金吾财讯 | 美股网络安全概念股盘中强势，截至发稿，Rapid7（RPD）涨10.57%，CrowdStrike（CRWD）涨10.24%，Tenable Holdings（TENB）涨8.97%，Zscaler（ZS）涨8.79%，SentinelOne（S）涨7.85%。消息面上，Anthropic首席执行官阿莫代伊与OpenAI首席执行官奥特曼周末纷纷发文警示AI网络安全，带动板块投资情绪活跃。阿莫代伊在个人博客称：“过去几个月，我愈发确信，想要充分应对各类风险，需要秉持更高的审慎态度。不只是投入资金做风险防范，还需要管控AI能力的迭代速度，为风险防控争取追赶的时间。我们必须放缓人工智能模型的能力提升节奏。整体技术依旧会保持较快发展，我们要善用争取到的时间。”奥特曼在X发文称：“人工智能的发展存在两种必须规避的灾难性走向。第一，我们可能会被人工智能夺走对未来的掌控权。这是无法接受的。我们坚定站在人类这边，人工智能必须始终服务于人。要实现这一点，就要确保对齐技术与安全技术的发展，跑赢模型能力的迭代速度。”
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