Seoul Economic Daily EnglishDoubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 16:57:35(首尔 17:57)·⟳ 抓取 17:09:05 +11m30s·⚡ 决策 09-14 17:10:39 +1m34s·43.1 天前
韩媒综述AI安全市场扩张:Gartner预测明年支出增68.7%,仅泛化点名AhnLab等厂商,无公司级新增催化
这是一篇AI安全行业趋势综述,核心数字来自Gartner既有预测和2024年政府产业调查,对AhnLab、SK Shieldus仅做产品科普式描述,没有任何公司级新增可交易事实(无订单/中标/业绩/指引/合同),无法定位正edge,故回避。
📄 原文Seoul Economic Daily English↗ 原文
AI Security Market Expands as Firms Race to Control Autonomous Agents
Seoul Economic Daily Skip to main content Seoul Economic Daily Seoul Economic Daily KST Seoul Economic Daily Korea's Le…
不做 AhnLab(053800.KQ)
行业综述仅泛化点名,无新增订单/业绩/指引等个股催化;Gartner市场总量预测为既有第三方数据,不能形成短线预期差,题材联动追涨风险高,不做
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
文章讲的是AI安全赛道高增长的行业背景,Gartner预测为既有第三方数据,对上市公司AhnLab仅泛化提及,无个股增量催化;SK Shieldus未独立上市。行业景气≠个股短线edge,不做。
🔎 新鲜度:最早出现 2026-09-14 · 扩散 medium · price-in 风险 medium ↗
主要风险
- AI安全主题情绪可能在韩股次日带动网络安全板块beta,但这属于题材联动而非本事件的可核验个股催化,追涨缺乏基本面锚。
先例如何影响了这次决策
对本次决策的影响:缺乏个股级催化与可交易增量,直接支持AVOID,未据此设定任何tp/sl
方向:无可对照的公司级事件先例;本文为无个股催化的行业主题综述,不具备构建事件研究样本的锚点
涨幅量级:无对齐先例,且不存在可量化的个股增量,不定幅度
形态:无
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 46 ms
{"result": "search_processed_events:agent query=`ahnlab 053800 ai security ai plus red teaming | ai security market gartner spending $4.783 billion 2027 autonomous agents nhi | sk shieldus ai agent non-human identity access contr`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen
原文全文
展开原文 · 7,114 字
AI Security Market Expands as Firms Race to Control Autonomous Agents - Seoul Economic Daily
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Artificial intelligence is accelerating the pace of cyberattacks, reshaping the corporate security market. According to Zero Day Clock, a global security metrics site, the time between the disclosure of a vulnerability and its actual exploitation in an attack has shrunk from an average of 2.3 years in 2018 to 20 hours this year, as of April. Companies, by contrast, take an average of 32 to 38 days to patch a vulnerability once it is found. As the speed gap between attack and defense widens, demand is growing for a new type of security that tests AI systems for vulnerabilities in advance and controls the access rights and behavior of AI agents.
Oh Soon-young, senior solutions architect at Amazon Web Services Korea, warned that "as high-performance AI advances, the security assumptions we have held are breaking down," adding that "the industry's overall security strategy needs to be reset." Everything from existing compliance frameworks to vulnerability management and risk management models must change for the AI era, she said.
According to the information technology industry on the 14th, the scope of security is broadening from protecting existing systems to managing AI itself and the permissions and actions granted to it, and the related market is expanding rapidly. Gartner, the global market research firm, projects that worldwide spending on AI protection will rise 68.7% to $4.783 billion next year from $2.835 billion, or about 3.8 trillion won, this year. By 2028, spending is expected to approach $7.7 billion.
The market for AI usage control, which limits the range of corporate systems and data that AI can access, is forecast to grow 73.0% next year, the highest growth rate among major segments. The market for AI gateways, which manage data flows and access between AI and external systems, is expected to expand 70.9%. As AI agents gain direct access to corporate systems and data, the need to manage access rights and the scope of data use is growing.
