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Tenable Holdings Inc.

34.38

+0.27000.79%

盘前：34.520.1438+0.42%08:08 EDT

成交量：232.04万

成交额：7,883.15万

市值：37.91亿

市盈率：594.13

高：34.45

开：33.94

低：32.51

收：34.11

52周最高：43.67

52周最低：15.73

股本：1.10亿

流通股本：1.09亿

量比：1.28

换手率：2.13%

股息：- -

股息率：- -

每股收益(TTM):0.0579

每股收益(LYR):-0.3007

净资产收益率：2.46%

总资产收益率：1.99%

市净率：19.11

市盈率(LYR):-114.34

数据加载中...

总览公司新闻资讯公告

从“AI颠覆”到“AI催化”，网安股的逻辑变了

华尔街见闻

异动解读｜Tenable Holdings盘中上涨8.14%，Black Hat大会催化网安板块集体爆发

异动解读｜Tenable Holdings盘中上涨8.1%，AI安全产品密集发布叠加网安板块走强

Tenable推出业界首个开源AI智能体交换平台：推动集体网络创新与防御

异动解读｜Tenable Holdings盘中上涨8.42%，Q2财报超预期叠加全年指引上调驱动盘中修复

异动解读｜Tenable Holdings盘前下跌10.44%，Q2财报超预期但遭机构连续降级

异动解读｜Tenable Holdings夜盘下跌10.01%，Q2财报超预期但遭机构连续降级

Piper Sandler下调Tenable评级至中性，目标价从35美元降至30美元

Tenable第二季度营收2.68508亿美元，超IBES预期

异动解读｜Tenable Holdings盘后下跌8.77%，Q2财报发布后市场反应消极

Tenable成为思科解决方案增强计划合作伙伴，专注漏洞管理领域

财报前瞻｜Tenable Holdings Inc.本季度营收预计增长9.38%，多家机构偏乐观

异动解读｜Tenable Holdings盘中下跌8.13%，摩根士丹利维持中性评级目标价低于市价

异动解读｜Tenable Holdings盘中上涨8.06%，丰业银行大幅上调目标价至50美元持续提振

美国研究综述-康卡斯特、霍尼韦尔航空航天、Qualys

美国研究综述-康卡斯特、霍尼韦尔航空航天、Qualys

Tenable宣布与Claude合规API达成战略整合，为企业AI应用提供前所未有的可视性与治理能力

财报前瞻｜Tenable Holdings Inc.本季营收预计增10.72%，机构观点偏正面

网络安全概念股强势 Rapid7(RPD)涨10.98% 大摩指市场低估了AI带来的防御性需求扩张

网络安全股遭AI“错杀”？大摩看到2200亿美元机会

华尔街见闻

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0.51美元均超预期，全年指引上调。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167173351","title":"异动解读｜Tenable Holdings盘中上涨8.1%，AI安全产品密集发布叠加网安板块走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1167173351","media":"行情直击","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167173351?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 23:55","pubTimestamp":1786377355,"startTime":"0","endTime":"0","summary":"8月10日，Tenable Holdings盘中上涨8.1%，报39.325美元/股，成交额3850.53万美元。消息面上，公司近期密集发布AI安全产品：8月4日推出业界首个开源AI智能体交换平台，同日宣布将暴露管理覆盖扩展至所有主要AI平台和开发者工具，显著增强对LLM、MCP等AI攻击面的风险可视性与治理能力。同行业网络安全龙头Palo Alto Networks同日上涨5.19%，板块整体走强为股价提供额外支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181039128","title":"Tenable推出业界首个开源AI智能体交换平台：推动集体网络创新与防御","url":"https://stock-news.laohu8.com/highlight/detail?id=1181039128","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181039128?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 21:01","pubTimestamp":1785848469,"startTime":"0","endTime":"0","summary":"Tenable Holdings Inc. 近日正式推出业界首个开源AI智能体交换平台，旨在促进集体网络创新与防御能力的提升。该平台不仅整合了人工智能与网络安全的前沿技术，还通过开放源代码的方式，鼓励全球开发者、研究机构及企业共同参与，构建更强大的协同防护生态。这一举措标志着网络安全领域从传统封闭模式向开源协作的重大转变，有望加速威胁检测、自动化响应等关键环节的智能化进程。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["WCBR","TENB","BK4097","IHAK","BUG","LU2286300806.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194047319","title":"异动解读｜Tenable Holdings盘中上涨8.42%，Q2财报超预期叠加全年指引上调驱动盘中修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1194047319","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194047319?