Core Viewpoint - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving F5, Inc., focusing on whether F5 and its executives made false or misleading statements or failed to disclose material information to investors [1] Company Overview - F5, Inc. provides multi-cloud application security and delivery solutions [2] Recent Developments - On October 15, 2025, F5 disclosed that a highly sophisticated nation-state threat actor gained unauthorized access to certain F5 systems, maintaining long-term access to systems including the BIG-IP product development environment and engineering knowledge management platform [3] - F5's investigation revealed that certain files were exfiltrated, including portions of the BIG-IP source code and information about undisclosed vulnerabilities [3] - Following this revelation, the price of F5 shares experienced a decline [3]

Core Viewpoint - The recent issuance of guidelines for the deployment of AI models in the public sector by the Central Cyberspace Affairs Commission and the National Development and Reform Commission marks a significant step towards the innovation and application of AI technology in government services, exemplified by the launch of the AI assistant "Houxi" by Shenzhou Holdings in Zhangzhou [1][3]. Group 1: AI Assistant "Houxi" - The AI assistant "Houxi" has achieved full coverage of intelligent consultation, real-time processing, and approval assistance functions, making it the first of its kind in China with independent intellectual property rights [1][3]. - "Houxi" utilizes the Yanyun Infinity platform to analyze various data sources from different government departments, having processed 150,000 policy documents and over 4 million words from local knowledge bases, thus creating a "government brain" with relational analysis capabilities [3][4]. - The assistant can provide accurate responses to public inquiries with a precision rate exceeding 95%, addressing issues such as social security payment processes and business registration requirements in a one-stop manner [3]. Group 2: Technological Advancements and Market Potential - The Yanyun Infinity platform, co-developed by Shenzhou Holdings and Peking University, represents an upgraded achievement of a national technology invention award, effectively breaking down data silos and integrating dispersed government data [4]. - Analysts believe that the implementation of the new AI deployment guidelines will lead to a sustained demand for comprehensive AI solutions in the public sector, positioning Shenzhou Holdings favorably due to its demonstrated capabilities in the Zhangzhou "Houxi" project [4]. - The company aims to replicate the "Zhangzhou model" in other regions, leveraging data intelligence technology to enhance government service automation and contribute to the development of digital government initiatives [4].

智通财经APP获悉，甲骨文(ORCL.US)公布了大型人工智能基础设施项目的毛利率预期，此举缓解了华 尔街对该关键新业务部门盈利能力的部分担忧。 甲骨文已签署多项大型协议，为OpenAI、Meta(META.US)以及埃隆·马斯克旗下xAI等客户开发人工智 能数据中心。尽管这些订单推动了公司估值上升，但投资者对相关业务的盈利能力表达了担忧。 分析师阿努拉格·拉纳(Anurag Rana)指出，此次新披露的信息"有助于平息市场对盈利能力下降的担 忧"。根据上周报道，甲骨文部分人工智能云业务合作的毛利率仅为14%。拉纳写道："鉴于这项业务仍 处于起步阶段，未来几年盈利能力极有可能提升。" 甲骨文还表示，预计2030财年的年营收将达到2250亿美元，超过分析师平均预期1980亿美元。该公司预 计，到2030财年，经调整后的每股利润将达到21美元，同样高于分析师平均预期的18.50美元。 上个月，甲骨文曾透露，其2030财年的2250亿美元营收中，有1440亿美元将来自云基础设施业务销售 额。 甲骨文周四在拉斯维加斯年度大会的投资者演示中表示，以人工智能工作负载基础设施项目(如数据中 心)为例，若一个项目在六年内产生 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Oracle Cloud Infrastructure is projected to reach $166 billion in revenue by fiscal 2030, a significant increase from $10 billion in fiscal 2025, indicating a compound annual growth rate (CAGR) of 75% over five years [1] - Oracle experienced a 50% year-over-year revenue growth in 2025, and its stock price has risen 88% year to date and 79% over the past 12 months [1] Financial Analyst Meeting - The revenue outlook was shared during a financial analyst meeting, which occurred shortly after Oracle announced a collaboration with Nvidia on the OCI Zettascale 10 computing cluster, aimed at enhancing AI inferencing capabilities [2] Dealmaking Activities - Oracle has been actively pursuing acquisitions, including a reported plan to spend over $40 billion on Nvidia chips, which will be part of a $300 billion deal with OpenAI for the Stargate Project [3] - Additionally, Oracle announced a deal with AMD for 50,000 GPUs starting in the second half of 2026 [3] Margin Concerns - Despite the optimistic revenue projections, there are reports indicating that Oracle is facing "razor-thin" margins in its cloud business [4]

Core Viewpoint - Oracle anticipates its cloud infrastructure revenue will reach $166 billion by fiscal year 2030 [1] Group 1 - The projected revenue indicates significant growth potential in Oracle's cloud infrastructure segment [1]

