网络安全板块迎利好 Anthropic推进AI安全合作项目 CrowdStrike(CRWD.US)一度涨超5%

智通财经04-08

在人工智能与网络安全融合加速的背景下，Anthropic最新推出的安全合作项目提振了市场对网络安全行业前景的信心，相关个股周三集体走强。Anthropic周二晚间宣布启动“Project Glasswing”项目，该项目联合多家科技企业，利用其尚未发布的AI模型Claude Mythos Preview加强关键软件防护能力。其中，Palo Alto Networks(PANW.US)和...

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/2625940112?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-04-08 22:13","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2625940112","market":"us","top_or_hot":-1,"title":"网络安全板块迎利好 Anthropic推进AI安全合作项目 CrowdStrike(CRWD.US)一度涨超5%","media":"智通财经","content":"<div>\n<p>在人工智能与网络安全融合加速的背景下，Anthropic最新推出的安全合作项目提振了市场对网络安全行业前景的信心，相关个股周三集体走强。Anthropic周二晚间宣布启动“Project Glasswing”项目，该项目联合多家科技企业，利用其尚未发布的AI模型Claude Mythos Preview加强关键软件防护能力。其中，Palo Alto Networks(PANW.US)和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1426240.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>网络安全板块迎利好 Anthropic推进AI安全合作项目 CrowdStrike(CRWD.US)一度涨超5%</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网络安全板块迎利好 Anthropic推进AI安全合作项目 CrowdStrike(CRWD.US)一度涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-08 22:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1426240.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在人工智能与网络安全融合加速的背景下，Anthropic最新推出的安全合作项目提振了市场对网络安全行业前景的信心，相关个股周三集体走强。Anthropic周二晚间宣布启动“Project Glasswing”项目，该项目联合多家科技企业，利用其尚未发布的AI模型Claude Mythos Preview加强关键软件防护能力。其中，Palo Alto Networks(PANW.US)和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1426240.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":"LU1974910355.USD","symbol_name":"Allianz Thematica Cl AMg DIS USD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1426240.html","article_id":"2625940112","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2625940112","pubTimestamp":1775657592,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"在人工智能与网络安全融合加速的背景下，Anthropic最新推出的安全合作项目提振了市场对网络安全行业前景的信心，相关个股周三集体走强。Anthropic周二晚间宣布启动“Project Glasswing”项目，该项目联合多家科技企业，利用其尚未发布的AI模型Claude Mythos Preview加强关键软件防护能力。智通财经APP获悉，受此消息提振，Palo Alto Networks股价周三上涨约3.3%，CrowdStrike涨幅一度超5%。该机构认为，参与这一项目将成为Palo Alto Networks与CrowdStrike的重要竞争优势，尽管短期内对收入和利润率的具体影响仍不明朗。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","AGIX":"通用人工智能 ETF-AGIX","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4528":"SaaS概念","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","ARTY":"ISHARES FUTURE AI & TECH ETF","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4598":"佩洛西持仓","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","BK4588":"碎股","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","AIPO":"Defiance AI and Power Infrastructure ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","CRWD":"CrowdStrike Holdings, Inc.","LU1548497426.USD":"安联环球人工智能AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","HACK":"网络安全ETF-PureFunds","BK4097":"系统软件","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4532":"文艺复兴科技持仓","BK4560":"网络安全概念","CRWL":"2倍做多CRWD ETF-GraniteShares","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4543":"AI","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4585":"ETF&股票定投概念"},"translate_title":"Cybersecurity sector welcomes positive benefits Anthropic promotes AI security cooperation project CrowdStrike (CRWD.US) once rose more than 5%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HACK":1.5,"AIPO":1.5,"ARTY":1.5,"AGIX":1.5,"CHAT":1.5,"CRWD":1.5,"CRWL":0.6},"content_text":"在人工智能与网络安全融合加速的背景下，Anthropic最新推出的安全合作项目提振了市场对网络安全行业前景的信心，相关个股周三集体走强。Anthropic周二晚间宣布启动“Project Glasswing”项目，该项目联合多家科技企业，利用其尚未发布的AI模型Claude Mythos Preview加强关键软件防护能力。其中，Palo Alto Networks(PANW.US)和CrowdStrike(CRWD.US)作为核心成员参与其中。智通财经APP获悉，受此消息提振，Palo Alto Networks股价周三上涨约3.3%，CrowdStrike涨幅一度超5%。此前，这两只网络安全股年内表现承压，部分原因在于市场担忧AI模型可能替代传统按用户收费的网络安全软件模式。尤其是在Mythos模型消息首次泄露时，相关安全板块曾出现明显抛售。不过，分析人士认为，此次合作释放出积极信号，表明AI的发展不会削弱网络安全企业的重要性，反而将进一步强化其在产业链中的地位。投行Oppenheimer指出，Glasswing项目实际上确立了网络安全厂商在“AI代理时代”的关键角色，也意味着Anthropic承认其无法单独完成整个安全体系的构建。该机构认为，参与这一项目将成为Palo Alto Networks与CrowdStrike的重要竞争优势，尽管短期内对收入和利润率的具体影响仍不明朗。摩根大通分析师Brian Essex同样持乐观态度，认为这一合作将加速安全平台的发展。其核心逻辑在于，以AI对抗AI所带来的新型、更快速的网络威胁。此外，未直接参与Glasswing项目的网络安全公司也受益于整体市场情绪回暖。飞塔信息(FTNT.US)涨1.3%，Zscaler(ZS.US)股价上涨约0.66%，SailPoint(SAIL.US)微涨。","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":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2625940112","isCrawlerRequest":true}