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CRWD CrowdStrike Holdings, Inc.
交易中 02-27 11:45:32 EST
362.09
-19.01
-4.99%
最高
373.50
最低
361.35
成交量
175.05万
今开
369.06
昨收
381.10
日振幅
3.19%
总市值
912.82亿
流通市值
885.81亿
总股本
2.52亿
成交额
6.41亿
换手率
0.72%
流通股本
2.45亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
AI冲击未现缓解迹象，交易员争相抛售软件业债务敞口
华尔街见闻 · 02-25 06:47
AI冲击未现缓解迹象，交易员争相抛售软件业债务敞口
AI会“杀死”网安平台？美银驳斥：它是增强者，不是替代者
华尔街见闻 · 02-24
AI会“杀死”网安平台？美银驳斥：它是增强者，不是替代者
财报前瞻｜CrowdStrike Holdings, Inc.营收预计增25.64%，机构观点偏多
财报Agent · 02-24
财报前瞻｜CrowdStrike Holdings, Inc.营收预计增25.64%，机构观点偏多
就在今晚22:30！Anthropic将直播展示Claude最新功能，软件股或再遭打击？
华尔街见闻 · 02-24
就在今晚22:30！Anthropic将直播展示Claude最新功能，软件股或再遭打击？
“AI恐慌”出现，美股网络安全概念集体跳水
国际金融报 · 02-22
“AI恐慌”出现，美股网络安全概念集体跳水
Anthropic发布Claude安全工具，网络安全股重挫
华尔街见闻 · 02-21
Anthropic发布Claude安全工具，网络安全股重挫
Wedbush：陷入AI恐惧后，扭转美股科技股颓势的10大关键消息
智通财经 · 02-20
Wedbush：陷入AI恐惧后，扭转美股科技股颓势的10大关键消息
摩根大通交易台：“先卖再问”的美股AI抛售潮即将结束，抄底软件股的时候到了
华尔街见闻 · 02-18
摩根大通交易台：“先卖再问”的美股AI抛售潮即将结束，抄底软件股的时候到了
上一次“软件要亡”论发生在10年前，后续如何了？
华尔街见闻 · 02-16
上一次“软件要亡”论发生在10年前，后续如何了？
美软件股危机未除！花旗：AI冲击或让终端价值蒸发三分之一
华尔街见闻 · 02-09
美软件股危机未除！花旗：AI冲击或让终端价值蒸发三分之一
异动解读 | 受软件股抛售潮及AI颠覆担忧影响，CrowdStrike盘中大跌5.04%
异动解读 · 02-06
异动解读 | 受软件股抛售潮及AI颠覆担忧影响，CrowdStrike盘中大跌5.04%
“科技多头旗手”力挺五大软件股 称AI冲击被市场“过度计入末日情景”
智通财经 · 02-05
“科技多头旗手”力挺五大软件股 称AI冲击被市场“过度计入末日情景”
国联民生证券：AI上游高景气持续验证 下游应用环节有望扩散加速
智通财经 · 02-05
国联民生证券：AI上游高景气持续验证 下游应用环节有望扩散加速
AI风口的超级爆点! 微软(MSFT.US)引领“AI+网络安全”风潮 Palo(PANW.US)等网安巨头紧随其后
智通财经 · 01-27
AI风口的超级爆点! 微软(MSFT.US)引领“AI+网络安全”风潮 Palo(PANW.US)等网安巨头紧随其后
格陵兰岛争夺战或搅动市场，但Wedbush建议买入“科技赢家”
老虎资讯综合 · 01-21
格陵兰岛争夺战或搅动市场，但Wedbush建议买入“科技赢家”
瑞银展望2026年网络安全：AI赋能安全与身份安全站上C位 CrowdStrike(CRWD.US)、PaloAlto(PANW.US)仍处有利地位
智通财经 · 01-14
瑞银展望2026年网络安全：AI赋能安全与身份安全站上C位 CrowdStrike(CRWD.US)、PaloAlto(PANW.US)仍处有利地位
CrowdStrike收购对价拟以现金为主，部分以股票形式支付
美股速递 · 01-13
CrowdStrike收购对价拟以现金为主，部分以股票形式支付
华尔街最激进科技多头预测：2026年这五大公司是最佳AI投资标的
老虎资讯综合 · 2025-12-31
华尔街最激进科技多头预测：2026年这五大公司是最佳AI投资标的
Wedbush：除英伟达之外，AI领域最看好微软、苹果、特斯拉等五家公司
格隆汇 · 2025-12-30
Wedbush：除英伟达之外，AI领域最看好微软、苹果、特斯拉等五家公司
Wedbush展望明年AI黄金赛道：除英伟达外，这五大科技巨头将主导市场
智通财经 · 2025-12-30
Wedbush展望明年AI黄金赛道：除英伟达外，这五大科技巨头将主导市场
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公司概况
公司名称：
CrowdStrike Holdings, Inc.