Core Insights - The "Yunshan Lunjian · Guangzhou Digital Security Industry Conference" showcased innovations in the digital security industry, emphasizing the importance of a robust digital economy for high-quality development [1][3]. Group 1: Regional Development and Innovation - Baiyun District is recognized as a key area for digital transformation, having been selected as a pilot zone for comprehensive digitalization in Guangdong Province, and has seen significant growth in its information technology sector, with the number of regulated internet service companies increasing from 30 to 118 since 2018 [3]. - The new digital technology city in Baiyun District aims to enhance the digital economy and government services, fostering a collaborative environment for digital development [3]. Group 2: Security Initiatives and Collaborations - Anheng Information, a leading company in network and data security, has been actively involved in various security drills and has established a data security monitoring and operation center in collaboration with Baiyun District [4]. - The conference featured insights from experts on the dynamic nature of cybersecurity, emphasizing the need for a comprehensive defense strategy to address evolving threats [7]. Group 3: Launch of Key Projects - The conference marked the launch of the Baiyun Network Security (Innovation) Industrial Park, aimed at creating a national-level cybersecurity industrial park in Guangdong Province, focusing on innovation and collaboration within the digital economy [10]. - Baiyun District introduced a new standard for managing network communication infrastructure in urban villages, leveraging big data and information technology for better governance [10]. Group 4: Innovation and Talent Development - The "Data Element Competition" was initiated to stimulate data innovation, allowing university students to collaborate on real-world problems with a prize pool of 500,000 yuan [15][16]. - The competition will focus on various sectors, including smart governance, industrial manufacturing, and data security, encouraging interdisciplinary teamwork among students [16].

Core Insights - Huawei Ascend concept stocks experienced significant movements, with Changshan Beiming hitting the daily limit up, and Tuo Wei Information and Runhe Software rising over 5% [1] Company Movements - Changshan Beiming saw a straight limit increase, indicating strong investor interest and confidence in the stock [1] - Tuo Wei Information and Runhe Software both recorded gains exceeding 5%, reflecting positive market sentiment towards companies associated with Huawei's technology [1] - Softcom Power and Tianyuan Dike also experienced upward movement, suggesting a broader trend among companies linked to Huawei's Ascend ecosystem [1]

Core Insights - The article discusses the launch of the AI government assistant "Houxi" in Zhangzhou, which is the first of its kind in China to achieve comprehensive intelligent consultation, real-time processing, and approval assistance, showcasing the practical application of the guidelines issued by the Central Cyberspace Administration and the National Development and Reform Commission [1][2][6] Group 1: Policy and Implementation - The "Houxi" AI assistant, named with a positive connotation in the local dialect, aims to improve government service efficiency by integrating data from various departments and utilizing deep learning on over 150,000 policy documents and a local knowledge base of over 4 million words [2][5] - The assistant addresses the issue of fragmented government information by providing a one-stop solution for inquiries, achieving over 95% accuracy in responses to public queries [2][5] Group 2: Technological Foundation - The success of "Houxi" is attributed to the end-to-end integrated solution provided by Shenzhou Holdings, leveraging the "Yanyun Infinity" platform, which combines AI infrastructure, data intelligence, and application solutions [6][7] - The platform effectively integrates disparate government data, overcoming data silos and creating a digital twin model that accurately reflects real government processes [6][7] Group 3: User Experience and Efficiency - "Houxi" simplifies the process for users, reducing the number of required form fields from 264 to 77, achieving a 71% reduction in complexity [5] - The introduction of an intelligent pre-review function has increased the online application approval rate by approximately 80%, ensuring compliance before submission [5][6] Group 4: Future Prospects - With the ongoing implementation of AI deployment guidelines in the government sector, there is a growing demand for comprehensive AI solutions, positioning Shenzhou Holdings to replicate the "Zhangzhou model" in other regions [6][7] - The company aims to enhance the accessibility of government services through data intelligence technology, benefiting more citizens and businesses in the digital government landscape [7]

Core Insights - The article discusses the launch of the AI government assistant "Houxi" in Zhangzhou, which is the first of its kind in China to achieve comprehensive intelligent consultation, real-time processing, and approval assistance, showcasing the practical application of the guidelines issued by the Central Cyberspace Affairs Commission and the National Development and Reform Commission [1][2][6] Group 1: Policy and Implementation - The "Houxi" AI assistant, named after the Hokkien phrase meaning "things are done well," utilizes the Yan Yun Infinity platform to analyze various government data sources and has been trained on 150,000 local government service policy documents and over 4 million words of local knowledge [2][6] - The assistant addresses the inefficiencies of previous government consultation methods by providing a one-stop response system, achieving over 95% accuracy in answering queries related to social security and business registration [2][5] Group 2: Service Efficiency and User Experience - "Houxi" simplifies the process of obtaining real estate certificates by reducing the required form fields from 264 to 77, resulting in a 71% reduction in necessary information [5] - The introduction of an intelligent pre-review function has increased the online application approval rate by approximately 80%, allowing for real-time feedback and guidance on document compliance [5][6] Group 3: Technological Foundation and Future Prospects - The success of "Houxi" is attributed to the end-to-end integrated solution provided by Shenzhou Holdings, which includes AI infrastructure, data intelligence platforms, and industry-specific applications [6][7] - The Yan Yun Infinity platform, developed in collaboration with Peking University, addresses data silos and enables the integration of various government data types, enhancing the overall efficiency of government services [6][7] - As the guidelines for AI deployment in government continue to be implemented, the demand for comprehensive AI solutions in the public sector is expected to grow, with Shenzhou Holdings aiming to replicate the "Zhangzhou model" in other regions [7]