Fastly, Inc. (FSLY) 今日盘中股价大幅下挫，跌幅达10.75%。
消息面上，此次下跌主要源于市场对传统网络安全服务商商业模式的担忧。人工智能公司Anthropic此前发布了最新AI模型Mythos，该模型被指能够识别并利用主流操作系统和网页浏览器中的漏洞。随后，Anthropic联合亚马逊、苹果、微软、思科等科技巨头成立了“Project Glasswing”行业联合项目，旨在利用AI模型进行关键软件基础设施的漏洞扫描与修复。市场担忧以Fastly为代表的传统网络安全及边缘计算服务商的商业模式可能受到冲击，导致其股价持续承压。
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