报告认为，这些创纪录的交易反映出国际市场对以色列高科技企业及其长期增长仍保持较强信心。 报告指出，尽管融资总额反弹，但投资轮次数量降至717轮，为近十年来最低水平。这表明投资者减少 了投资次数，加大了单笔投资金额。 从细分领域看，企业软件融资额最高，达45亿美元；网络安全紧随其后，融资额为41亿美元。医疗科技 在交易数量上居首，共完成152笔交易。 报告还显示，退出和并购活动显著升温，相关交易总额达到740亿美元，创2018年以来新高。交易激增 主要得益于谷歌以320亿美元收购以色列网络安全初创企业维兹（Wiz），以及美国帕洛阿尔托网络公 司（Palo Alto Networks）以250亿美元收购以色列赛博方舟软件公司（CyberArk Software）。 转自：新华财经 新华财经耶路撒冷12月23日电（记者冯国芮 王卓伦）最新数据显示，2025年以色列高科技行业融资出 现回升，全年融资总额达156亿美元，同比增长27.9%。 报告由创业国家中央组织（Startup Nation Central）发布。报告称，2025年的融资规模略高于2022年的 155亿美元。2022年是新一轮巴以冲突爆发前的最后一个 ...

证券日报网讯12月22日，天融信（002212）在互动平台回答投资者提问时表示，公司在智能驾驶安全领 域已有布局，推出车载防火墙、车载入侵检测、车联网安全态势感知、车联网数据安全管控平台等系列 车联网安全产品，并与北汽、广汽、东风、吉利、上海畅星等行业头部企业进行了深度合作，共同推动 智能网联汽车多种类型场景应用落地。 ...

全国知名民企助力湖南高质量发展大会在长沙举行 高云龙沈晓明致辞 毛伟明作推介 毛万春出席 长沙晚报掌上长沙12月22日讯 据湖南日报消息（全媒体记者 刘燕娟 唐亚新 孙敏坚）22日，由湖南省政府、全国工商联共同主办的"民企聚力 湘约未 来"2025年全国知名民企助力湖南高质量发展大会在长沙举行。全国政协副主席、全国工商联主席高云龙，省委书记沈晓明出席并致辞，省委副书记、 省长毛伟明作湖南省招商推介，省政协主席毛万春出席。会前，沈晓明、毛伟明、毛万春拜会高云龙，会见与会嘉宾代表。 高云龙强调，党的二十届四中全会对未来五年我国经济社会发展作出了顶层设计和战略擘画，中央经济工作会议为"十五五"开局起步规划了实践路径。 习近平总书记出席民营企业座谈会并发表重要讲话，为民营经济发展把航定向。5月20日正式施行的民营经济促进法，把坚持"两个毫不动摇"、促进"两 个健康"写入法律。近期，中央又密集出台鼓励创新、推动发展，破除壁垒、规范执法，强化支持、保障支付等政策举措，民营经济迎来了前所未有的 发展机遇。希望广大民营企业把握发展大势、坚定发展信心，在建设现代化产业体系中展现新作为，在实施科技创新中谱写新篇章，在参与区域协调 ...

12月18日，专注推动网络与安全融合的全球性综合网络安全解决方案供应商Fortinet，在京成功举办 2025年终媒体会。恰逢公司成立25周年、进入中国市场23年的重要节点，Fortinet中国区总经理李宏 凯、中国区技术总监张略、北亚区OT业务负责人王宏善及首席攻防专家王涛等悉数出席，共同回顾 2025年网络安全行业关键词，深入展望2026年网络安全图景，并深度解析公司在AI驱动安全领域的战 略规划与技术成果，全面展示Fortinet从集成化安全平台到AI驱动自动化防御的演进之路。 稳健增长，平台战略筑牢企业安全底座 "安全技术的演进必须稳健务实。Fortinet不会追逐短期技术热点，而是以统一操作系统FortiOS为核心， 构建覆盖安全网络、统一SASE、AI驱动安全运营的融合架构，坚持将每一类产品深度集成至Security Fabric统一平台中，这正是我们在过去25年，尤其是近两年市场波动中保持增长的核心，"李宏凯强调。 2025年，Fortinet的统一SASE、AI驱动的安全运营（SecOps）与OT解决方案成为增长最快的业务板 块。 攻击工业化，防御应迈向机器速度时代 张略在解读《2026年网络 ...

