Al应用于进攻性安全 Al Technology and Risk Working Group cloud security GREATER CHINA REGION alliance ® loud security alliance® 人工智能技术与风险工作组的永久官方地址是 https://cloudsecurityalliance.org/research/workgroups/ai-technology-and- risk ©2025 云安全联盟大中华区 —— 保留所有权利。您可以下载、存储、在您的计算机上显示、 查看、打印以及链接到云安全联盟网站 https:///cloudsecurityalliance.org，但须遵守 以下条件：(a)草案仅供您个人、信息性和非商业用途使用；(b)不得以任何形式修改或更改 草案；(c)不得重新分发草案；(d)不得移除商标、版权或其他声明。在遵循中华人民共和国 著作权法相关条款情况下合理使用本文内容，使用时请注明引用于云安全联盟大中华区。 © 2025云安全联盟大中华区版权所有 2 《AI 应用于进攻性安全》由 CSA 工作组专家编写，CSA 大中华区组织 AI ...

每经记者｜张蕊 每经编辑｜陈旭 没有安全，数据流通就无从谈起；没有流通，数据就难以赋能千行百业。 5月10日，以"数智无界 安全共生"为主题的2025中国数谷·西湖论剑大会在杭州开幕。 中国计算机学会（CCF）原理事长、CCF计算机博物馆馆长梅宏在大会主论坛上提到，没有数据就不可能有智能，就像燃料和火箭的关系一样。现在业界经 常讲本轮AI革命的三要素：算法、数据、算力，实际上数据是关键。 推动AI（人工智能）向AGI（通用人工智能）演进，数据与AI的深度融合非常重要，但现在缺乏高质量的数据集致数据流通受限，这是不是一个关键的堵 点？ 对于《每日经济新闻》记者提出的这一问题，安恒信息技术股份有限公司（SH688023，股价49.18元，总市值50.30亿元，以下简称安恒信息）高级副总裁、 研究院院长王欣表示，数据的流通受限确实是一个关键问题。 私有数据是让模型落地到场景里发挥价值的关键因素 王欣对《每日经济新闻》记者表示，整个模型从构建到应用落地分为两个方面：一方面，现在"大厂"做一些基础的通用模型训练，更多用到的是互联网的网 页数据。这里存在一些具体数据层面的安全问题，主要是数据质量问题，这影响了模型本身的能 ...

分析师解释道："鉴于安全环境日益严峻，CrowdStrik已采取战略性措施，将人工智能整合到其产品组 合中，以满足对高级网络安全解决方案日益增长的需求，并保护整个技术堆栈中的IT和人工智能基础设 施。CrowdStrike仍然是网络安全领域的黄金标准，该公司正处于多年增长故事的早期阶段，预计其净 新增年度经常性收入将在下半年重新加速增长。我们相信，CrowdStrik在未来几年仍将处于确保人工智 能革命安全的前沿。" Wedbush Securities维持对网络安全公司CrowdStrike(CRWD.US)的"跑赢大盘"评级，并将目标价从395美 元上调至475美元。Wedbush表示，最近对CrowdStrike的实地检查结果"稳健"。 Wedbush分析师表示："我们将CrowdStrike的目标价从395美元上调至475美元，这反映了其网络平台业 务的强劲发展势头。我们最近的调查显示，这家网络安全巨头明年的势头非常强劲。CrowdStrike仍然 是我们最看好的科技公司之一，我们看到交易势头正在延续，人工智能也为这家占据优势地位的科技领 军企业带来了明显的利好。" 分析师表示，CrowdStrike ...

