<p>作者：漢娜·佩多尼</p>
<p>一位分析師指出，投資者開始將網絡安全公司視為人工智能的受益者，而非受害者。</p>
<p>週四，帕洛阿爾託網絡公司的股票上漲了 5%。</p>
<p>週四，網絡安全股票因人工智能的推動而上漲，帕洛阿爾託網絡公司的股票是主要受益者之一。</p>
<p>週四下午，帕洛阿爾託網絡公司（PANW）的股票上漲了 6%，此前曾接近一年多以來的最佳單日漲幅。同時，CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分別上漲了約 7% 和 9%。</p>
<p>另外兩家網絡安全公司，Datadog（DDOG）和 Fortinet（FTNT），均報告了樂觀的財報，推動了整個行業的反彈。它們的股票分別上漲了 29% 和 20%。</p>
<p>總體而言，軟件股票在週四獲得了提振，iShares Expanded Tech-Software Sector ETF IGV 的表現超過了 iShares Semiconductor ETF SOXX，差距約為 7 個百分點，這是自 2002 年以來最大的單日超越，依據道瓊斯市場數據。</p>
<p>帕洛阿爾託、CrowdStrike 和其他網絡安全股票正在反彈，因為投資者對 3 月份盛行的 “人工智能驅動的 ‘顛覆’ 敍事” 進行了逆轉，Tigress Financial Partners 的分析師伊萬·費因塞斯告訴 MarketWatch。現在，投資者更關注人工智能如何推動對安全平台的需求。</p>
<p>帕洛阿爾託網絡和 Fortinet 都生產防火牆產品，因此如果 Fortinet 的防火牆業務 “表現良好”，正如其最新財報所示，那麼這很可能意味着帕洛阿爾託的業務也在良好發展，晨星分析師馬利克·阿赫梅德·汗告訴 MarketWatch。</p>
<p>閲讀更多：Fortinet 的股票大幅上漲，財報幫助消除了對人工智能顛覆的擔憂。</p>
<p>Wedbush 分析師丹·艾夫斯在一份報告中寫道，帕洛阿爾託網絡參與 Anthropic 的 Project Glasswing 是該公司的一個催化劑。通過該項目，帕洛阿爾託成為少數幾家能夠訪問人工智能初創公司 Mythos 模型的公司之一，該模型可以發現和利用網絡安全漏洞。</p>
<p>閲讀更多：Datadog 的股票正在飆升。看看這家公司如何成為如此關鍵的人工智能參與者。</p>
<p>“像 Anthropic 這樣的強大模型可能會通過現有供應商部署，而不是取而代之，” 費因塞斯補充道。</p>
<p>-漢娜·佩多尼</p>
<p>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
<p>（完）道瓊斯新聞通訊</p>
<p>05-07-26 1503ET</p>

派拓網絡

CRWD

DDOG

飛塔信息

2 倍做多 PANW ETF - Leverage Shares

2 倍做多 PANW ETF - Direxion

DOGD

2 倍做多 CRWD ETF - GraniteShares

<p>Palo Alto Networks 的股票在週四上漲了 6%，受益於由人工智能驅動的網絡安全復甦。分析師指出，投資者的看法發生了變化，開始將網絡安全公司視為人工智能的受益者。其他公司如 CrowdStrike 和 Zscaler 也獲得了顯著的漲幅。Fortinet 和 Datadog 的積極財報為該行業的提升做出了貢獻。Palo Alto 參與 Anthropic 的 Project Glasswing 被視為增長的催化劑，分析師建議人工智能模型將增強而非取代現有供應商</p>

