CITIC Securities published a note arguing that AI security is entering an industry monetization phase, driven by accelerating AI Agent risk exposure and overseas tech giants building security infrastructure. The broker highlights that OpenAI notified 100+ organizations of unauthorized AI Agent activity and Google's Gemini 4 Argon includes cyber defense capabilities.
CITIC Securities is bullish on China's AI security sector, seeing a shift from theme to earnings realization as global peers validate demand.
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