CITIC Securities pointed out that the stronger AI capabilities → the lower the attack cost → security payments are just needed, and cybersecurity is shifting from a “supporting product” of AI implementation to a “supporting infrastructure.” Since 2026, the AI security industry in North America has advanced at three levels: enterprise side → market side → government side, and the inflection point of AI security demand is approaching. Domestic cyber security companies have deployed in multiple dimensions in AI+SASE, AISOC, and security GPT, and are expected to benefit from the accelerated penetration of AI security requirements.

CITIC Securities pointed out that the stronger AI capabilities → the lower the attack cost → security payments are just needed, and cybersecurity is shifting from a “supporting product” of AI implementation to a “supporting infrastructure.” Since 2026, the AI security industry in North America has advanced at three levels: enterprise side → market side → government side, and the inflection point of AI security demand is approaching. Domestic cyber security companies have deployed in multiple dimensions in AI+SASE, AISOC, and security GPT, and are expected to benefit from the accelerated penetration of AI security requirements.