CROWDSTRIKE HOLDINGS:FY2H25不确定性仍存 长期整合路径乐观

中信建投证券
Oct 23, 2024

核心观点CrowdStrike 为领先的网络安全整合供应商,其关键在于 Falcon单平台 SaaS 模型、单代理技术和图存储库。这些技术使公司能够快速创新,客户可以轻松添加更多模块(低流失率) , 从而整合网络安全支出。我们认为这将推动可持续的有机增长,特别是在云安全、下一代 SIEM 和身份保护领域,同时保持良好盈利能力。2024 年7 月19 日Crowdstrike 蓝屏事件后估值一度跌至...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10