<p>作者：漢娜·佩多尼</p>
<p>一位分析師表示，投資者在努力區分人工智能的失敗者和贏家時變得更加 “挑剔”。</p>
<p>週一下午，帕洛阿爾託網絡公司的股票上漲了大約 2%。</p>
<p>網絡安全股票正在大幅反彈，現在帕洛阿爾託網絡公司的新里程碑證明了這一點。</p>
<p>帕洛阿爾託網絡公司（PANW）是最新一家市值超過 2000 億美元的公司，根據道瓊斯市場數據，週一首次收盤超過這一門檻。</p>
<p>週一，帕洛阿爾託網絡公司的股票上漲了 1.9%，以歷史最高點收盤，創下了有記錄以來最佳的八天表現，期間上漲了 33%。</p>
<p>Amplify 網絡安全 ETF（HACK）週一上漲了 2.6%。其他網絡安全公司 CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分別上漲了 4.2% 和 8.5%。</p>
<p>週一，Rosenblatt 分析師凱瑟琳·特雷布尼克將帕洛阿爾託網絡公司的股票目標價從 225 美元上調至 275 美元，並在一份報告中寫道，平台作為 “首選人工智能安全架構合作伙伴” 的新興角色正獲得越來越多的信心。</p>
<p>她寫道，OpenAI 推出的 Daybreak 是推動該股票上漲的一個催化劑，這是一個結合了 OpenAI 模型、Codex（OpenAI 的人工智能代理）和包括帕洛阿爾託網絡在內的多個網絡安全合作伙伴的網絡安全倡議。她表示，股票也可能受到上週舉行的主要網絡安全會議 CyberArk Impact 2026 的影響。</p>
<p>特雷布尼克補充説，她看到公司將網絡安全產品整合到一個平台並優先關注人工智能安全的戰略持續得到客户的認可。</p>
<p>她預計，隨着公司在未來幾年增加對人工智能安全的支出，帕洛阿爾託網絡公司和 CrowdStrike 將受益。她還指出，OpenAI 和 Anthropic 尚未顯示出建立 “全面治理和安全層” 的證據。這為擁有專有數據的現有安全平台（如帕洛阿爾託網絡）提供了優勢。</p>
<p>另見：英偉達的收益將成為這些大型投資者辯論的配角。</p>
<p>斯蒂芬斯分析師託德·韋勒告訴 MarketWatch，週一軟件和網絡安全的廣泛強勁表現也推動了該股票的上漲。</p>
<p>他説，六週前，網絡安全股票的市場情緒 “極其嚴峻”，並補充説，關於人工智能及其可能對軟件行業的影響存在 “很多負面情緒”。韋勒補充説，現在市場在識別人工智能受益者方面變得更加 “挑剔”。投資者開始偏愛帕洛阿爾託網絡和 CrowdStrike，因為它們是少數幾家通過 Project Glasswing 獲得 Anthropic 的 Mythos 網絡安全模型的公司之一。</p>
<p>他説，儘管帕洛阿爾託網絡起源於網絡安全領域，但該公司通過今年收購身份安全提供商 CyberArk，已在雲和身份安全領域脱穎而出。</p>
<p>閲讀更多：光學股票正在蓬勃發展。以下是如何投資於科技領域最具爆發性的領域之一。</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>05-18-26 1742ET</p>

派拓網絡

2 倍做多 PANW ETF - Leverage Shares

2 倍做多 PANW ETF - Direxion

2 倍做多 CRWD ETF - GraniteShares

網絡安全 ETF - ETFMG

<p>Palo Alto Networks (PANW) 的市值超過 2000 億美元，收盤時創下歷史新高，漲幅為 1.9%。分析師指出，網絡安全股票的復甦受到人工智能安全需求的推動。Rosenblatt 的 Catharine Trebnick 將 PANW 股票的目標價上調至 275 美元，稱其在人工智能安全架構中的重要作用。Amplify Cybersecurity ETF (HACK) 也有所上漲，反映出該行業的整體強勁。分析師注意到投資者情緒的轉變，開始關注人工智能受益者，偏好像 Palo Alto Networks 和 CrowdStrike 這樣的公司</p>

