ServiceNow(NOW.US)盘前跌超2%，报846.84美元。消息面上，ServiceNow据报正在就收购网络安全初 创公司Armis进行深入谈判，这笔交易的估值可能高达70亿美元。该交易可能会在未来几天内宣布，谈 判也可能会破裂，或出现另一个潜在竞购者。网络安全公司Armis在11月份的一轮融资中筹集了4.35亿 美元，当时公司估值达61亿美元。(格隆汇) ...

条例首次在法规层面确立"台湾地区先进标准在福建采用、福建先进标准在台湾采用、空白领域标准共 通研制采用"的机制，支持厦门与金门、福州与马祖加强标准化交流合作，共同参与两岸标准共通试 点，助力"同城生活圈"建设。 条例鼓励第三方机构为参与两岸标准共通的组织和个人提供政策咨询、技术指导、法律服务等专业支 持。支持平潭综合实验区推动两岸职业标准共通，便利台湾同胞来闽创业就业。 此外《福建省民营经济促进条例》也将自2026年1月1日起施行，其提出，鼓励和支持本省民营经济组织 与台湾地区加强合作，促进闽台经济融合发展。 中金公司认为，两岸融合概念不同于传统主题炒作，其具有扎实的政策基础和产业逻辑，可沿着"基建 先行-产业跟进-金融赋能-消费升级"的路径进行布局。 相关A股板块：福建自贸/海西概念 二、《网络安全法》施行 十四届全国人大常委会第十八次会议表决通过关于修改网络安全法的决定，修订后的法律将自2026年1 月1日起施行。 一、《福建省促进两岸标准共通条例》、《福建省民营经济促进条 例》施行 《福建省促进两岸标准共通条例》是大陆首部以促进两岸标准共通为主题制定的地方性法规，自2026年 1月1日起施行。 相关A股 ...

Core Viewpoint - The 2025 Autonomous Trusted Computing Innovation Forum was held in Beijing, highlighting the importance of trusted computing and cybersecurity in China's digital economy, with Anheng Information becoming a key player in the collaborative innovation mechanism for autonomous trusted computing [1][4]. Industry Overview - The construction of the cybersecurity grading protection system is a significant initiative in China's cybersecurity field, with trusted computing serving as a core technological support for building proactive defense systems and ensuring the controllability of information systems [3][5]. Company Highlights - Anheng Information has extensive experience in the cybersecurity field, contributing to grading protection construction, trusted computing technology research and development, product implementation, and application in various scenarios [3][6]. - The company recently launched the "Grading Protection Evaluation Report Analysis Intelligent Agent," which integrates AI and core standards to create a multi-dimensional intelligent review engine, marking a new era in intelligent report auditing [6]. - Anheng Information was the first company to complete the initial "Enhanced Trusted Execution Environment Basic Capability Special Test" organized by the China Academy of Information and Communications Technology, focusing on privacy computing technologies [6]. - The company aims to build a secure data flow infrastructure and develop trusted data space products, utilizing advanced technologies such as Big Data Trusted Execution Environment (BDTEE), Multi-Party Computation (MPC), and federated learning to ensure reliable, controllable, and traceable multi-party data joint computing processes [6].

Group 1 - The company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its brand image, capital strength, and competitiveness in line with its domestic and international dual circulation strategy [2] - The board of directors has authorized the management to initiate the preparatory work for the H-share listing, with a timeframe of 12 months from the board's approval [2] - As a core provider of cybersecurity systems, products, and services in China, the company focuses on research, development, sales, and technical services related to core cybersecurity technologies [2] Group 2 - For the first three quarters of 2025, the company reported revenue of 500 million yuan, a year-on-year increase of 68.17%, while the net profit attributable to shareholders was -13 million yuan, compared to -8.15 million yuan in the same period last year [2] - The company's A-shares are currently trading at 75.87 yuan, with a market capitalization of approximately 5.83 billion yuan [3] - The company has reported a significant decrease in operating revenue of 32.49% compared to the same period last year, with a total profit of -26.17 million yuan [3]

