<p>作者：Christine Ji</p>
<p>Fortinet、Palo Alto Networks 和其他网络安全公司的股票因北京传出的打压消息而下跌。</p>
<p>Palo Alto Networks 的股票在周三下跌。</p>
<p>美中之间的紧张关系再次升级，这次网络安全公司被卷入了冲突之中。</p>
<p>周三早上，路透社报道，中国监管机构已命令国内公司停止使用大约十家美国和以色列网络安全公司的软件，理由是国家安全考虑。被针对的公司名单中 reportedly 包括 Palo Alto Networks (PANW)、Fortinet (FTNT) 和博通 (AVGO) 的 VMware，以及以色列的 Check Point Software Technologies (CHKP)。</p>
<p>尽管这四家公司的股票在盘前交易中最初回落，但在开盘后表现各异。到周三上午晚些时候，博通的股票下跌了 5.0%，Fortinet 和 Palo Alto Networks 的股票分别下跌了 2.3% 和 1.5%。然而，Check Point Software 的股票扭转了早期的损失，交易上涨了 1.8%。</p>
<p>中国官员担心这些公司的产品可能被用来收集敏感数据并传输到国外。这是北京鼓励本土技术、减少中国对外国公司依赖的最新举措。</p>
<p>尽管有报道称的指令，但尚不清楚这些公司是否已正式收到通知。Check Point 的一位发言人告诉 MarketWatch，该公司并不知晓其运营受到任何限制，并且迄今未收到政府通知。</p>
<p>“我们将继续支持该地区的客户，” 发言人补充道，并指出他们在中国的业务主要支持国际公司和少数本地实体。Fortinet、Palo Alto Networks 和博通未立即回应置评请求。</p>
<p>另见：Salesforce 和 Adobe 的股票因 AI 担忧而下滑。</p>
<p>这一发展让华尔街的一些人感到意外，Bernstein 分析师 Peter Weed 在周三的报告中质疑这是否是 “真实的还是假新闻”。</p>
<p>许多上市公司的中国市场曝光率较低，Weed 写道。对于 Palo Alto Networks，管理层表示来自中国的总收入不到 0.5%。Fortinet 的市场份额略大，可能在 “低至中个位数”，根据 Weed 的说法，因为该公司在当地有硬件防火墙，并与中国科技巨头阿里巴巴 (BABA) 有现有关系。虽然报告中未提及，但 Weed 还提到 Cloudflare (NET) 是另一个可能受到限制的候选者。该公司与京东 (JD) 有合作关系，提供安全服务和边缘网络能力。</p>
<p>与此类似的冲突正在围绕 Nvidia (NVDA) 在中国市场销售人工智能芯片的能力展开。</p>
<p>在特朗普政府周二批准向中国有限销售 Nvidia 的 H200 芯片后，中国官员已告知海关人员禁止 H200 芯片进入该国，路透社周三的另一份报告称。</p>
<p>监管机构 reportedly 于周二与中国科技公司会面，明确指示他们限制购买这些芯片，除非绝对必要。</p>
<p>阅读：Nvidia 的股票因一个可能令人惊讶的原因被评为首选。</p>
<p>Nvidia 未立即回应 MarketWatch 的置评请求。</p>
<p>-Christine Ji</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和华尔街日报出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>01-14-26 1151ET</p>

派拓网络

飞塔信息

<p>网络安全股票，包括派拓网络和飞塔信息，在中国监管机构因国家安全问题对美国和以色列公司进行打击的报道后下跌。该指令 reportedly 针对多家公司，但尚不清楚它们是否已被正式通知。Bernstein 分析师 Peter Weed 对该消息的有效性表示质疑，指出这些公司中许多对中国的曝光率较低。该情况反映了美国与中国之间持续的紧张关系，影响了科技行业，包括英伟达在中国销售 AI 芯片的能力</p>

