--- title: "華爾街策略師表示:這個行業比人工智能更龐大,並且在週五的拋售後是一個巨大的買入機會" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/289221846.md" description: "華爾街策略師 Quick ReadLink 在週五的拋售後指出網絡安全是一個巨大的買入機會,認為其將因持續的安全需求而超越人工智能。該公司在下跌時購買了 PANW 和 AVGO。此外,MRVL 在三個月內因強勁的人工智能訂單上漲超過 200%,突顯了在納入指數前股票的快速波動" datetime: "2026-06-09T17:15:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289221846.md) - [en](https://longbridge.com/en/news/289221846.md) - [zh-HK](https://longbridge.com/zh-HK/news/289221846.md) --- # 華爾街策略師表示:這個行業比人工智能更龐大,並且在週五的拋售後是一個巨大的買入機會 Quick ReadLink bought PANW and AVGO on the dip, arguing cybersecurity outlasts AI because every new deployment creates attack surfaces that must be defended.MRVL surged over 200% in under three months on exceptional AI bookings, showing how fast AI leadership stocks can move before index inclusion.Declining labor costs, rising productivity, and abo... ### 相關股票 - [PANW.US](https://longbridge.com/zh-HK/quote/PANW.US.md) - [MRVL.US](https://longbridge.com/zh-HK/quote/MRVL.US.md) - [PALD.US](https://longbridge.com/zh-HK/quote/PALD.US.md) - [MVLL.US](https://longbridge.com/zh-HK/quote/MVLL.US.md) - [PANG.US](https://longbridge.com/zh-HK/quote/PANG.US.md) - [PALU.US](https://longbridge.com/zh-HK/quote/PALU.US.md) - [MRVU.US](https://longbridge.com/zh-HK/quote/MRVU.US.md) - [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md) ## 相關資訊與研究 - [AI 熱潮推升獲利與市值 Marvell 將納入標普 500 指數](https://longbridge.com/zh-HK/news/288923973.md) - [週二邁威爾科技的股票發生了什麼情況?](https://longbridge.com/zh-HK/news/289204416.md) - [在盈利超預期以及人工智能安全增長前景下,評估派拓網絡(PANW)的估值](https://longbridge.com/zh-HK/news/288915481.md) - [AI 技術推動美股資安需求激增,Palo Alto 與 Anthropic 引領市場動態](https://longbridge.com/zh-HK/news/288490321.md) - [人工智能正在讓富人更富,華爾街也是如此](https://longbridge.com/zh-HK/news/288721272.md)