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 02:07","pubTimestamp":1785434857,"startTime":"0","endTime":"0","summary":"7月31日，Tenable Holdings盘中上涨8.42%，报34.13美元/股，成交额1.76亿美元。此前多家机构集中下调评级，Piper Sandler将评级从增持降至中性，UBS及Truist亦分别下调目标价，导致股价夜盘及盘前一度大跌逾10%。随着市场消化降级影响并重新审视超预期业绩与上调指引，股价盘中出现强势修复。Tenable Holdings是一家领先的暴露管理解决方案提供商，通过AI驱动平台为超4万家全球客户提供网络安全风险管理服务。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169961623","title":"异动解读｜Tenable Holdings盘前下跌10.44%，Q2财报超预期但遭机构连续降级","url":"https://stock-news.laohu8.com/highlight/detail?id=1169961623","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169961623?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 16:01","pubTimestamp":1785398509,"startTime":"0","endTime":"0","summary":"7月30日，Tenable Holdings盘前下跌10.44%，报28.193美元/股，成交额1.07万美元。消息面上，公司于前一日盘后发布第二财季业绩：调整后每股收益0.51美元，超市场预期的0.47美元，同比增长50%；营收2.685亿美元，超预期的2.648亿美元。然而多家机构集中下调评级，Piper Sandler将其从增持降至中性，目标价由35美元降至30美元；此前UBS亦将评级从买入下调至中性。Tenable Holdings是一家领先的暴露管理解决方案提供商，通过AI驱动平台为超4万家全球客户提供网络安全风险管理服务。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132828954","title":"异动解读｜Tenable Holdings夜盘下跌10.01%，Q2财报超预期但遭机构连续降级","url":"https://stock-news.laohu8.com/highlight/detail?id=1132828954","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132828954?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 15:02","pubTimestamp":1785394977,"startTime":"0","endTime":"0","summary":"7月30日，Tenable Holdings夜盘下跌10.01%，报28.33美元/股，成交额6.91万美元。消息面上，公司于盘后发布第二财季业绩：调整后每股收益0.51美元，超市场预期的0.47美元；营收2.685亿美元，超预期的2.648亿美元。多家机构集中下调评级，反映市场对公司未来增长边际放缓的审慎预期，盈利能力虽有改善但未能支撑估值信心。Tenable Holdings是一家领先的暴露管理解决方案提供商，通过AI驱动平台为超4万家全球客户提供网络安全风险管理服务。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Tenable 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Inc.公布第二季度财报，运营支出为1.95807亿美元，而营收则达到2.68508亿美元，超出了IBES此前预估的2.648亿美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB","WCBR","BK4097","BUG","IHAK","LU2286300806.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167911495","title":"异动解读｜Tenable Holdings盘后下跌8.77%，Q2财报发布后市场反应消极","url":"https://stock-news.laohu8.com/highlight/detail?id=1167911495","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167911495?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 04:23","pubTimestamp":1785356608,"startTime":"0","endTime":"0","summary":"7月29日，Tenable Holdings盘后下跌8.77%，报28.0美元/股，成交额167.85万美元。消息面上，公司于当日盘后发布第二财季业绩，市场反应偏负面。尽管公司在AI暴露管理领域动作频频，包括推出Hexa AI自主代理舰队、加入思科SolutionsPlus计划等，但盈利能力的边际变化仍是市场关注焦点。Tenable Holdings是一家领先的暴露管理解决方案提供商，通过AI驱动平台为超4万家全球客户提供网络安全风险管理服务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183074837","title":"Tenable成为思科解决方案增强计划合作伙伴，专注漏洞管理领域","url":"https://stock-news.laohu8.com/highlight/detail?id=1183074837","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183074837?lang=zh_cn&edition=fundamental","pubTime":"2026-07-23 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Holdings Inc.