期业绩目标，预期至2027年新增年度经常性收入(ARR) 将录得最少20%的增长，高于分析师预期，并计划于2031年达到100亿美元，再于2036年倍增至200亿美 元。 ...

本报北京9月18日电 记者张诗淇报道：为积极展现"十四五"期间网络安全领域的发展成就和重要成 果，着力增强全民网络安全意识，营造安全清朗的网络环境，9月18日，2025年国家网络安全宣传周法 治日主会场活动在云南昆明举行。 公安部网安局有关负责人表示，公安机关将继续坚持以人民为中心的发展思想，充分发挥维护网络 空间安全主力军作用，履职尽责、担当作为，为网络强国建设贡献公安网安力量。 来源：人民公安报 本次法治日主会场活动由公安部牵头，以"数智互联、共治共享"为主题，围绕网络新技术新应用安 全管理、网络违法犯罪打击、国家网络身份认证公共服务、关键信息基础设施安全保护等主题，以论坛 形式进行研讨交流。来自中国人民大学、中国社会科学院、中国刑事警察学院等单位的学者和最高人民 法院、公安部等有关部门的专家，分别围绕人工智能治理、网络违法犯罪打击、国家网络身份认证公共 服务等内容作了主题发言，深入分析网络安全面临的新形势新挑战，并对加强网络安全工作建言献策。 主会场采取线上和线下相结合的方式，围绕网络安全、数据安全、个人信息保护等热点，向公众宣 传普及网络安全法律知识，介绍"净网—2025""护网—2025"专项工作阶 ...

Group 1 - US stock market indices, including Dow Jones, Nasdaq, S&P 500, and Russell 2000, reached both intraday and closing all-time highs, driven by the Federal Reserve's indication of an upcoming interest rate cut cycle, which boosted investor confidence and expectations for accelerated economic growth [1] - Major technology stocks showed mixed performance, with Nvidia rising by 3.49%, Google A up by 1%, and Meta increasing by 0.58%. In contrast, Amazon fell by 0.17%, Microsoft by 0.31%, Apple by 0.46%, and Tesla by 2.12%. Intel surged by 22.77%, marking its best single-day performance in nearly 38 years, following Nvidia's announcement of a $5 billion investment in Intel for joint development of PC and data center chips [1] - The cybersecurity sector saw positive movements, with NetSkope's US IPO first-day gain of 18.37% and CrowdStrike rising by 12.8%, as at least nine investment banks raised their target prices for the stock [1] Group 2 - The Nasdaq Golden Dragon China Index, which tracks Chinese stocks listed in the US, fell by 1.79%, with notable declines in companies such as NetEase (over 4%), Bilibili (over 3%), and others like Weibo, Li Auto, and Alibaba dropping over 2% [1] - The price of West Texas Intermediate (WTI) crude oil for October delivery decreased by $0.48, a drop of nearly 0.75%, closing at $63.57 per barrel [1] - Brent crude oil futures settled down by $0.51, also a decline of 0.75%, closing at $67.44 per barrel [2] - COMEX gold futures fell by 1.08%, trading at $3,677.60 per ounce, prior to the Federal Reserve's announcement of a 25 basis point rate cut [2]

Economic Overview - The U.S. stock market indices reached new highs, buoyed by the Federal Reserve's interest rate cut and Nvidia's investment in Intel, which sparked a rally in chip stocks [1] - The latest data from the U.S. Labor Department indicated a decrease in initial jobless claims, but the overall labor market is showing signs of cooling, with weakened demand and supply for labor [1] - The Federal Reserve cut the federal funds rate by 25 basis points and is expected to maintain a steady rate cut pace through 2025 to support the labor market [1] Market Dynamics - The Dow Jones increased by 124.10 points (0.27%) to close at 46,142.42, the Nasdaq rose by 209.40 points (0.94%) to 22,470.73, and the S&P 500 gained 31.61 points (0.48%) to 6,631.96 [3] - Among the 11 sectors of the S&P 500, 7 sectors saw gains, with the information technology sector up by 1.36% and the financial sector up by 0.6% [3] Company News - Nvidia's stock rose by 3.49%, while Intel surged by 22.77%, marking its best single-day performance in nearly 38 years after Nvidia announced a $5 billion investment in Intel for joint development of PC and data center chips [4] - Microsoft announced plans to invest over $7 billion to build the "world's strongest AI data center" in Wisconsin, with an initial investment of $3.3 billion for the first data center and an additional $4 billion for a second [7] - Google integrated its self-developed AI model, Gemini, into the Chrome browser, enhancing user experience by providing explanations of web pages and integrating with other Google services [7] Sector Performance - Small-cap stocks, represented by the Russell 2000 index, rose by 2.4%, reaching a record high, benefiting from a low-interest-rate environment [1] - The cybersecurity sector saw significant gains, with NetSkope's IPO rising by 18.37% and CrowdStrike increasing by 12.8% after multiple investment banks raised their target prices [4][5]