所属市场：
NASDAQ
上市日期：
--
主营业务：
CrowdStrike Holdings, Inc.成立于2011年11月7日。公司为下一代端点保护提供领先的云交付解决方案，通过基于SaaS订阅的模型在其Falcon平台上提供10个云模块，该模块跨越多个大型安全市场包括端点安全，安全和IT操作（包括漏洞管理）和威胁情报。当创办公司时，网络攻击者在现有安全产品方面具有决定性的非对称优势。该公司通过采用一种全新的方法改变了对手的表格，该方法利用了应用于现代技术（如AI，云计算和图形数据库）的众包数据的网络效应。意识到网络安全问题的性质已经改变，但解决方案没有改变，该公司构建了CrowdStrike Falcon平台来检测威胁并阻止违规行为。
发行价格：
--
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Inc.、Citrix、Dayforce和Proofpoint等软件公司的银团贷款，在二级市场上自上周五至本周二下跌了1至3个点。这些贷款在去年12月31日时的报价均接近面值。","market":"other","thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766094","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"d138c0b994a7f51ccb3fe995609779a0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766094","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00354","CRM","AVLR","00268","09600","03888","09923","00909","WDAY","08083","SNOW","CRWD","01860","DAY","06988","02131","01753","PFPT","NOW","02158","MNDY","02013","SHOP","02101"],"gpt_icon":1},{"id":"2613179453","title":"AI会“杀死”网安平台？美银驳斥：它是增强者，不是替代者","url":"https://stock-news.laohu8.com/highlight/detail?id=2613179453","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613179453?lang=zh_cn&edition=full","pubTime":"2026-02-24 18:14","pubTimestamp":1771928072,"startTime":"0","endTime":"0","summary":"针对Anthropic推出代码安全工具引发的板块抛售，美银报告表示，市场对“AI替代网络安全”的恐慌被高估。报告指出，AI在可见性、控制力及可靠性三大维度上无法替代完整平台，其角色是增强者而非颠覆者。综合平台护城河稳固，而聚焦应用安全的独立厂商则面临价值重估压力。","market":"sg","thumbnail":"https://community-static.tradeup.com/news/87b29ead008dff7378f855034fd2b1a3","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/87b29ead008dff7378f855034fd2b1a3"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766051","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766051","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4551","BK4023","BK4588","BK4585","BK4587","BK4528","BK4543","CRWD"],"gpt_icon":0},{"id":"1109254276","title":"财报前瞻｜CrowdStrike 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09:28","pubTimestamp":1771723680,"startTime":"0","endTime":"0","summary":"当地时间2月20日，美股三大指数集体低开，盘中直线拉升翻红。消息面上，当地时间2月19日，谷歌发布最新基础大模型Gemini 3.1 Pro。与此同时，网络安全概念股却集体大跳水。Global X网络安全ETF下跌近5%，创下自2023年11月以来最低收盘纪录。Anthropic PBC发现“潜伏数十年未被察觉的漏洞”的能力，可能削弱现有企业安全套件的长期价值。市场参与者担忧，AI原生工具正将安全重心从被动监控转向主动自动化修复。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222093258a711b1fe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI模型的新工具可扫描代码库中的安全漏洞，并提供针对性的软件补丁建议供人工审核。目前该工具处于有限的研究预览阶段。消息引发网络安全板块集体抛售，Global X网络安全ETF下跌4.9%，收于2023年11月以来最低点。