豪掷280亿美元赌AI 思科收购大数据巨头Splunk 数据要素板块投资逢时？| 从华尔街到陆家嘴

第一财经2023-09-27

思科上周四宣布以280亿美元现金（溢价31%）收购数据收集分析软件提供商Splunk。从目前行业地位来看，互联网上近80%的信息都经由思科公司的产品来进行传输。而Splunk则可以帮助各家公司在IT设备产生巨量数据后用AI和机器学习的方法来监控、分析，以帮助IT运维人员快速找到并解决问题。思科看中Splunk的原因何在？Splunk的大数据能否让思科如虎添翼？根据国家工信安全中心发展研究中心测算，...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2370769787?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-09-27 09:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2370769787","market":"us","top_or_hot":-1,"title":"豪掷280亿美元赌AI 思科收购大数据巨头Splunk 数据要素板块投资逢时？| 从华尔街到陆家嘴","media":"第一财经","content":"<div>\n<p>思科上周四宣布以280亿美元现金（溢价31%）收购数据收集分析软件提供商Splunk。从目前行业地位来看，互联网上近80%的信息都经由思科公司的产品来进行传输。而Splunk则可以帮助各家公司在IT设备产生巨量数据后用AI和机器学习的方法来监控、分析，以帮助IT运维人员快速找到并解决问题。思科看中Splunk的原因何在？Splunk的大数据能否让思科如虎添翼？根据国家工信安全中心发展研究中心测算，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927093419838ef9cb&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>豪掷280亿美元赌AI 思科收购大数据巨头Splunk 数据要素板块投资逢时？| 从华尔街到陆家嘴</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n豪掷280亿美元赌AI 思科收购大数据巨头Splunk 数据要素板块投资逢时？| 从华尔街到陆家嘴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-27 09:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927093419838ef9cb&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>思科上周四宣布以280亿美元现金（溢价31%）收购数据收集分析软件提供商Splunk。从目前行业地位来看，互联网上近80%的信息都经由思科公司的产品来进行传输。而Splunk则可以帮助各家公司在IT设备产生巨量数据后用AI和机器学习的方法来监控、分析，以帮助IT运维人员快速找到并解决问题。思科看中Splunk的原因何在？Splunk的大数据能否让思科如虎添翼？根据国家工信安全中心发展研究中心测算，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927093419838ef9cb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927093419838ef9cb&s=b","article_id":"2370769787","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230927093419838ef9cb&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2370769787","pubTimestamp":1695778443,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"思科上周四宣布以280亿美元现金收购数据收集分析软件提供商Splunk。从目前行业地位来看，互联网上近80%的信息都经由思科公司的产品来进行传输。而Splunk则可以帮助各家公司在IT设备产生巨量数据后用AI和机器学习的方法来监控、分析，以帮助IT运维人员快速找到并解决问题。思科看中Splunk的原因何在？人工智能浪潮下，数据要素板块可以如何布局？","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","SG9999002232.USD":"Allianz Global High Payout USD","BK4560":"网络安全概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4020":"通信设备","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4515":"5G概念","SPLK":"Splunk Inc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","CSCO":"思科","BK4525":"远程办公概念"},"translate_title":"Is it timely to gamble 28 billion US dollars on AI Cisco's acquisition of big data giant Splunk's data element sector? From Wall Street to Lujiazui","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPLK":0.9,"CSCO":1},"content_text":"思科上周四宣布以280亿美元现金（溢价31%）收购数据收集分析软件提供商Splunk。从目前行业地位来看，互联网上近80%的信息都经由思科公司的产品来进行传输。而Splunk则可以帮助各家公司在IT设备产生巨量数据后用AI和机器学习的方法来监控、分析，以帮助IT运维人员快速找到并解决问题。思科看中Splunk的原因何在？Splunk的大数据能否让思科如虎添翼？根据国家工信安全中心发展研究中心测算，2020年我国数据要素市场规模达到545亿元，预计今年的市场规模将突破千亿，2025年继续攀升到1749亿元，“十四五”期间有望保持25%的复合增速！人工智能浪潮下，数据要素板块可以如何布局？精彩内容，点击视频！文章作者韩露阳山鹰范海","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2370769787","isCrawlerRequest":true}