Group 1 - Morgan Stanley analyst Keith Weiss raised the target price for CrowdStrike Holdings Inc. from $460 to $475 while maintaining an "Equal Weight" rating, indicating a cautious investment stance despite the upward adjustment [1][2] - CrowdStrike's stock price closed at $502.55 last Friday, reflecting a 46% increase this year, driven by unprecedented AI investment trends [2] - CrowdStrike is expected to achieve over 20% growth in Annual Recurring Revenue (ARR) by fiscal year 2027, with a long-term goal of reaching $20 billion ARR by fiscal year 2036, which is more than four times the current level [2] Group 2 - CrowdStrike is a leader in AI-driven cybersecurity solutions, benefiting from strong growth in the cybersecurity market as global enterprises increase investments due to expanding attack surfaces and complex threats [3] - The integration of generative AI technology into CrowdStrike's services enhances efficiency and lowers technical barriers, making it attractive for companies developing AI software applications [3] - The introduction of an AI security analyst named "Charlotte" within the CrowdStrike Falcon® platform allows users to interact and create workflows easily, improving user experience and platform effectiveness [4]

中国经济网北京9月22日讯 安恒信息(688023.SH)近日披露2025年半年度报告。2025年上半年，公司实现营业收入7.33亿元，同 比增长5.05%；归属于上市公司股东的净利润为-1.94亿元，上年同期为-2.76亿元；归属于上市公司股东的扣非净利润为-2.08亿 元，上年同期为-2.86亿元；经营活动产生的现金流量净额为-3.21亿元，上年同期为-4.29亿元。 | 人民币 | | --- | | 币种: | | 元 | | 单位: | | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上年 | | --- | --- | --- | --- | | | (1-6月) | | 同期增减(%) | | 营业收入 | 732,839,944.98 | 697,593,910.53 | 5.05 | | 利润总额 | -194,978,009.53 | -275,271,859.90 | 不适用 | | 归属于上市公司股东的净利润 | -194,116,748.24 | -275,605,556.02 | 不适用 | | 归属于上市公司股东的扣除非经常性 | -208,394,668.25 | ...

Group 1 - The event showcased advancements in network security technology, emphasizing the shift from passive defense to intelligent perception and proactive protection [2] - A variety of new technologies and applications were presented to enhance network security, addressing real-life needs and concerns of the public [2] - The exhibition featured interactive experiences, allowing attendees to engage with AI-driven security solutions and learn about their practical applications [3] Group 2 - The "gPass" framework by Ant Group integrates various biometric technologies to ensure secure authentication and enhance user experience with smart glasses [3] - The event highlighted the importance of public awareness in network security, with initiatives aimed at making security education more relatable to everyday life [3] - Companies like China Telecom and Qihoo 360 demonstrated innovative solutions for drone detection and AI model security, showcasing the integration of AI in safeguarding information [2][3]

Core Viewpoint - The article discusses the increasing scrutiny and criticism of Chinese cybersecurity companies by U.S. experts and institutions, particularly focusing on the actions of Dakota Cary and the implications for the cybersecurity industry. Group 1: Criticism of Chinese Cybersecurity Companies - Dakota Cary, a prominent figure in U.S. cybersecurity, has accused several Chinese companies, including Alibaba and Baidu, of being "weapons suppliers" for state-sponsored hacking, distorting the nature of penetration testing services [1][3][6] - Cary's claims are seen as part of a broader strategy to isolate Chinese cybersecurity firms from international collaborations, particularly the Microsoft Active Protections Program (MAPP) [6][7] - Following Cary's accusations, Microsoft announced restrictions on Chinese companies' access to vulnerability information, which was celebrated by Cary as a victory [7][8] Group 2: Historical Context and Evolution - The article traces the origins of U.S. criticism of Chinese cybersecurity back to a 2012 congressional hearing where Richard Bejtlich accused the Chinese government of extensive cyber espionage [9][13] - This hearing marked the beginning of a decade-long focus on China as a primary adversary in cyberspace, leading to a series of reports and accusations against Chinese firms [13][14] - The narrative has evolved, with newer figures like Cary taking the lead in shaping public perception and policy against Chinese cybersecurity entities [17][20] Group 3: The Role of U.S. Cybersecurity Firms - U.S. cybersecurity firms, such as SentinelOne, have benefited from the political climate by increasing government contracts, with SentinelOne's government orders rising from 12% in 2021 to 37% by 2025 [32][33] - The article highlights a pattern where U.S. cybersecurity companies publish reports that criticize Chinese firms, which in turn helps them secure government contracts and funding [32][34] - The rise of companies like CrowdStrike and SentinelOne is linked to their ability to align with U.S. government interests and narratives against China [33][34] Group 4: Response from Chinese Cybersecurity Firms - In response to the accusations, Chinese cybersecurity companies have begun to publish their own reports exposing U.S. cyber activities, aiming to counter the narrative and assert their capabilities [36][37] - Reports from firms like Qihoo 360 and Antiy have detailed U.S. cyber attacks, marking a shift towards a more aggressive defense strategy against U.S. claims [35][36] - The article notes that these responses are part of a broader struggle for legitimacy and recognition in the global cybersecurity landscape [34][38] Group 5: Future Implications - The ongoing conflict between U.S. and Chinese cybersecurity firms reflects a larger geopolitical struggle, with implications for international cybersecurity cooperation and competition [48][49] - The article suggests that the U.S. is conducting a comprehensive assessment of China's cybersecurity capabilities, which may signal preparations for future cyber confrontations [48][49] - The narrative constructed by U.S. experts may influence policy decisions and funding allocations within the U.S. government, further entrenching the divide between the two nations in the cybersecurity domain [57][58]

