Topsec Technologies Group Inc

On August 28, the three major A-share indices fluctuated higher. As of press time, the Shanghai Composite Index rose 0.15%, the Shenzhen Component Index rose 0.45%, the ChiNext Index rose 0.91%, and the STAR Composite Index rose 1.16%. AI application stocks moved higher, with Digiwin Software hitting the 20% daily limit, and 360 Security Technology, China Security, Jiuqi Software, and Topsec all hitting their daily limits. On the news front, overnight US enterprise software giant Salesforce surged more than 21%, with annual recurring revenue from its core AI products Agentforce and Data 360 totaling close to 3.9 billion US dollars, up more than 210% year on year. In addition, Salesforce announced an expanded strategic partnership with US AI giant Anthropic, launching Claudeforce to deeply integrate Claude's reasoning capabilities with Salesforce's enterprise data, workflows, and governance systems, easing market concerns that AI will destroy software companies.

The Cyberspace Administration of China, together with four regional cyberspace administrations and five leading large-model enterprises, has launched a one-year special initiative to enhance IPv6 capabilities for AI large models, promoting full IPv6 support for generative AI applications. Industry estimates show that the domestic IPv6-related industry exceeded 80 billion yuan in 2025. The market for equipment room hardware upgrades and supporting solutions driven by the migration of government, enterprise, IDC, and computing centers to IPv6 single-stack exceeds 300 billion yuan, with deployment spanning 2026 to 2030. Among the 31 A-share IPv6 concept stocks, ZTE, Inspur Information, and Unisplendour all have market capitalizations exceeding 100 billion yuan. Institutions forecast that Inspur Information, Unisplendour, and FiberHome Technologies will all see net profit growth exceeding 30 percent this year and next. As of July 28, leveraged funds had net bought 643 million yuan of Unisplendour, 196 million yuan of Inspur Information, and 60 million yuan of Star-Net Ruijie.