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工信部通报23款APP侵权
Jing Ji Guan Cha Wang· 2025-08-05 06:33
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has reported on the infringement of user rights by 23 apps and SDKs, highlighting ongoing efforts to protect personal information in compliance with relevant laws and regulations [1] Group 1: Regulatory Actions - The MIIT's actions are part of a broader initiative announced by four government departments, including the Central Cyberspace Administration, to conduct a series of special actions for personal information protection in 2025 [1] - The report indicates that the identified apps and SDKs are required to rectify their violations, with potential legal consequences for non-compliance [1] Group 2: Legal Framework - The governance actions are based on several laws, including the Personal Information Protection Law, Cybersecurity Law, Telecommunications Regulations, and the Regulations on the Protection of Personal Information of Telecommunications and Internet Users [1] - The MIIT has engaged third-party testing organizations to conduct inspections, which led to the discovery of the violations [1]
Cisco Hits 52-Week High: Can AI Focus Further Drive the Stock?
ZACKS· 2025-06-25 16:31
Core Insights - Cisco Systems (CSCO) reached a 52-week high of $67.49, with a year-over-year stock increase of 14.7%, reflecting strong investor confidence in the company's prospects [1][9] - The company's growth is driven by solid earnings, margin expansion, and a positive outlook, particularly due to its focus on AI and innovative product rollouts [1][2] AI and Infrastructure - Cisco's involvement in AI-focused infrastructure is a major catalyst, with AI-related infrastructure orders surpassing $600 million in Q3 fiscal 2025, bringing the year-to-date total over $1 billion [2] - Major clients, including Meta, are contributing to the growing demand for AI-optimized networks [2] Product Demand and Innovation - There is robust demand across Cisco's broader product portfolio, with networking product orders growing in double digits, driven by web-scale infrastructure and industrial IoT products [3] - The company is accelerating its innovation pipeline, integrating security features into its networking products [3] Security Strategy - Security is a key pillar of Cisco's strategy, highlighted by the $28 billion acquisition of Splunk, which has already resulted in significant deals with major financial institutions [4] - New products like Secure Access, XDR, and Hypershield have gained traction, adding over 370 new customers in Q3 fiscal 2025 [4] Competitive Landscape - Cisco faces intensified competition from Juniper Networks and Arista Networks, which are leveraging AI-driven innovations to challenge Cisco's dominance in enterprise and cloud networking [5][6][7] - Juniper focuses on high-performance routing and integrated security, while Arista leads in AI and cloud networking, projecting over $750 million in backend AI networking revenues for 2025 [6][7] Financial Performance and Valuation - Cisco's shares have gained 14.7% year-to-date, outperforming the Zacks Computer – Networking industry's return of 13.5% [8] - The company is trading at a forward price-to-sales ratio of 4.56, which is higher than the industry's 4.32X, indicating a potentially overvalued position [10] - The Zacks Consensus Estimate for Cisco's fiscal 2025 and 2026 earnings is $3.79 and $4 per share, reflecting year-over-year growth of 1.61% and 5.63%, respectively [11]
工信部通报49款APP及SDK存在侵害用户权益行为
news flash· 2025-05-29 10:34
根据中央网信办、工业和信息化部、公安部、市场监管总局等四部门联合发布的《关于开展2025年个人 信息保护系列专项行动的公告》,工业和信息化部对APP、SDK违法违规收集使用个人信息等问题开展 治理。近期,经组织第三方检测机构进行抽查,共发现49款APP及SDK存在侵害用户权益行为,现予以 通报。 ...