【文/观察者网专栏作者 心智观察所】 一、"微脱钩"的吹鼓手 2025年7月26日，美国社交媒体X上，认证为"中国网络安全问题专家"的达科塔·卡里（Dakota Cary）突 然开启了"猎巫"行动。他点名了十家互联网和网络安全企业，阿里巴巴、百度、安天、安恒、绿盟等都 在其中。他列举了这些企业的公开资料中安全服务品类中有渗透测试服务的截图，并用红框标注：这些 企业伪装成守护者，实为国家级黑客的"武器供应商"。 渗透测试服务是网络安全行业常见的服务品类，是网络安全公司为协助客户发现安全缺陷的一项基础服 务。这一服务模式本来就是美国网络安全企业所创造的，全球主要网络安全企业，包括美国主流安全企 业都提供该项服务，只是在称呼上，部分美国企业称之为"红队"（Red Team）服务而已。 卡里的真实意图，意在将中国网络安全企业从一项微软漏洞分享体系MAPP中剥离。MAPP（Microsoft Active Protections Program微软主动防护计划）是一个由微软安全响应中心（MSRC）发起的全球性安全 合作项目，旨在通过提前向认证安全厂商共享漏洞信息，缩短漏洞修复的防护窗口期，提升整体网络安 全防御能力。微 ...

"黑科技"打造安全"金钟罩"—— AI鉴伪、智能反诈……今年的网络安全博览会暨网络安全产品和服务国际推介会上，一款款网络 安全"黑科技"竞相亮相，为观众呈现了一场精彩纷呈的网络安全科技盛宴。 原标题：守护你我向"网"的生活——2025年国家网络安全宣传周观察 新华社北京9月21日电 题：守护你我向"网"的生活——2025年国家网络安全宣传周观察 新华社记者丁怡全、王思北、王贤思 9月15日至21日，以"网络安全为人民，网络安全靠人民——以高水平安全守护高质量发展"为主题 的2025年国家网络安全宣传周在全国范围内统一开展。 开幕式、网络安全技术高峰论坛主论坛及分论坛智慧激荡，网络安全博览会暨网络安全产品和服务 国际推介会以及主题日等活动各具特色，今年网络安全宣传周通过群众通俗易懂、喜闻乐见的方式，宣 传网络安全理念、普及网络安全知识、推广网络安全技能，有力推动全社会网络安全意识和防护技能提 升。 "科技进步日新月异，网络安全风险也在不断演变。"博览会现场，体验了"AI换脸"、声音克隆及数 字人生成等技术的昆明市民李皓说，通过体验活动学到了不少网络安全知识，也感到这些前沿技术为人 们的生活筑起了一道"数字防线" ...

