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Palo Alto Networks

164.05

+1.100.68%

盘后：163.70-0.3500-0.21%19:59 EDT

成交量：721.88万

成交额：11.88亿

市值：1,338.65亿

市盈率：91.09

高：166.35

开：164.43

低：162.46

收：162.95

52周最高：223.61

52周最低：139.57

股本：8.16亿

流通股本：6.90亿

量比：0.90

换手率：1.05%

股息：- -

股息率：- -

每股收益(TTM):1.80

每股收益(LYR):1.60

净资产收益率：16.26%

总资产收益率：3.45%

市净率：14.25

市盈率(LYR):102.53

数据加载中...

总览公司新闻资讯公告

观点 | 华尔街最看好的 4 只“抗 AI 冲击”网络安全股

老虎资讯综合

【券商聚焦】招银国际：美国软件NDR 关注客户端增量价值创造

Palo Alto Networks批准额外回购高达10亿美元普通股——SEC文件披露

Accel Solutions Group：服务期限为三年，并可选择再延长三年

Accel Solutions Group携手Palo Alto Networks赢得以色列最大网络安全招标项目，估值高达5亿新谢克尔

BUZZ-摩根士丹利上调 CrowdStrike 评级，将其列为网络安全股中的 "最佳选择"

OpenClaw 爆火之后：一只开源小龙虾，撬动了哪些美股？

富国银行：Palo Alto Networks(PANW.US)有望受益于网安行业整合，首予“增持”评级

派拓网络盘中异动快速跳水3.01%报144.22美元

Palo Alto Networks宣布对Cyberark Software公司2030年到期零息可转换优先票据发起收购要约

美国研究综述-eBay、亨斯迈、帕洛阿尔托

ETF日报｜黄金、白银与原油同步走强！2倍做多白银ETF-ProShares涨超11%，二倍做多彭博原油ETF涨超8%

老虎资讯综合

美股成交额TOP20｜存储概念股走强，美光科技涨超5%；Palo Alto Networks跌近7%，Q3及全年盈利指引令人失望

环球市场播报

美国股市：收高，受Nvidia等人工智能股票上涨推动

Stifel称Palo Alto财报杂音无碍长期前景——市场快讯

花旗下调Palo Alto Networks目标价至210美元

周三值得关注的股票：Palo Alto Networks、穆迪、凯撒娱乐

美股异动丨Palo Alto Networks绩后跌超9%，领跌网络安全概念股

网络安全股集体下挫，Palo Alto Networks跌超9%，Datadog跌超5%

老虎资讯综合

异动解读 | Palo Alto Networks盘中大跌9.55%，盈利指引下调及收购成本高企拖累股价

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相关客户带来的更快的营收贡献起量趋势从而更为有效地缓解市场担忧，网络安全相关的软件公司不可替代性较强，应用软件公司需更多地证明其有基于结果收费的能力从而证明不可替代性。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/OGM3YzFlM2EwNDM3Yzk5NTc2MzIyODYwZTQ1ODI4MTE2Mjg1OTA2NTQzODA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/OGM3YzFlM2EwNDM3Yzk5NTc2MzIyODYwZTQ1ODI4MTE2Mjg1OTA2NTQzODA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297994","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2381873111.SGD","LU0081259029.USD","LU2433249047.HKD","LU0127658192.USD","LU0109391861.USD","BK4505","LU1064131342.USD","LU1861220033.SGD","IE00BZ1G4Q59.USD","NOWL","LU0251131958.USD","BK4588","LU0353189680.USD","LU2271345857.HKD","LU0477156953.USD","LU0069063385.USD","LU1548497426.USD","LU0672654240.SGD","LU1169590202.USD","LU1323610961.USD","LU0048573561.USD","BK4548","LU0354030438.USD","LU1791710400.SGD","LU0251142724.SGD","IE00B19Z9P08.USD","LU2125909247.SGD","IE00BZ9MQY76.HKD","LU2210150020.SGD","LU0528227936.USD","LU0943347566.SGD","LU0234570918.USD","LU2361044865.SGD","LU1923622291.USD","BK4581","LU0980610538.SGD","IE00BJTD4N35.SGD","LU0310799852.SGD","IE00BMPRXN33.USD","BK4607","LU1201861249.SGD","LU1989772923.USD","LU0130102774.USD","LU0642271901.SGD","PANG","BK4097","LU2125909916.SGD","LU2286300806.USD","LU2543165471.USD","LU0820562030.AUD","BK4598","BK4560","LU0187121727.USD","LU0889565833.HKD","LU1917777945.USD","LU2264538146.SGD","LU1712237335.SGD","IE00B19Z8W00.USD","LU1046421795.USD","IE00B19Z9505.USD","LU0234572021.USD","LU2023251221.USD","LU1366333091.USD","LU1804176565.USD","LU2106854487.HKD","LU2236285917.USD","LU1496350502.SGD","LU0354030511.USD","LU2458330169.SGD","LU2089283258.USD","IE00BKVL7J92.USD","CRMG","BK4535","LU0511384066.AUD","LU1551013342.USD","LU1720051108.HKD","LU1235294995.USD","LU1791710582.SGD","LU1923623000.USD","BK4528","BK4561","LU0106261372.USD","LU0057025933.USD","LU0353189763.USD","LU2023250843.SGD","LU1814569148.SGD","BK4566","LU2125909593.SGD","LU1951200564.SGD","LU2355687059.USD","LU0011850046.USD","LU0792757196.USD","LU1720051017.SGD","LU2089284900.SGD","LU1989