9月21日，Zscaler盘中上涨5.09%，报207.32美元/股，成交额3.75亿美元。同日网络安全板块延续强势，CrowdStrike涨5.2%，Palo Alto Networks涨2.23%。
消息面上，此前Anthropic与OpenAI两大AI公司CEO接连发文警示AI网络安全风险，引发市场对网安板块的重新定价。Anthropic CEO阿莫代伊更直言，若不加控制，AI智能体可能通过僵尸网络造成数千亿美元损失，推动网安板块从"被AI颠覆"转向"AI催化"的新叙事。Zscaler自身基本面亦提供支撑：公司此前发布的Q4财报中调整后每股收益1.19美元，超预期约9%；多家机构维持看多评级，RBC上调目标价至210美元，BofA上调至210美元。此外，公司近期推出Agentic SOC方案并与CrowdStrike深化技术协同，平台化布局持续强化其在AI安全赛道的竞争力。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.