<p>By Christine Ji</p>
<div class="lb-trans"><p>作者：Christine Ji</p>
</div><p>Shares of Fortinet, Palo Alto Networks and other cybersecurity players dropped on news of a reported crackdown by Beijing</p>
<div class="lb-trans"><p>Fortinet、Palo Alto Networks 和其他网络安全公司的股票因北京传出的打压消息而下跌。</p>
</div><p>Palo Alto Networks shares are falling on Wednesday.</p>
<div class="lb-trans"><p>Palo Alto Networks 的股票在周三下跌。</p>
</div><p>Tensions between the U.S. and China are flaring up again, and this time cybersecurity firms are caught in the crossfire.</p>
<div class="lb-trans"><p>美中之间的紧张关系再次升级，这次网络安全公司被卷入了冲突之中。</p>
</div><p>On Wednesday morning, Reuters reported that Chinese regulators have ordered domestic firms to stop using software from roughly a dozen U.S. and Israeli cybersecurity companies, citing national-security concerns. The list of targeted companies reportedly includes Palo Alto Networks (PANW), Fortinet (FTNT) and Broadcom's (AVGO) VMware, as well as Israel's Check Point Software Technologies (CHKP).</p>
<div class="lb-trans"><p>周三早上，路透社报道，中国监管机构已命令国内公司停止使用大约十家美国和以色列网络安全公司的软件，理由是国家安全考虑。被针对的公司名单中 reportedly 包括 Palo Alto Networks (PANW)、Fortinet (FTNT) 和博通 (AVGO) 的 VMware，以及以色列的 Check Point Software Technologies (CHKP)。</p>
</div><p>While shares of all four companies initially retreated in premarket trading, they saw mixed results after the opening bell. By late morning Wednesday, Broadcom's stock was down 5.0%, with shares of Fortinet and Palo Alto Networks falling 2.3% and 1.5%, respectively. Check Point Software reversed its earlier losses, however, trading up 1.8%.</p>
<div class="lb-trans"><p>尽管这四家公司的股票在盘前交易中最初回落，但在开盘后表现各异。到周三上午晚些时候，博通的股票下跌了 5.0%，Fortinet 和 Palo Alto Networks 的股票分别下跌了 2.3% 和 1.5%。然而，Check Point Software 的股票扭转了早期的损失，交易上涨了 1.8%。</p>
</div><p>Chinese officials are concerned that these companies' products could be used to collect sensitive data and transmit it abroad. It's the latest push from Beijing to encourage homegrown technology and reduce China's reliance on foreign companies.</p>
<div class="lb-trans"><p>中国官员担心这些公司的产品可能被用来收集敏感数据并传输到国外。这是北京鼓励本土技术、减少中国对外国公司依赖的最新举措。</p>
</div><p>Despite the reported directive, it remains unclear if the companies themselves have been officially notified. A spokesperson for Check Point told MarketWatch that the company is not aware of any restrictions on its operations and has received no government notification to date.</p>
<div class="lb-trans"><p>尽管有报道称的指令，但尚不清楚这些公司是否已正式收到通知。Check Point 的一位发言人告诉 MarketWatch，该公司并不知晓其运营受到任何限制，并且迄今未收到政府通知。</p>
</div><p>&#34;We'll continue supporting our customers in this region,&#34; the spokesperson added, noting that their China business primarily supports international firms and a few local entities. Fortinet, Palo Alto Networks, and Broadcom did not immediately respond to requests for comment.</p>
<div class="lb-trans"><p>“我们将继续支持该地区的客户，” 发言人补充道，并指出他们在中国的业务主要支持国际公司和少数本地实体。Fortinet、Palo Alto Networks 和博通未立即回应置评请求。</p>
</div><p>See also: Salesforce and Adobe see their stocks slide as AI fears intensify</p>
<div class="lb-trans"><p>另见：Salesforce 和 Adobe 的股票因 AI 担忧而下滑。</p>
</div><p>The development caught some on Wall Street by surprise, with Bernstein analyst Peter Weed questioning in a Wednesday note whether it was &#34;real or fake news.&#34;</p>
<div class="lb-trans"><p>这一发展让华尔街的一些人感到意外，Bernstein 分析师 Peter Weed 在周三的报告中质疑这是否是 “真实的还是假新闻”。</p>
</div><p>Many of the listed firms have low exposure to China, Weed wrote. For Palo Alto Networks, management has indicated less than 0.5% of total revenue comes from China. Fortinet has a slightly bigger presence likely in the &#34;low-to-middle single digits,&#34; according to Weed, as the company has hardware firewalls available locally and an existing relationship with Chinese tech conglomerate Alibaba (BABA). While not mentioned in the report, Cloudflare (NET) is another candidate for potential restrictions, Weed mentioned. The company has a relationship with JD.com (JD) to offer security services and edge network capabilities in China.</p>
<div class="lb-trans"><p>许多上市公司的中国市场曝光率较低，Weed 写道。对于 Palo Alto Networks，管理层表示来自中国的总收入不到 0.5%。Fortinet 的市场份额略大，可能在 “低至中个位数”，根据 Weed 的说法，因为该公司在当地有硬件防火墙，并与中国科技巨头阿里巴巴 (BABA) 有现有关系。虽然报告中未提及，但 Weed 还提到 Cloudflare (NET) 是另一个可能受到限制的候选者。该公司与京东 (JD) 有合作关系，提供安全服务和边缘网络能力。</p>
</div><p>A similar conflict has been playing out related to Nvidia's (NVDA) ability to sell artificial-intelligence chips in the China market.</p>
<div class="lb-trans"><p>与此类似的冲突正在围绕 Nvidia (NVDA) 在中国市场销售人工智能芯片的能力展开。</p>
</div><p>After the Trump administration approved limited sales of Nvidia's H200 chip to China on Tuesday, Chinese officials have told customs agents to prohibit the entrance of H200 chips into the country, according to a separate Reuters report on Wednesday.</p>
<div class="lb-trans"><p>在特朗普政府周二批准向中国有限销售 Nvidia 的 H200 芯片后，中国官员已告知海关人员禁止 H200 芯片进入该国，路透社周三的另一份报告称。</p>
</div><p>Regulators reportedly met with Chinese tech companies on Tuesday, explicitly instructing them to limit purchases of the chips unless absolutely necessary.</p>
<div class="lb-trans"><p>监管机构 reportedly 于周二与中国科技公司会面，明确指示他们限制购买这些芯片，除非绝对必要。</p>
</div><p>Read: Nvidia's stock was just named a top pick for a reason that might be surprising</p>
<div class="lb-trans"><p>阅读：Nvidia 的股票因一个可能令人惊讶的原因被评为首选。</p>
</div><p>Nvidia didn't immediately respond to a MarketWatch request for comment.</p>
<div class="lb-trans"><p>Nvidia 未立即回应 MarketWatch 的置评请求。</p>
</div><p>-Christine Ji</p>
<div class="lb-trans"><p>-Christine Ji</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和华尔街日报出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>01-14-26 1151ET</p>
<div class="lb-trans"><p>01-14-26 1151ET</p>
</div>

网络安全股下跌，但关于中国的担忧是否只是 ‘假新闻’？