764664.SGD","LU0472753341.HKD","BK4532","LU0557290698.USD","LU0158827948.USD","LU2756315318.SGD","LU0689472784.USD","LU0320765059.SGD","LU2023250504.SGD","LU0267386448.USD","LU2461242641.AUD","LU2247934214.USD","PALU","LU2357305700.SGD","IE00BQXX3F31.USD","BK4534","LU0238689110.USD","LU1623119135.USD","LU1923622614.USD","LU0265550359.USD","LU0889566641.SGD","LU0211327993.USD","BK4551","IE00BQXX3D17.EUR","LU1267930490.SGD","NOW","LU2028103732.USD","LU1803068979.SGD","LU0157215616.USD","LU0124676726.USD","LU0689626769.HKD","LU1951198990.SGD","SG9999001424.SGD","LU2265009873.SGD","LU2087625088.SGD","BK4585","LU1988902786.USD","BK4579","LU0316494557.USD","LU0289961442.SGD","LU2361044949.HKD","LU1316542783.SGD","LU0820561909.HKD","PALD","BK4023","LU0289739343.SGD","BK4503","LU2111349929.HKD","LU2095319765.USD","LU0265550946.USD","IE00B19Z8X17.USD","LU0742534661.SGD","LU0198837287.USD","LU1551013425.SGD","LU0708995401.HKD","LU2361045086.USD","BK4527","LU1116320901.HKD","BK4567","LU0082616367.USD","LU0211328371.USD","PANW","LU1823568750.SGD","LU1267930730.SGD","LU2125909759.SGD","LU2148611432.USD","LU1496350171.SGD","LU0823434583.USD","BK4608","BK4543","IE00B894F039.SGD","IE00BQXX3C00.GBP","LU0158827781.USD","LU0130517989.USD","LU0648001328.SGD","LU1861215975.USD","DDOG","LU2210149790.SGD","IE00B19Z9Z06.USD","LU0348723411.USD","LU0823434740.USD","IE00BJTD4V19.USD","LU1116320737.USD","LU1169589451.USD","LU0820561818.USD","LU2063271972.USD","IE00BMPRXR70.SGD","LU1989764748.USD","LU2756315664.SGD","LU2244417387.USD","CRM","LU0006306889.USD","DOGD","LU1989772840.SGD","BK4538","BK4550","LU0109392836.USD","LU2458330243.SGD","LU0719512351.SGD","LU1153585028.USD","BK4613","LU0266013472.USD","LU1974910355.USD","LU1267930813.SGD"],"gpt_icon":1},{"id":"1191873081","title":"Palo Alto Networks批准额外回购高达10亿美元普通股——SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1191873081","media":"美股速递","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191873081?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 04:12","pubTimestamp":1773259940,"startTime":"0","endTime":"0","summary":"网络安全巨头Palo Alto Networks近日向美国证券交易委员会提交文件，宣布董事会已批准新增最高10亿美元的普通股回购授权。此次回购计划将作为公司现有股票回购项目的补充，彰显管理层对业务前景与资本回报能力的信心。\n该决议允许企业在公开市场根据行情择机购回股份，旨在优化资本结构并提升股东价值。分析人士指出，大规模回购通常反映企业现金流充裕，且可能预示其认为当前股价被市场低估。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2286300806.USD","BK4598","PALD","LU2125909916.SGD","LU2355687059.USD","SG9999001424.SGD","LU1923622291.USD","LU0348723411.USD","LU1861215975.USD","PANW","LU1169590202.USD","BK4581","LU0234570918.USD","LU0266013472.USD","BK4097","LU1917777945.USD","LU2265009873.SGD","LU2210149790.SGD","LU1720051017.SGD","LU2106854487.HKD","IE00B19Z9505.USD","LU2023250504.SGD","LU2125909759.SGD","LU1720051108.HKD","PANG","LU1989764664.SGD","IE00B19Z8W00.USD","LU2210150020.SGD","LU2023250843.SGD","PALU","LU2095319765.USD","BK4550","LU1861220033.SGD","BK4532","LU1169589451.USD","BK4585","BK4588","IE00BMPRXR70.SGD","LU1548497426.USD","LU1623119135.USD","LU2357305700.SGD","IE00B19Z8X17.USD","BK4560","LU1974910355.USD","LU1989764748.USD","LU1712237335.SGD","IE00BMPRXN33.USD","LU1804176565.USD"],"gpt_icon":0},{"id":"1143546602","title":"Accel Solutions Group：服务期限为三年，并可选择再延长三年","url":"https://stock-news.laohu8.com/highlight/detail?id=1143546602","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143546602?