网络安全股SailPoint暴跌9.4%，Okta跌9.18%，Cloudflare重挫8%。","market":"sg","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765916","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765916","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4543","OKTA","BK4587","BK4023","BK4585","BK4588","NET","BK4528","BK4551","CRWD"],"gpt_icon":0},{"id":"2612262420","title":"Wedbush：陷入AI恐惧后，扭转美股科技股颓势的10大关键消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2612262420","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612262420?lang=zh_cn&edition=full","pubTime":"2026-02-20 21:16","pubTimestamp":1771593384,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，Wedbush重点介绍了阻止科技股下滑和人工智能“幽灵交易”带来的不利影响的十大因素。Wedbush分析师们列出了他们认为最能推动科技人工智能交易走高的十大科技新闻：1. OpenAI完成 1000 亿美元的融资，平息了外界的喧嚣。英伟达计划于2月25日公布其第四财季业绩。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406123.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["TNA","TZA","META","IWN","NOW","UWM","CRM","BK4585","BK4588","NVDA","RWM","MSFT","ORCL","MNQmain","BK4535","BK4581","BK1147","IWO","CRWD","BK4534","AAPL","GOOGL","BK4550","TWM","SRTY"],"gpt_icon":1},{"id":"2612490333","title":"摩根大通交易台：“先卖再问”的美股AI抛售潮即将结束，抄底软件股的时候到了","url":"https://stock-news.laohu8.com/highlight/detail?id=2612490333","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612490333?lang=zh_cn&edition=full","pubTime":"2026-02-18 11:56","pubTimestamp":1771387009,"startTime":"0","endTime":"0","summary":"该团队正通过逆向布局被错杀的软件股、对“AI干扰免疫”的资产来把握即将到来的反弹机会。","market":"sh","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765829","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"69356ffab2b8ef283ffd8037a18dedd9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765829","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0868494708.USD","LU2023250504.SGD","LU2417539215.USD","LU2552382132.HKD","LU2505996509.AUD","LU1974910355.USD","CRM","LU1917777945.USD","LU1032466523.USD","LU0265550359.USD","LU1988902786.USD","BK4550","LU0310799852.SGD","LU0942090050.USD","LU2381873111.SGD","IE0034235303.USD","BK4533","LU2462157665.USD","BK4581","LU0211326755.USD","BK4535","LU0345770308.USD","LU2023250330.USD","LU0234572021.USD","LU1064131342.USD","LU1162221912.USD","IE000M9KFDE8.USD","LU2237443465.HKD","TWM","IE00BWXC8680.SGD","LU0170899867.USD","LU1548497426.USD","LU0971096721.USD","BK4585","LU0211327993.USD","LU0323591593.USD","LU0868494617.USD","IE00BYXW3230.USD","IE00BHPRN162.USD","LU0267386448.USD","LU0820562030.AUD","LU0211328371.USD","LU1261432733.SGD","LU1670628061.USD","CRWD","IE00B1BXHZ80.USD","LU1720051108.HKD","LU2213496289.HKD","IE00B3S45H60.SGD","LU2430703178.SGD","IE00BDRTCR15.USD","LU0070302665.USD","SHOP","LU1363072403.SGD","LU1668664300.SGD","IE00BBT3K403.USD","LU2357305700.SGD","LU0417517546.SGD","LU0320765646.SGD","LU2456880835.USD","IE0034235188.USD","LU2054465674.USD","UWM","LU0640476718.USD","LU0820561909.HKD","LU2236285917.USD","LU2242649171.HKD","LU1244550494.USD","LU0208291251.USD","LU2211815571.USD","BK4504","LU1551013425.SGD","BK4588","BK4516","LU1280957306.USD","IE00BJLML261.HKD","IE00BJTD4V19.USD","LU0689472784.USD","BK4207","LU2106854487.HKD","WDAY","LU1496350502.SGD","LU0203345920.USD","LU