7月6日，Cloudflare盘中上涨3.14%，报248.41美元/股，成交额9325.8万美元。
消息面上，Cloudflare于7月1日宣布细化网络爬虫屏蔽管理新政，将于9月15日起默认禁止AI代理与训练爬虫访问含广告的网页，并推出按使用计价的抓取付费模式。这一政策将默认逻辑从"允许除非屏蔽"翻转为"屏蔽除非允许"，是互联网基础设施层首次对AI数据获取进行系统性规范。
市场认为，该政策显著强化了Cloudflare作为互联网流量守门人的战略地位，叠加按量计价商业模式的落地，有望为公司开辟AI流量变现的全新收入来源，进一步支撑其2028年50亿美元营收目标的达成路径。
（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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