记者丨 彭新 编辑丨朱益民 视频 丨 柳润瑛 12月16日，中国互联网安全巨头360突陷舆论漩涡。 前360高管、知名区块链投资人玉红在社交媒体公开"炮轰"360创始人周鸿祎，指控其涉嫌大 规模财务造假。 多张流传于网络的微信群聊及朋友圈截图显示，玉红指责周鸿祎及360集团存在严重财务问 题。 玉红声称："我帮周鸿祎做假账就至少几十亿的，我都有数据。我会全网公布，他的游戏 全部财务造假。"他还称360可能通过虚假充值的方式虚增游戏业务流水，并称认识周鸿祎 是"一生的耻辱"，其还在群内强调自己没有被盗号。 相关截图已在网络上疯传，周鸿祎社交平台评论区出现大量投资者问询。 受此消息及市场情绪影响，360股价当日承压明显，截至12月16日收盘，360报10.86元/股，跌 幅达5.07%，总市值缩水至760.15亿元，单日蒸发40亿元。 3 6 0集团火速否认：不存在财务造假情形 面对前高管的实名指控，360集团于12月16日下午发布声明，予以否认。 360方面强调，公司始终坚持合规经营，严格遵守国家法律法规及证券市场规则，定期接受权 威机构审计，财务状况公开透明、健康合规。 值得注意的是，360在声明中专门对玉红 ...

智 通 财 经 APP 获 悉 ， 互 联 网 安 全 公 司 Cloudflare(NET.US) 表 示 ， 已 经 修 复 了 导 致 多 家 银 行 、 Shopify(SHOP.US)、Zoom(ZM.US)和LinkedIn等网站在周五宕机的一个问题。Cloudflare周五在其状态页 面上表示："已实施修复，我们正在监控结果。"同一页面显示，当天早些时候Cloudflare仪表板及相关 API曾出现问题。Cloudflare周五美股盘前一度下跌6%，截至发稿跌幅已收窄至逾2%。 实际上，这也并非Cloudflare首次大规模宕机，其系统已多次"中招"。2019年7月，Cloudflare软件的一个 漏洞导致其部分网络耗尽全公司计算资源，致使全球数千家依赖其服务的网站最长宕机30分钟。当时受 到严重影响的网站包括博客平台Medium、游戏聊天服务商Discord、电商平台Shopify、音乐服务 SoundCloud、比特币交易平台Coinbase及在线存储服务商Dropbox等一众知名平台。 Cloudflare的软件被全球数十万家公司使用，在公司网站和最终用户之间充当缓冲，并致力于保护公司 网 ...

互联网暴露面风险趋势 本产品孵化自腾讯安全实验室，历经多年攻防实战的锤炼，专注于在大型攻防演 练和日常安全运营中精准发现风险，最终为企业实现降本增效。 讲师介绍 暴露面产品负责人 梁国锋 多年大型攻防演练经验，对攻与防有深入的实战理解， 负责暴露面的产品设计与技术规划，从0到1的落地与 建设。 目录 Menu • 互联网暴露面风险趋势 与能力建设 关于暴露面 互联网暴露面风险趋势 | | | 攻击趋利化，自动化，成主流攻击手段 | | | | | --- | --- | --- | --- | --- | --- | | 威胁主体 | | 利用技术趋势 | 受攻击目标 | | 保密法 | | | | | | | 分级保护 | | | | 0Day研究 / APT | | | 军工保密 | | National Governments | | 供应链攻击 | Classified information 分类(涉密)信息： | | FAA 1600.2 | | "国家级"攻击力量 | | 硬件/固件攻击 | 政府及军事领域的涉密信息和系统 | | DOD SRG | | | | 物理设施/设备攻击 | | | ...

Core Insights - Fidelity Growth Strategies Fund reported a 22.74% return in Q2 2025, underperforming the benchmark Russell Midcap Growth Index which returned 18.20% [1] - The fund focuses on mid-cap growth investments in high-quality companies with consistent growth and positive free cash flow [1] - U.S. mid-cap growth stocks rebounded in Q2 2025 after a brief decline in early April due to President Trump's tariff announcement [1] Company Highlights - Zscaler, Inc. (NASDAQ:ZS) is highlighted as a key stock in the Fidelity Growth Strategies Fund's portfolio, with a one-month return of 3.47% and a 66.89% increase over the last 52 weeks [2] - As of September 25, 2025, Zscaler's stock closed at $286.66, with a market capitalization of $45.379 billion [2] - The fund's decision to not hold Zscaler, which gained 58%, negatively impacted its relative performance [3] Financial Performance - Zscaler reported a fiscal fourth quarter revenue growth of 21% year-over-year, reaching $719 million [4] - The company exceeded analysts' expectations in its first-quarter results and revised its full-year guidance upward [3] - The number of hedge funds holding Zscaler increased from 46 to 60 in the second quarter, indicating growing interest [4]