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 20:33","pubTimestamp":1773232393,"startTime":"0","endTime":"0","summary":"Accel Solutions Group的服务协议期限设定为三年，同时包含一项可续约条款，允许双方在期满后选择将合作延长额外三年。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1623119135.USD","IE00B19Z8X17.USD","BK4532","BK4588","LU1923622291.USD","LU1720051108.HKD","BK4598","LU2095319765.USD","LU1804176565.USD","IE00B19Z8W00.USD","BK4550","PANG","BK4097","BK4581","LU2357305700.SGD","PANW","LU0348723411.USD","LU2286300806.USD","LU1989764664.SGD","LU2023250843.SGD","LU1861220033.SGD","IE00BMPRXN33.USD","LU2106854487.HKD","IE00BMPRXR70.SGD","PALD","LU2125909759.SGD","LU2210149790.SGD","LU1974910355.USD","SG9999001424.SGD","LU1169589451.USD","LU2023250504.SGD","LU2355687059.USD","LU1861215975.USD","IE00B19Z9505.USD","LU2210150020.SGD","LU1720051017.SGD","LU1548497426.USD","LU0234570918.USD","LU1712237335.SGD","LU2265009873.SGD","BK4585","LU1917777945.USD","LU1989764748.USD","LU1169590202.USD","LU0266013472.USD","PALU","LU2125909916.SGD","BK4560"],"gpt_icon":0},{"id":"1140075404","title":"Accel Solutions Group携手Palo Alto Networks赢得以色列最大网络安全招标项目，估值高达5亿新谢克尔","url":"https://stock-news.laohu8.com/highlight/detail?id=1140075404","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140075404?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 20:32","pubTimestamp":1773232336,"startTime":"0","endTime":"0","summary":"Accel Solutions Group与全球网络安全巨头Palo Alto Networks联合中标以色列史上规模最大的网络安全采购项目。据初步估算，该合作项目总金额有望达到5亿新谢克尔，标志着以色列在强化国家数字防御体系方面迈出关键一步。此次招标由以色列政府主导，旨在构建覆盖全国关键基础设施的下一代网络安全防护网络。Accel Solutions Group作为本土领先的集成解决方案提供商，将依托Palo Alto Networks的前沿威胁检测技术与云安全平台，为政府机构、金融系统及能源设施提供多层式安全防护。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1720051017.SGD","LU2023250504.SGD","LU1169590202.USD","IE00B19Z8X17.USD","BK4560","LU1917777945.USD","LU2210150020.SGD","BK4585","BK4598","IE00BMPRXN33.USD","BK4581","BK4097","LU2125909916.SGD","LU0348723411.USD","LU2265009873.SGD","SG9999001424.SGD","LU1861220033.SGD","LU2357305700.SGD","BK4550","LU1974910355.USD","LU2106854487.HKD","LU1923622291.USD","LU1804176565.USD","LU2210149790.SGD","PANG","PANW","BK4588","LU2095319765.USD","PALD","LU0266013472.USD","LU0234570918.USD","LU2286300806.USD","LU1861215975.USD","LU2125909759.SGD","LU1548497426.USD","PALU","LU1623119135.USD","LU2355687059.USD","IE00BMPRXR70.SGD","LU1720051108.HKD","IE00B19Z9505.USD","LU1169589451.USD","LU2023250843.SGD","LU1989764748.USD","LU1989764664.SGD","LU1712237335.SGD","IE00B19Z8W00.USD","BK4532"],"gpt_icon":0},{"id":"2618956037","title":"BUZZ-摩根士丹利上调 CrowdStrike 评级，将其列为网络安全股中的 \"最佳选择\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2618956037","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618956037?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 22:09","pubTimestamp":1773151753,"startTime":"0","endTime":"0","summary":"3月10日 - ** 摩根士丹利将CrowdStrike CRWD.O的评级从 \"等权重 \"上调至 \"增持\"，并将其列为网络安全行业的首选公司。** 上周，CRWD预测2027财年营收  高于共识，押注于人工智能驱动的解决方案的弹性需求。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260310:nL4T3ZY1BL:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4560","BK4581","LU2125909593.SGD","LU1989764748.USD","BK4528","IE00B19Z9505.USD","LU1989764664.SGD","NDAQ","LU2125909916.SGD","IE00B64PRP62.GBP","LU1992135399.USD","PANW","IE00B19Z9Z06.USD","BK4532","LU1923623000.USD","PALU","LU0234570918.USD","LU0266013472.USD","LU2355687059.USD","LU1169590202.USD","CRWD","IE00B19Z9P08.USD","LU2357305700.SGD","PANG","SG9999014021.USD","CRWL","LU1923622614.USD","LU1861215975.USD","BK4551","LU1951198990.SGD","LU1988902786.USD","LU1861220033.SGD","PALD","LU2272731600.USD","LU2272731782.SGD","IE00BKPKM429.USD","BK4585","LU2095319765.USD","LU2264538146.SGD","LU0314104364.USD","LU1623119135.USD","BK4543","SG9999014013.SGD","LU2210150020.SGD","LU2265009873.SGD","LU1951200564.SGD","LU1923622291.USD","BK4588","IE00B19Z8W00.USD","LU0348723411.USD"],"gpt_icon":1},{"id":"2618646778","title":"OpenClaw 