网络安全公司Zscaler Inc.（ZS）今日盘中股价大幅下挫6.11%，成为市场关注的焦点。
消息面上，此次下跌主要源于市场对人工智能新模型可能带来的网络安全风险的广泛担忧。人工智能公司Anthropic本周推出了功能强大的Mythos模型，但由于担心该模型可能暴露以前未知的网络安全漏洞，并未广泛发布。这一担忧引发了美国财政部长和美联储主席与银行首席执行官召开紧急会议，警告相关网络风险，导致网络安全类股票普遍承压。
除了Zscaler之外，其他网络安全公司如Palo Alto Networks、Crowdstrike等股价也出现显著下跌，反映出整个板块受到冲击。与此同时，软件股整体表现疲弱，而半导体指数则创下历史新高，市场呈现出明显的板块轮动特征。
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