Group 1 - The core point of the article is that AsiaInfo Security (688225.SH) experienced a decline of 4.32% in its stock price, reaching a new low of 17.93 yuan since April 10, marking an 8-month low [1] - AsiaInfo Security announced that several entities, including Nanjing Anrong, Nanjing Anchun, Tianjin Yixin, Nanjing Xinzhi, and Nanjing Jianxin, plan to reduce their holdings by a total of up to 7,000,000 shares, which represents no more than 1.75% of the company's total share capital [1] - The reduction period for the shareholding is set to begin 15 trading days after the announcement and will last for three months [1]

格隆汇12月3日｜网络安全公司Okta公布2026财年第三季度业绩，营收为7.42亿美元，同比增长12%， 超过市场预期的7.3亿美元；调整后每股收益为82美分，亦超过预期的76美分。该公司预计第四季度营 收将介于7.48亿至7.5亿美元之间，高于市场预期的7.379亿美元，得益于网络安全工具需求上升。展望 全年，公司上调业绩指引，预计营收将介于29.06亿至29.08亿美元之间，此前预期为28.8亿至28.9亿美 元；预计调整后每股收益预期将介于3.43至3.44美元之间，此前预期为3.33至3.38美元。 来源：格隆汇APP ...

（原标题：AI驱动网络攻击进入"分钟级"，企业安全逻辑亟待重构） 21世纪经济报道记者 董静怡 2021年，一个成功的网络攻击平均需要9天；到了2025年，最快只需25分钟。 "AI是非常大的技术变革，所以跟踪AI、使用AI，在整个安全领域里面一定是未来几年里面的核心挑 战。"近日，派拓网络大中华区售前总经理董春涛向21世纪经济报道记者表示。 过去几年，AI投资主要集中在算力、GPU与数据中心等基础设施，而2025年被称为"AI智能体元年"，企 业开始大规模部署AI应用。与此同时，攻击者也迅速将AI用于自动化攻击、代码生成、社会工程与漏 洞挖掘。 "攻击端和客户端都在变，但传统安全防御模式仍是被动式的。"派拓网络大中华区总裁陈文俊坦言。 "AI时代"不仅是效率提升的时代，也是攻击与防御不断加速的时代。当AI同时扮演"矛"与"盾"的双重角 色，企业安全建设的逻辑也面临重构。 此外，AI智能体的快速发展也带来新的安全问题。在AI智能体广泛介入业务决策和执行的场景下，身 份（Identity）成为新的安全核心。 "身份安全在AI时代非常重要，"陈文俊向记者表示，"随着AI代理和智能体的广泛应用，它们将承担大 量任务 ...

Core Viewpoint - The forum highlighted the urgent need for collaborative efforts in AI and cybersecurity governance as the integration of AI into various sectors poses significant challenges to network security and societal stability [1][3]. Group 1: AI and Cybersecurity Challenges - The integration of AI into economic and social sectors has led to various societal issues, and its malicious use in cyber warfare and propaganda poses severe threats to network governance and economic security [3]. - There is a significant gap in cybersecurity professionals, with a global shortage of 4.8 million, indicating an urgent need for increased focus on cybersecurity measures [5]. Group 2: Technological Developments in Cybersecurity - The approach to data security has evolved from point protection to a "smartly connected" systemic defense, emphasizing the need for comprehensive solutions that leverage AI for data classification, risk detection, and automated operations [7]. - The establishment of a unified data security management platform aims to enhance interconnectivity and strategy alignment across various security products, marking a shift towards an AI-driven collaborative defense system [7]. Group 3: Collaborative Initiatives - The launch of the integrated security operation center for digital governance in Yuhua District aims to strengthen the security framework for regional digital government initiatives [9]. - A strategic partnership signing ceremony involved 16 partners collaborating with China Unicom to enhance the AI and cybersecurity ecosystem, focusing on resource sharing and technological cooperation [11].

Group 1 - The company, Yuanjiang Shengbang Security Technology Group Co., Ltd., received a government subsidy of 1.5 million yuan, which accounts for 35.92% of the company's audited net profit for the most recent fiscal year [2] - The subsidy is related to the company's daily operations and is expected to have a positive impact on the company's operating performance [2] - The financial data regarding the subsidy is unaudited, and the specific accounting treatment and its impact on the company's profit and loss will be confirmed after the annual audit by the auditing agency [2]

网络安全公司CrowdStrike公布2026财年第三季度业绩，营收为12.3亿美元，同比增长22%，超出分析师 预期的12.1亿美元；调整后每股收益为0.96美元，超出预期的0.94美元。期内订阅收入增长21%至11.7亿 美元。年度经常性收入(ARR)同比增长23%至49.2亿美元。 展望第四季度，该公司预计营收将在12.9亿 至13亿美元之间，而市场预期为12.93亿美元;预计调整后每股收益为1.09至1.11美元，高于市场预期的 1.08美元。该公司上调全年业绩指引，预计全年营收将在47.97亿至48.07亿美元之间，高于市场预期的 47.84亿美元；预计调整后每股收益将在3.7至3.72美元之间，高于市场预期的3.67美元。 本文源自：金融界AI电报 ...