Core Viewpoint - Tianrongxin (002212) experienced a decline in stock price, closing at 9.9 yuan on September 18, 2025, with a drop of 2.27% and a trading volume of 980,600 shares, amounting to a transaction value of 990 million yuan [1]. Group 1: Company Performance - The stock price of Tianrongxin closed at 9.9 yuan, reflecting a decrease of 2.27% [1]. - The trading volume was 980,600 shares, with a total transaction value of 990 million yuan [1]. - The turnover rate was reported at 8.4% [1]. Group 2: Investor Inquiries - The company is involved in digital currency payment security and has participated in key infrastructure security projects for multiple financial industry clients, providing cybersecurity, data security, and intelligent cloud solutions [1]. - The company has not provided products or services to ByteDance as of the latest inquiry [1]. Group 3: Market Activity - On September 18, the main funds experienced a net outflow of 92.25 million yuan, indicating significant withdrawal by major investors [2]. - Retail investors showed a net inflow of 87.37 million yuan, while speculative funds had a net inflow of 4.879 million yuan [2].

周四，网络安全公司Netskope(NTSK.US)美国IPO首日开盘报23美元，现涨超27%，报24.27美元，总市 值近93亿美元。IPO价格为19美元。Netskope是一家基于云的网络安全公司，成立于2012年，开发有助 于企业保护应用程序、网站和数据的软件。 ...

智通财经APP获悉，周四，网络安全公司Netskope(NTSK.US)美国IPO首日开盘报23美元，现涨超27%， 报24.27美元，总市值近93亿美元。IPO价格为19美元。Netskope是一家基于云的网络安全公司，成立于 2012年，开发有助于企业保护应用程序、网站和数据的软件。 ...

当地时间周四，美股三大指数集体高开。 截至发稿，纳斯达克综合指数涨1.00%，再创历史新高。道琼斯指数涨0.34%，标普500指数涨0.63%。 纳斯达克中国金龙指数日内跌幅扩大至2%。 英伟达涨2.7%；英特尔涨超27%，创1987年10月以来最大盘中涨幅；消息面上，英伟达将收购50亿美元 的英特尔股份。 CrowdStrike(CRWD.US)股价走高，截至发稿，该股涨超10%，报491.49美元。该股目前已连续7个交易 日上涨。消息面上，CrowdStrike最新发布Threat AI，这是业内首款智能体化威胁情报系统，旨在实现 最复杂、最耗时情报工作流程的自动化，加速任务完成。此外，CrowdStrike近日获多家大行上调目标 价，其中，瑞穗将其目标价从430美元上调至450美元，杰富瑞将其目标价从500美元上调至515美元， D.A.Davidson将其目标价从490美元上调至515美元，Needham将CrowdStrike的目标价从475美元上调至 535美元。 美股加密货币概念股盘初上扬，Bullish大涨超10%，上市后首份季报扭亏为盈，业绩、指引双双超预 期；BMNR涨超10%，Circl ...

Core Viewpoint - The U.S. stock market opened higher, with the Nasdaq Composite Index reaching a new historical high, while the Nasdaq China Golden Dragon Index experienced a decline [1] Group 1: U.S. Stock Market Performance - The Nasdaq Composite Index rose by 1.00%, setting a new historical high [1] - The Dow Jones Index increased by 0.34%, and the S&P 500 Index rose by 0.63% [1] - The Nasdaq China Golden Dragon Index saw a day-to-day decline of 2% [1] Group 2: Notable Company Performances - Nvidia's stock increased by 2.7%, and Intel's stock surged over 27%, marking the largest intraday gain since October 1987, following Nvidia's announcement to acquire $5 billion worth of Intel shares [1] - CrowdStrike's stock rose over 10%, reaching $491.49, marking its seventh consecutive day of gains, driven by the launch of Threat AI, the industry's first intelligent threat intelligence system [1] - Several major banks raised CrowdStrike's target price, with Mizuho increasing it from $430 to $450, Jefferies from $500 to $515, D.A. Davidson from $490 to $515, and Needham from $475 to $535 [1] Group 3: Cryptocurrency Sector Performance - Cryptocurrency-related stocks saw an initial rise, with Bullish surging over 10% after reporting a profitable quarterly result that exceeded expectations [2] - BMNR increased by over 10%, Circle rose by over 5%, and Robinhood gained over 3% [2]

Group 1 - The company Tianrongxin (002212) has not yet provided products and services to ByteDance as of September 18 [1] - The company offers network security products and solutions to its clients [1]