<p>By Hannah Pedone</p>
<div class="lb-trans"><p>作者：漢娜·佩多尼</p>
</div><p>Investors are starting to see cybersecurity companies more as AI beneficiaries than as AI losers, one analyst notes</p>
<div class="lb-trans"><p>一位分析師指出，投資者開始將網絡安全公司視為人工智能的受益者，而非受害者。</p>
</div><p>Shares of Palo Alto Networks were up 5% on Thursday.</p>
<div class="lb-trans"><p>週四，帕洛阿爾託網絡公司的股票上漲了 5%。</p>
</div><p>Cybersecurity stocks were seeing an AI-driven pop on Thursday, and Palo Alto Networks' stock was among the major beneficiaries.</p>
<div class="lb-trans"><p>週四，網絡安全股票因人工智能的推動而上漲，帕洛阿爾託網絡公司的股票是主要受益者之一。</p>
</div><p>Shares of Palo Alto Networks (PANW) were up 6% on Thursday afternoon, after earlier flirting with their best daily gain in over a year. Meanwhile, shares of CrowdStrike Holdings (CRWD) and Zscaler (ZS) were up roughly 7% and 9%, respectively.</p>
<div class="lb-trans"><p>週四下午，帕洛阿爾託網絡公司（PANW）的股票上漲了 6%，此前曾接近一年多以來的最佳單日漲幅。同時，CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分別上漲了約 7% 和 9%。</p>
</div><p>Two other cybersecurity companies, Datadog (DDOG) and Fortinet (FTNT), both reported upbeat earnings that were helping jolt the sector. Their shares were up were up 29% and 20%, respectively.</p>
<div class="lb-trans"><p>另外兩家網絡安全公司，Datadog（DDOG）和 Fortinet（FTNT），均報告了樂觀的財報，推動了整個行業的反彈。它們的股票分別上漲了 29% 和 20%。</p>
</div><p>Software stocks in general were getting a boost Thursday, with the iShares Expanded Tech-Software Sector ETF IGV outperforming the iShares Semiconductor ETF SOXX by roughly 7 percentage points - its largest such one-day outperformance since 2002, according to Dow Jones Market DataTKKK.</p>
<div class="lb-trans"><p>總體而言，軟件股票在週四獲得了提振，iShares Expanded Tech-Software Sector ETF IGV 的表現超過了 iShares Semiconductor ETF SOXX，差距約為 7 個百分點，這是自 2002 年以來最大的單日超越，依據道瓊斯市場數據。</p>
</div><p>Palo Alto, CrowdStrike and other cybersecurity stocks were rallying as investors reversed on the &#34;AI-driven 'disruption' narrative&#34; that was prominent in March, Tigress Financial Partners analyst Ivan Feinseth told MarketWatch. Now, investors are more focused on how artificial intelligence is driving demand for security platforms.</p>
<div class="lb-trans"><p>帕洛阿爾託、CrowdStrike 和其他網絡安全股票正在反彈，因為投資者對 3 月份盛行的 “人工智能驅動的 ‘顛覆’ 敍事” 進行了逆轉，Tigress Financial Partners 的分析師伊萬·費因塞斯告訴 MarketWatch。現在，投資者更關注人工智能如何推動對安全平台的需求。</p>
</div><p>Palo Alto Networks and Fortinet both make firewall products, so if Fortinet's firewall business is &#34;doing great,&#34; as demonstrated by its latest earnings, then that likely means Palo Alto's business is doing well too, Morningstar analyst Malik Ahmed Khan told MarketWatch.</p>
<div class="lb-trans"><p>帕洛阿爾託網絡和 Fortinet 都生產防火牆產品，因此如果 Fortinet 的防火牆業務 “表現良好”，正如其最新財報所示，那麼這很可能意味着帕洛阿爾託的業務也在良好發展，晨星分析師馬利克·阿赫梅德·汗告訴 MarketWatch。</p>
</div><p>Read more: Fortinet's stock rockets higher as earnings help dispel fears of AI disruption</p>
<div class="lb-trans"><p>閲讀更多：Fortinet 的股票大幅上漲，財報幫助消除了對人工智能顛覆的擔憂。</p>
</div><p>Wedbush analyst Dan Ives wrote in a note that Palo Alto Networks' participation in Anthropic's Project Glasswing is a catalyst for the company. Through the project, Palo Alto is among a small cohort of companies with access to the AI startup's Mythos model, which can discover and exploit cybersecurity vulnerabilities.</p>
<div class="lb-trans"><p>Wedbush 分析師丹·艾夫斯在一份報告中寫道，帕洛阿爾託網絡參與 Anthropic 的 Project Glasswing 是該公司的一個催化劑。通過該項目，帕洛阿爾託成為少數幾家能夠訪問人工智能初創公司 Mythos 模型的公司之一，該模型可以發現和利用網絡安全漏洞。</p>
</div><p>Read more: Datadog's stock is soaring. Here's how the company became such a crucial AI player.</p>
<div class="lb-trans"><p>閲讀更多：Datadog 的股票正在飆升。看看這家公司如何成為如此關鍵的人工智能參與者。</p>
</div><p>&#34;Powerful models like Anthropic's will likely be deployed through established vendors rather than replace them,&#34; added Feinseth.</p>
<div class="lb-trans"><p>“像 Anthropic 這樣的強大模型可能會通過現有供應商部署，而不是取而代之，” 費因塞斯補充道。</p>
</div><p>-Hannah Pedone</p>
<div class="lb-trans"><p>-漢娜·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>此內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞通訊和《華爾街日報》獨立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞通訊</p>
</div><p>05-07-26 1503ET</p>
<div class="lb-trans"><p>05-07-26 1503ET</p>
</div>

派拓網絡的股票正沐浴在網絡安全復興的光輝中