--- title: "網絡安全股重挫，Anthropic 發佈 Claude 安全工具" description: "2 月 20 日，網絡安全股普遍重挫，CrowdStrike Holdings 跌 7.9%，Cloudflare 跌超 7%，Zscaler 跌 4%，SailPoint 跌 8.6%，Okta 跌 9.6%。Global X 網絡安全 ETF 跌 4.6%，年內累計跌幅達 15.6%。此波下跌與 Anthropic PBC 推出 Claude AI 模型的新安全工具有關，該工具能掃描代碼庫中的" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/276484959.md" published_at: "2026-02-20T21:02:18.000Z" --- # 網絡安全股重挫，Anthropic 發佈 Claude 安全工具 > 2 月 20 日，網絡安全股普遍重挫，CrowdStrike Holdings 跌 7.9%，Cloudflare 跌超 7%，Zscaler 跌 4%，SailPoint 跌 8.6%，Okta 跌 9.6%。Global X 網絡安全 ETF 跌 4.6%，年內累計跌幅達 15.6%。此波下跌與 Anthropic PBC 推出 Claude AI 模型的新安全工具有關，該工具能掃描代碼庫中的安全漏洞並提供補丁建議。投資者擔心新 AI 工具會影響傳統產品的需求，進而影響相關公司的增長和利潤。 2 月 20 日，網絡安全軟件公司的股價大幅下跌。此前，Anthropic PBC 在其 Claude AI 模型中推出了一項全新的安全功能。 CrowdStrike Holdings 跌幅居前，一度重挫 7.9%；Cloudflare 暴跌超過 7%。與此同時，Zscaler 最高下跌 4%，SailPoint 暴跌 8.6%，Okta 跌幅高達 9.6%。Global X 網絡安全 ETF 一度下跌 4.6%，使其年內累計跌幅擴大至 15.6%。 在 Anthropic 公司為其 Claude AI 模型引入新的安全功能，該新工具能夠掃描代碼庫中的安全漏洞，並提供針對性的軟件補丁建議供人工審核。目前該工具處於有限的研究預覽階段。 投資者擔心新型 AI 工具將削弱對傳統（存量）產品的需求，從而拖累相關公司的增長、利潤率和定價權。 ### Related Stocks - [OKTA.US - Okta](https://longbridge.com/zh-HK/quote/OKTA.US.md) - [NET.US - CloudFlare](https://longbridge.com/zh-HK/quote/NET.US.md) - [SAIL.US - SailPoint](https://longbridge.com/zh-HK/quote/SAIL.US.md) - [CRWD.US - CrowdStrike](https://longbridge.com/zh-HK/quote/CRWD.US.md) - [OKTX.US - Tradr 2X Long OKTA Daily ETF](https://longbridge.com/zh-HK/quote/OKTX.US.md) - [PSWD.US - Xtrackers Cybersecurity Select Equity Etf](https://longbridge.com/zh-HK/quote/PSWD.US.md) - [CRWL.US - 2 倍做多 CRWD ETF - GraniteShares](https://longbridge.com/zh-HK/quote/CRWL.US.md) - [BUG.US - 網絡安全 ETF - GlobalX](https://longbridge.com/zh-HK/quote/BUG.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Harold Davidson & Associates Inc. Has $6.52 Million Stock Holdings in CrowdStrike $CRWD | Harold Davidson & Associates Inc. increased its stake in CrowdStrike (NASDAQ:CRWD) by 59.4% in Q3, owning 13,301 shares | [Link](https://longbridge.com/zh-HK/news/276337804.md) | | Crestwood Advisors Group LLC Raises Holdings in CrowdStrike $CRWD | Crestwood Advisors Group LLC increased its stake in CrowdStrike (NASDAQ:CRWD) by 57.3% in Q3, owning 6,079 shares after | [Link](https://longbridge.com/zh-HK/news/276217286.md) | | Anthropic Introduces New Cybersecurity Feature to Claude Code Platform | Anthropic has launched a new cybersecurity feature, Claude Code Security, integrated into its Claude Code platform. This | [Link](https://longbridge.com/zh-HK/news/276481602.md) | | Snider Financial Group Buys 1,243 Shares of CrowdStrike $CRWD | Snider Financial Group increased its stake in CrowdStrike (NASDAQ:CRWD) by 15% in Q3, acquiring an additional 1,243 shar | [Link](https://longbridge.com/zh-HK/news/276005190.md) | | Forecasting The Future: 26 Analyst Projections For Okta | Analysts' ratings for Okta (NASDAQ:OKTA) show a mix of bullish and bearish sentiments from 26 analysts. The average 12-m | [Link](https://longbridge.com/zh-HK/news/276133491.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。