金吾财讯 | KeyBanc Capital Markets 发布研究观点，认为 Anthropic 推出的 Claude Mythos Preview 展现出强大的漏洞检测能力，有望推动企业网络安全支出增加，进而利好相关网络安全企业。
其中，Palo Alto Networks、CrowdStrike 等头部网络安全公司将率先受益。KeyBanc 上调多家企业目标股价：将 CrowdStrike 目标价从 525 美元上调至 700 美元，维持 “增持” 评级；Okta 目标价从 95 美元上调至 103 美元；Zscaler 从 160 美元上调至 190 美元；Netskope 从 13 美元上调至 15 美元，同样维持 “增持” 评级。
KeyBanc 分析师指出，CrowdStrike 的支票业务表现稳健，叠加 Mythos 带来的行业机遇，有望实现季度增长；Okta 在 AI 代理领域的领先地位，可对冲裁员计划带来的市场担忧；Zscaler 和 Netskope 则能借助 AI 代理普及，获得更多发展空间。整体来看，Mythos 的推出将进一步激活网络安全市场，头部企业有望迎来估值提升。
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