瑞银展望2026年网络安全：AI赋能安全与身份安全站上C位 CrowdStrike(CRWD.US)、PaloAlto(PANW.US)仍处有利地位

智通财经01-14

智通财经APP获悉，瑞银近期发布2026年网络安全行业展望报告，对该板块仍保持积极展望，尽管 2025 年 11 月以来板块下跌 11%(低于 IGV 指数的 - 7%)，但2025年的诸多核心趋势有望延续，企业网络安全预算增速将持续快于 IT 整体增速，并购趋势延续，AI 赋能安全与身份安全成为核心主题。在这些领域中，该行仍认为CrowdStrike(CRWD.US)和PaloAlto ...

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