派拓网络在一个月内上涨了 28%。投资者是否应该获利了结并转投 CrowdStrike 或飞塔信息？

派拓网络（Palo Alto Networks，PANW）在一个月内飙升了 28%，目前交易于 291 倍的市盈率。虽然投资者可能考虑转向 CrowdStrike（CRWD），但其仍处于亏损状态，无法提供估值上的缓解。相反，飞塔信息（Fortinet，FTNT）则显得相对便宜，市盈率为 63 倍。这三只股票占 CIBR ETF 的 24%，突显了集中风险

Quick ReadPANW surged 28% in a month but trades at a 291x trailing P/E, and rotating into CRWD offers no real valuation relief as the company is unprofitable on a trailing 12-month basis; meanwhile, FTNT is relatively cheap with a trailing P/E ratio of 63x.PANW, CRWD, and FTNT together comprise 24% of the CIBR ETF, meaning a single blowup in any of...