云安全公司Zscaler Inc. (ZS) 今日盘中股价大跌13.87%，引发了市场的广泛关注。
消息面上，公司最新公布的财报显示，其第二季度净亏损扩大至3430万美元，远高于去年同期的770万美元。亏损扩大的主要原因是公司在竞争激烈的市场中大幅增加了销售、营销和研发支出，导致总运营费用显著上升。尽管公司营收实现增长且调整后每股收益超出预期，但亏损的显著扩大引发了投资者对其盈利能力的担忧。
此外，当前IT预算环境依然紧张，客户在大宗交易上支出谨慎，加之网络安全行业面临人工智能新工具带来的潜在竞争压力，共同影响了市场情绪。盘前及盘中，包括摩根大通、Piper Sandler和TD Cowen在内的多家华尔街投行下调了该公司的目标价，进一步加剧了股价的下行压力。
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