1670627923.USD","IE00BKVL7J92.USD","LU1496350171.SGD","LU0149725797.USD","LU0006306889.USD","LU0964807845.USD","LU0976567544.SGD","SG9999002224.SGD","NOW","IE00BLSP4452.SGD","LU1894683348.USD","LU2023250843.SGD","LU0345769631.USD","LU2430703251.USD","LU1267930490.SGD","LU0215105999.USD","LU2756315664.SGD","LU2237443622.USD","LU2430703095.HKD","IE00BN8TJ469.HKD","LU2237443382.USD","LU2746668974.SGD","LU0683600562.USD","LU2237443978.SGD","LU1116320901.HKD","LU0943347566.SGD","LU0106831901.USD","LU2505996681.GBP","LU2264538146.SGD","LU1914381329.SGD","LU1894683264.USD","LU2552382058.USD","LU1244550577.SGD","LU2756315318.SGD","LU1084165304.USD","LU0265550946.USD","LU1720051017.SGD","LU0211326839.USD","LU1244550221.USD","LU2746668461.USD","IWO","IE00BJTD4N35.SGD","LU1116320737.USD","LU2237443895.HKD","LU0251132253.USD","MNQmain","IWN","MNDY","LU0787776722.HKD","LU0238689110.USD","LU0211331839.USD","LU0882574139.USD","LU2237443549.SGD","IE00BDCRKT87.USD","IE00BLSP4239.USD","SNOW","LU1119994496.HKD","BK4566","TZA","LU0106261372.USD","LU2552382215.SGD","IE0034235295.USD","IE00BKDWB100.SGD","LU0345770993.USD","LU1145028129.USD","IE00BZ1G4Q59.USD","TNA","LU0820561818.USD","LU0256863811.USD","LU2592432038.USD","LU0496365809.HKD","LU0320765489.SGD","LU0048584097.USD","IE00BFXG1179.USD","LU0345769128.USD","BK4534","LU1366192091.USD","SRTY","LU1629891620.HKD","RWM","LU1551013342.USD","SG9999002232.USD","LU0203347892.USD","IE00B1XK9C88.USD","IE00B775SV38.USD"],"gpt_icon":1},{"id":"2611112543","title":"上一次“软件要亡”论发生在10年前，后续如何了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2611112543","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611112543?lang=zh_cn&edition=full","pubTime":"2026-02-16 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下游应用环节有望扩散加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2609326675","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609326675?lang=zh_cn&edition=full","pubTime":"2026-02-05 14:55","pubTimestamp":1770274524,"startTime":"0","endTime":"0","summary":"国联民生证券主要观点如下：多维度视角下AI景气度加速年初以来，AI产业上的积极催化便层出不穷。“科技通胀”只是开始，Clawdbot所代表的边缘AI或才是让AI应用“飞入寻常百姓家”的胜负手国联民生证券认为，AI上游高景气的持续验证仍是本轮AI浪潮的“前浪”——市场仍然关切AI产业链的下游，即终端应用的落地与跑通。而Clawdbot所代表的边缘AI恰恰回应了市场对于AI应用扩散和广大需求端解放的可能性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401996.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0149721374.USD","LU1568876251.USD","LU0320764755.SGD","IE00B8HQ1Z84.USD","03896","LU0348827113.USD","BK1587","SG9999013353.USD","BK1517","LU2251237306.USD","LU0630378429.USD","LU0642271901.SGD","LU0862451837.USD","LU1316542783.SGD","SG9999001846.SGD","LU0417516902.SGD","LU0359201612.USD","IE00B8L5B284.USD","LU0214875030.USD","LU0501845795.SGD","LU0051755006.USD","SG9999000418.SGD","LU1807302812.USD","LU2237443895.HKD","LU0192582467.USD","LU0540923850.HKD","LU0287142896.SGD","