Shailendra Upadhyay, senior analyst at Gartner, said the market is growing sharply "as companies face urgency to protect AI systems and strengthen defenses against advanced cyber threats," adding that "without sufficient security and visibility controls, corporate AI initiatives run a high risk of failure."
South Korea's information security market is also growing. Domestic information security industry revenue reached 7.1244 trillion won in 2024, up 15.9% from a year earlier, according to the 2025 Information Security Industry Survey released by the Ministry of Science and ICT and the Korea Information Security Industry Association. The number of information security companies rose 7.6% over the same period to 876. With generative AI and AI agents emerging as new objects of protection, domestic security firms are quickly adding technologies that test AI for vulnerabilities and control access rights.
SK Shieldus defines AI agents as a new type of Non-Human Identity, or NHI, that accesses corporate systems to perform tasks, and is widening its AI security coverage from access control to advance vulnerability testing. The approach identifies which systems and data an AI accesses and continuously verifies its identity and permissions, granting only the level of access required. The company also offers an AI red-teaming service that tests AI systems for vulnerabilities from an attacker's perspective. Its white-hat hacker group EQST uses a proprietary database of AI attack scenarios and an AI-specific penetration testing methodology to directly attack generative AI, AI chatbots and AI agents, checking for AI-specific threats such as data leaks, misuse of permissions and agent hijacking.
AhnLab (053800.KQ) is targeting the market for applying AI to security operations. Centered on AhnLab AI PLUS, the company is applying AI to key products including endpoint detection and response and extended detection and response, and also offers features that support security operators' judgment, such as a conversational AI assistant and AI-based analysis reports. It plans to extend AI across its products and services to build an AI-native security framework in which detection, analysis, investigation and response flow as a single process.
The industry believes that as corporate adoption of generative AI and AI agents increases, AI security is likely to establish itself as a standalone market rather than a feature added to existing security products. An industry official said that "if AI agents connect directly to core business systems in finance, manufacturing and the public sector, new security demand will also grow for red teaming that tests AI vulnerabilities in advance, access controls and AI gateways," adding that "the competition in AI adoption will expand beyond how capable an AI a company uses to how safely it controls that AI."
#
AISecurity
#
Cybersecurity
#
AIAgents
#
SKShieldus
#
AhnLab
#
Gartner
Original reporting by
Noh Hyun-sup
for Seoul Economic Daily.
AI-translated from Korean. Quotes from foreign sources are based on Korean-language reports and may not reflect exact original wording.
View Korean original
↗
Translation Policy
Watch · Seoul Economic Daily
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Artificial intelligence is accelerating the pace of cyberattacks, reshaping the corporate security market. According to Zero Day Clock, a global security metrics site, the time between the disclosure of a vulnerability and its actual exploitation in an attack has shrunk from an average of 2.3 years in 2018 to 20 hours this year, as of April. Companies, by contrast, take an average of 32 to 38 days to patch a vulnerability once it is found. As the speed gap between attack and defense widens, demand is growing for a new type of security that tests AI systems for vulnerabilities in advance and controls the access rights and behavior of AI agents.
Oh Soon-young, senior solutions architect at Amazon Web Services Korea, warned that "as high-performance AI advances, the security assumptions we have held are breaking down," adding that "the industry's overall security strategy needs to be reset." Everything from existing compliance frameworks to vulnerability management and risk management models must change for the AI era, she said.
According to the information technology industry on the 14th, the scope of security is broadening from protecting existing systems to managing AI itself and the permissions and actions granted to it, and the related market is expanding rapidly. Gartner, the global market research firm, projects that worldwide spending on AI protection will rise 68.7% to $4.783 billion next year from $2.835 billion, or about 3.8 trillion won, this year. By 2028, spending is expected to approach $7.7 billion.
The market for AI usage control, which limits the range of corporate systems and data that AI can access, is forecast to grow 73.0% next year, the highest growth rate among major segments. The market for AI gateways, which manage data flows and access between AI and external systems, is expected to expand 70.9%. As AI agents gain direct access to corporate systems and data, the need to manage access rights and the scope of data use is growing.
