Domestic security-related stocks showed strong performance on the KOSPI despite a decline in the market on the 14th.
According to the Korea Exchange, as of 10 a.m. on the 14th, Sands Lab was trading at 6,750 won, up 1,270 won (23.05%) from the previous trading day.
At the same time, Raon Secure rose 20.26% to 11,330 won, Dream Security increased by 10.31% to 2,895 won, and Xgate was up 7.16% at 10,718 won.
Sands Lab specializes in cyber threat intelligence (CTI), providing services that predict cyber threats by analyzing and utilizing malware.
Raon Secure is an AI security and authentication platform company, while Dream Security supplies solutions for PKI authentication, wired security, and wireless security to administrative and public institutions.
The surge in cybersecurity-related stocks is attributed to comments made by Jensen Huang, CEO of NVIDIA, who identified the cybersecurity market as a key next-generation application for artificial intelligence (AI).
During the Goldman Sachs Technology Conference held in San Francisco on the 10th, Huang stated, "Cybersecurity is likely to be the next major application area for AI," adding that as AI models automate programming, the speed of code exploitation and modification will inevitably change the cybersecurity industry.
Other global AI leaders echoed Huang's sentiments. Dario Amodei, CEO of Anthropic, warned on the 12th that uncontrolled high-performance 'AI agents' could build botnets and take over the internet within 6 to 12 months, calling for enhanced safety verification.
Sam Altman, CEO of OpenAI, Elon Musk, CEO of xAI, and Demis Hassabis, CEO of Google DeepMind, also expressed agreement with Amodei's call for stronger safety measures.
* This article has been translated by AI.
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