1月21日下午，中国共产党首都互联网协会第二次党员代表大会顺利召开。首都互联网协会党委所属30家基层党组织的96 名党员代表参加大会，12名协会党委党建指导员列席大会。中央网信办网络社会工作局、中国网络社会组织联合会有关 负责同志莅临指导，市委互联网企业工委副书记张爱军出席大会并讲话。 大会审议并通过了上一届委员会、纪律检查委员会工作报告，全面总结了2020年以来协会党委、纪委工作成效，科学谋 划了未来五年重点任务，严格按照组织程序，采用无记名投票方式差额选举产生了新一届党委委员11名和纪委委员7名， 为协会党委发展注入了新的生机与活力。经"两委"第一次全体会议选举，市委网信办一级巡视员马春玲同志当选为协会党 委书记，首都互联网协会秘书长魏莞同志、奇安信集团董事长齐向东同志当选为协会党委副书记。 大会现场 马春玲同志在表态发言中表示，新一届党委班子将不辜负组织的信任和全体党员的期望，恪尽职守、勤勉尽责，以昂扬 的姿态、饱满的热情、务实的作风，共同开创首都互联网企业党建工作新局面。 张爱军同志对协会党委党建工作取得的成效给予充分肯定，并就下一步工作提出明确要求。他强调，要更加突出思想领 航，在筑牢忠诚根基上持续 ...

Group 1 - Nokia Corporation is planning to establish a Global Capability Centre (GCC) and additional research centres in Karnataka, with discussions held during the World Economic Forum summit in Davos [6] - The Karnataka government has assured full support for Nokia's future expansion plans, which include operations in Tier-2 cities [2][6] - The state government is committed to supporting the World Economic Forum's 'Yes-BLR UpLink' initiative aimed at sustainable urban development, providing financial assistance and mentorship to start-ups [3][6] Group 2 - Discussions were held with Cloudflare regarding its participation in the 'KWIN City' project and future expansion opportunities in Karnataka [4][6] - Cloudflare's Global Strategy Head praised Karnataka as one of the best destinations for attracting cutting-edge technologies [4][6]

Researchers say Russian government hackers were behind attempted Poland power outage https://t.co/GtbZ5zcc7T ...

According to DL News, CertiK is planning to pursue an IPO, though past controversies have weighed on market confidence. The firm has faced scrutiny over its handling of a roughly $3 million vulnerability at Kraken and its audit work on a stablecoin project linked to Huione Guarantee, among others. As crypto-related IPO activity picks up, whether CertiK can regain investor confidence remains to be seen. https://t.co/9AmyaiT1Go ...

Core Viewpoint - TD Cowen upgraded the cybersecurity company to a Buy rating, suggesting that concerns regarding AI replacing software are exaggerated and that billings may exceed expectations in 2026 [1] Company Summary - The cybersecurity company has received an upgrade from TD Cowen, indicating a positive outlook for its future performance [1] - The upgrade is based on the belief that fears surrounding AI's impact on software are overstated, which could lead to stronger financial results [1] - Projections for billings in 2026 suggest potential outperformance, highlighting confidence in the company's growth trajectory [1]

Core Insights - The inauguration of the "Year of Quantum Security" at Davos signifies a major shift in global cybersecurity priorities, with quantum security becoming a dominant theme, surpassing the urgency of Artificial Intelligence discussions [1][2]. Group 1: Industry Context - Quantum computing poses a significant threat to current cryptographic standards, potentially rendering obsolete the systems that secure over 95% of global internet traffic, including RSA, Diffie-Hellman, and ECC [3]. - The "record now, decrypt later" threat indicates that adversaries are already collecting encrypted data for future decryption as quantum capabilities advance [3]. Group 2: Company Initiatives - SEALSQ and WISeKey presented deployable solutions for quantum security, including post-quantum secure semiconductors and new cryptographic methods embedded at the hardware level [4]. - The companies emphasized the need for immediate deployment of quantum-safe security solutions during high-profile discussions, including the CNBC Quantum Panel [5]. Group 3: Strategic Imperatives - The transition to quantum-resistant standards is critical for protecting digital trust and long-term data confidentiality, urging governments and enterprises to assess their vulnerabilities and sensitive data [7]. - Quantum security includes both Post-Quantum Cryptography and Quantum Key Distribution, with a strategic shift towards hybrid and fully quantum-resistant architectures becoming imperative [6]. Group 4: Company Overview - SEALSQ is focused on developing Post-Quantum Technology solutions, integrating semiconductors and PKI to address security challenges posed by quantum computing [8]. - The company is pioneering Post-Quantum Semiconductors designed to protect sensitive data across various applications, ensuring resilience against quantum threats [9].