Group 1 - The 2025 China Digital Valley West Lake Forum opened on May 10, focusing on the integration of data element marketization and artificial intelligence, aiming to inject new momentum into the high-quality development of the digital economy [1][3] - Key discussions included the challenges of data elementization, the need for a data-centered organizational structure, and the establishment of clear legal frameworks for data assets [3][6] - The forum featured multiple sessions, including a main forum and parallel discussions on AI applications, data security, and the role of AI in digital transformation [3][4] Group 2 - A significant initiative was launched to promote the integration of data elements and artificial intelligence, emphasizing institutional, technological, organizational, and ecological innovations [6][9] - The forum highlighted the construction of a trusted data space for the marine economy, which has gathered 277 types of high-quality marine data resources and developed over 40 innovative application scenarios [7][9] - Discussions on the evolution of data security governance emphasized the need for a dynamic data security system to address the increasing scale and speed of data circulation [10][9] Group 3 - The importance of AI in enhancing data security and operational sustainability was underscored, with AI being positioned as a key solution to evolving security challenges [10][4] - The forum also addressed the governance challenges posed by rapid technological advancements, advocating for a balanced approach to innovation and security [10][4] - Strategic collaborations were initiated, including agreements between various institutions to strengthen the digital economy's development [6][9]

证券研究报告 公司研究 [Table_ReportType] 点评报告 [Table_StockAndRank] 深信服(688369.SH) 投资评级： 上次评级： [Table_A 庞倩倩 uthor计算机] 行业首席分析师 执业编号：S1500522110006 邮 箱： pangqianqian@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 业绩逐步恢复，AICP 平台升级打开云业务增长空间 ➢ 云业务订单带动收入增长，利润端同比亏损收窄。收入端：2025 年一 季度实现营收 12.62 亿元，同比增长 21.91%，主要是由于今年第一季 度公司云业务订单增速较好，带动公司整体收入实现增长，且公司去年 同期收入基数较低。利润端，公司 2025 年第一季度实现归母净利润- 2.50 亿元，亏损同比收窄 48.93%。此外，2025 年一季度公司经营性 净现金流同比增长 28.00%，主要是由一季度产品销售收到的现金增加 以及购买原材料支付的货款减少所致。 ➢ ...

Group 1 - The private economy is a vital force for advancing Chinese modernization and high-quality development, with local governments implementing practical measures to enhance the confidence and vitality of private enterprises [1][4][20] - The "Private Economy Promotion Law" will officially take effect on May 20, establishing the legal status of the private economy and emphasizing its role in sustainable and high-quality development [2][4] - The law addresses key concerns for private enterprises, including fair competition, investment financing, and technological innovation, providing institutional solutions to development bottlenecks [6][8][10] Group 2 - A series of financial policies have been introduced to stabilize the market and expectations, including a reduction in the reserve requirement ratio and interest rates, which are expected to inject significant liquidity into the market [22][41] - The People's Bank of China has implemented a moderately loose monetary policy, with social financing and loan growth showing positive trends, indicating a healthy financial environment [39][40] - The government aims to support small and micro enterprises, particularly those involved in foreign trade, through targeted financial measures to enhance their resilience and competitiveness [28][44] Group 3 - The government is focusing on enhancing consumption as a driver of economic growth, with policies aimed at increasing the income of low- and middle-income groups and promoting service consumption [35][36] - Structural reforms and policy measures are being implemented to stimulate both supply and demand, creating a favorable environment for consumption growth [36][37] - The government is also exploring innovative service models to improve the business environment and enhance efficiency in administrative processes [13][18]

此外，CrowdStrike最近宣布了一项重组计划，计划在全球范围内裁员500人，以提升运营效率和实现更 高的年经常性收入目标。公司强调人工智能技术将是其战略重心之一，并认为这一技术能够帮助 CrowdStrike在市场上保持竞争力。尽管裁员，公司仍维持其财务预测，预计2026财年营收将达到47.4亿 至48.1亿美元。 对于投资者来说，近期的事件显示出了公司在透明度和治理的问题上面临的挑战。尽管如此， CrowdStrike的战略计划和对人工智能的投入显示出其对未来增长的积极定位。考虑到这些复杂因素， 投资者在做出投资决策时应审慎评估公司的长期战略和财务健康状况。 （转自：美股情报站） 在5月9日的股市中，网络安全公司CrowdStrike Holdings的股价下跌了4.21%。这一下跌是由于美国司法 部和证券交易委员会对该公司的财务行为展开了深入调查。调查的焦点是与分销商Carahsoft Technology Corp.发生的一笔3200万美元的交易，这笔交易涉及美国国税局的订单，但令人困惑的是，国税局并未 实际购买或接收相关产品。 据悉，在2023财年的最后一个季度，CrowdStrike与Cara ...