Investment Recommendations - Lansburg Bennett Private Wealth Management anticipates holding Palo Alto Networks for another 5-7 years, considering it a long-term winner [5] - The firm expresses interest in Viking Holdings, anticipating a 32% year-over-year earnings increase, but prefers a pullback before buying [7] - The firm is not going to own Estee Lauder due to concerns about earnings and revenue growth [9] Industry Dynamics - Cybersecurity is a continuously advancing field, driven by AI advancements [3] - Viking Holdings effectively markets itself to higher-end, adult-only consumers, offering smaller, bespoke experiences [6] - Estee Lauder faces significant competition in the cosmetics industry, impacting earnings and revenue growth [8][9] Company Performance Expectations - Palo Alto Networks' EPS is expected to be up 16% year-over-year [5] - Viking Holdings' earnings are expected to be up 32% year-over-year [7] - Estee Lauder's earnings are expected to be down 85% year-over-year, potentially marking the bottom [9]

Core Viewpoint - The article emphasizes the transformative role of AI in the security industry, particularly through the introduction of intelligent agents that enhance efficiency and reduce reliance on human resources in security operations [2][4][8]. Group 1: AI and Security - AI can serve as both a weapon and a shield in addressing security challenges, with large models being crucial for vertical applications in the security sector [2][3]. - The concept of "Security as a Service" was introduced by 360 in 2023, aiming to productize security services and address the inefficiencies of traditional security methods [7][10]. - The evolution from large models to intelligent agents is seen as essential, as these agents can autonomously understand tasks, plan, and deliver results, significantly improving operational efficiency [8][9]. Group 2: Intelligent Agents - 360 Security Cloud has launched three types of intelligent agents: Security Agent, Management Agent, and Employee Agent, which enhance various aspects of security operations [13][14]. - The Security Agent can autonomously handle threat detection, response, and reporting, achieving a threefold increase in threat discovery speed compared to manual processes [15][16]. - The Management Agent focuses on internal data security and compliance, while the Employee Agent streamlines business processes across various functions [16]. Group 3: Data and Standardization - 360 Security Cloud possesses over 2 exabytes of security data, which supports the intelligent agents and enhances their accuracy in threat detection [10][20]. - The company is implementing standardization across its services to facilitate easier integration for partners, allowing them to quickly adopt and benefit from 360's capabilities [19][21]. - The shared data and expertise from 360 Security Cloud enable partners to enhance their security operations and reduce costs significantly [20][22]. Group 4: Market Impact - The adoption of AI-driven security solutions is expected to democratize access to advanced security capabilities, allowing more businesses to benefit from robust security measures [22]. - The company aims to expand its national-level security capabilities to various industries, promoting a safer digital transformation for enterprises [22].

Core Insights - The 13th Internet Security Conference in Beijing featured a humanoid robot named "Red Coat" as the host, with Zhou Hongyi, founder of 360 Group, delivering a keynote titled "ALL IN AGENT" [1] - Zhou expressed concerns about AI safety, emphasizing the need for a "power switch" for large models to ensure human control over AI capabilities [2][3] AI Safety and Control - The rapid advancement of AI models has led to increased risks, with Zhou advocating for the analysis and monitoring of large models using other large models [2] - Zhou criticized the notion of aligning AI with human values, stating that current large models have capabilities that surpass individual human understanding [2] Evolution of Intelligent Agents - Zhou outlined a clear progression of intelligent agents from L1 (chat tools) to L4 (multi-agent collaborative systems), highlighting the limitations of each level [4] - The L4 level, referred to as "multi-agent swarm collaboration space," allows for flexible grouping and task execution, achieving a success rate of up to 95.4% for complex tasks [5] Competitive Landscape - Zhou acknowledged the intense competition in the AI industry, suggesting that the only sustainable advantage is execution capability and the ability to adapt quickly [6] - The rapid evolution of intelligent agents means that any product's lead time is short, with new concepts quickly being adopted by competitors [6]