【12月15日摩根士丹利：网络安全领域具潜在投资机会】摩根士丹利分析发现，永续基金在网络安全领 域的配置低于基准指数MSCI全球所有国家指数比重，与核心AI相关公司比差距更大，显示网络安全有 潜在投资机会。分析师称，AI与网络安全的增长动能是网络安全公司长期成长的催化剂，凸显投资价 值。两大趋势将推动网络安全企业长期成长，该领域总可服务市场将从约2700亿美元扩至2028年的3770 亿美元，三年间年复合增长率约12%，云端安全是增长最快领域。分析师对Netskope、Okta等多家相关 公司给予"增持"评级，在网络保险公司中偏好总部位于伦敦的Beazley。 # hexun.com 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 和讯财经 和而不同 迅达天下 扫码查看原文 ...

5、甲骨文与OpenAI：甲骨文将其为OpenAI建设的大型AI数据中心（"星际之门"计划）的交付时间推迟 一年至2028年。项目延期归因于熟练劳动力短缺和关键物资供应不足，但数据中心的总规模和容量保持 不变。 6、中国电信研究院等：成功研发"Triton统一跨架构推理框架"，实现了同一套大模型算子在英伟达、昇 腾、沐曦三类芯片上的无缝兼容运行。该技术将模型迁移时间缩短至3天以内，为国产算力生态统一化 提供了关键支撑。 7、国家医保局：在全国医疗保障工作会议上明确，2026年将聚焦发挥医保战略购买作用以支持医药产 业创新发展。会议提出将推动人工智能在医保领域的应用，支持新技术、新产品的新增立项和场景验 证。 全球云服务最新资讯 同学们，今日飞络24小时前沿早报来啦，快来看看有没有你关注的吧～ 全球AI最新资讯 1、Runway：发布了首个通用世界模型GWM-1及其多个变体，涵盖环境模拟、人物交互与机器人操作 等多个维度。该模型基于其视频生成技术构建，支持实时交互控制，为具身智能和交互式内容创作提供 了关键基础设施。 2、企业AI应用调研：一项针对企业的调研显示，超过90%的企业计划在2026年增加AI相关支出 ...

Core Viewpoint - BTIG identifies Zscaler as the top large-cap pick and Netskope as the top small-cap pick in the security and infrastructure software sector for the first half of 2026, with other recommended stocks including Snowflake, SailPoint, and Datadog [1] 2025 Review - The security and infrastructure software sector faced challenges in 2025, with a median return of -0.8%, significantly lagging behind the Nasdaq index, which rose by 22% [2] - The best-performing companies included Cloudflare, MongoDB, CrowdStrike, Snowflake, and CyberArk Software, all expected to benefit from AI in various ways [2] - Poor performers were typically single-solution providers in commoditized markets or those facing adverse AI-related factors [2] 2026 Outlook - The cybersecurity sector is expected to stabilize, with projected growth of 16% in 2025 and similar growth anticipated for 2026 [4] - Key areas of focus include cloud security, security services, and identity authentication, with ongoing market disruption opportunities in the SIEM sector [4] - Despite the importance of AI security, most organizations are expected to rely on existing vendor solutions for AI workload protection in the next 12 to 18 months [4] - Top AI-related picks include Netskope, SailPoint, Cloudflare, Zscaler, Palo Alto Networks, and CrowdStrike [4] - The integration of platforms remains a primary theme, with a preference for companies with strong multi-product portfolios that can drive adoption across similar or adjacent procurement centers [4] Observability Sector - There is optimism in the observability space, with clients prioritizing vendor integration, benefiting companies like Datadog and Dynatrace [5] - The influx of AI-related workloads is expected to create favorable conditions for vendors [5] Competitive Landscape - Palo Alto's acquisition of Chronosphere introduces a potential disruptive catalyst in the observability market, although previous aggressive pricing strategies in other verticals did not significantly impact market leader CrowdStrike [6] - Similar competitive dynamics are observed in the observability sector with Datadog and Dynatrace [6]

