<p>作者：汉娜·佩多尼</p>
<p>一位分析师表示，投资者在努力区分人工智能的失败者和赢家时变得更加 “挑剔”。</p>
<p>周一下午，帕洛阿尔托网络公司的股票上涨了大约 2%。</p>
<p>网络安全股票正在大幅反弹，现在帕洛阿尔托网络公司的新里程碑证明了这一点。</p>
<p>帕洛阿尔托网络公司（PANW）是最新一家市值超过 2000 亿美元的公司，根据道琼斯市场数据，周一首次收盘超过这一门槛。</p>
<p>周一，帕洛阿尔托网络公司的股票上涨了 1.9%，以历史最高点收盘，创下了有记录以来最佳的八天表现，期间上涨了 33%。</p>
<p>Amplify 网络安全 ETF（HACK）周一上涨了 2.6%。其他网络安全公司 CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分别上涨了 4.2% 和 8.5%。</p>
<p>周一，Rosenblatt 分析师凯瑟琳·特雷布尼克将帕洛阿尔托网络公司的股票目标价从 225 美元上调至 275 美元，并在一份报告中写道，平台作为 “首选人工智能安全架构合作伙伴” 的新兴角色正获得越来越多的信心。</p>
<p>她写道，OpenAI 推出的 Daybreak 是推动该股票上涨的一个催化剂，这是一个结合了 OpenAI 模型、Codex（OpenAI 的人工智能代理）和包括帕洛阿尔托网络在内的多个网络安全合作伙伴的网络安全倡议。她表示，股票也可能受到上周举行的主要网络安全会议 CyberArk Impact 2026 的影响。</p>
<p>特雷布尼克补充说，她看到公司将网络安全产品整合到一个平台并优先关注人工智能安全的战略持续得到客户的认可。</p>
<p>她预计，随着公司在未来几年增加对人工智能安全的支出，帕洛阿尔托网络公司和 CrowdStrike 将受益。她还指出，OpenAI 和 Anthropic 尚未显示出建立 “全面治理和安全层” 的证据。这为拥有专有数据的现有安全平台（如帕洛阿尔托网络）提供了优势。</p>
<p>另见：英伟达的收益将成为这些大型投资者辩论的配角。</p>
<p>斯蒂芬斯分析师托德·韦勒告诉 MarketWatch，周一软件和网络安全的广泛强劲表现也推动了该股票的上涨。</p>
<p>他说，六周前，网络安全股票的市场情绪 “极其严峻”，并补充说，关于人工智能及其可能对软件行业的影响存在 “很多负面情绪”。韦勒补充说，现在市场在识别人工智能受益者方面变得更加 “挑剔”。投资者开始偏爱帕洛阿尔托网络和 CrowdStrike，因为它们是少数几家通过 Project Glasswing 获得 Anthropic 的 Mythos 网络安全模型的公司之一。</p>
<p>他说，尽管帕洛阿尔托网络起源于网络安全领域，但该公司通过今年收购身份安全提供商 CyberArk，已在云和身份安全领域脱颖而出。</p>
<p>阅读更多：光学股票正在蓬勃发展。以下是如何投资于科技领域最具爆发性的领域之一。</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>05-18-26 1742ET</p>

派拓网络

2 倍做多 PANW ETF - Leverage Shares

2 倍做多 PANW ETF - Direxion

2 倍做多 CRWD ETF - GraniteShares

网络安全 ETF - ETFMG

<p>Palo Alto Networks (PANW) 的市值超过 2000 亿美元，收盘时创下历史新高，涨幅为 1.9%。分析师指出，网络安全股票的复苏受到人工智能安全需求的推动。Rosenblatt 的 Catharine Trebnick 将 PANW 股票的目标价上调至 275 美元，称其在人工智能安全架构中的重要作用。Amplify Cybersecurity ETF (HACK) 也有所上涨，反映出该行业的整体强劲。分析师注意到投资者情绪的转变，开始关注人工智能受益者，偏好像 Palo Alto Networks 和 CrowdStrike 这样的公司</p>