格隆汇12月22日｜Wedbush指出，2026年很可能成为AI产业从前期布局迈向关键建设阶段的转折点，并 列出科技产业的十大投资预测： 1. 随着AI浪潮进入更深层阶段，第二、第三乃至第四波衍生应用正逐步在软件、芯片与基础设施等领 域落地，这将成为新一轮增长动能，带动科技股在2026年整体涨幅有望超过20%。 2. 特斯拉将在2026年于30多座城市完成无人驾驶计程车的商业化部署，并同步启动智能网约车的规模化 生产。Wedbush给予特斯拉基本情境目标价为600美元，在更乐观的情况下股价上看800美元。 3. 苹果与谷歌将围绕Gemini相关技术正式建立AI合作关系。相关服务未来可望以订阅模式整合进苹果 生态体系，并成为推动其冲刺5万亿美元市值的重要引擎。 4. 在AI基础建设领域中，Nebius是最具吸引力的并购标的之一，潜在买家包括微软、Alphabet以及亚马 逊。 5. 网络安全被视为目前科技产业中表现最突出的次产业之一。Wedbush点名Crowdstrike与Palo Alto Networks为其最看好的网络安全企业。 6. 甲骨文如期完成资料中心扩建目标，并开始有效消化庞大的剩余履约义务与A ...

格隆汇12月22日｜Wedbush指出，2026年很可能成为AI产业从前期布局迈向关键建设阶段的转折点，并 列出科技产业的十大投资预测： 1. 随着AI浪潮进入更深层阶段，第二、第三乃至第四波衍生应用正逐步在软件、芯片与基础设施等领 域落地，这将成为新一轮增长动能，带动科技股在2026年整体涨幅有望超过20%。 7. 特朗普政府已开始对量子相关企业进行股权投资，其中IonQ与Rigetti Computing被视为最具代表性的 受惠标的。 8. 随着愈来愈多企业透过Azure和Redmond加速导入AI应用，微软将在2026年进入关键收获期。 9. 英伟达依旧稳坐全球AI芯片产业龙头地位。在乐观情境下，英伟达2026年股价上看275美元。 10. Wedbush看好Palantir的长期潜力，未来两至三年内估值上看1万亿美元。 4. 在AI基础建设领域中，Nebius是最具吸引力的并购标的之一，潜在买家包括微软、Alphabet以及亚马 逊。 5. 网络安全被视为目前科技产业中表现最突出的次产业之一。Wedbush点名Crowdstrike与Palo Alto Networks为其最看好的网络安全企业。 6. ...

Core Viewpoint - Wuhan is leveraging its "Five Valleys" innovation strategy to enhance its industrial competitiveness and drive economic growth through advancements in various high-tech sectors, including aerospace, automotive, digital security, and healthcare [1][5][10]. Group 1: Innovation and Technological Advancements - The "One Kilometer High-Speed Maglev Test Line" developed by the Wuhan Donghu Laboratory achieved a world record speed of 650 km/h, showcasing Wuhan's innovation capabilities [1]. - The Jiufengshan Laboratory has become a significant platform for research and testing in the compound semiconductor field, attracting over 50 upstream and downstream enterprises and more than 30,000 semiconductor talents [2]. - The automotive sector in Wuhan has seen rapid advancements, with the Lanzhou Automotive Smart Factory producing a new vehicle every 63 seconds and achieving breakthroughs in solid-state battery technology [3]. Group 2: Industrial Clusters and Economic Impact - The "Car Valley" has attracted 9 vehicle manufacturers and over 1,200 auto parts companies, significantly contributing to the transformation of traditional fuel vehicles to new energy vehicles [3]. - The "Star Valley" is recognized as the first national commercial aerospace industry base in China, capable of producing 50 rockets and 240 satellites annually, leading the country in launch frequency and satellite deployment [3]. - The "Network Valley" is projected to reach an industry scale of 25 billion yuan this year, with significant advancements in cybersecurity technologies [4]. Group 3: Collaborative Innovation and Talent Development - Wuhan is establishing a collaborative innovation mechanism across its "Five Valleys," with initiatives to support synergistic development among various sectors [6][8]. - The city has implemented talent attraction policies, resulting in a net inflow of over 300,000 university graduates annually, enhancing its workforce in high-tech industries [7]. - The high-tech industry’s value added to GDP is expected to rise from 26.2% to 30.4% during the 14th Five-Year Plan period, indicating robust growth in this sector [7]. Group 4: Regional Economic Integration - The automotive industry corridor extending from Wuhan to surrounding cities is evolving from a manufacturing to an innovation corridor, enhancing collaboration and efficiency across the region [10]. - The integration of industries such as display technology and semiconductor manufacturing is creating a "screen-chip" ecosystem in Wuhan, further solidifying its position in the high-tech landscape [10][11]. - The establishment of industry alliances and the deepening of industrial ecosystems in neighboring cities are contributing to the overall economic growth of Hubei province [11].