Core Insights - Morgan Stanley's analysis indicates that perpetual funds, which select companies and assets based on Environmental, Social, and Governance (ESG) criteria, have lower allocations in the cybersecurity sector compared to the MSCI All Country World Index. This gap is even larger when compared to core AI-related companies, suggesting significant investment opportunities in cybersecurity [1] Group 1: Market Trends - The growth momentum of AI and cybersecurity is expected to provide long-term growth catalysts for cybersecurity companies, highlighting their investment value [1] - The total addressable market for cybersecurity is projected to grow from approximately $270 billion to $377 billion by 2028, representing a compound annual growth rate (CAGR) of about 12% over three years [1] - Cloud security is identified as the fastest-growing area within cybersecurity [1] Group 2: Company Ratings - Analysts have assigned "overweight" ratings to several companies in the cybersecurity sector, including Netskope, Okta, Palo Alto Networks, Varonis Systems, and Zscaler [1] - Among cyber insurance companies, preference is given to Beazley, which is headquartered in London [1]

Core Insights - Morgan Stanley's analysis indicates that perpetual funds, which select companies and assets based on Environmental, Social, and Governance (ESG) criteria while seeking financial returns and positive social impact, have a lower allocation in the cybersecurity sector compared to the MSCI All Country World Index [1] - The gap in allocation is even larger when compared to core AI-related companies, highlighting the potential investment opportunities in cybersecurity [1] - The growth momentum of AI and cybersecurity is expected to provide long-term growth catalysts for cybersecurity companies, further emphasizing their investment value [1] Industry Summary - The total addressable market for cybersecurity is projected to grow from approximately $270 billion to $377 billion by 2028, representing a compound annual growth rate (CAGR) of about 12% over three years [1] - Cloud security is identified as the fastest-growing area within cybersecurity [1] Company Ratings - Analysts have given "overweight" ratings to several companies in the cybersecurity sector, including Netskope, Okta, Palo Alto Networks, Varonis Systems, and Zscaler [1] - Among cybersecurity insurance companies, preference is given to Beazley, which is headquartered in London [1]

Summary of the Conference Call for 安博通 Company Overview - 安博通 has transitioned from a focus on gateway and security management software to a more diversified business model, with revenue contributions of 60% from gateways and 40% from security management by 2023 [2][3]. Key Developments - Starting in 2024, the company is expanding into computing power business, particularly in AI, with a benchmark project established in Wuxi and plans for additional projects in Zhengzhou, Shandong, and Qinghai [2][3]. - The company secured a $200 million order in Hong Kong, which is expected to be delivered by Q1 2025 [2][3]. - The integration of computing power and cybersecurity is a core strategy, utilizing self-developed computing scheduling software that incorporates security features [2][5]. Financial Performance and Projections - Despite a general downturn in the cybersecurity industry, 安博通 maintains stability through a diversified service model across various sectors [6]. - The company aims to achieve approximately 4 billion yuan in trade business in 2025, with a target of 5 billion yuan, and expects to reach 7 billion yuan in 2026, with a gross margin of about 10% [4][9]. - The company anticipates significant growth in computing center business by 2026 due to policy impacts causing delays in some projects [5][6]. Strategic Measures - To ensure cash flow stability, the company is implementing measures such as resource optimization, personnel reduction, and focusing on high-margin projects [4][6][8]. - The workforce is currently around 250 employees, with a focus on reallocating R&D resources towards computing security while maintaining the cybersecurity product line [8]. Market Outlook - The company expects that the development of AI technology may lead to an increase in cybersecurity incidents, prompting government agencies to accelerate the upgrade of cybersecurity equipment, thereby boosting market demand [6]. - By 2027, the company anticipates a reversal opportunity in the industry cycle, driven by AI-related events [4][6]. Future Strategies - The company plans to gradually shift from trade to processing and ultimately achieve a technological transformation that integrates cybersecurity capabilities with storage solutions [10].