Core Insights - The importance of AI security in the era of large models is emphasized by multiple cybersecurity firms, with Fortinet launching related security agent products [2] - Fortinet's unified operating system, FortiOS, integrates self-developed ASIC chips to create a comprehensive security platform covering network boundaries, cloud, and operational technology [2][3] - FortiOS has been the core of Fortinet's products since its establishment in 2000, supporting various security functions and recently updated to version 7.6, which includes solutions like Zero Trust Network Access (ZTNA) and Security Access Service Edge (SASE) [3] Company Performance - Fortinet's financial reports indicate a consistent year-over-year revenue increase across major regions, with the Americas and Europe being the primary revenue drivers [3] - In China, there is a noticeable demand growth driven by rapid AI technology development, although many domestic clients remain cautious [3][4] Market Challenges - The Chinese cybersecurity market is competitive, with government-backed companies holding significant market share, prompting Fortinet to seek collaboration with other security systems [4] - Fortinet's primary customer segments in China include internet/high-tech, manufacturing, wholesale/retail, finance, and automotive industries [4] - The company maintains a cautious outlook on the early state of industry development, viewing AI capabilities as an enhancement rather than a transformative leap [4]