Core Viewpoint - Wuhan is establishing itself as a hub for high-end industries through its "Five Valleys" innovation strategy, which includes advancements in automotive, aerospace, digital security, and healthcare sectors, thereby enhancing its core competitive strength in various industries [4][11]. Group 1: Automotive Industry ("车谷") - Wuhan's automotive sector, referred to as "车谷," has seen significant growth with 9 vehicle manufacturers and over 1,200 auto parts companies, contributing to the transition from traditional fuel vehicles to new energy vehicles [7][12]. - The production capabilities in the Wuhan Economic Development Zone include solid-state battery models with a range exceeding 1,000 kilometers and the development of high-performance automotive microcontroller chips [7]. - The region is positioned as a testing ground for automotive technology, with advancements in chip production, software delivery, and intelligent driving algorithms [7]. Group 2: Aerospace Industry ("星谷") - Wuhan is home to the first national commercial aerospace industrial base, capable of producing 50 rockets and 240 satellites annually, leading the nation in launch frequency and satellite deployment [7]. - The establishment of four industrial parks focused on aerospace technology has been completed, enhancing Wuhan's position in the aerospace sector [7]. Group 3: Digital Security Industry ("网谷") - The "网谷" initiative focuses on building a robust cybersecurity framework, with an expected industry scale of 25 billion yuan this year, supported by major companies like Huawei and 360 [8]. - The region has launched the first domestic autonomous security robot training ground, breaking foreign technology monopolies [8]. Group 4: Healthcare Industry ("药谷") - The healthcare sector, "药谷," has seen rapid growth with eight new drug approvals in the past five years and the establishment of 14 national-level research platforms [8]. - Key areas of focus include plant-based albumin, high-value preventive vaccines, and AI-assisted diagnostics, positioning Wuhan as a leader in these fields [8]. Group 5: Innovation and Collaboration - The "五谷" strategy emphasizes collaboration across sectors, with initiatives like the strategic emerging industry collaborative development fund of 1 billion yuan to support innovative projects [9][10]. - The integration of various sectors, such as automotive and digital security, is exemplified by the development of vehicle networking security systems and high-precision satellite communication technologies [9]. Group 6: Economic Impact - The high-tech industry’s value added to Wuhan's GDP is projected to increase from 26.2% to 30.4% during the 14th Five-Year Plan, with the digital economy's contribution rising from 8.9% to 14.6% [11]. - The number of high-tech enterprises in Wuhan has doubled from over 8,000 to 16,000, indicating a significant expansion in the innovation ecosystem [11].

专题：第二十二届中国国际金融论坛 12月19日-20日，"第二十二届中国国际金融论坛"在上海举行，主题为：数字经济时代的智能金融生态 构建。山石网科行业技术专家杜旭晖出席并演讲。 杜旭晖谈到，"十五五" 规划纲要中提出 "高水平科技自立自强"，从体系化安全治理、智能化能力建 设、核心技术自主可控三方面形成牵引，而《网络安全法》实施后 "强制合规" 的转变（处罚更严、监 管更细、制裁更广）形成推动，双重作用下为网络安全行业带来前所未有的机遇。 面对攻强守弱的网络安全常态，杜旭晖指出，山石网科以 "ASIC+AI" 的双A战略构建体系化安全治理 体系。ASIC芯片通过自主可控测评，具备超高性能、极低时延等优势，解放算力，适配多类高要求应 用场景；AI赋能安全建设与运营，打造数据安全、安全运营、设备运维等智能体，大幅提升效率与精 准度，同时构建大模型全层级安全解决方案。 在体系化建设方面，他强调，必须有坚实的基础作为支撑，而这一过程需要遵循标准且可落地的流 程。"我们的体系化建设流程参考了国标，更融入了大量真实实践经验。网络安全涉及头绪多、要素 杂、抓手广，如何将这些零散的内容转化为标准流程以实现核心价值，正是我们 ...

Core Viewpoints - The current phase of the AI revolution is likened to a party that started at 9 PM and is only at 10:30 PM, indicating that there is still much room for growth and investment opportunities in the sector [3][16] - The situation is compared to 1996, where the current AI landscape is driven by large tech companies with substantial cash flows, rather than the speculative environment of 1999 [4][16] - The multiplier effect of spending on Nvidia chips is significant, with every dollar spent generating 8 to 10 dollars in the broader tech ecosystem [5][19] AI Revolution Insights - The AI revolution is still in its early stages, with the first layer being chips and subsequent layers in software, cybersecurity, and infrastructure just beginning to emerge [6][19] - There is a current supply-demand imbalance for Nvidia chips at a ratio of 12:1, indicating strong demand and a capital expenditure supercycle [7][21] - The year 2026 is projected to be a critical moment for monetization in AI, distinguishing successful companies from those that fail to execute monetization strategies [8][22] Consumer AI and Market Dynamics - Apple is expected to lead the consumer AI revolution, leveraging its 2.4 billion iOS devices to become a key entry point for AI applications [9][24] - China holds significant advantages in power supply and robotics, particularly in humanoid robots, positioning it as a leader in the AI race [10][21] - The relationship between the US and China is characterized as one of interdependence rather than decoupling, with both countries needing to collaborate for the AI revolution to reach its peak [11][21] Future Projections - By 2030, it is anticipated that 20% of vehicles will be autonomous, and every 10 to 15 households will have a humanoid robot [12] - The technology sector is expected to see a continued bullish trend, with a projected 25% increase in tech stocks over the next year, lasting at least until 2027 [15][25]