公司近况近期我们与公司IR团队关于平台化战略、Agentic AI、防火墙等重点赛道进行深入交流,以下是我们的新思考。评论平台化 vs Best of breeds? 以PANW为代表的网络安全厂商积极推进平台化战略,通过平台化订阅模块的方式替代传统单点产品。厂商能够提升销售效率(以较少人力获得价值量更高的订单),客户可以整合分布于各IT资产的安全数据,提升防护效率,“双赢”的方式让平台化成为趋势...
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