<p>作者：汉娜·佩多尼</p>
<p>一位分析师指出，投资者开始将网络安全公司视为人工智能的受益者，而非受害者。</p>
<p>周四，帕洛阿尔托网络公司的股票上涨了 5%。</p>
<p>周四，网络安全股票因人工智能的推动而上涨，帕洛阿尔托网络公司的股票是主要受益者之一。</p>
<p>周四下午，帕洛阿尔托网络公司（PANW）的股票上涨了 6%，此前曾接近一年多以来的最佳单日涨幅。同时，CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分别上涨了约 7% 和 9%。</p>
<p>另外两家网络安全公司，Datadog（DDOG）和 Fortinet（FTNT），均报告了乐观的财报，推动了整个行业的反弹。它们的股票分别上涨了 29% 和 20%。</p>
<p>总体而言，软件股票在周四获得了提振，iShares Expanded Tech-Software Sector ETF IGV 的表现超过了 iShares Semiconductor ETF SOXX，差距约为 7 个百分点，这是自 2002 年以来最大的单日超越，依据道琼斯市场数据。</p>
<p>帕洛阿尔托、CrowdStrike 和其他网络安全股票正在反弹，因为投资者对 3 月份盛行的 “人工智能驱动的 ‘颠覆’ 叙事” 进行了逆转，Tigress Financial Partners 的分析师伊万·费因塞斯告诉 MarketWatch。现在，投资者更关注人工智能如何推动对安全平台的需求。</p>
<p>帕洛阿尔托网络和 Fortinet 都生产防火墙产品，因此如果 Fortinet 的防火墙业务 “表现良好”，正如其最新财报所示，那么这很可能意味着帕洛阿尔托的业务也在良好发展，晨星分析师马利克·阿赫梅德·汗告诉 MarketWatch。</p>
<p>阅读更多：Fortinet 的股票大幅上涨，财报帮助消除了对人工智能颠覆的担忧。</p>
<p>Wedbush 分析师丹·艾夫斯在一份报告中写道，帕洛阿尔托网络参与 Anthropic 的 Project Glasswing 是该公司的一个催化剂。通过该项目，帕洛阿尔托成为少数几家能够访问人工智能初创公司 Mythos 模型的公司之一，该模型可以发现和利用网络安全漏洞。</p>
<p>阅读更多：Datadog 的股票正在飙升。看看这家公司如何成为如此关键的人工智能参与者。</p>
<p>“像 Anthropic 这样的强大模型可能会通过现有供应商部署，而不是取而代之，” 费因塞斯补充道。</p>
<p>-汉娜·佩多尼</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>05-07-26 1503ET</p>

派拓网络

CRWD

DDOG

飞塔信息

2 倍做多 PANW ETF - Leverage Shares

2 倍做多 PANW ETF - Direxion

DOGD

2 倍做多 CRWD ETF - GraniteShares

<p>Palo Alto Networks 的股票在周四上涨了 6%，受益于由人工智能驱动的网络安全复苏。分析师指出，投资者的看法发生了变化，开始将网络安全公司视为人工智能的受益者。其他公司如 CrowdStrike 和 Zscaler 也获得了显著的涨幅。Fortinet 和 Datadog 的积极财报为该行业的提升做出了贡献。Palo Alto 参与 Anthropic 的 Project Glasswing 被视为增长的催化剂，分析师建议人工智能模型将增强而非取代现有供应商</p>

