Cloudflare, Inc. (NET) 今日盘中股价大幅下挫11.82%，成为市场关注的焦点。
消息面上，此次下跌主要受到美国软件类股整体抛售潮的拖累。投资者对人工智能（AI）模型的快速发展可能颠覆传统软件商业模式感到恐慌。特别是，Anthropic公司本周早些时候暂缓广泛发布其新的AI模型“Claude Mythos”，该模型已发现数千个隐藏的网络安全漏洞，这加深了市场对包括Cloudflare在内的传统网络安全公司所面临威胁的担忧。
此外，券商BTIG在调降竞争对手Zscaler评级时指出，Cloudflare已成为更可信的竞争对手，这反映了网络安全行业竞争加剧以及市场对需求前景的谨慎态度。多重因素共同作用下，导致了该股在交易时段内出现显著下跌。
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