爆火之后：一只开源小龙虾，撬动了哪些美股？","url":"https://stock-news.laohu8.com/highlight/detail?id=2618646778","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618646778?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 16:35","pubTimestamp":1773045310,"startTime":"0","endTime":"0","summary":" 从模型、算力到云与安全，OpenClaw 或将影响美股的受益逻辑。 ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2250574","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","RWM","TZA","GOOGL","BK4534","MNQmain","BK4535","TNA","BK4585","MSFT","NVDA","IWO","TWM","IWN","PANW","BK4581","UWM","SRTY","BK4550"],"gpt_icon":1},{"id":"2616589285","title":"富国银行：Palo Alto Networks(PANW.US)有望受益于网安行业整合，首予“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2616589285","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616589285?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 14:35","pubTimestamp":1772606155,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，富国银行周二首次对网络安全行业进行评级，其中包括给予 Palo Alto Networks  “增持”评级和 200 美元的目标价。该行认为，该公司可能受益于行业整合。Turrin进一步解释说，Palo Alto Networks拥有庞大的企业客户群、分销优势、“无与伦比的平台覆盖范围”以及通过自身发展和收购进行投资的能力，这些都使其在竞争中脱颖而出。他以最近收购CyberArk为例，说明了Palo Alto Networks如何从交易中获益。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409874.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["PANW"],"gpt_icon":0},{"id":"2613793157","title":"派拓网络盘中异动 快速跳水3.01%报144.22美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2613793157","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613793157?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 00:26","pubTimestamp":1771863966,"startTime":"0","endTime":"0","summary":"北京时间2026年02月24日00时26分，派拓网络股票出现异动，股价快速跳水3.01%。截至发稿，该股报144.22美元/股，成交量878.468万股，换手率1.09%，振幅2.96%。最近的财报数据显示，该股实现营业收入25.94亿美元，净利润4.32亿美元，每股收益0.61美元，毛利19.09亿美元，市盈率79.82倍。机构评级方面，在所有56家参与评级的机构中，80%的券商给予买入建议，18%的券商给予持有建议，2%的券商给予卖出建议。派拓网络股票所在的软件服务行业中，整体跌幅为3.45%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602240026069541b06c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:20","pubTimestamp":1771489234,"startTime":"0","endTime":"0","summary":"美国研究综述-eBay、亨斯迈、帕洛阿尔托路透2月19日 - 华尔街证券分析师周四调整了对几家美国上市公司的评级和目标价， 其中包括 eBay、亨斯迈和帕洛阿尔托。要闻 * eBay EBAY.O：Piper Sandler将目标价从98美元上调至105美元 * 亨斯迈公司HUN.N：摩根大通将其评级从 \"增持 \"下调至 \"中性\"。* Palo Alto Networks Inc 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08:10","pubTimestamp":1771459835,"startTime":"0","endTime":"0","summary":"美股ETF涨幅Top5$2倍做多CNC ETF-Leverage Shares$上涨22.95%。$2倍做多ONDS ETF-Defiance$上涨20.10%。$2倍做多BE ETF-Tradr$上涨17.30%。$2倍做多PANW ETF-Leverage Shares$下跌13.53%。同样两倍做多Palo Alto Networks，标的下行拖累产品表现。$韩国ETF-iShares MSCI$上涨1.72%。$三倍做多标普500ETF-ProShares$上涨1.50%。$2倍做多纳斯达克100指数ETF-ProShares$上涨1.47%。大宗商品ETF涨幅Top 5$2倍做多白银ETF-ProShares$上涨11.11%。$二倍做多彭博原油ETF$上涨8.25%。$白银ETF-iShares$上涨5.60%。$三倍做多半导体ETF-Direxion$上涨3.01%。$两倍做空房地产ETF-ProShares$上涨2.69%。$商品指数ETF-PowerShares DB$上涨2.63%。债券ETF涨幅Top 5$SPDR ICE Preferred 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Networks跌近7%，Q3及全年盈利指引令人失望","url":"https://stock-news.laohu8.com/highlight/detail?id=2612242421","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612242421?