9月15日，CrowdStrike盘中上涨3.02%，报242.47美元/股，成交额21.6亿美元，在前一交易日飙涨近14%创历史新高后继续走强。
消息面上，摩根大通发布报告指出，AI正推动网络安全从可选IT支出转向刚性投入，AI驱动的增量安全支出三年总市场规模或超4300亿美元，相关订单有望从今年四季度开始加速兑现并在后续进一步释放。此外，公司Fal.Con 2026大会催化效应持续发酵，多家投行密集上调目标价，其中Argus上调至425美元、Truist上调至300美元；大会期间公司密集发布SafeMind、Falcon IQ等AI安全新品，并与英伟达、OpenAI、谷歌等巨头深化合作，多重利好共振支撑股价延续涨势。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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