<p>By Hannah Pedone</p>
<div class="lb-trans"><p>作者：汉娜·佩多尼</p>
</div><p>An analyst says that investors have become more 'discerning' as they look to separate AI losers from winners</p>
<div class="lb-trans"><p>一位分析师表示，投资者在努力区分人工智能的失败者和赢家时变得更加 “挑剔”。</p>
</div><p>Shares of Palo Alto Networks were up roughly 2% on Monday afternoon.</p>
<div class="lb-trans"><p>周一下午，帕洛阿尔托网络公司的股票上涨了大约 2%。</p>
</div><p>Cybersecurity stocks have been staging a big comeback, now evidenced by a fresh milestone for Palo Alto Networks.</p>
<div class="lb-trans"><p>网络安全股票正在大幅反弹，现在帕洛阿尔托网络公司的新里程碑证明了这一点。</p>
</div><p>Palo Alto Networks (PANW) is the latest company to see its market capitalization top $200 billion, closing above the threshold for the first time on Monday, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>帕洛阿尔托网络公司（PANW）是最新一家市值超过 2000 亿美元的公司，根据道琼斯市场数据，周一首次收盘超过这一门槛。</p>
</div><p>Shares of Palo Alto Networks finished up 1.9% on Monday, closing at an all-time high as they sealed their best eight-day stretch on record. They've gained 33% over that run.</p>
<div class="lb-trans"><p>周一，帕洛阿尔托网络公司的股票上涨了 1.9%，以历史最高点收盘，创下了有记录以来最佳的八天表现，期间上涨了 33%。</p>
</div><p>The Amplify Cybersecurity ETF (HACK) closed up 2.6% on Monday. Shares of fellow cybersecurity companies CrowdStrike Holdings (CRWD) and Zscaler (ZS) gained 4.2% and 8.5%, respectively.</p>
<div class="lb-trans"><p>Amplify 网络安全 ETF（HACK）周一上涨了 2.6%。其他网络安全公司 CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分别上涨了 4.2% 和 8.5%。</p>
</div><p>On Monday, Rosenblatt analyst Catharine Trebnick raised her price target for Palo Alto Networks shares to $275 from $225, writing in a note that there's a growing conviction in the platform's &#34;emerging role as a preferred AI security-architecture partner.&#34;</p>
<div class="lb-trans"><p>周一，Rosenblatt 分析师凯瑟琳·特雷布尼克将帕洛阿尔托网络公司的股票目标价从 225 美元上调至 275 美元，并在一份报告中写道，平台作为 “首选人工智能安全架构合作伙伴” 的新兴角色正获得越来越多的信心。</p>
</div><p>She wrote that one catalyst for the stock has been OpenAI's launch of Daybreak, a cybersecurity initiative combining OpenAI models, Codex - OpenAI's AI agent - and a number of cybersecurity partners including Palo Alto Networks. Shares could also basking in the glow of the major cybersecurity conference CyberArk Impact 2026, she said. Both took place last week.</p>
<div class="lb-trans"><p>她写道，OpenAI 推出的 Daybreak 是推动该股票上涨的一个催化剂，这是一个结合了 OpenAI 模型、Codex（OpenAI 的人工智能代理）和包括帕洛阿尔托网络在内的多个网络安全合作伙伴的网络安全倡议。她表示，股票也可能受到上周举行的主要网络安全会议 CyberArk Impact 2026 的影响。</p>
</div><p>Trebnick added that she sees continued evidence that the company's strategy to consolidate its cybersecurity offerings into one platform and prioritize its focus on AI security has been resonating with customers.</p>
<div class="lb-trans"><p>特雷布尼克补充说，她看到公司将网络安全产品整合到一个平台并优先关注人工智能安全的战略持续得到客户的认可。</p>
</div><p>She expects Palo Alto Networks, along with CrowdStrike, to benefit as companies increase spending on AI security in the coming years. She also noted that OpenAI and Anthropic have not shown evidence of building &#34;comprehensive governance and security layers.&#34; This serves as an advantage for incumbent security platforms with proprietary data like what Palo Alto Networks has.</p>
<div class="lb-trans"><p>她预计，随着公司在未来几年增加对人工智能安全的支出，帕洛阿尔托网络公司和 CrowdStrike 将受益。她还指出，OpenAI 和 Anthropic 尚未显示出建立 “全面治理和安全层” 的证据。这为拥有专有数据的现有安全平台（如帕洛阿尔托网络）提供了优势。</p>
</div><p>See also: Nvidia's earnings will play second fiddle to these big investor debates</p>
<div class="lb-trans"><p>另见：英伟达的收益将成为这些大型投资者辩论的配角。</p>
</div><p>Stephens analyst Todd Weller told MarketWatch that broad-based strength in software and cybersecurity was also buoying the stock on Monday.</p>
<div class="lb-trans"><p>斯蒂芬斯分析师托德·韦勒告诉 MarketWatch，周一软件和网络安全的广泛强劲表现也推动了该股票的上涨。</p>
</div><p>He said that sentiment for cybersecurity stocks six weeks ago was &#34;extremely tough,&#34; adding that there was &#34;a lot of negativity around AI&#34; and how it might impact the software sector. Now the market has become more &#34;discerning&#34; in identifying AI beneficiaries, Weller added. Investors have come to favor Palo Alto Networks and CrowdStrike, as they are among a small cohort of companies with access to Anthropic's Mythos cybersecurity model through Project Glasswing.</p>
<div class="lb-trans"><p>他说，六周前，网络安全股票的市场情绪 “极其严峻”，并补充说，关于人工智能及其可能对软件行业的影响存在 “很多负面情绪”。韦勒补充说，现在市场在识别人工智能受益者方面变得更加 “挑剔”。投资者开始偏爱帕洛阿尔托网络和 CrowdStrike，因为它们是少数几家通过 Project Glasswing 获得 Anthropic 的 Mythos 网络安全模型的公司之一。</p>
</div><p>He said that while Palo Alto Networks has its roots in the network-security space, the company has set itself apart by expanding into cloud and identity security, with its acquisition this year of the identity-security provider CyberArk.</p>
<div class="lb-trans"><p>他说，尽管帕洛阿尔托网络起源于网络安全领域，但该公司通过今年收购身份安全提供商 CyberArk，已在云和身份安全领域脱颖而出。</p>
</div><p>Read more: Optical stocks are booming. Here's how to invest in one of the most explosive areas of tech.</p>
<div class="lb-trans"><p>阅读更多：光学股票正在蓬勃发展。以下是如何投资于科技领域最具爆发性的领域之一。</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>05-18-26 1742ET</p>
<div class="lb-trans"><p>05-18-26 1742ET</p>
</div>

Palo Alto Networks hits a big milestone. Why cybersecurity stocks are so hot right now.

Dow Jones

CrowdStrike

Zscaler

Cyber-ARK Software

英伟达

NVIDIA Corporation

派拓网络达成了一个重大里程碑。为什么网络安全股票现在如此受欢迎