派拓網絡在一個月內上漲了 28%。投資者是否應該獲利了結並轉投 CrowdStrike 或飛塔信息？

派拓網絡（Palo Alto Networks，PANW）在一個月內飆升了 28%，目前交易於 291 倍的市盈率。雖然投資者可能考慮轉向 CrowdStrike（CRWD），但其仍處於虧損狀態，無法提供估值上的緩解。相反，飛塔信息（Fortinet，FTNT）則顯得相對便宜，市盈率為 63 倍。這三隻股票佔 CIBR ETF 的 24%，突顯了集中風險

Quick ReadPANW surged 28% in a month but trades at a 291x trailing P/E, and rotating into CRWD offers no real valuation relief as the company is unprofitable on a trailing 12-month basis; meanwhile, FTNT is relatively cheap with a trailing P/E ratio of 63x.PANW, CRWD, and FTNT together comprise 24% of the CIBR ETF, meaning a single blowup in any of...