继CrowdStrike与Palo Alto之后,AI推理时代再添网络安全赢家! Zscaler(ZS.US)携激增75%的销售管线竞逐万亿美元赛道

智通财经
Sep 04
【继CrowdStrike与Palo Alto之后,AI推理时代再添网络安全赢家! Zscaler(ZS.US)携激增75%的销售管线竞逐万亿美元赛道】智通财经APP获悉,美国网络安全技术领军者Zscaler(ZS.US)股价在周四美股盘后一度暴涨超11%,该公司在盘后给出了一份超市场预期的强劲业绩报告以及未来业绩展望,凸显出生成式AI从试验部署阶段迈向AI智能体大规模部署后,网络安全预算正由可选支出转化为部署AI技术的前置条件,以及网络安全产品线正迎来由人工智能推理市场剧烈扩张所推动的网络安全软件产品订单增长动能。人工智能迈向天量级大规模推理和AI智能体式代理工作流(Agentic AI)阶段之后,网络安全需求不是简单“随前沿AI技术更新迭代而加速增长”,而是很可能出现远远高于传统IT支出的结构性增量扩张。

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