ALO ALTO NETWORKS：AI与平台化趋势下的新机遇

中金公司2025-06-06

公司近况近期我们与公司IR团队关于平台化战略、Agentic AI、防火墙等重点赛道进行深入交流，以下是我们的新思考。评论平台化 vs Best of breeds? 以PANW为代表的网络安全厂商积极推进平台化战略，通过平台化订阅模块的方式替代传统单点产品。厂商能够提升销售效率（以较少人力获得价值量更高的订单），客户可以整合分布于各IT资产的安全数据，提升防护效率，“双赢”的方式让平台化成为趋势...

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