<p>By Hannah Pedone</p>
<div class="lb-trans"><p>作者：漢娜·佩多尼</p>
</div><p>An analyst says that investors have become more 'discerning' as they look to separate AI losers from winners</p>
<div class="lb-trans"><p>一位分析師表示，投資者在努力區分人工智能的失敗者和贏家時變得更加 “挑剔”。</p>
</div><p>Shares of Palo Alto Networks were up roughly 2% on Monday afternoon.</p>
<div class="lb-trans"><p>週一下午，帕洛阿爾託網絡公司的股票上漲了大約 2%。</p>
</div><p>Cybersecurity stocks have been staging a big comeback, now evidenced by a fresh milestone for Palo Alto Networks.</p>
<div class="lb-trans"><p>網絡安全股票正在大幅反彈，現在帕洛阿爾託網絡公司的新里程碑證明了這一點。</p>
</div><p>Palo Alto Networks (PANW) is the latest company to see its market capitalization top $200 billion, closing above the threshold for the first time on Monday, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>帕洛阿爾託網絡公司（PANW）是最新一家市值超過 2000 億美元的公司，根據道瓊斯市場數據，週一首次收盤超過這一門檻。</p>
</div><p>Shares of Palo Alto Networks finished up 1.9% on Monday, closing at an all-time high as they sealed their best eight-day stretch on record. They've gained 33% over that run.</p>
<div class="lb-trans"><p>週一，帕洛阿爾託網絡公司的股票上漲了 1.9%，以歷史最高點收盤，創下了有記錄以來最佳的八天表現，期間上漲了 33%。</p>
</div><p>The Amplify Cybersecurity ETF (HACK) closed up 2.6% on Monday. Shares of fellow cybersecurity companies CrowdStrike Holdings (CRWD) and Zscaler (ZS) gained 4.2% and 8.5%, respectively.</p>
<div class="lb-trans"><p>Amplify 網絡安全 ETF（HACK）週一上漲了 2.6%。其他網絡安全公司 CrowdStrike Holdings（CRWD）和 Zscaler（ZS）的股票分別上漲了 4.2% 和 8.5%。</p>
</div><p>On Monday, Rosenblatt analyst Catharine Trebnick raised her price target for Palo Alto Networks shares to $275 from $225, writing in a note that there's a growing conviction in the platform's &#34;emerging role as a preferred AI security-architecture partner.&#34;</p>
<div class="lb-trans"><p>週一，Rosenblatt 分析師凱瑟琳·特雷布尼克將帕洛阿爾託網絡公司的股票目標價從 225 美元上調至 275 美元，並在一份報告中寫道，平台作為 “首選人工智能安全架構合作伙伴” 的新興角色正獲得越來越多的信心。</p>
</div><p>She wrote that one catalyst for the stock has been OpenAI's launch of Daybreak, a cybersecurity initiative combining OpenAI models, Codex - OpenAI's AI agent - and a number of cybersecurity partners including Palo Alto Networks. Shares could also basking in the glow of the major cybersecurity conference CyberArk Impact 2026, she said. Both took place last week.</p>
<div class="lb-trans"><p>她寫道，OpenAI 推出的 Daybreak 是推動該股票上漲的一個催化劑，這是一個結合了 OpenAI 模型、Codex（OpenAI 的人工智能代理）和包括帕洛阿爾託網絡在內的多個網絡安全合作伙伴的網絡安全倡議。她表示，股票也可能受到上週舉行的主要網絡安全會議 CyberArk Impact 2026 的影響。</p>
</div><p>Trebnick added that she sees continued evidence that the company's strategy to consolidate its cybersecurity offerings into one platform and prioritize its focus on AI security has been resonating with customers.</p>
<div class="lb-trans"><p>特雷布尼克補充説，她看到公司將網絡安全產品整合到一個平台並優先關注人工智能安全的戰略持續得到客户的認可。</p>
</div><p>She expects Palo Alto Networks, along with CrowdStrike, to benefit as companies increase spending on AI security in the coming years. She also noted that OpenAI and Anthropic have not shown evidence of building &#34;comprehensive governance and security layers.&#34; This serves as an advantage for incumbent security platforms with proprietary data like what Palo Alto Networks has.</p>
<div class="lb-trans"><p>她預計，隨着公司在未來幾年增加對人工智能安全的支出，帕洛阿爾託網絡公司和 CrowdStrike 將受益。她還指出，OpenAI 和 Anthropic 尚未顯示出建立 “全面治理和安全層” 的證據。這為擁有專有數據的現有安全平台（如帕洛阿爾託網絡）提供了優勢。</p>
</div><p>See also: Nvidia's earnings will play second fiddle to these big investor debates</p>
<div class="lb-trans"><p>另見：英偉達的收益將成為這些大型投資者辯論的配角。</p>
</div><p>Stephens analyst Todd Weller told MarketWatch that broad-based strength in software and cybersecurity was also buoying the stock on Monday.</p>
<div class="lb-trans"><p>斯蒂芬斯分析師託德·韋勒告訴 MarketWatch，週一軟件和網絡安全的廣泛強勁表現也推動了該股票的上漲。</p>
</div><p>He said that sentiment for cybersecurity stocks six weeks ago was &#34;extremely tough,&#34; adding that there was &#34;a lot of negativity around AI&#34; and how it might impact the software sector. Now the market has become more &#34;discerning&#34; in identifying AI beneficiaries, Weller added. Investors have come to favor Palo Alto Networks and CrowdStrike, as they are among a small cohort of companies with access to Anthropic's Mythos cybersecurity model through Project Glasswing.</p>
<div class="lb-trans"><p>他説，六週前，網絡安全股票的市場情緒 “極其嚴峻”，並補充説，關於人工智能及其可能對軟件行業的影響存在 “很多負面情緒”。韋勒補充説，現在市場在識別人工智能受益者方面變得更加 “挑剔”。投資者開始偏愛帕洛阿爾託網絡和 CrowdStrike，因為它們是少數幾家通過 Project Glasswing 獲得 Anthropic 的 Mythos 網絡安全模型的公司之一。</p>
</div><p>He said that while Palo Alto Networks has its roots in the network-security space, the company has set itself apart by expanding into cloud and identity security, with its acquisition this year of the identity-security provider CyberArk.</p>
<div class="lb-trans"><p>他説，儘管帕洛阿爾託網絡起源於網絡安全領域，但該公司通過今年收購身份安全提供商 CyberArk，已在雲和身份安全領域脱穎而出。</p>
</div><p>Read more: Optical stocks are booming. Here's how to invest in one of the most explosive areas of tech.</p>
<div class="lb-trans"><p>閲讀更多：光學股票正在蓬勃發展。以下是如何投資於科技領域最具爆發性的領域之一。</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>05-18-26 1742ET</p>
<div class="lb-trans"><p>05-18-26 1742ET</p>
</div>

Palo Alto Networks hits a big milestone. Why cybersecurity stocks are so hot right now.

Dow Jones

CrowdStrike

Zscaler

Cyber-ARK Software

英偉達

NVIDIA Corporation

派拓網絡達成了一個重大里程碑。為什麼網絡安全股票現在如此受歡迎