网络安全股涨过头了？伯恩斯坦：AI需求仍强劲但板块估值已处于高位下调Palo Alto(PANW.US)、Okta(OKTA.US)及SentinelOne(S.US)评级

智通财经09-17 22:55

【网络安全股涨过头了？伯恩斯坦：AI需求仍强劲但板块估值已处于高位下调Palo Alto(PANW.US)、Okta(OKTA.US)及SentinelOne(S.US)评级】智通财经APP获悉，伯恩斯坦在9月17日发布的最新美国软件行业报告中表示，人工智能带来的网络安全需求仍在持续增强，企业安全预算和新型合同模式也在推动行业增长，但经历2026年以来的大幅上涨后，网络安全板块的估值已经明显扩张，多数覆盖公司目前已接近甚至超过该机构测算的合理估值水平。基于此，伯恩斯坦将Palo Alto Networks(PANW.US)、Okta(OKTA.US)和SentinelOne(S.US)的评级下调至“中性”，目前覆盖公司中仅Zscaler(ZS.US)仍具有较为显著的估值上行空间。

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网络安全股涨过头了？伯恩斯坦：AI需求仍强劲但板块估值已处于高位 下调Palo Alto(PANW.US)、Okta(OKTA.US)及SentinelOne(S.US)评级

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网络安全股涨过头了？伯恩斯坦：AI需求仍强劲但板块估值已处于高位下调Palo Alto(PANW.US)、Okta(OKTA.US)及SentinelOne(S.US)评级