异动解读｜Cloudflare盘中上涨3.05%，AI流量治理功能获三大巨头背书叠加智能体基建叙事持续升温

行情直击09-23 21:51

9月23日，Cloudflare盘中上涨3.05%，报363.71美元/股，成交额1.77亿美元。

消息面上，公司近期推出的"Disallow AI Training"功能已获苹果、谷歌、微软三大巨头承诺支持，该功能允许网站管理员在接受搜索引擎爬取的同时拒绝内容被用于AI训练，进一步巩固其在AI流量治理领域的话语权。与此同时，AI智能体（Agentic AI）基础设施叙事持续升温，Cloudflare CEO此前在财报电话会上预判未来5年非人类流量或达人类流量的1000倍，Oppenheimer亦将其目标价上调至380美元，看好公司凭借V8 isolate技术在边缘计算领域的卡位优势。此外，摩根大通预计AI驱动网络安全三年增量市场规模超4300亿美元，板块情绪整体偏暖，对公司股价形成共振支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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