Cloudflare, Inc.今日盘前大跌5.45%，引起了市场的广泛关注。
消息面上，Anthropic一款尚未发布的新AI模型“Claude Mythos”因数据泄露意外曝光，引发市场对AI颠覆网络安全行业的担忧再度升温。泄露文件中提及该模型可能带来“前所未有的网络安全风险”，市场担心AI能力的跃升可能冲击传统网络安全厂商，导致网络安全板块股价盘前全线下挫。
此次事件折射出市场对AI替代传统安全产品的结构性担忧，投资者顾虑企业客户对传统网络安全产品的需求可能萎缩，进而压制相关厂商的营收增长和定价能力。这一逻辑在盘前流动性偏低的环境中加剧了板块的集中抛售。
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