AI点燃网络安全增长动能 Wedbush押注CrowdStrike(CRWD.US)2026年股价创新高

智通财经2025-12-26

智通财经APP获悉，华尔街知名投资机构Wedbush发布研报称，网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)将是2026年“押注网络安全与AI交汇主题”的最佳投资方式之一。该机构维持对这家网络安全服务提供商股票的“跑赢大盘”评级以及高达600美元目标价，并补充表示，CrowdStrike在2026年将是Wedbush所编制的IVES AI 30(美股...

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href=http://www.zhitongcaijing.com/content/detail/1386140.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华尔街知名投资机构Wedbush发布研报称，网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)将是2026年“押注网络安全与AI交汇主题”的最佳投资方式之一。该机构维持对这家网络安全服务提供商股票的“跑赢大盘”评级以及高达600美元目标价，并补充表示，CrowdStrike在2026年将是Wedbush所编制的IVES AI 30(美股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1386140.html\">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":"LU2106854487.HKD","symbol_name":"ALLIANZ THEMATICA \"AMG\" (HKD) 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最新股价徘徊在477美元，今年以来股价涨幅高达40%，Wedbush目标价意味着25%潜在涨幅，以及将突破11月创下566美元这一历史最高位。CrowdStrike——堪称是受益于全球AI大浪潮的网络安全巨头。随着全球进入AI时代，当前网络安全市场保持强劲增长态势，全球企业尤其是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬升，背后的逻辑主要在于云计算和生成式AI技术导致全球“攻击面”扩大化、网络威胁手段日益复杂(包括黑客利用最先进AI大模型)、以及围绕AI和数据安全的监管合规要求日趋严格等因素。CrowdStrike已经将突破性的生成式人工智能技术全面融入其网络安全平台服务中，特别是通过引入一位名为“Charlotte”的人工智能安全分析师。这一功能旨在为CrowdStrike Falcon®平台的每一位用户赋能，使他们能够快速创建基于生成人工智能帮助下的工作流程。通过向Charlotte这位虚拟的AI分析师提问以及互动，用户们可以快速便捷地以低门槛AI聊天机器人操作方式调动各大核心模块，实时了解实时网络安全漏洞、威胁因素和其他安全问题，显著增强平台的有效性和用户体验。“CrowdStrike仍是我们最喜欢的科技股之一，我们看到交易动能正在AI芯片向其他标的扩散，而AI也是这一定位优越的科技领军者的明确顺风因素。我们相信，CrowdStrike在新老客户中的市场份额与心智份额都在提升，该公司产品套件也将在未来12到18个月持续扩展，覆盖更广泛的企业经营版图。”以Dan Ives为首的Wedbush分析师们表示。分析师们指出，该公司持续的平台采用模式推动了强劲表现，在网络安全云、身份(Identity验证)以及Logscale方面动能相当健康;同时，数据保护(Data Protection)与Charlotte AI的扩张趋势好于市场预期。Charlotte AI在最近一个季度的成交流中表现出相当强的资金强度，Wedbush的分析师们认为，基于近期的渠道调研，企业成交势头在截至目前的1月季度已经加速。分析师们补充表示，在企业仍把AI推动经营效率提升放在首要位置，并迎来AI变现关键之年之际，在CrowdStrike的核心垂直领域看到更多模块加购(module add-ons)，证明该公司基于AI的平台增长趋势的演进仍处在非常早期的阶段。Ives及其团队表示：“自2025年初以来，与‘AI+网络安全产品’相关联的营收规模显著高于去年同期，我们预计将看到加速上行的趋势;这将强化所有迹象，指向基于AI技术的网络安全支出带来的更高收益，而凭借Falcon平台的强势与高粘性，CrowdStrike处于继续把握AI+网络安全趋势的有利位置。”分析师们补充称，鉴于威胁版图持续上升，比如开始使用AI提升恶意软件攻击的复杂程度，CrowdStrike已采取关键战略举措，将AI整合进其全线产品组合，以把握对先进且持续更新的网络安全解决方案的强劲需求，从而保护覆盖企业整个技术栈的IT与AI基础设施平台。Ives及其团队指出，CrowdStrike仍是网络安全领域的黄金标准，该公司多年期的增长故事仍然处于早期阶段;净新增年度经常营收(Net New Annual Recurring Revenue，或NNARR)预计将在2026年重新加速增长。“在这一点上，我们认为华尔街低估了CrowdStrike作为AI革命的第二/第三衍生受益者的增长潜力，这也说明了我们对该股从当前水平继续强劲看涨的核心原因。在最乐观的多头情景下，随着该公司执行其核心增长战略，我们有可能看到CrowdStrike股价在未来一年触及700美元。我们也仍然认为，网络安全这一纳斯达克100指数的子板块可能在更广泛的科技板块中显著跑赢平均趋势。”Ives及其团队表示。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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