Shailendra Upadhyay, senior analyst at Gartner, said the market is growing sharply "as companies face urgency to protect AI systems and strengthen defenses against advanced cyber threats," adding that "without sufficient security and visibility controls, corporate AI initiatives run a high risk of failure."
South Korea's information security market is also growing. Domestic information security industry revenue reached 7.1244 trillion won in 2024, up 15.9% from a year earlier, according to the 2025 Information Security Industry Survey released by the Ministry of Science and ICT and the Korea Information Security Industry Association. The number of information security companies rose 7.6% over the same period to 876. With generative AI and AI agents emerging as new objects of protection, domestic security firms are quickly adding technologies that test AI for vulnerabilities and control access rights.
SK Shieldus defines AI agents as a new type of Non-Human Identity, or NHI, that accesses corporate systems to perform tasks, and is widening its AI security coverage from access control to advance vulnerability testing. The approach identifies which systems and data an AI accesses and continuously verifies its identity and permissions, granting only the level of access required. The company also offers an AI red-teaming service that tests AI systems for vulnerabilities from an attacker's perspective. Its white-hat hacker group EQST uses a proprietary database of AI attack scenarios and an AI-specific penetration testing methodology to directly attack generative AI, AI chatbots and AI agents, checking for AI-specific threats such as data leaks, misuse of permissions and agent hijacking.
AhnLab (053800.KQ) is targeting the market for applying AI to security operations. Centered on AhnLab AI PLUS, the company is applying AI to key products including endpoint detection and response and extended detection and response, and also offers features that support security operators' judgment, such as a conversational AI assistant and AI-based analysis reports. It plans to extend AI across its products and services to build an AI-native security framework in which detection, analysis, investigation and response flow as a single process.
The industry believes that as corporate adoption of generative AI and AI agents increases, AI security is likely to establish itself as a standalone market rather than a feature added to existing security products. An industry official said that "if AI agents connect directly to core business systems in finance, manufacturing and the public sector, new security demand will also grow for red teaming that tests AI vulnerabilities in advance, access controls and AI gateways," adding that "the competition in AI adoption will expand beyond how capable an AI a company uses to how safely it controls that AI."
#
AISecurity
#
Cybersecurity
#
AIAgents
#
SKShieldus
#
AhnLab
#
Gartner
Original reporting by
Noh Hyun-sup
for Seoul Economic Daily.
AI-translated from Korean. Quotes from foreign sources are based on Korean-language reports and may not reflect exact original wording.
View Korean original
↗
Translation Policy
Watch · Seoul Economic Daily
More →
2:20
KB Securities Sees Samsung Back at No.1, SK Hynix at No.3 Next Year | September 14 2026 | Securities Daily
2:20
Most Read This Week
1
-
5
‹
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1
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2
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3
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4
Korea to Offer 20,000 Homes at 1,000 Won a Day for Young Adults
5
Samsung, SK hynix Memory Stockpiles Fall Below 10 Days
← Back to Home
AI KEY
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Korean Corporate Intelligence Hub
KOSPI · KOSDAQ · 12 sectors
A live, cap-weighted view of every KOSPI and KOSDAQ sector, with same-day Korean reporting distilled by company — built for foreign investors, correspondents and analysts who need to scan Korea before the next session.
Click to explore AI KEY
→
Open AI KEY in full screen
↗
Korea Company Atlas
Preview
↗
Market Ontology · The Feedback Loop
KFTC 2025 · 92 groups · 121,954 articles
An English ontology of the Korean market — how companies, the media, the government and the National Assembly move each other in a loop. Korea's named controlling persons and designated business groups are a mechanism, not a risk to be priced blind.
Click to explore the atlas
→
Open Atlas in full screen
↗
SIGNAL
Now live
↗
English Edition · Capital Markets
M&A · IPO · PE · Fund Flows
SIGNAL English Edition is live — Korea's deal desk reporting in English. M&A, IPOs, private equity and fund flows, covered daily for global institutional investors. Browse free; subscriber-only scoops at the 50% intro rate.
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