Core Viewpoint - The 13th Internet Security Conference (ISC.AI 2025) emphasizes the importance of AI and its applications, with a focus on the transformative impact of intelligent agents on various industries and the economy [1][3]. Group 1: AI Development and Impact - Zhou Hongyi, founder of 360 Group, highlights that the current wave of AI development is unprecedented, predicting significant societal and economic changes due to the rise of intelligent agents [3]. - The concept of "All In Agent" is promoted, encouraging all sectors to embrace AI to enhance productivity and drive the construction of a digital China [3][5]. Group 2: Intelligent Agents and Their Capabilities - Intelligent agents are described as the key to transitioning AI from mere thinking to actionable capabilities, reshaping industry structures and accelerating new productivity [5][6]. - The introduction of the L4 multi-agent swarm by Nano AI represents a qualitative leap in intelligent agent capabilities, allowing for efficient teamwork across different domains [6]. Group 3: 360 Intelligent Agent Factory - The 360 Intelligent Agent Factory aims to lower the barriers for AI application, featuring a simple development process that allows non-technical personnel to create intelligent agents using natural language [6][10]. - The factory supports continuous execution of complex tasks and integrates a vast ecosystem of existing intelligent agents and tools, enabling businesses to utilize AI effectively [7][8]. - A comprehensive security framework is established to protect the entire lifecycle of intelligent agent production and application, addressing potential risks [9]. Group 4: Future of Work and AI Integration - The model proposed by Zhou Hongyi envisions a future where human employees lead numerous intelligent agents, transforming them into "super individuals" and organizations into "super organizations" [10]. - The "Red Dress Classroom" initiative aims to educate individuals and organizations on building core competencies in the era of intelligent agents, facilitating the practical application of cutting-edge technology [10].

Core Viewpoint - 360 Group launched the "Intelligent Agent Factory" during the 13th Internet Security Conference (ISC.AI 2025), enabling enterprises to customize L3 intelligent agents without programming knowledge and to form L4 multi-agent teams through natural language [1][2] Group 1 - The company emphasizes the importance of addressing core pain points in small, high-yield scenarios when building effective intelligent agents [1] - Four key recommendations were provided by the CEO of 360 Digital Group, including focusing on small scenarios, knowledge-friendly scenarios, convergent scenarios, and markets with significant potential [2] Group 2 - The first recommendation is to identify small scenarios, as many companies struggle to implement large models effectively [2] - The second recommendation is to choose knowledge-friendly scenarios, which align with the company's trained models in safety awareness, knowledge understanding, and multi-modal analysis [2] - The third recommendation is to focus on convergent scenarios, where fewer types of solutions can yield greater returns [2] - The fourth recommendation highlights the necessity of market potential, as AI implementations must demonstrate visible value to be successful [2]

Core Insights - The 13th ISC.AI Internet Security Conference highlighted AI as a central theme, with a focus on intelligent agents as the future of the industry [1] - Zhou Hongyi, founder of 360 Group, predicts that 2025 will be the year of intelligent agents, which will transform organizational operations and economic structures [1] Group 1: Intelligent Agent Levels - Intelligent agents are categorized into five levels (L1-L5), with L1 being chat assistants like ChatGPT, which have limited functionality for enterprise needs [2] - L2 agents are workflow agents that automate standard operating procedures but lack flexibility, primarily used in repetitive tasks [4] - L3 agents are reasoning agents driven by large models, capable of planning tasks autonomously but face challenges in executing complex instructions [3] Group 2: Evolution and Economic Impact - The evolution of intelligent agents is driven by three technological breakthroughs: DeepSeek for reasoning model proliferation, MCP for tool interface standardization, and Manus for L3 agent development [5] - The emergence of "intelligent agent economy" is anticipated, where human roles shift from executors to managers of intelligent agents, creating new value [5][6] Group 3: Human-Agent Interaction - Future human-computer interaction will fundamentally change, with users becoming leaders of intelligent agents rather than mere operators of software [6] - Intelligent agents will take on roles such as shopping and negotiation, leading to a shift in how tasks are managed [7] Group 4: Security Implications - Intelligent agents can address talent shortages in cybersecurity by acting as virtual experts, providing 24/7 threat assessment [7] - However, there are risks of adversarial use of intelligent agents for cyberattacks, necessitating a dynamic defense system [7]