<p>作者：Emily Bary</p>
<p>首席执行官 Nikesh Arora 将自己的资金投入到这只受到困扰的网络安全股票中，因为它受到对新 Anthropic AI 模型的担忧的影响。</p>
<p>Palo Alto Networks 首席执行官 Nikesh Arora 现在拥有约 1.62 亿美元的公司股票。</p>
<p>Palo Alto Networks 首席执行官 Nikesh Arora 试图在网络安全股票因新的 Anthropic 担忧而下跌时买入。</p>
<p>根据向证券交易委员会提交的文件，Arora 在周五以 146.46 美元至 147.48 美元的价格购买了约 1000 万美元的 Palo Alto Networks 股票（PANW）。</p>
<p>Palo Alto Networks 没有立即回应 MarketWatch 对公司或 Arora 的评论请求。</p>
<p>不要错过：微软的股票在十年来没有如此被低估，科技巨头 “真的失去了 AI 叙事”。</p>
<p>当公司内部人士如高管或董事会成员在公开市场上购买股票时，这可以被解读为对公司未来方向的信心信号。内部人士的购买也可以被视为购买者认为当前股价被低估的迹象。</p>
<p>Palo Alto Networks 的股票在周五的延长交易时段上涨了更多。</p>
<p>Arora 现在直接拥有 343,394 股公司的股票，并通过两个信托间接拥有 758,552 股。根据周五接近 147 美元的收盘价，这些股票的总价值约为 1.62 亿美元。</p>
<p>他的最新购买是在 Palo Alto Networks 的股票在周五的常规交易中与其他网络安全公司的股票一起下滑时进行的。投资者似乎对《财富》杂志关于即将推出的 Anthropic 模型的报道感到恐慌，该模型不仅提供了与网络安全相关的功能，还包含可能阻碍传统网络防御手段的其他强大功能。据说 Anthropic 正在向网络防御者提供该模型的早期访问版本，以帮助他们为新功能做好准备。</p>
<p>Palo Alto Networks 的股票当天下跌了约 6%。</p>
<p>阅读：Palo Alto Networks 和其他网络安全股票因新的 Anthropic 担忧而下滑。投资者可能反应过度。</p>
<p>股票下跌的程度让一些分析师感到困惑，他们仍然难以将像 Anthropic 和 OpenAI 这样的 AI 模型运营商视为主流网络安全供应商的重大威胁。</p>
<p>“尽管该模型显然在进攻能力方面代表了显著的进步，但 Anthropic 与安全供应商合作以提供更强大的防御的举动显然表明其希望与安全供应商合作而不是竞争，” Piper Sandler 的 Rob Owens 在周五给客户的报告中表示。</p>
<p>Owens 补充说：“这些能力的进步应该进一步加速组织改善网络防御和用 AI 对抗 AI 的需求。”</p>
<p>查看更多：这四只网络安全股票是华尔街最喜欢的抗 AI 股票。</p>
<p>尽管如此，软件投资者今年对 Anthropic 和其他 AI 实体的各种功能公告感到紧张。</p>
<p>截至 2026 年，Palo Alto Networks 的股票已下跌 20%，而 iShares Expanded Tech-Software ETF 则下跌了 27%。</p>
<p>-Emily Bary</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻社</p>
<p>03-28-26 1217ET</p>

全球科技股指数 ETF - iShares

2 倍做多 PANW ETF - Leverage Shares

标普软件与服务 ETF - SPDR

高科技指数 ETF - SPDR

1 倍做空 PANW ETF - Direxion

北美科技软件股指数 ETF - iShares

嘉实国证通信ETF

国泰中证全指通信设备ETF

国泰中证计算机主题ETF

2 倍做多 PANW ETF - Direxion

<p>Palo Alto Networks 首席执行官 Nikesh Arora 以 1000 万美元的价格购买了公司股票，原因是对新推出的 Anthropic AI 模型可能影响网络安全股票的担忧。在此次购买后，Arora 的总持股价值约为 1.62 亿美元。尽管由于市场紧张情绪，股票下跌了 6%，但分析师认为，Anthropic 与安全供应商之间的合作可能会增强网络防御，而不是构成威胁。该股票在 2026 年已下跌 20%，而科技软件 ETF 则下跌了 27%</p>