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 05:57","pubTimestamp":1771451820,"startTime":"0","endTime":"0","summary":"周三美股成交额第1名英伟达收高1.63%，成交301.82亿美元。据报道，英伟达和Meta Platforms宣布达成一项多年期协议，将为Meta的美国AI数据中心扩张提供“数百万块”下一代GPU，以及独立的Grace CPU和Spectrum-X网络产品，巩固了英伟达的平台领先地位。他在这份报告中称该交易是“英特尔杀手”。西部数据将以31.7亿美元出售闪迪部分股份。该公司第二财季经调整每股盈利为1.03美元，高于市场预期的0.94美元；总收入为25.94亿美元，同比增长15%。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-19/doc-inhnhvka1638658.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1551013425.SGD","LU0426417589.USD","LU0048584097.USD","SG9999001077.SGD","SG9999002224.SGD","LU2458330169.SGD","LU2420271590.USD","LU0942090050.USD","LU0976567544.SGD","SG9999018865.SGD","PANW","LU0251132253.USD","LU1069347547.HKD","LU0476273544.USD","LU0949170772.SGD","SG9999000418.SGD","LU1934455277.USD","LU0158827948.USD","LU0496365809.HKD","LU1814569148.SGD","LU0965509101.SGD","LU0433182093.SGD","LU1791710582.SGD","LU2430703095.HKD","LU1066051225.USD","BK4534","LU1429558221.USD","LU2433249047.HKD","IE00B3S45H60.SGD","LU0124676726.USD","LU0994945656.USD","LU1221951129.SGD","LU1037948897.HKD","LU1435385759.SGD","BK4574","IE00BSNM7G36.USD","LU1548497426.USD","LU2125154778.USD","LU0985320562.USD","LU0820562030.AUD","LU0109391861.USD","LU2360106780.USD","LU0640476718.USD","LU0345768740.USD","IE0004086264.USD","LU1642822529.SGD","LU1880398554.USD","LU2264538146.SGD","LU0345768153.USD","IE0002270589.USD","LU0312595415.SGD","BK4535","LU1880398471.USD","LU0316494557.USD","LU2125909247.SGD","LU1037948541.HKD","LU2430703251.USD","LU2111349929.HKD","LU0077335932.USD","IE000M9KFDE8.USD","LU2750360997.AUD","BK4514","LU0742534661.SGD","LU0061474705.USD","LU1935043023.USD","IE00B4JS1V06.HKD","LU1035775433.USD","LU1720051017.SGD","LU2168564065.EUR","LU2602419157.SGD","LU1066051498.USD","LU2471134523.USD","LU0238689110.USD","LU0980610538.SGD","LU2054465674.USD","LU0823434740.USD","SG9999002232.USD","LU1629891620.HKD","LU1934455194.USD","BK4527","LU1989764748.USD","LU2430703178.SGD","LU1935042488.USD","LU0210536198.USD","LU0345770993.USD","LU0265550946.USD","LU0210528500.USD","BK4561","LU0456855351.SGD","IE0004445239.USD","LU0689626769.HKD","LU0225283273.USD","LU0957791311.USD","LU0345769631.USD","LU0444971666.USD","LU0070217475.USD","LU0080751232.USD","LU2237443465.HKD","LU0234570918.USD","LU2237443895.HKD","LU2242649171.HKD","LU0130518102.USD","LU1145028129.USD","LU0149725797.USD","LU2077746001.SGD","LU0861579265.USD","SGXZ99366536.SGD","LU0029864427.USD","LU2028103732.USD","LU0354030438.USD","LU0466842654.USD","LU1235294995.USD","IE00BFSS8Q28.SGD","LU0210533765.USD","BK4550","LU1064131342.USD","IE00B19Z3581.USD","LU2168563687.JPY","LU0823421416.USD","LU2125154935.USD","LU0957808578.USD","LU1116320737.USD","LU1496350171.SGD","LU0690374615.EUR","LU0310799852.SGD","LU0342679015.USD","BK4553","IE00BJJMRY28.SGD","IE00BZ1G4Q59.USD","IE00BFSS7M15.SGD","IE00BLSP4239.USD","IE00B775SV38.USD","LU2543165471.USD","GB00B4LPDJ14.GBP","LU1974910355.USD","IE00BZ199S13.USD","LU2087621335.USD","LU1066051811.HKD","LU1803068623.USD","LU2361044865.SGD","LU2756315318.SGD","LU1043141396.HKD","LU0053666078.USD","LU2552382058.USD","LU1670627923.USD","LU0256863902.USD","IE00BJJMRX11.SGD","LU2065171402.SGD","IE00BFMHRM44.USD","LU0689472784.USD","LU0345774631.USD","IE0004091025.USD","LU0354030511.USD","LU1823568750.SGD","IE0001KFT4U8.USD","LU2271345857.HKD","