本季度营收预计增长9.38%，多家机构偏乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1172996850","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172996850?lang=zh_cn&edition=fundamental","pubTime":"2026-07-22 14:11","pubTimestamp":1784700686,"startTime":"0","endTime":"0","summary":"Tenable Holdings Inc.将于2026年07月29日发布财报，市场预计公司本季度实现温和增长，关注订阅业务与利润率修复。上一季度Tenable Holdings Inc.实现营收2.62亿美元，同比增长9.59%；毛利率为78.38%；归属于母公司股东的净利润为141.40万美元，净利率为0.54%；调整后每股收益0.47美元，同比增长30.56%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜Tenable Holdings Inc.本季度营收预计增长9.38%，多家机构偏乐观","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168992761","title":"异动解读｜Tenable Holdings盘中下跌8.13%，摩根士丹利维持中性评级目标价低于市价","url":"https://stock-news.laohu8.com/highlight/detail?id=1168992761","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168992761?lang=zh_cn&edition=fundamental","pubTime":"2026-07-22 00:49","pubTimestamp":1784652578,"startTime":"0","endTime":"0","summary":"7月21日，Tenable Holdings盘中下跌8.13%，报34.69美元/股，成交额7067.95万美元。消息面上，摩根士丹利将Tenable目标价从27美元上调至35美元，但维持\"同等权重\"（中性）评级。值得注意的是，该目标价仍低于公司此前约39.88美元的收盘价，这意味着在摩根士丹利看来，股价在近期大幅上涨后已超出其合理估值区间。在短期涨幅过大且核心投行维持中性评级的背景下，市场获利回吐压力加剧。此外，公司将于7月29日公布第二季度财报，盈利不确定性亦加重了短期抛压。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134915832","title":"异动解读｜Tenable Holdings盘中上涨8.06%，丰业银行大幅上调目标价至50美元持续提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1134915832","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134915832?lang=zh_cn&edition=fundamental","pubTime":"2026-07-14 22:42","pubTimestamp":1784040122,"startTime":"0","endTime":"0","summary":"7月14日，Tenable Holdings盘中上涨8.06%，报42.36美元/股，成交额3443.59万美元。消息面上，丰业银行近日将Tenable评级从\"行业持平\"上调至\"行业跑赢\"，目标价由26美元大幅上调至50美元，较当前股价仍有约18%上行空间，持续吸引买盘。Tenable Holdings是一家领先的曝光管理解决方案提供商，专注于复杂IT环境中衡量、比较和降低网络安全风险。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647533148","title":"美国研究综述-康卡斯特、霍尼韦尔航空航天、Qualys","url":"https://stock-news.laohu8.com/highlight/detail?id=2647533148","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647533148?lang=zh_cn&edition=fundamental","pubTime":"2026-06-30 15:52","pubTimestamp":1782805931,"startTime":"0","endTime":"0","summary":"美国研究综述-康卡斯特、霍尼韦尔航空航天、Qualys路透6月30日-周二，华尔街证券分析师调整了多家在美国上市公司的评级和目标股价，其中包括康卡斯特、霍尼韦尔航空航天 和 Qualys 。股票条目按字母顺序排列。","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:20260630:nL4S4320II:1","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":["LU2271345857.HKD","DISO","LU0070217475.USD","IE00B19Z9Z06.USD","TECH","ASTH","IE00BD4GTV84.USD","LU1150488218.USD","LU2637428348.USD","LU0158827781.USD","HONA","LU1941712264.USD","TENB","LU0320765489.SGD","LU1941712348.USD","LU2111349929.HKD","LU0068578508.USD","LU0683600562.USD","BK4581","LU1548497426.USD","ZTS","AVAV","LU2357305700.SGD","QLYS","LU0048573561.USD","SG9999015986.USD","LU0289739699.SGD","IE00B19Z3581.USD","LU1244550577.SGD","LU0985489474.SGD","BK4115","CMCSA","IE00B894F039.SGD","BK4206","LU0210533765.USD","LU1894683264.USD","LU1035773651.USD","BK4097","LU1506573853.SGD","BK4598","LU0942090050.USD","AVXX","BK4108","DIS","HON","LU0795875169.SGD","LU0648001328.SGD","BK4550","LU0980610538.SGD","WEC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647331105","title":"美国研究综述-康卡斯特、霍尼韦尔航空航天、Qualys","url":"https://stock-news.laohu8.com/highlight/detail?id=2647331105","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2647331105?lang=zh_cn&edition=fundamental","pubTime":"2026-06-30 