LU0254981946.USD","LU0516422952.EUR","LU0651947912.USD","IE0008368304.USD","LU0228367735.SGD","LU0345769631.USD","IE00B0169L03.USD","HK0000306685.HKD","LU0061477393.USD","LU0541501648.USD","LU0823397285.USD","LU0175139822.USD","SG9999000327.SGD","GB00BDT5M118.USD","LU0048388663.USD","LU1211504680.USD","LU0315178854.USD","IE00B543WZ88.USD","LU1188198961.HKD","LU1883866441.USD","LU0561508036.HKD","LU0293314216.USD","LU0196878994.USD","BK1588","LU1804176565.USD","LU0828238088.HKD","HTCD.SI","LU0320764243.SGD","BK1589","LU0823426308.USD","LU0865486749.SGD","LU2106854487.HKD","IE00BQXX3D17.EUR","LU1366334651.USD","LU2449936058.SGD","LU0823426480.USD","LU0067412154.USD","LU0210526637.USD","LU1568876335.HKD","LU0650527681.SGD","LU0197773673.USD","BK1615","LU0210527791.USD","LU0882747503.HKD","SG9999001903.USD","HK0000320223.HKD","LU0449515922.USD","LU0164865239.USD","LU3063872942.SGD","IE0001KFT4U8.USD","LU0048597586.USD","BK1249","IE00BPRC5H50.USD","LU1868837565.USD","LU0633140560.USD","LU0348783662.USD","LU0593848301.USD","IE00B0169N27.USD","LU0231483743.USD","BK1564","LU0456842615.SGD","LU0589944569.HKD","LU0791590937.USD","LU1810669033.SGD","LU0786609619.USD","LU1282651048.USD","LU1196710864.SGD","LU1226288097.SGD","BK1134","LU0414403682.SGD","SG9999000459.SGD","IE00B97KM107.HKD","IE00BF5LJ272.USD","LU0228659784.USD","LU0499858602.USD","LU0043850808.USD","TCHmain","HK0000914686.HKD","IE0034224299.USD","LU0011963245.USD","LU1282649141.HKD","LU2476274308.USD","BK1618","IE0008368411.USD","LU1064131003.USD","LU2293587155.HKD","LU1629966141.USD","SGXZ99366536.SGD","LU0326948709.USD","LU1718418525.SGD","LU0648000940.SGD","89988","SG9999001051.SGD","LU0823413660.USD","LU0823040885.USD","BK1608","LU0329678337.USD","LU0640798160.USD","HK0000352382.USD","BK1609","LU1880383440.USD","LU0314109678.HKD","LU1720050803.USD","LU0080751232.USD","LU1642822792.SGD","BK0276","LU2237443622.USD","SG9999018857.SGD","LU0823397103.USD","LU0762541174.USD","SG9999015986.USD","LU0173614495.USD","LU1201861165.SGD","LU2097828474.EUR","LU2125910500.SGD","SG9999002562.SGD","LU0261950983.USD","LU0348783233.USD","LU1808992512.USD","LU0577902298.EUR","SG9999001689.USD","LU0449509016.USD","IE00BGV7N243.SGD","LU0456827905.SGD","LU2177674079.SGD","IE00B031J352.USD","LU2778985437.USD","LU0169518387.USD","LU0128522157.USD","LU0828237940.HKD","CRWD","LU0683595622.HKD","IE00B3M56506.USD","LU1046422090.SGD","LU0345776255.USD","LU0605514214.HKD","LU0823041008.USD","LU1251922891.USD","LU2152927971.USD","SG9999015978.USD","LU0828237510.HKD","IE00B031HY20.USD","LU0417516571.SGD","SGXZ90724238.SGD","LU0588545904.SGD","HK0000914660.USD","LU0456846285.SGD","LU0823039010.USD","LU1282651121.HKD","SG9999014674.SGD","NET","LU2488822045.USD","LU0348784397.USD","LU0979878070.USD","LU1051769294.HKD","LU0516422366.SGD","LU1008