LU0708994859.HKD","LU0061475181.USD","LU0738911758.USD","LU2403377893.USD","LU1232071149.USD","BK4592","LU1316542783.SGD","LU1003077747.HKD","MU","LU1244550494.USD","LU2461242641.AUD","SG9999015952.SGD","LU0256863811.USD","LU0353189763.USD","LU0052756011.USD","LU0964807845.USD","LU1084165304.USD","IE00B775H168.HKD","LU0128525929.USD","IE00B7SZLL34.SGD","LU2065169927.USD","LU2491049909.HKD","BK4566","LU0784385840.USD","LU0642271901.SGD","LU0823421333.USD","LU0158827781.USD","LU2237443382.USD","LU2211815571.USD","LU2462157665.USD","LU0787776722.HKD","IE00B19Z9505.USD","LU0211327993.USD","LU1868836757.USD","LU1923622614.USD","IE0005OL40V9.USD","LU0557290698.USD","LU0070302665.USD","LU1035773651.USD","LU0719512351.SGD","IE00BK4W5M84.HKD","LU0708995401.HKD","IE00BFXG0V08.USD","LU2860962120.EUR","SGXZ51526630.SGD","BK4579","IE00BBT3K403.USD","LU0323591593.USD","LU1074936037.SGD","LU1894683264.USD","LU0109392836.USD","LU2362540622.SGD","LU0820561909.HKD","LU2275660780.HKD","LU0130102774.USD","IE00B1XK9C88.USD","LU0211328371.USD","LU2404859741.USD","LU2168564495.EUR","LU2286300806.USD","BK4588","LU2097344431.USD","BK4612","LU1280957306.USD","LU2552382132.HKD","LU2404859667.USD","LU1267930227.SGD","IE00B1BXHZ80.USD","LU0208291251.USD","LU2244417387.USD","BK4525","SG9999017495.SGD","SG9999015978.USD","LU0056508442.USD","LU0868494617.USD","BK4573","BK4602","LU0545039389.USD","LU2746668974.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能股票上涨推动","url":"https://stock-news.laohu8.com/highlight/detail?id=2612244774","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612244774?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 05:55","pubTimestamp":1771451713,"startTime":"0","endTime":"0","summary":"路透2月18日 - 美国股市周三收高，受Nvidia、亚马逊等科技巨头股价上涨提振，此前市场对人工智能的担忧情绪有所缓解。NvidiaNVDA.O 股价上涨1.6%，此前这家全球市值最高的公司宣布与Meta Platforms META.O 签署多年协议，将向其出售数百万枚当前及未来的人工智能芯片。23只标普500指数成分股创52周新高，3只创新低；101只纳斯达克指数成分股创52周新高，120只创新低。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7fa98705c61a1c25fe292bdefcaac70d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260218:nL6T3ZE15P:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVD3.UK","NVDA","GPN","NVII","AMZN","AMZU","IE00B775SV38.USD","MSFW","NVD","NVDD","3NVD.UK","NVDY","MRNA","MSFO","NVDU","AZYY","CDNS","PANW","AMZZ","NVDX","MSFL","MSFT","STX","ADI","USAW.SI","NVDW","LU1670627923.USD","MSFU","AMZW","LU2065169927.USD","NVDG","NVDQ","2NVD.UK","NVIW.SI","NVDS.UK","IE00B3S45H60.SGD","MSFY","MSFX","LU2298321311.HKD","NVDS","DIPS","LU0882574139.USD","SNVD.UK","AMZY","MSFD","NVD2.UK","WDC","NVDL","LU0128525929.USD","AMZD"],"gpt_icon":1},{"id":"1197526064","title":"Stifel称Palo Alto财报杂音无碍长期前景——市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1197526064","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197526064?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 01:38","pubTimestamp":1771436319,"startTime":"0","endTime":"0","summary":"Palo Alto Networks第二财季业绩因提前完成对Chronosphere和CyberArk的收购而出现干扰因素，Stifel在一份报告中指出。尽管Palo Alto股价下挫，但分析师表示剔除杂音后，他们仍看好这两项收购及公司核心业务组合的韧性。\n\"整体而言，当我们退一步审视财报，更加确信Palo Alto作为定位精准的网络安全平台整合商，拥有多重驱动因素支撑未来数年两位数有机营收增长及盈利能力提升的宏观论点。\"Palo Alto股价当前下跌5.4%。