网络安全概念股强势 Rapid7(RPD)涨10.98% 大摩指市场低估了AI带来的防御性需求扩张

金吾财讯
Apr 21

金吾财讯 | 网络安全概念股强势,Rapid7(RPD)涨10.98%,Tenable Holdings(TENB)涨6.45%,Zscaler(ZS)涨6.36%,CrowdStrike(CRWD)涨5.09%,Varonis 系统(VRNS)涨4.65%,Okta(OKTA)涨4.75%,Rubrik(RBRK)涨4.55%,SentinelOne(S)涨4.26%,Palo Alto Networks(PANW)涨4.25%,飞塔信息(FTNT)涨2.94%,Datadog(DDOG)涨2.98%,Check Point软件(CHKP)涨2.48%。摩根士丹利近日研报提到,投资者低估了AI带来的防御性需求扩张,却高估了其对现有厂商的颠覆威胁。AI催生的增量安全机遇高达2200亿美元,是当前受颠覆风险约10%市场份额的数倍,网络安全软件市场净规模预计反而比今天高出约10%。该行表示,部分AI原生企业已开始与选定的网络安全厂商建立模型预发布合作关系,Palo Alto Networks和CrowdStrike(均已参与其中,旨在模型正式落地前共同建立安全"护栏"。这一举动本身表明,AI厂商将网络安全视为模型规模化的前置条件,而非替代对象。摩根士丹利测算表示,当前网络安全市场规模约3000亿美元(含服务),占整体IT预算的6%至7%。

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