478684.HKD","HK0000306701.USD","LU0345775950.USD","LU0831103253.SGD","LU0791591158.USD","LU1734074674.USD","LU0211331839.USD","SG9999002828.SGD","LU0607220059.USD","LU0821914370.USD","LU0577902454.USD","LU0819123356.HKD","LU0106959298.USD","LU1720051017.SGD","LU0164872284.USD","BK1142","LU0203347892.USD","LU0541502299.USD","LU0029875118.USD","LU1226288253.USD","LU1044875133.USD","LU2226246903.HKD","LU0577902371.SGD","LU1102505929.USD","LU0384037296.USD","LU0348825331.USD","LU0140636845.USD","LU0651946864.USD","BK1584","LU1720051108.HKD","IE00BMPRXN33.USD","SG9999007991.SGD","SG9999018865.SGD","SG9999006597.SGD","LU0577902611.USD","LU0672654166.SGD","LU0132412106.USD","LU2317271919.USD","LU1048484197.HKD","LU0762540952.USD","LU0819121731.USD","SG9999014898.SGD","LU0329678170.USD","LU0862451753.SGD","LU1048588211.SGD","LU2039709279.SGD","LU0502904849.HKD","IE00B0JY6N72.USD","BK1575","LU2498475776.HKD","LU0588546209.SGD","LU0130103400.USD","LU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06203058","title":"AI风口的超级爆点! 微软(MSFT.US)引领“AI+网络安全”风潮 Palo(PANW.US)等网安巨头紧随其后","url":"https://stock-news.laohu8.com/highlight/detail?id=2606203058","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606203058?lang=zh_cn&edition=full","pubTime":"2026-01-27 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13:51","pubTimestamp":1768974687,"startTime":"0","endTime":"0","summary":"Wedbush表示，格陵兰关税的言辞战将导致市场疲软，但同时指出这为买入“科技赢家股”提供了机会。由Dan Ives领导的分析师团队表示，市场今晨开盘将疲软，因为华尔街对美欧关税战表现出自然的担忧，特朗普聚焦于有争议的格陵兰问题。分析师指出，随着“避险情绪”冲击人工智能板块，科技股将遭受冲击，但他们认为这恰是布局2026年及未来科技赢家股的良机。","market":"us","thumbnail":"https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0004091025.USD","LU1037948541.HKD","HK0000320264.USD","LU1201861165.SGD","LU0070302665.USD","LU0545562505.USD","LU2756315664.SGD","LU2931357623.SGD","LU2505996509.AUD","IE00BSNM7G36.USD","LU1914381329.SGD","LU0879622024.SGD","TSL","BK4122","LU1983260115.SGD","SG9999014906.USD","LU1868836591.USD","IE00BKVL7J92.USD","LU2111349929.HKD","LU1989763005.USD","LU1032955483.USD","IE00BFSS8Q28.SGD","LU0029864427.USD","BK4538","LU1119994496.HKD","IE00B19Z9P08.USD","LU0950375773.USD","IE00B3S45H60.SGD","LU1582987597.SGD","IE00BFSS7M15.SGD","SG9999000418.SGD","IE0005OL40V9.USD","LU0128525929.USD","LU2125909247.SGD","LU0640476718.USD","LU2347655156.SGD","LU1989771016.USD","BK4585","LU2506952170.USD","LU1814569148.SGD","LU0320765489.SGD","LU0708994859.HKD","LU1974910355.USD","HK0000306701.USD","LU1430594728.SGD","NVDW","CRWD","LU1043141396.HKD","LU1823568750.SGD","LU1303367103.USD","BK4559","LU0149725797.USD","LU2360032135.SGD","LU0965509283.SGD","LU1037948897.HKD","IE00BKDWB100.SGD","LU0965509101.SGD","LU2362541273.HKD","SNVD.UK","GB00B4QBRK32.GBP","LU0289960550.SGD","LU2322448791.USD","SG9999015978.USD","IE0003U64NQ7.SGD","LU0256863811.USD","BK4548","LU0985489