Core Viewpoint - CrowdStrike Holdings Inc. reported better-than-expected Q3 results and raised its FY2026 guidance, highlighting strong demand for its AI-driven cybersecurity products [1][6]. Financial Performance - For Q3 FY2026, the company reported revenue of $1.23 billion, a 22% year-over-year increase, exceeding analyst expectations of $1.21 billion [1]. - Adjusted earnings per share (EPS) were $0.96, surpassing the forecast of $0.94 [1]. - Subscription revenue grew by 21% to $1.17 billion, while annual recurring revenue (ARR) increased by 23% to $4.92 billion, with a net new ARR of $265.3 million for the quarter [1]. - Net cash generated from operating activities was $397.5 million, and free cash flow reached $295.9 million [1]. - As of the end of the quarter, CrowdStrike held $4.8 billion in cash and cash equivalents [1]. Future Outlook - The company expects full-year revenue to be between $4.797 billion and $4.807 billion, up from a previous range of $4.749 billion to $4.805 billion, with analyst expectations at $4.784 billion [1]. - Adjusted EPS guidance for the year was raised from $3.60 to $3.72 to a new range of $3.70 to $3.72, above the market expectation of $3.67 [1]. Industry Context - The cybersecurity industry is facing increasing threats from cybercriminals and state-sponsored hackers, with some attackers utilizing AI to enhance their methods [5]. - This has led to a strong demand for cybersecurity solutions, prompting companies to invest more in AI security systems to address the growing complexity of digital threats [5]. - Competitors in the market include Palo Alto Networks Inc. and SentinelOne Inc., indicating a competitive landscape [5]. Strategic Initiatives - CrowdStrike is promoting AI-driven features on its Falcon platform, including newly launched detection and classification tools [5]. - The CFO noted that as customers consolidate on the Falcon platform, the company is capitalizing on AI-driven demand opportunities, leading to record sales channel growth [6]. - The optimistic outlook reflects a recovery in business for the company, which has grown to be one of the largest cybersecurity providers since its founding in 2011 [6].

to market on close. Octto will be in focus after the bell as it will report its earnings for the third quarter. Expectations are for adjusted EPS of 75 cents on revenue of $730 million.It's been a roller coaster year for Octa. It hit a 52- week high back in May. Shares have fallen 36% since then.Oppenheimer believes that it exited the quarter with steady demand and sees a positively biased riskreward as they head into earnings. Now, it's time for Options Corner. Of course, our focus in advance of this repor ...

Core Insights - Saxo Bank has released its 2026 "Outrageous Predictions" list, which includes scenarios such as breakthroughs in quantum computing, gold prices soaring to $10,000, and widespread failures of AI systems [1][3][4] Group 1: 2025 Predictions - Some 2025 predictions are already materializing, including the impact of Trump's tariff policies on the dollar, which has fallen 8% this year, marking its worst performance since 2017 [1][2] - Nvidia's market capitalization has increased by 34% to $4.37 trillion, approaching double that of Apple, which stands at $4.18 trillion [1][2] Group 2: Quantum Computing - Saxo Bank strategist Neil Wilson predicts that breakthroughs in quantum computing will occur faster than expected, leading to panic in financial markets [3] - This scenario could drive investors towards safe-haven assets like silver and gold, pushing gold prices to $10,000 [3] Group 3: AI Automation Crisis - Saxo Bank's investment strategy head Jacob Falkencrone forecasts that by 2026, AI systems will be widely used for optimization and automation, potentially leading to a comprehensive crisis due to various failures [4] - Specific risks include algorithm errors causing market crashes and AI-driven accounting violations, which could result in significant financial repercussions [4] Group 4: Other Outrageous Predictions - The 2026 predictions also include unconventional scenarios such as a wedding between Taylor Swift and Travis Kelce saving the global economy, and the widespread use of weight-loss drugs even for pets [5] - Other predictions involve SpaceX announcing an IPO and Fortune 500 companies appointing AI models as CEOs [5]

Group 1 - The company Axon Security (688225.SH) announced that Nanjing Anrong, Nanjing Anchun, Tianjin Yixin, Nanjing Xinzhi, and Nanjing Jianxin plan to reduce their holdings in the company by a total of up to 7 million shares, which represents no more than 1.75% of the company's total share capital [1]