8月20日，CrowdStrike盘中下跌3.04%，报195.66美元/股，成交额1.31亿美元，延续近两日跌势。
消息面上，美银证券发布报告指出，CrowdStrike在8月26日Q2财报发布前面临过高预期。Q1财报后公司股价累计反弹19%，市场对业绩门槛显著抬高。美银认为投资者可能需要看到净新增ARR超出预期3%以上才能支撑当前估值水平。尽管Truist将目标价上调至245美元、Benchmark上调至250美元，但高预期压力叠加网络安全板块联动走弱形成压制，同行业Palo Alto Networks同日下跌1.84%。
（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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