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。股票条目按字母顺序排列。","market":"hk","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:20260630:nL4T4320II:1","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":["IE00B19Z3581.USD","HONA","LU2500361329.USD","LU0158827948.USD","LU0878866978.SGD","IE00B894F039.SGD","LU0795875169.SGD","BK4534","BK4603","BK4115","IE00BSNM7G36.USD","LU0683600562.USD","DISO","LU1244550577.SGD","BK4585","LU0158827781.USD","BK4561","QLYS","IE00BZ1G4Q59.USD","LU0345774391.USD","LU0079474960.USD","LU0251142724.SGD","LU1732800096.USD","LU1878469433.USD","IE0034390439.USD","AVAV","ZTS","LU2237957811.SGD","IE00B1BXHZ80.USD","LU1236620750.USD","LU1489326972.SGD","CMCSA","BK4566","LU1941712264.USD","TECH","LU1244550494.USD","BK4206","ASTH","LU2347655073.USD","DIS","BK4532","LU0070302665.USD","IE00B19Z9Z06.USD","LU0868494708.USD","AVXX","LU1720051108.HKD","BK4507","TENB","HON","WEC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163916437","title":"Tenable宣布与Claude合规API达成战略整合，为企业AI应用提供前所未有的可视性与治理能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1163916437","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163916437?lang=zh_cn&edition=fundamental","pubTime":"2026-05-22 01:08","pubTimestamp":1779383313,"startTime":"0","endTime":"0","summary":"Tenable Holdings Inc. 近日宣布，已与Claude合规API达成一项战略性整合。这一合作旨在为企业的人工智能应用部署与管理，提供前所未有的可视性深度与治理框架。\n通过本次整合，企业能够获得更全面的AI使用洞察，强化合规监督，并构建系统化的治理机制。此举标志着Tenable在扩展其安全与合规解决方案矩阵方面迈出关键一步，以应对日益复杂的企业AI应用环境。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["LU2286300806.USD","BK4097","TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124257816","title":"财报前瞻｜Tenable Holdings Inc.本季营收预计增10.72%，机构观点偏正面","url":"https://stock-news.laohu8.com/highlight/detail?id=1124257816","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124257816?lang=zh_cn&edition=fundamental","pubTime":"2026-04-23 02:58","pubTimestamp":1776884304,"startTime":"0","endTime":"0","summary":"Tenable Holdings Inc.将于2026年04月29日发布财报，市场预期关注订阅业务与AI能力推进对营收与盈利的拉动。一致预期显示，本季度Tenable Holdings Inc.营收为2.59亿美元，同比增加10.72%；调整后每股收益为0.41美元，同比增加44.66%；EBIT预计为0.55亿美元，同比增加30.77%；目前市场一致预期未披露本季度毛利率和净利率。上季度Tenable Holdings Inc.营收为2.61亿美元，同比增长10.52%；毛利率为78.78%；归属于母公司股东的净利润为-73.70万美元，净利率为-0.28%；调整后每股收益为0.48美元，同比增长17.07%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜Tenable Holdings Inc.