February 23, 2026 05:01 AM GMT Telecom & Networking Equipment Into the Spotlight: Optical Market Opportunities Tiffany.Yeh@morganstanley.com +886 2 7712-3032 Morgan Stanley & Co. LLC Joseph Moore Equity Analyst Joseph.Moore@morganstanley.com +1 212 761-7516 Telecom & Networking Equipment The optical market is set to reach $65bn+ in our '28 base case (~30% CAGR) on the back of increasing speed/investment in AI data centers. As traditional networks reach their limits, new optical technologies are poised for a ...

每经AI快讯，2月24日，Arista Networks美股盘前涨超5%，现报133.92美元。 （文章来源：每日经济新闻） ...

来源：滚动播报 Arista Networks美股盘前涨超5%，现报133.92美元。 ...

花旗将Palo Alto Networks的目标价从235美元下调至210美元，维持"买入"评级。(格隆汇) ...

Core Viewpoint - Despite exceeding Wall Street expectations in Q2, Palo Alto Networks' stock fell over 9% due to Q3 guidance falling short of market expectations [1] Group 1: Company Performance - Palo Alto Networks reported Q2 performance that surpassed Wall Street expectations [1] - The stock price dropped to $148.5 following the Q3 guidance announcement [1] Group 2: Market Context - The software sector is under pressure as generative AI tools rapidly penetrate enterprise processes and web development [1] - Software-related ETFs have declined over 20% since the beginning of the year, reflecting broader market concerns [1] Group 3: AI Strategy - CEO Nikesh Arora stated that AI will not replace the cybersecurity industry in the short term, expressing confusion over the perception of AI as a cybersecurity threat [1] - Customers are recognizing the need for a more unified and consistent security architecture to leverage AI for faster and more efficient security responses [1] - The company is enhancing its AI capabilities by launching a new generation of "smart agent" tools and acquiring CyberArk, along with integrating the AI observability platform Chronosphere [1] - These investments are seen as a response to structural changes in the market, indicating the company's progression into the next phase of AI application [1]

Palo Alto Networks绩后跌超9%，拖累 网络安全概念股走低，Datadog跌超4%，Zscaler跌3.4%，飞塔信 息跌近2%，Cloudflare跌1.3%。Palo Alto Networks公布第二财季业绩并下调未来业绩指引，预期第三财 季调整后每股盈利将介于0.78至0.8美元之间(低于之前预期的0.92美元)，预期全年调整后每股盈利将介 于3.65至3.7美元之间(低于之前预期的3.87美元)。(格隆汇) ...

网络安全公司Palo Alto Networks(PANW.US)盘前跌7.5%，报151.23美元。消息面上，Palo Alto Networks 公布，第二财季经调整每股盈利为1.03美元，高于市场预期的0.94美元；总收入为25.94亿美元，同比增 长15%。公司预期，第三财季调整后每股盈利将介于0.78至0.8美元之间，低于之前预期的0.92美元；全 年调整后每股盈利将介于3.65至3.7美元之间，低于之前预期的3.87美元。(格隆汇) 来源：格隆汇APP ...

Palo Alto Networks(PANW.US)跌3.7%，报160.75美元。消息面上，Palo Alto Networks宣布计划收购代理 端点安全领域的先驱企业Koi，收购金额未予披露。此次收购旨在解决Palo Alto Networks所描述的由企 业端点上的AI代理和工具所造成的"危险且不受管控的攻击面"。收购完成后，Koi的技术将被整合到 Palo Alto Networks的Prisma AIRS平台中。(格隆汇) ...

Group 1 - Zeta Network Group (ZNB.OQ) experienced significant stock price volatility over the past week, becoming a market focus [1] - As of February 12, the closing price was $0.25, with a single-day increase of 10.17% and an intraday fluctuation of 27.78% (high of $0.29 and low of $0.23) [1] - The trading volume was approximately $1.15 million, with a turnover rate of 2.89% [1] - Over the past five days, the cumulative decline was 49.12%, and the year-to-date decline has expanded to 56.23%, indicating significant short-term selling pressure [1] Group 2 - During the same period, the entertainment industry sector declined by 2.90%, and the Nasdaq index fell by 2.03% [2] - The individual stock performance of Zeta Network Group was significantly weaker than both the industry and the broader market, likely influenced by low liquidity and market sentiment fluctuations [2]

Group 1 - Arista Networks' stock price increased by over 9% before the market opened on February 13, reaching $148.2 [1]