周四盘中，身份验证和访问管理解决方案提供商Okta Inc.（OKTA）股价大幅下跌5.01%，引发市场关注。这一跌势并非孤立现象，而是反映了整个网络安全板块的普遍疲软。
据报道，美股网络安全股当日全线下挫。除Okta外，Crowdstrike（CRWD）、Palo Alto Networks（PANW）和Cloudflare（NET）等多家知名网络安全公司的股价也均出现超过4%的跌幅。这种集体下跌趋势表明，可能存在影响整个行业的系统性因素。
尽管短期内Okta股价承压，但长期前景仍存在积极因素。摩根士丹利最近发布的一份研报指出，近期通过的《大美丽法案》可能为包括Okta在内的软件公司带来显著的现金流益处。该法案恢复了研发支出的即时扣除政策，这可能使Okta的自由现金流利润率在未来财年增加约1200个基点，成为软件行业中最大的受益者之一。然而，这一潜在利好似乎尚未能抵消当前的市场压力。
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