异动解读｜Zscaler盘中上涨5.09%，AI安全叙事延续推动网安板块持续走强

行情直击09-22 03:39

9月21日，Zscaler盘中上涨5.09%，报207.32美元/股，成交额3.75亿美元。同日网络安全板块延续强势，CrowdStrike涨5.2%，Palo Alto Networks涨2.23%。

消息面上，此前Anthropic与OpenAI两大AI公司CEO接连发文警示AI网络安全风险，引发市场对网安板块的重新定价。Anthropic CEO阿莫代伊更直言，若不加控制，AI智能体可能通过僵尸网络造成数千亿美元损失，推动网安板块从"被AI颠覆"转向"AI催化"的新叙事。Zscaler自身基本面亦提供支撑：公司此前发布的Q4财报中调整后每股收益1.19美元，超预期约9%；多家机构维持看多评级，RBC上调目标价至210美元，BofA上调至210美元。此外，公司近期推出Agentic SOC方案并与CrowdStrike深化技术协同，平台化布局持续强化其在AI安全赛道的竞争力。

（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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