\n（本文完）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"25ecbaab50e460fee5a236129c99dfa3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1720051017.SGD","LU2095319765.USD","BK4598","IE00B19Z8X17.USD","BK4560","LU1917777945.USD","BK4127","BK4532","LU1989764664.SGD","LU1712237335.SGD","IE00B19Z8W00.USD","LU1861220033.SGD","IE00B19Z9505.USD","LU2023250504.SGD","PANW","LU2286300806.USD","BK4588","LU2125909759.SGD","LU2357305700.SGD","LU1548497426.USD","LU1623119135.USD","LU1861215975.USD","LU1169590202.USD","LU2210149790.SGD","LU1804176565.USD","LU0348723411.USD","LU2106854487.HKD","LU2210150020.SGD","LU1169589451.USD","IE00BMPRXR70.SGD","LU1989764748.USD","SG9999001424.SGD","LU2265009873.SGD","SF","LU0234570918.USD","BK4585","BK4550","LU1923622291.USD","BK4581","LU1720051108.HKD","IE00BMPRXN33.USD","LU2023250843.SGD","LU1974910355.USD","LU0266013472.USD","BK4097","LU2355687059.USD","LU2125909916.SGD"],"gpt_icon":0},{"id":"2612546447","title":"花旗下调Palo Alto Networks目标价至210美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2612546447","media":"中金财经","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612546447?lang=zh_cn&edition=fundamental","pubTime":"2026-02-18 23:57","pubTimestamp":1771430221,"startTime":"0","endTime":"0","summary":"花旗将Palo Alto Networks的目标价从235美元下调至210美元，维持“买入”评级。(格隆汇)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260218/32020523.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["PANW"],"gpt_icon":0},{"id":"1198457232","title":"周三值得关注的股票：Palo Alto Networks、穆迪、凯撒娱乐","url":"https://stock-news.laohu8.com/highlight/detail?id=1198457232","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198457232?lang=zh_cn&edition=fundamental","pubTime":"2026-02-18 23:12","pubTimestamp":1771427535,"startTime":"0","endTime":"0","summary":"Moderna, Inc. 股价迎来戏剧性逆转，在疫苗制造商同意对老年人群体开展额外测试后，美国食品药品监督管理局已同意审评其季节性流感疫苗。此消息推动该股大涨逾7%。其上季度营收激增30%，股价应声上扬2%。网络安全公司Palo Alto Networks 季度业绩表现亮眼，并上调了年度营收展望。然而，本季度每股收益指引未达市场预期，导致股价重挫近9%。闪迪前母公司西部数据计划出售这家闪存供应商的持股。闪迪股价微跌不足1%。BlueScope Steel在悉尼市场上涨2.6%，Steel Dynamics涨幅逾1%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7ef35caf2d17bfa4cd0a4a3f1268c90a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1571399168.USD","LU1720051017.SGD","LU2237443382.USD","LU1815336760.USD","BK4501","LU1069347547.HKD","KVUE","IE00BZ199S13.USD","LU0323240290.USD","LU0868494617.USD","BK4598","IE00BMPRXN33.USD","LU1323610961.USD","BK4088","CZR","LU2106854487.HKD","LU1974910355.USD","LU1923622291.USD","MRNA","MCO","LU1235294995.USD","KMB","LU1992135472.HKD","LU1721428347.USD","BK4141","BK4588","IE0009356076.USD","LU0266013472.USD","LU0029864427.USD","LU0353189680.USD","LU1244550577.SGD","BK4150","LU2063271972.USD","LU0889565833.HKD","BK4504","LU0054578231.USD","LU0310800379.SGD","LU2272731782.SGD","BK4183","IE00BN0W2V16.EUR","LU0728928796.USD","LU1712237335.SGD","CDNS","LU1642822529.SGD","PANW","LU0444971666.USD","LU2023250504.SGD","BK4567","IE00B19Z8X17.USD","BK4560","IE00B5949003.HKD","IE00BD6J9T35.USD","LU2764262908.HKD","LU2237443549.SGD","LU2433249047.HKD","LU0708994859.HKD","LU0082616367.USD","LU2125909916.SGD","BK4568","LU2360106780.USD","BK4139","LU2357305700.SGD","BK4605","BK4023","LU0314104364.USD","SG9999001440.SGD","IE00BFXG1179.USD","LU1670711123.USD","LU1244550221.USD","LU1804176565.USD","LU2133065610.SGD","LU2210149790.SGD","LU1244550494.USD","LU2237443978.SGD","BK4534","LU2764263039.SGD","LU1951198990.SGD","LU0724618433.USD","LU2477742899.HKD","LU1670711040.USD","LU1861215975.USD","LU0302445910.USD","LU1548497426.USD","LU1923622614.USD","LU2355687059.USD","IE00BMPRXR70.SGD","BK4533","LU2506952337.HKD","LU1043141123.HKD","BK4559","LU0077335932.USD","BK4532","LU0081259029.USD","LU1267930813