<p>作者：Christine Ji</p>
<p>Fortinet、Palo Alto Networks 和其他網絡安全公司的股票因北京傳出的打壓消息而下跌。</p>
<p>Palo Alto Networks 的股票在週三下跌。</p>
<p>美中之間的緊張關係再次升級，這次網絡安全公司被捲入了衝突之中。</p>
<p>週三早上，路透社報道，中國監管機構已命令國內公司停止使用大約十家美國和以色列網絡安全公司的軟件，理由是國家安全考慮。被針對的公司名單中 reportedly 包括 Palo Alto Networks (PANW)、Fortinet (FTNT) 和博通 (AVGO) 的 VMware，以及以色列的 Check Point Software Technologies (CHKP)。</p>
<p>儘管這四家公司的股票在盤前交易中最初回落，但在開盤後表現各異。到週三上午晚些時候，博通的股票下跌了 5.0%，Fortinet 和 Palo Alto Networks 的股票分別下跌了 2.3% 和 1.5%。然而，Check Point Software 的股票扭轉了早期的損失，交易上漲了 1.8%。</p>
<p>中國官員擔心這些公司的產品可能被用來收集敏感數據並傳輸到國外。這是北京鼓勵本土技術、減少中國對外國公司依賴的最新舉措。</p>
<p>儘管有報道稱的指令，但尚不清楚這些公司是否已正式收到通知。Check Point 的一位發言人告訴 MarketWatch，該公司並不知曉其運營受到任何限制，並且迄今未收到政府通知。</p>
<p>“我們將繼續支持該地區的客户，” 發言人補充道，並指出他們在中國的業務主要支持國際公司和少數本地實體。Fortinet、Palo Alto Networks 和博通未立即回應置評請求。</p>
<p>另見：Salesforce 和 Adobe 的股票因 AI 擔憂而下滑。</p>
<p>這一發展讓華爾街的一些人感到意外，Bernstein 分析師 Peter Weed 在週三的報告中質疑這是否是 “真實的還是假新聞”。</p>
<p>許多上市公司的中國市場曝光率較低，Weed 寫道。對於 Palo Alto Networks，管理層表示來自中國的總收入不到 0.5%。Fortinet 的市場份額略大，可能在 “低至中個位數”，根據 Weed 的説法，因為該公司在當地有硬件防火牆，並與中國科技巨頭阿里巴巴 (BABA) 有現有關係。雖然報告中未提及，但 Weed 還提到 Cloudflare (NET) 是另一個可能受到限制的候選者。該公司與京東 (JD) 有合作關係，提供安全服務和邊緣網絡能力。</p>
<p>與此類似的衝突正在圍繞 Nvidia (NVDA) 在中國市場銷售人工智能芯片的能力展開。</p>
<p>在特朗普政府週二批准向中國有限銷售 Nvidia 的 H200 芯片後，中國官員已告知海關人員禁止 H200 芯片進入該國，路透社週三的另一份報告稱。</p>
<p>監管機構 reportedly 於週二與中國科技公司會面，明確指示他們限制購買這些芯片，除非絕對必要。</p>
<p>閲讀：Nvidia 的股票因一個可能令人驚訝的原因被評為首選。</p>
<p>Nvidia 未立即回應 MarketWatch 的置評請求。</p>
<p>-Christine Ji</p>
<p>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 獨立於道瓊斯新聞通訊和華爾街日報出版。</p>
<p>（完）道瓊斯新聞通訊</p>
<p>01-14-26 1151ET</p>

派拓網絡

飛塔信息

<p>網絡安全股票，包括派拓網絡和飛塔信息，在中國監管機構因國家安全問題對美國和以色列公司進行打擊的報道後下跌。該指令 reportedly 針對多家公司，但尚不清楚它們是否已被正式通知。Bernstein 分析師 Peter Weed 對該消息的有效性表示質疑，指出這些公司中許多對中國的曝光率較低。該情況反映了美國與中國之間持續的緊張關係，影響了科技行業，包括英偉達在中國銷售 AI 芯片的能力</p>