Group 1 - The company achieved a revenue of 2.82 billion yuan in 2024, a year-on-year decrease of 9.73%, while the net profit attributable to shareholders reached 83 million yuan, a year-on-year increase of 122.35% [1] - The gross profit margin for 2024 increased by 0.85 percentage points, and total expenses decreased by 10.73% year-on-year, indicating improved operational efficiency [1] - In Q1 2025, the company expects a significant reduction in losses, with projected revenue between 320 million to 340 million yuan, and a net loss attributable to shareholders of 73 million to 83 million yuan, showing a reduction in losses compared to the previous year [1] Group 2 - The company's cloud computing business generated revenue of 256 million yuan in 2024, reflecting a year-on-year growth of 10.09%, driven by the launch of various cloud security products [1] - The company has established a grid-based product system centered on autonomous control and artificial intelligence, enhancing its ability to respond to market changes [2] - In 2024, the total cash dividends and share buybacks exceeded 100 million yuan, with cash dividends amounting to 44.2 million yuan and share buybacks close to 60 million yuan, demonstrating a commitment to shareholder returns [2] Group 3 - The company is expected to benefit from the growth of the network security and AI industries, with projected total revenues of 3.16 billion, 3.65 billion, and 4.08 billion yuan for 2025 to 2027, corresponding to growth rates of 12.03%, 15.39%, and 11.93% respectively [3] - The net profit attributable to shareholders is forecasted to be 173 million, 266 million, and 343 million yuan for 2025 to 2027, with year-on-year growth rates of 108.59%, 53.71%, and 29.01% respectively [3] - The current price corresponds to a PE ratio of 51, 33, and 25 times for 2025 to 2027, maintaining a "recommended" rating [3]

Group 1 - The meeting between the Secretary of the Provincial Party Committee Liu Ning and Qi Anxin Technology Group's Chairman Qi Xiangdong highlighted the importance of network security and the support for the development of private enterprises in Henan [1][2] - Henan is focusing on developing the new generation of information technology industry, integrating digital economy with the real economy, and enhancing network security to support high-quality economic development [1] - Qi Anxin Group aims to strengthen its presence in Henan by leveraging its technological, service, and talent advantages to contribute to the construction of a digital strong province and enhance network security [2] Group 2 - The provincial leadership expressed their commitment to providing a favorable environment for enterprises to operate and innovate in Henan [1] - Qi Anxin Group plans to deepen cooperation in areas such as artificial intelligence security, data resource integration, and talent cultivation to bolster network security in the region [1][2]

公司代码：601360 公司简称：三六零 三六零安全科技股份有限公司 二〇二五年五月 目 录 议案九：关于部分募投项目结项并将节余募集资金永久补充流动资金及部分募投项目调 会议议程 一、会议时间、地点及投票方式 （1）网络投票系统：上海证券交易所股东大会网络投票系统 （2）网络投票起止时间：自 2025 年 5 月 16 日至 2025 年 5 月 16 日。采用 上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东大会召 开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票 平台的投票时间为股东大会召开当日的 9:15-15:00。 二、会议议程 授权代表人数及其代表的股份数； 由于本次股东大会实行现场投票与网络投票相结合的表决方式，网络投票表 决结果在 2025 年 5 月 16 日下午 15:00 收市后才能统计。公司将在网络投票结束 后依据现场投票和网络投票的表决结果汇总形成股东大会决议，并及时在上海证 券交易所网站予以公告，请各位股东及股东代表及时查阅。 注意事项 一、本次股东大会按照法律、法规、有关规定和《三六零安全科技股份有限 公司 ...