.SGD","BK4551","LU1169590202.USD","LU0056508442.USD","LU2210150020.SGD","BK4512","LU0128525929.USD","SG9999000418.SGD","LU2237443622.USD","BK4097","LU0312595415.SGD","LU1267930573.SGD","LU1923623000.USD","LU1951200564.SGD","LU2125909593.SGD","BK4550","BK4566","LU0094547139.USD","SG9999001077.SGD","STLD","IE00B3T34201.USD","LU0354030511.USD","LU2720916845.USD","WDC","LU1121112475.USD","LU2237438978.USD","LU0444973449.USD","LU0353189763.USD","TOL","LU1861214812.USD","LU2458330243.SGD","LU1074936037.SGD","LU2095319765.USD","LU1823568750.SGD","BK4561","LU1046421795.USD","LU1992135399.USD","BK4112","LU0476273544.USD","BK4018","LU2360107325.USD","LU0124384867.USD","LU0390134368.USD","LU0957808578.USD","LU2125909759.SGD","LU0107464264.USD","LU0426417589.USD","BK4006","BK4548","LU0323239441.USD","LU1623119135.USD","LU1720051108.HKD","LU0889566641.SGD","LU0426412945.USD","LU1861219969.SGD","LU1803068979.SGD","IE00BN0W2W23.USD","BK4516","LU0994945656.USD","LU0097036916.USD","LU2298322129.HKD","LU1917777945.USD","BK4585","SNDK","ADI","LU2458330169.SGD","LU2506952410.USD","BK4515","BK4581","LU2265009873.SGD","LU0348723411.USD","SG9999001424.SGD","LU1035773651.USD","LU1861220033.SGD","SNXX","LU0719512351.SGD","LU1585245621.USD","LU1852331112.SGD","LU0792757196.USD","LU0109392836.USD","LU2087625088.SGD","LU2125909247.SGD","LU2275660780.HKD","LU2764263203.CNY","BK4170","LU0170899867.USD","LU0234570918.USD","LU0006061336.USD","LU2286300806.USD","LU2250418816.HKD","GB00BDT5M118.USD","IE00BN0W2T93.GBP","LU1043141396.HKD","LU1670710661.SGD","LU1430594728.SGD","LU0354030438.USD","IE00B19Z9505.USD","LU1169589451.USD","LU2463526074.USD","LU2023250843.SGD","LU1670710588.SGD","LU1989764748.USD","LU1978683503.SGD","LU1989764664.SGD","LU2272731600.USD","IE00B19Z8W00.USD"],"gpt_icon":1},{"id":"2612448504","title":"美股异动丨Palo 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Networks(PANW)$跌超9%，$Datadog(DDOG)$跌超5%，$Zscaler(ZS)$跌超4%，$Cloudflare(NET)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e04f0cc2bf860d3c10773aaaf7932904","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z9505.USD","LU1989764664.SGD","LU2106854487.HKD","BK4528","LU1712237335.SGD","LU1917777945.USD","BK4560","IE00B19Z8X17.USD","LU2264538146.SGD","LU2125909759.SGD","LU2357305700.SGD","LU1623119135.USD","BK4613","LU2355687059.USD","LU1720051017.SGD","DDOG","LU1169589451.USD","LU2210149790.SGD","LU0234570918.USD","LU2023250504.SGD","LU2210150020.SGD","BK4532","BK4097","LU1064131342.USD","LU1548497426.USD","BK4550","IE00BMPRXR70.SGD","BK4598","LU2095319765.USD","BK4607","SG9999001424.SGD","LU2286300806.USD","LU1988902786.USD","LU1169590202.USD","LU1974910355.USD","BK4551","LU2023250843.SGD","LU1989764748.USD","BK4535","LU1804176565.USD","LU1923622291.USD","LU1861220033.SGD","LU0348723411.USD","BK4561","IE00BMPRXN33.USD","IE00B19Z8W00.USD","BK4023","LU2125909916.SGD","LU1720051108.HKD","LU2148611432.USD","BK4548","BK4588","PANW","BK4581","BK4585","LU2265009873.SGD","LU0266013472.USD","LU1861215975.USD"],"gpt_icon":0},{"id":"1163209667","title":"异动解读 | Palo Alto Networks盘中大跌9.55%，盈利指引下调及收购成本高企拖累股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1163209667","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163209667?lang=zh_cn&edition=fundamental","pubTime":"2026-02-18 22:41","pubTimestamp":1771425672,"startTime":"0","endTime":"0","summary":"网络安全公司Palo Alto 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