<p>By Emily Bary</p>
<div class="lb-trans"><p>作者：Emily Bary</p>
</div><p>CEO Nikesh Arora put his own money on the line to buy up the beleaguered cybersecurity stock as it got weighed down by concerns about a new Anthropic AI model</p>
<div class="lb-trans"><p>首席执行官 Nikesh Arora 将自己的资金投入到这只受到困扰的网络安全股票中，因为它受到对新 Anthropic AI 模型的担忧的影响。</p>
</div><p>Palo Alto Networks CEO Nikesh Arora now owns about $162 million worth of his company's stock.</p>
<div class="lb-trans"><p>Palo Alto Networks 首席执行官 Nikesh Arora 现在拥有约 1.62 亿美元的公司股票。</p>
</div><p>Palo Alto Networks CEO Nikesh Arora sought to buy the dip as cybersecurity stocks sold off Friday in the face of fresh Anthropic concerns.</p>
<div class="lb-trans"><p>Palo Alto Networks 首席执行官 Nikesh Arora 试图在网络安全股票因新的 Anthropic 担忧而下跌时买入。</p>
</div><p>Arora purchased about $10 million worth of Palo Alto Networks shares (PANW) on Friday at prices between $146.46 and $147.48, according to a filing with the Securities and Exchange Commission.</p>
<div class="lb-trans"><p>根据向证券交易委员会提交的文件，Arora 在周五以 146.46 美元至 147.48 美元的价格购买了约 1000 万美元的 Palo Alto Networks 股票（PANW）。</p>
</div><p>Palo Alto Networks didn't immediately respond to a MarketWatch request for comment on behalf of the company or Arora.</p>
<div class="lb-trans"><p>Palo Alto Networks 没有立即回应 MarketWatch 对公司或 Arora 的评论请求。</p>
</div><p>Don't miss: Microsoft's stock hasn't been this oversold in a decade, with the tech giant 'really losing the AI narrative'</p>
<div class="lb-trans"><p>不要错过：微软的股票在十年来没有如此被低估，科技巨头 “真的失去了 AI 叙事”。</p>
</div><p>When a corporate insider like an executive or a board member buys stock on the open market, that can be interpreted as a signal of confidence in the company's future direction. An insider buy can also be viewed as an indication that the purchaser sees shares as undervalued at current levels.</p>
<div class="lb-trans"><p>当公司内部人士如高管或董事会成员在公开市场上购买股票时，这可以被解读为对公司未来方向的信心信号。内部人士的购买也可以被视为购买者认为当前股价被低估的迹象。</p>
</div><p>Shares of Palo Alto Networks rose more than in Friday's extended session.</p>
<div class="lb-trans"><p>Palo Alto Networks 的股票在周五的延长交易时段上涨了更多。</p>
</div><p>Arora now owns 343,394 shares of the company directly and a combined 758,552 additional shares indirectly through two trusts. Together, those are worth about $162 million based on Friday's closing price near $147.</p>
<div class="lb-trans"><p>Arora 现在直接拥有 343,394 股公司的股票，并通过两个信托间接拥有 758,552 股。根据周五接近 147 美元的收盘价，这些股票的总价值约为 1.62 亿美元。</p>
</div><p>His latest purchases came as shares of Palo Alto Networks slid alongside those of other cybersecurity companies in the regular session on Friday. Investors appeared spooked by Fortune's report of a forthcoming Anthropic model that both offered cybersecurity-related functions of its own and contained other powerful features that might thwart traditional means of cyber defense. Anthropic is said to be offering an early-access version of the model to cyber defenders in a bid to help them prepare for the new capabilities.</p>
<div class="lb-trans"><p>他的最新购买是在 Palo Alto Networks 的股票在周五的常规交易中与其他网络安全公司的股票一起下滑时进行的。投资者似乎对《财富》杂志关于即将推出的 Anthropic 模型的报道感到恐慌，该模型不仅提供了与网络安全相关的功能，还包含可能阻碍传统网络防御手段的其他强大功能。据说 Anthropic 正在向网络防御者提供该模型的早期访问版本，以帮助他们为新功能做好准备。</p>
</div><p>Palo Alto Networks shares fell about 6% on the day.</p>
<div class="lb-trans"><p>Palo Alto Networks 的股票当天下跌了约 6%。</p>
</div><p>Read: Palo Alto Networks and other cybersecurity stocks slide on fresh Anthropic fears. Investors may be overreacting.</p>
<div class="lb-trans"><p>阅读：Palo Alto Networks 和其他网络安全股票因新的 Anthropic 担忧而下滑。投资者可能反应过度。</p>
</div><p>The extent of the stock declines puzzled some analysts, who still struggle to see AI model operators like Anthropic and OpenAI as major threats to mainstream cybersecurity vendors.</p>
<div class="lb-trans"><p>股票下跌的程度让一些分析师感到困惑，他们仍然难以将像 Anthropic 和 OpenAI 这样的 AI 模型运营商视为主流网络安全供应商的重大威胁。</p>
</div><p>&#34;Though this model clearly represents a notable advancement from an offensive capability perspective, Anthropic's move to partner with security vendors to help provide more robust defenses clearly signals its desire to partner rather than compete with security vendors,&#34; Piper Sandler's Rob Owens said in a note to clients on Friday.</p>
<div class="lb-trans"><p>“尽管该模型显然在进攻能力方面代表了显著的进步，但 Anthropic 与安全供应商合作以提供更强大的防御的举动显然表明其希望与安全供应商合作而不是竞争，” Piper Sandler 的 Rob Owens 在周五给客户的报告中表示。</p>
</div><p>Owens added that &#34;the advancement of these capabilities should serve to further accelerate the need for organizations to improve cyber defenses and fight AI with AI.&#34;</p>
<div class="lb-trans"><p>Owens 补充说：“这些能力的进步应该进一步加速组织改善网络防御和用 AI 对抗 AI 的需求。”</p>
</div><p>See more: These 4 cybersecurity stocks are Wall Street's favorite AI-proof plays</p>
<div class="lb-trans"><p>查看更多：这四只网络安全股票是华尔街最喜欢的抗 AI 股票。</p>
</div><p>Nonetheless, software investors have been jittery this year around all sorts of feature announcements from Anthropic and other AI entities.</p>
<div class="lb-trans"><p>尽管如此，软件投资者今年对 Anthropic 和其他 AI 实体的各种功能公告感到紧张。</p>
</div><p>Palo Alto Networks' stock has dropped 20% over the course of 2026 to date, while the iShares Expanded Tech-Software ETF has lost 27%.</p>
<div class="lb-trans"><p>截至 2026 年，Palo Alto Networks 的股票已下跌 20%，而 iShares Expanded Tech-Software ETF 则下跌了 27%。</p>
</div><p>-Emily Bary</p>
<div class="lb-trans"><p>-Emily Bary</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 与道琼斯新闻社和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻社</p>
</div><p>03-28-26 1217ET</p>
<div class="lb-trans"><p>03-28-26 1217ET</p>
</div>

Palo Alto Networks CEO sends a message through his $10 million stock purchase

Dow Jones

Palo Alto Networks 的 CEO 通过购买价值 1000 万美元的股票传递了一个信息