<p>By Hannah Pedone</p>
<div class="lb-trans"><p>作者：汉娜·佩多尼</p>
</div><p>Investors are starting to see cybersecurity companies more as AI beneficiaries than as AI losers, one analyst notes</p>
<div class="lb-trans"><p>一位分析师指出，投资者开始将网络安全公司视为人工智能的受益者，而非受害者。</p>
</div><p>Shares of Palo Alto Networks were up 5% on Thursday.</p>
<div class="lb-trans"><p>周四，帕洛阿尔托网络公司的股票上涨了 5%。</p>
</div><p>Cybersecurity stocks were seeing an AI-driven pop on Thursday, and Palo Alto Networks' stock was among the major beneficiaries.</p>
<div class="lb-trans"><p>周四，网络安全股票因人工智能的推动而上涨，帕洛阿尔托网络公司的股票是主要受益者之一。</p>
</div><p>Shares of Palo Alto Networks (PANW) were up 6% on Thursday afternoon, after earlier flirting with their best daily gain in over a year. Meanwhile, shares of CrowdStrike Holdings (CRWD) and Zscaler (ZS) were up roughly 7% and 9%, respectively.</p>
<div class="lb-trans"><p>周四下午，帕洛阿尔托网络公司（PANW）的股票上涨了 6%，此前曾接近一年多以来的最佳单日涨幅。同时，CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分别上涨了约 7% 和 9%。</p>
</div><p>Two other cybersecurity companies, Datadog (DDOG) and Fortinet (FTNT), both reported upbeat earnings that were helping jolt the sector. Their shares were up were up 29% and 20%, respectively.</p>
<div class="lb-trans"><p>另外两家网络安全公司，Datadog（DDOG）和 Fortinet（FTNT），均报告了乐观的财报，推动了整个行业的反弹。它们的股票分别上涨了 29% 和 20%。</p>
</div><p>Software stocks in general were getting a boost Thursday, with the iShares Expanded Tech-Software Sector ETF IGV outperforming the iShares Semiconductor ETF SOXX by roughly 7 percentage points - its largest such one-day outperformance since 2002, according to Dow Jones Market DataTKKK.</p>
<div class="lb-trans"><p>总体而言，软件股票在周四获得了提振，iShares Expanded Tech-Software Sector ETF IGV 的表现超过了 iShares Semiconductor ETF SOXX，差距约为 7 个百分点，这是自 2002 年以来最大的单日超越，依据道琼斯市场数据。</p>
</div><p>Palo Alto, CrowdStrike and other cybersecurity stocks were rallying as investors reversed on the &#34;AI-driven 'disruption' narrative&#34; that was prominent in March, Tigress Financial Partners analyst Ivan Feinseth told MarketWatch. Now, investors are more focused on how artificial intelligence is driving demand for security platforms.</p>
<div class="lb-trans"><p>帕洛阿尔托、CrowdStrike 和其他网络安全股票正在反弹，因为投资者对 3 月份盛行的 “人工智能驱动的 ‘颠覆’ 叙事” 进行了逆转，Tigress Financial Partners 的分析师伊万·费因塞斯告诉 MarketWatch。现在，投资者更关注人工智能如何推动对安全平台的需求。</p>
</div><p>Palo Alto Networks and Fortinet both make firewall products, so if Fortinet's firewall business is &#34;doing great,&#34; as demonstrated by its latest earnings, then that likely means Palo Alto's business is doing well too, Morningstar analyst Malik Ahmed Khan told MarketWatch.</p>
<div class="lb-trans"><p>帕洛阿尔托网络和 Fortinet 都生产防火墙产品，因此如果 Fortinet 的防火墙业务 “表现良好”，正如其最新财报所示，那么这很可能意味着帕洛阿尔托的业务也在良好发展，晨星分析师马利克·阿赫梅德·汗告诉 MarketWatch。</p>
</div><p>Read more: Fortinet's stock rockets higher as earnings help dispel fears of AI disruption</p>
<div class="lb-trans"><p>阅读更多：Fortinet 的股票大幅上涨，财报帮助消除了对人工智能颠覆的担忧。</p>
</div><p>Wedbush analyst Dan Ives wrote in a note that Palo Alto Networks' participation in Anthropic's Project Glasswing is a catalyst for the company. Through the project, Palo Alto is among a small cohort of companies with access to the AI startup's Mythos model, which can discover and exploit cybersecurity vulnerabilities.</p>
<div class="lb-trans"><p>Wedbush 分析师丹·艾夫斯在一份报告中写道，帕洛阿尔托网络参与 Anthropic 的 Project Glasswing 是该公司的一个催化剂。通过该项目，帕洛阿尔托成为少数几家能够访问人工智能初创公司 Mythos 模型的公司之一，该模型可以发现和利用网络安全漏洞。</p>
</div><p>Read more: Datadog's stock is soaring. Here's how the company became such a crucial AI player.</p>
<div class="lb-trans"><p>阅读更多：Datadog 的股票正在飙升。看看这家公司如何成为如此关键的人工智能参与者。</p>
</div><p>&#34;Powerful models like Anthropic's will likely be deployed through established vendors rather than replace them,&#34; added Feinseth.</p>
<div class="lb-trans"><p>“像 Anthropic 这样的强大模型可能会通过现有供应商部署，而不是取而代之，” 费因塞斯补充道。</p>
</div><p>-Hannah Pedone</p>
<div class="lb-trans"><p>-汉娜·佩多尼</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 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>05-07-26 1503ET</p>
<div class="lb-trans"><p>05-07-26 1503ET</p>
</div>

派拓网络的股票正沐浴在网络安全复兴的光辉中