网络安全为人民，网络安全靠人民。9月15日至21日，2025年国家网络安全宣传周河南省活动在全省各 地同步启动，通过线上线下相结合的方式，深入宣传贯彻习近平总书记关于网络强国的重要思想，普及 网络安全知识，推广防护技能，凝聚社会共识，共同绘就网络安全的"同心圆"，营造了人人参与、人人 有责、人人共享的浓厚氛围。 "电信日"当天，洛阳市涧西区武汉路社区邻里中心现场模拟"假冒客服"诈骗场景。刚接到"退款电话"的 张大爷，立刻向志愿者求证："你们昨天教过，这种电话要先挂断、再找官方核实！"周围群众纷纷称赞 老人学得快、用得准。 随着"法治日""金融日""青少年日""个人信息保护日"等主题活动的接连开展，全省各地通过专家讲座、 实景演练、现场咨询、短视频推广等形式，把网络安全知识送进校园、机关、社区、家庭。 多元共建 夯实网络安全基石 多方联动 共筑网络安全屏障 "陌生链接不乱点，网络谣言不轻信，密码设置不单一，社交分享需谨慎……" 9月15日，2025年国家网络安全宣传周河南省活动在商丘正式启动，活动现场，由河南日报社与商丘工 学院联合创演的微短剧《告白安全码》，从日常场景切入，以轻松剧情揭露AI换脸、过度收集个人 ...

大赛设置高校组和社会组双组别，吸引来自清华大学、北京大学、国防科技大学、中国联通、中国工商 银行等高校和单位的全国31个省市2040支战队5229名选手报名参赛，报名战队和选手数量同比实现翻 番。决赛阶段，70支高校组战队和30支社会组战队齐聚北京展开巅峰对决，经过6小时鏖战，内蒙古工 业大学长城杯工大一队战队和郑州轻工业大学Cha0s战队斩获大赛高校组一等奖，社会组由国网冀北电 力有限公司电力科学研究院菜鸟陪练战队拔得头筹。 新京报讯（记者曹晶瑞）近日，由北京、天津、河北、内蒙古四省（市、自治区）互联网信息办公室、 教委（教育厅）联合举办的第五届"长城杯"网络安全大赛暨京津冀蒙网络安全技能竞赛圆满收官。 本届大赛深度聚焦人工智能安全，通过CTF、靶场渗透与系统检测、AI智能体工作流等形式，检验选手 在大模型数据安全、信息系统安全、对抗样本攻击、深度伪造与内容安全方面的实战能力，推动人工智 能在政务、工业、教育、医疗等领域的创新安全应用，着力以赛促学促产，营造教育、技术、产业融合 发展的良性生态。 ...

Group 1 - The event showcased advancements in network security technology, emphasizing a shift from passive defense to intelligent perception and proactive protection [3] - New technologies such as AI algorithms and cloud collaboration were highlighted, particularly in the context of drone detection and control systems [3] - The integration of biometric technologies for secure authentication was demonstrated, with a focus on enhancing user experience through seamless interactions [4] Group 2 - The event featured various interactive experiences aimed at raising public awareness about network security, making it more relatable to everyday life [4] - Companies presented innovative solutions to address real-life security needs, reinforcing the importance of network security for the public [3][4] - The exhibition included demonstrations of AI-based security products and solutions, showcasing the application of AI in safeguarding information security [3]

守护你我向"网"的生活 ——2025年国家网络安全宣传周观察 ■新华社记者丁怡全、王思北、王贤思 9月15日至21日，以"网络安全为人民，网络安全靠人民——以高水平安全守护高质量发展"为主题 的2025年国家网络安全宣传周在全国范围内统一开展。 开幕式、网络安全技术高峰论坛主论坛及分论坛智慧激荡，网络安全博览会暨网络安全产品和服 务国际推介会以及主题日等活动各具特色，今年网络安全宣传周通过群众通俗易懂、喜闻乐见的 方式，宣传网络安全理念、普及网络安全知识、推广网络安全技能，有力推动全社会网络安全意 识和防护技能提升。 "黑科技"打造安全"金钟罩"—— AI鉴伪、智能反诈……今年的网络安全博览会暨网络安全产品和服务国际推介会上，一款款网络 安全"黑科技"竞相亮相，为观众呈现了一场精彩纷呈的网络安全科技盛宴。 在中国移动展台，"中移羲和卫士"防诈服务吸引了观众的关注——当模拟诈骗电话接入时，被守 护号码的手机屏幕瞬间弹出通知提醒，守护人手机同步收到霸屏提醒。 "可以远程帮家人插播AI语音预警、挂断可疑来电，还能启动临时停机功能，防止被诈骗分子继续 轰炸。"云南移动工作人员介绍，通过"AI技术预防+防诈保险补偿"， ...