本季营收预计增10.72%，机构观点偏正面","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TENB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629203044","title":"网络安全概念股强势 Rapid7(RPD)涨10.98% 大摩指市场低估了AI带来的防御性需求扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2629203044","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629203044?lang=zh_cn&edition=fundamental","pubTime":"2026-04-21 22:24","pubTimestamp":1776781490,"startTime":"0","endTime":"0","summary":"摩根士丹利近日研报提到，投资者低估了AI带来的防御性需求扩张，却高估了其对现有厂商的颠覆威胁。该行表示，部分AI原生企业已开始与选定的网络安全厂商建立模型预发布合作关系，Palo Alto Networks和CrowdStrike(均已参与其中，旨在模型正式落地前共同建立安全\"护栏\"。这一举动本身表明，AI厂商将网络安全视为模型规模化的前置条件，而非替代对象。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OGNjYWRkOTg0ZTNhODNlYjIwMzU4Nzc5OGE1MjIxNzAyOTY4ODU1OQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299524","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":["LU0006306889.USD","PANG","LU1791710582.SGD","DDOG","BUG","CRWD","BK4543","PALU","FTNT","LU1861220033.SGD","IHAK","LU2357305700.SGD","LU0079474960.USD","LU1732799900.SGD","BK4534","LU1043141123.HKD","LU2265009873.SGD","RBRK","LU0225283273.USD","LU2125909593.SGD","PANW","CRWL","ARTY","BK4097","DOGD","IE00B19Z9P08.USD","CHAT","LU0823417653.USD","LU1720051017.SGD","S","TENB","OKTX","LU1988902786.USD","CHKP","LU1732800096.USD","BK4581","LU2506952097.USD","PALD","CIBR","AIPO","OKTA","VRNS","LU2023251221.USD","OKTG","LU2148611432.USD","AGIX","LU0234570918.USD","RPD","ZS","LU1923622291.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629808740","title":"网络安全股遭AI“错杀”？大摩看到2200亿美元机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2629808740","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629808740?lang=zh_cn&edition=fundamental","pubTime":"2026-04-21 18:15","pubTimestamp":1776766551,"startTime":"0","endTime":"0","summary":"网络安全板块因AI冲击叙事累计暴跌25%，但摩根士丹利直指这是结构性误判：AI催生的增量安全需求高达2200亿美元，是颠覆风险所涉市场份额的数倍，网络安全软件净市场规模反而将扩大约10%。恐慌过后，或是布局良机。","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3770496","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1791710582.SGD","LU0106261372.USD","LU1720051108.HKD","LU0795875169.SGD","PALD","LU0098860793.USD","LU0557290698.USD","LU2271345857.HKD","BK4127","LU1548497426.USD","LU0225283273.USD","LU0528227936.USD","LU1732800096.USD","LU0267386448.USD","AGIX","LU2347655156.SGD","BK4516","LU0106831901.USD","LU0158827781.USD","LU1732799900.SGD","LU1668664300.SGD","LU0882574139.USD","LU1363072403.SGD","BK4504","LU2111349929.HKD","LU2089283258.USD","PANG","BK4534","LU2133065610.SGD","IE00BZ1G4Q59.USD","DT","BK4581","CHAT","IE00BKVL7J92.USD","LU1989772840.SGD","PANW","NETX","MCFE","CHKP","S","TENB","CRWL","LU2089284900.SGD","PALU","AIPO","MNDT","LU1989772923.USD","CYRR","LU1791710400.SGD","LU0795875086.SGD","ZS","LU0971096721.USD","HACK","LU0006306889.USD","NET","LU1162221912.USD","LU0234570918.USD","LU0158827948.USD","LU0320765646.SGD","LU2023251221.USD","FTNT","LU1244550221.USD","LU1720051017.SGD","ARTY","NETG","BK4585","CRWD","LU0314104364.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":2,"pageCount":1,"totalSize":23,"code":"91000000","status":"200"}]}}