<p>By Christine Ji</p>
<div class="lb-trans"><p>作者：Christine Ji</p>
</div><p>Shares of Fortinet, Palo Alto Networks and other cybersecurity players dropped on news of a reported crackdown by Beijing</p>
<div class="lb-trans"><p>Fortinet、Palo Alto Networks 和其他網絡安全公司的股票因北京傳出的打壓消息而下跌。</p>
</div><p>Palo Alto Networks shares are falling on Wednesday.</p>
<div class="lb-trans"><p>Palo Alto Networks 的股票在週三下跌。</p>
</div><p>Tensions between the U.S. and China are flaring up again, and this time cybersecurity firms are caught in the crossfire.</p>
<div class="lb-trans"><p>美中之間的緊張關係再次升級，這次網絡安全公司被捲入了衝突之中。</p>
</div><p>On Wednesday morning, Reuters reported that Chinese regulators have ordered domestic firms to stop using software from roughly a dozen U.S. and Israeli cybersecurity companies, citing national-security concerns. The list of targeted companies reportedly includes Palo Alto Networks (PANW), Fortinet (FTNT) and Broadcom's (AVGO) VMware, as well as Israel's Check Point Software Technologies (CHKP).</p>
<div class="lb-trans"><p>週三早上，路透社報道，中國監管機構已命令國內公司停止使用大約十家美國和以色列網絡安全公司的軟件，理由是國家安全考慮。被針對的公司名單中 reportedly 包括 Palo Alto Networks (PANW)、Fortinet (FTNT) 和博通 (AVGO) 的 VMware，以及以色列的 Check Point Software Technologies (CHKP)。</p>
</div><p>While shares of all four companies initially retreated in premarket trading, they saw mixed results after the opening bell. By late morning Wednesday, Broadcom's stock was down 5.0%, with shares of Fortinet and Palo Alto Networks falling 2.3% and 1.5%, respectively. Check Point Software reversed its earlier losses, however, trading up 1.8%.</p>
<div class="lb-trans"><p>儘管這四家公司的股票在盤前交易中最初回落，但在開盤後表現各異。到週三上午晚些時候，博通的股票下跌了 5.0%，Fortinet 和 Palo Alto Networks 的股票分別下跌了 2.3% 和 1.5%。然而，Check Point Software 的股票扭轉了早期的損失，交易上漲了 1.8%。</p>
</div><p>Chinese officials are concerned that these companies' products could be used to collect sensitive data and transmit it abroad. It's the latest push from Beijing to encourage homegrown technology and reduce China's reliance on foreign companies.</p>
<div class="lb-trans"><p>中國官員擔心這些公司的產品可能被用來收集敏感數據並傳輸到國外。這是北京鼓勵本土技術、減少中國對外國公司依賴的最新舉措。</p>
</div><p>Despite the reported directive, it remains unclear if the companies themselves have been officially notified. A spokesperson for Check Point told MarketWatch that the company is not aware of any restrictions on its operations and has received no government notification to date.</p>
<div class="lb-trans"><p>儘管有報道稱的指令，但尚不清楚這些公司是否已正式收到通知。Check Point 的一位發言人告訴 MarketWatch，該公司並不知曉其運營受到任何限制，並且迄今未收到政府通知。</p>
</div><p>&#34;We'll continue supporting our customers in this region,&#34; the spokesperson added, noting that their China business primarily supports international firms and a few local entities. Fortinet, Palo Alto Networks, and Broadcom did not immediately respond to requests for comment.</p>
<div class="lb-trans"><p>“我們將繼續支持該地區的客户，” 發言人補充道，並指出他們在中國的業務主要支持國際公司和少數本地實體。Fortinet、Palo Alto Networks 和博通未立即回應置評請求。</p>
</div><p>See also: Salesforce and Adobe see their stocks slide as AI fears intensify</p>
<div class="lb-trans"><p>另見：Salesforce 和 Adobe 的股票因 AI 擔憂而下滑。</p>
</div><p>The development caught some on Wall Street by surprise, with Bernstein analyst Peter Weed questioning in a Wednesday note whether it was &#34;real or fake news.&#34;</p>
<div class="lb-trans"><p>這一發展讓華爾街的一些人感到意外，Bernstein 分析師 Peter Weed 在週三的報告中質疑這是否是 “真實的還是假新聞”。</p>
</div><p>Many of the listed firms have low exposure to China, Weed wrote. For Palo Alto Networks, management has indicated less than 0.5% of total revenue comes from China. Fortinet has a slightly bigger presence likely in the &#34;low-to-middle single digits,&#34; according to Weed, as the company has hardware firewalls available locally and an existing relationship with Chinese tech conglomerate Alibaba (BABA). While not mentioned in the report, Cloudflare (NET) is another candidate for potential restrictions, Weed mentioned. The company has a relationship with JD.com (JD) to offer security services and edge network capabilities in China.</p>
<div class="lb-trans"><p>許多上市公司的中國市場曝光率較低，Weed 寫道。對於 Palo Alto Networks，管理層表示來自中國的總收入不到 0.5%。Fortinet 的市場份額略大，可能在 “低至中個位數”，根據 Weed 的説法，因為該公司在當地有硬件防火牆，並與中國科技巨頭阿里巴巴 (BABA) 有現有關係。雖然報告中未提及，但 Weed 還提到 Cloudflare (NET) 是另一個可能受到限制的候選者。該公司與京東 (JD) 有合作關係，提供安全服務和邊緣網絡能力。</p>
</div><p>A similar conflict has been playing out related to Nvidia's (NVDA) ability to sell artificial-intelligence chips in the China market.</p>
<div class="lb-trans"><p>與此類似的衝突正在圍繞 Nvidia (NVDA) 在中國市場銷售人工智能芯片的能力展開。</p>
</div><p>After the Trump administration approved limited sales of Nvidia's H200 chip to China on Tuesday, Chinese officials have told customs agents to prohibit the entrance of H200 chips into the country, according to a separate Reuters report on Wednesday.</p>
<div class="lb-trans"><p>在特朗普政府週二批准向中國有限銷售 Nvidia 的 H200 芯片後，中國官員已告知海關人員禁止 H200 芯片進入該國，路透社週三的另一份報告稱。</p>
</div><p>Regulators reportedly met with Chinese tech companies on Tuesday, explicitly instructing them to limit purchases of the chips unless absolutely necessary.</p>
<div class="lb-trans"><p>監管機構 reportedly 於週二與中國科技公司會面，明確指示他們限制購買這些芯片，除非絕對必要。</p>
</div><p>Read: Nvidia's stock was just named a top pick for a reason that might be surprising</p>
<div class="lb-trans"><p>閲讀：Nvidia 的股票因一個可能令人驚訝的原因被評為首選。</p>
</div><p>Nvidia didn't immediately respond to a MarketWatch request for comment.</p>
<div class="lb-trans"><p>Nvidia 未立即回應 MarketWatch 的置評請求。</p>
</div><p>-Christine Ji</p>
<div class="lb-trans"><p>-Christine Ji</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>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 獨立於道瓊斯新聞通訊和華爾街日報出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞通訊</p>
</div><p>01-14-26 1151ET</p>
<div class="lb-trans"><p>01-14-26 1151ET</p>
</div>

網絡安全股下跌，但關於中國的擔憂是否只是 ‘假新聞’？