--- title: "华尔街策略师表示:这个行业比人工智能更庞大,并且在周五的抛售后是一个巨大的买入机会" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/289221846.md" description: "华尔街策略师 Quick ReadLink 在周五的抛售后指出网络安全是一个巨大的买入机会,认为其将因持续的安全需求而超越人工智能。该公司在下跌时购买了 PANW 和 AVGO。此外,MRVL 在三个月内因强劲的人工智能订单上涨超过 200%,突显了在纳入指数前股票的快速波动" datetime: "2026-06-09T17:15:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289221846.md) - [en](https://longbridge.com/en/news/289221846.md) - [zh-HK](https://longbridge.com/zh-HK/news/289221846.md) --- # 华尔街策略师表示:这个行业比人工智能更庞大,并且在周五的抛售后是一个巨大的买入机会 Quick ReadLink bought PANW and AVGO on the dip, arguing cybersecurity outlasts AI because every new deployment creates attack surfaces that must be defended.MRVL surged over 200% in under three months on exceptional AI bookings, showing how fast AI leadership stocks can move before index inclusion.Declining labor costs, rising productivity, and abo... ### 相关股票 - [PANW.US](https://longbridge.com/zh-CN/quote/PANW.US.md) - [MRVL.US](https://longbridge.com/zh-CN/quote/MRVL.US.md) - [PALD.US](https://longbridge.com/zh-CN/quote/PALD.US.md) - [MVLL.US](https://longbridge.com/zh-CN/quote/MVLL.US.md) - [PANG.US](https://longbridge.com/zh-CN/quote/PANG.US.md) - [PALU.US](https://longbridge.com/zh-CN/quote/PALU.US.md) - [MRVU.US](https://longbridge.com/zh-CN/quote/MRVU.US.md) - [AVGO.US](https://longbridge.com/zh-CN/quote/AVGO.US.md) ## 相关资讯与研究 - [Palo Alto Networks 业绩 “炸裂” 却遭抛售 华尔街仍看好 AI 安全早期成长逻辑](https://longbridge.com/zh-CN/news/288582388.md) - [打破 “SaaS 末日论”!AI 网安需求井喷,Palo Alto NetworksQ3 业绩超预期、全年指引惊喜上调](https://longbridge.com/zh-CN/news/288491831.md) - [人工智能正在让富人更富,华尔街也是如此](https://longbridge.com/zh-CN/news/288721272.md) - [协同共治 加快构建 “攻防兼备” 智能安全体系](https://longbridge.com/zh-CN/news/288497803.md) - [摩根士丹利即将开放万亿资管业务接口 接入各类人工智能智能体](https://longbridge.com/zh-CN/news/288583125.md)