Core Viewpoint - The recommendation for Netskope (NTSK) is a buy rating due to its strong infrastructure moat and successful deal wins reflected in its financials [1] Group 1: Company Analysis - Netskope possesses a robust infrastructure that is difficult for competitors to replicate, providing a competitive advantage [1] - The company is currently winning deals, indicating strong market performance and demand for its services [1] Group 2: Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis emphasizes a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is targeted at medium to long-term, aiming to identify companies with solid fundamentals and growth potential [1]

Core Insights - The cybersecurity sector is expected to remain strong in 2026, driven by increased budget allocations, rising geopolitical tensions, and the demand for AI integration [2][3] - The First Trust Nasdaq Cybersecurity ETF (CIBR) underperformed in 2025, but companies like Cloudflare and CrowdStrike showed resilience [2] - M&A activity is anticipated to increase as cybersecurity firms consolidate data management [3] Industry Overview - The demand for cybersecurity solutions is growing due to the fundamental need for software security, with various growth drivers identified [3] - Geopolitical tensions and the shift towards cyber warfare are acting as tailwinds for the cybersecurity sector [3] Company Analysis - **Leidos Holdings, Inc. (NYSE:LDOS)**: - Analysts have lowered price targets, indicating potential headwinds due to increased competition in the Veterans Benefits Administration sector [8][9] - The company is a U.S. government technology and defense contractor focusing on cybersecurity and digital modernization [10] - **Fortinet, Inc. (NASDAQ:FTNT)**: - The company has received mixed ratings, with a Buy rating from Truist but a Sell rating from J.P. Morgan due to rising costs impacting margins [11][13] - Revenue growth was muted at 12.7% year-over-year in Q3 2025, but expectations for re-acceleration in the second half of 2026 exist [12] - Fortinet's reliance on hardware revenue poses risks, especially with increasing DDR4 memory costs [13][14]

As filed with the U.S. Securities and Exchange Commission on January 22, 2026 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 6 TO FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CYBERSCOPE WEB3 SECURITY INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) 71 Fort Street, PO Box 500, George Town, Grand Cayman, Cayman Islands, KY ...

Turnaround Stories - Nike has shown improvement under CEO Elliott Hill, stabilizing its U.S. market, with China as the next focus [1] - Procter & Gamble's weak quarterly earnings were expected, with management indicating that the worst is behind them, setting the stage for better performance in 2026 under new CEO Shailesh Jejurikar [1] - Starbucks is seeing steadier performance in China and improving U.S. sales trends, with an update expected during Investor Day next week [1] - Texas Roadhouse has faced cattle inflation but is expected to benefit from declining beef prices, maintaining a position in the portfolio [1] Key Holdings Updates - Apple announced a partnership with Alphabet, allowing the use of Google's AI technology, which is seen as a significant win [1] - Amazon's stock is urged to be retained despite emotional trading, with a reaccelerating cloud business poised for a breakout [1] - Broadcom delivered a strong quarter but has underperformed; buying the dip is being considered [1] - Boeing is recommended for long-term ownership due to strong free cash flow and increased orders [1] - BlackRock's acquisitions are expected to expand its client base and exposure to fast-growing markets [1] Sector Insights - Corning is positioned well in the data center market, replacing copper with fibers that reduce heating costs [2] - Alphabet is viewed as a leading tech stock, with its AI model Gemini 3 outperforming competitors [2] - Goldman Sachs shows strong momentum in financials due to its Wall Street dealmaking business [2] - Home Depot's performance is uncertain despite being a beneficiary of interest rate cuts [2] - Eli Lilly is expected to expand its reach in the GLP-1 market with new drug developments [2] Stock Performance and Strategy - Meta Platforms is recognized as a premier ad company, with a more reasonable stock valuation due to increased AI spending [2] - Microsoft has seen a 14% decline, with uncertainty surrounding its AI assistant and OpenAI partnership [2] - Nvidia's stock is volatile due to geopolitical tensions, with a holding pattern expected until the GTC conference in March [2] - Palo Alto Networks is benefiting from AI integration in cybersecurity, presenting a potential buying opportunity [2] - Wells Fargo is transitioning into an investment house under CEO Charlie Scharf, with hopes for revenue diversification [2]