474.SGD","NVDS.UK","LU1720051108.HKD","TSLR","TSLP","LU2125909916.SGD","NVDQ","PLTR","LU0456855351.SGD","LU1506573853.SGD","LU2237438978.USD","IE00BZ199S13.USD","LU0210533765.USD","SG9999015358.SGD","LU0949170772.SGD","LU2896262040.SGD","GOOG","LU0170899867.USD","LU1670628061.USD","LU2764263039.SGD","LU0077335932.USD","LU0823414551.USD","LU1623119135.USD","BK4571","LU0433182093.SGD","BK4504","LU1880398471.USD","LU1642822529.SGD","AMDY","LU0053671581.USD","LU2360108059.USD","LU2602419157.SGD","LU2458330243.SGD","LU1699723380.USD","SG9999014914.USD","LU0823417653.USD","LU1732800096.USD","LU2087621335.USD","LU2473716301.USD","LU1803068623.USD","LU0053666078.USD","LU0251132253.USD","LU0289739343.SGD","LU1935042991.SGD","LU0476273544.USD","LU2430703251.USD","LU0994945656.USD","LU2211815571.USD","LU0011850046.USD","NVDU","LU1236620750.USD","IE0009G5SDU7.USD","SG9999001077.SGD","AMDG","LU1153585028.USD","LU0690374961.EUR","LU0329931090.USD","LU0820561909.HKD","LU0823414478.USD","SG9999015945.SGD","LU2065171311.SGD","LU0238689110.USD","IE00BMPRXR70.SGD","BK4567","BK4505","LU2237443549.SGD","LU0274383776.USD","LU1429558221.USD","TSLA","LU1196500208.SGD","LU2272731865.HKD","TSLL","BK4141","LU1066051498.USD","IE00BKPKM429.USD","TSYY","AMD","BK4612","IE00BBT3K403.USD","LU2361044949.HKD","SG9999001424.SGD","IE00B19Z8W00.USD","BK7095","LU1992135472.HKD","BK4543","LU1084165304.USD","LU1244550221.USD","LU0124676726.USD","NVIW.SI","LU0234572021.USD","LU2505996681.GBP","NVDX","LU0820562030.AUD","LU1629891620.HKD","LU0162691827.USD","LU2463028550.USD","IE0004445239.USD","IE00B3M56506.USD","LU0545039389.USD","LU2168564222.USD","LU0353189680.USD","LU0354030511.USD","LU1242518857.USD","NVD2.UK","LU2290526834.HKD","LU1721428933.USD","IE00B1BXHZ80.USD","IE000W1ABFV2.USD","LU2362541513.USD","AMZN","LU1244550494.USD","LU1301847155.USD","BK4551","DAMD","BK4604","LU2360106780.USD","BK4511","BK4592","LU1989772923.USD","LU1032466523.USD","AMDL","LU2456880835.USD","LU2746668461.USD","LU1670710588.SGD","LU1582987324.SGD","BK4577","LU1883839398.USD","LU2244417387.USD","LU1571399168.USD","LU1496350502.SGD","NVDY","LU1670627923.USD","LU0557290698.USD","LU2077746001.SGD","LU2089985449.USD","PANW","LU1232071149.USD","BK4516","SG9999015986.USD","LU1923622291.USD","LU0158827948.USD","LU0787776722.HKD","LU2133065610.SGD","LU1291159041.SGD","LU0724617625.USD","SG9999018857.SGD","TSDD","SG9999014542.SGD","LU1228905037.USD","BK4581","IE00BDCRKT87.USD","LU0267386448.USD","LU0861579265.USD","LU1548497426.USD","LU0494093205.USD","IE00BYQQ9H92.USD","LU1868836914.USD","BK4561","LU2237443382.USD","LU0648000940.SGD","LU1992135399.USD","IE00B4JS1V06.HKD","LU0894485498.HKD","LU1201861249.SGD","LU1564329032.USD","LU2355687059.USD","LU2271345857.HKD","LU2750360641.GBP","LU2237443622.USD","LU0006306889.USD","LU1228905540.