异动解读｜Cloudflare盘中上涨3.24%，AI流量治理功能获三大巨头背书叠加网安板块持续走强

行情直击09-25 01:03

9月24日，Cloudflare盘中上涨3.24%，报364.0美元/股，成交额5.24亿美元。

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流量治理领域的领先地位。行业层面，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。此外，Oppenheimer此前将公司目标价从330美元上调至380美元，看好智能体AI流量增长带来的边缘计算需求，多重利好共振支撑股价走高。

（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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