华尔街喊话:美股网安板块处于价值重估“早期阶段”!AI引爆网络防御需求 Black Hat大会催化概念股集体爆发

智通财经
Aug 11
【华尔街喊话:美股网安板块处于价值重估“早期阶段”!AI引爆网络防御需求 Black Hat大会催化概念股集体爆发】智通财经APP获悉,周一,美股网络安全板块集体爆发。CrowdStrike(CRWD.US)与Palo Alto Networks(PANW.US)双双大涨逾5%,股价刷新历史纪录。BTIG分析师团队在Black Hat大会闭幕后第一时间上调了两家公司的目标价,并直言: “AI代理已从根本上改变了威胁格局” 。Cantor分析师更指出,AI已从安全功能演进为攻击面与攻防双方基础设施的关键支柱。

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