USD","LU2242650005.HKD","IE00BD6J9T35.USD","LU0878866978.SGD","LU0265550946.USD","GB00B4LPDJ14.GBP","IE00BQXX3D17.EUR","LU0107464264.USD","LU0109391861.USD","BK4555","LU0314106906.USD","LU2764263203.CNY","LU1121112475.USD","LU2491050154.USD","HK0000914660.USD","IE0004086264.USD","BK4077","LU2023250843.SGD","BK4023","LU2098885051.SGD","BK4501","LU2506951792.HKD","IE00B1XK9C88.USD"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CrowdStrike(CRWD.US)、PaloAlto(PANW.US)仍处有利地位","url":"https://stock-news.laohu8.com/highlight/detail?id=2603569654","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603569654?lang=zh_cn&edition=full","pubTime":"2026-01-14 16:52","pubTimestamp":1768380734,"startTime":"0","endTime":"0","summary":"在这些领域中，该行仍认为CrowdStrike和PaloAlto Networks在该行的覆盖范围内处于有利地位，这得益于其市场领先的产品组合广度，且这一优势已体现在估值中。此外，人工智能驱动的安全用例将进一步成熟，该行预计CrowdStrike、SentinelOne等公司可能会首次披露智能年度经常性收入数据。覆盖范围内最佳布局厂商：CrowdStrike、Palo Alto Networks、Zscaler。业绩调整与估值2025年，网络安全类股表现与软件行业持平。此外，该行还在2025年第四季度财报发布前调整了Rapid7、Cloudflare和PaloAlto Networks的目标价。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1392758.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1720051108.HKD","LU1861220033.SGD","LU1951198990.SGD","LU1804176565.USD","LU0234570918.USD","LU1923622614.USD","LU1548497426.USD","IE00BMPRXR70.SGD","BK4550","LU1169590202.USD","LU2095319765.USD","LU2355687059.USD","IE00B19Z8X17.USD","BK4532","IE00BZ9MQY76.HKD","LU1712237335.SGD","LU2357305700.SGD","LU0081259029.USD","LU2211815571.USD","LU2023250504.SGD","LU1974910355.USD","LU2125909916.SGD","PANW","IE00B894F039.SGD","LU2286300806.USD","LU0266013472.USD","LU1923623000.USD","LU1064131342.USD","LU1989764664.SGD","LU1992135472.HKD","LU1917777945.USD","LU2106854487.HKD","LU2210150020.SGD","LU2125909593.SGD","BK4581","LU0348723411.USD","LU1988902786.USD","BK4528","BK4598","IE00BMPRXN33.USD","LU1861215975.USD","CRWD","LU2210149790.SGD","BK4588","IE00B19Z9Z06.USD","LU2023250843.SGD","LU2265009873.SGD","LU1989764748.USD","IE00B19Z8W00.USD","LU1169589451.USD"],"gpt_icon":0},{"id":"1118327565","title":"CrowdStrike收购对价拟以现金为主，部分以股票形式支付","url":"https://stock-news.laohu8.com/highlight/detail?id=1118327565","media":"美股速递","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1118327565?lang=zh_cn&edition=full","pubTime":"2026-01-13 22:07","pubTimestamp":1768313246,"startTime":"0","endTime":"0","summary":"网络安全公司CrowdStrike Holdings, Inc. (CRWD) 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15:31","pubTimestamp":1767166311,"startTime":"0","endTime":"0","summary":"Wedbush Securities 分析师丹·艾夫斯以色彩鲜艳的着装风格和对科技股极度乐观的研判著称，在华尔街即将迈入2026年之际，他评选出了与人工智能趋势关联度最高的五大标的。他们表示，2026 年“仍将是微软 AI 增长的真正拐点之年”。该机构认为，计划于 2026 年初投产的 Cybercab 将成为公司的“下金蛋的鹅”，并有望推动特斯拉在明年达到 2 万亿美元市值。在 Wedbush 看来，网络安全仍是“AI 革命的衍生受益者”。这家网络安全公司已努力将 AI 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