网络安全领域：投资潜力大，2028年市场将达3770亿美元

Core Insights - Morgan Stanley identifies potential investment opportunities in the cybersecurity sector, noting that perpetual funds are under-allocated compared to the MSCI All Country World Index, with an even larger gap compared to core AI-related companies [1] Industry Summary - The growth momentum of AI and cybersecurity is highlighted as a catalyst for the long-term growth of cybersecurity companies, emphasizing their investment value [1] - The total addressable market for the cybersecurity sector is projected to expand from approximately $270 billion to $377 billion by 2028, reflecting a compound annual growth rate (CAGR) of about 12% over three years [1] - Cloud security is identified as the fastest-growing area within the cybersecurity sector [1] Company Summary - Analysts have assigned "overweight" ratings to several companies in the cybersecurity space, including Netskope and Okta, with a preference for Beazley, a London-based cyber insurance company [1]