Cloudflare, Inc. (NET) 今日盘中股价大跌5.19%，引起了市场关注。
消息面上，此次下跌与人工智能公司Anthropic发布的最新AI模型Mythos有关。该模型被指能够识别并利用主流操作系统和网页浏览器中的漏洞，对网络安全构成重大威胁。Anthropic随后联合亚马逊、苹果、微软、思科等科技巨头成立了名为“Project Glasswing”的行业联合项目，旨在利用其AI模型进行关键软件基础设施的漏洞扫描与修复。值得注意的是，Cloudflare并未被纳入该项目合作名单。
分析指出，市场担忧以Cloudflare为代表的传统网络安全服务商的商业模式可能受到冲击。如果AI模型能够自主、实时地防御和修复漏洞，那么提供传统反应式监控和防护服务的公司其商业价值将面临质疑。此外，被排除在“Project Glasswing”项目之外，意味着Cloudflare可能无法获得用于加固系统安全的一手信息和工具，这进一步加剧了投资者的悲观情绪。
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