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Stifel下调CrowdStrike目标价至480美元
Ge Long Hui· 2026-02-24 08:39
Stifel将CrowdStrike的目标价从600美元下调至480美元,仍维持"买入"评级。(格隆汇) ...
2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface
Businesswire· 2026-02-24 08:00
wordmmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack SurfaceFeb 24, 2026 3:00 AM Eastern Standard Time# 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack SurfaceShare---AI-enabled attacks surge 89% as breakout time falls to 29 minutes; AI tools and development platforms are actively exploitedAUSTIN, Texas--([B ...
港股开盘:恒指跌0.62%,恒生科指跌1.02%,科网股多数走低,哔哩哔哩跌逾2%
Jin Rong Jie· 2026-02-24 02:17
港股恒生指数开盘跌0.62%,报26913.68点,恒生科技指数跌1.02%,报5330.26点,国企指数跌0.73%,报9130.13点,红筹指数跌0.57%,报4441.24点。 5、工信部等三部门印发《酿酒产业提质升级指导意见(2026—2030年)》。其中提出,到2028年,培育3个以上千亿级传统优势酒产区,10个以上百亿级特 色酿酒产业园区;培育5个以上年营业收入超100亿元的茶产业集群。 6、国投白银LOF出台补偿方案,对估值调整影响金额(由-17%调至-31.5%的部分)为1000元以下的自然人投资者,按实际影响金额全额确定和解金额(该 部分投资者占当日赎回投资者的比例超9成);对估值调整影响金额(由-17%调至-31.5%的部分)超过1000元(含)的自然人投资者,在1000元基础上加上 超1000元部分乘以一定比例确定总和解金额。 | 恒生指数 | 恒生国企 | 恒生科 | | --- | --- | --- | | 26913.68 | 9130.13 | 5330.2 | | -168.23 -0.62% -67.25 -0.73% -55.09 - | | | | 恒指期货 | 港股通 ...
关税恐慌再现!道指大跌超800点 金融软件板块重挫 白银逼近90美元
Di Yi Cai Jing· 2026-02-24 00:29
*三大股指重挫,纳指,标普跌超1%; *中长期美债收益率回落,10年期美债逼近4%关口; 医疗保健指数上涨近1%,受礼来股价大涨4.86%%提振 ——其竞品诺和诺德的减肥药CagriSema 在头对 头试验中表现不及礼来的Zepbound。 *风暴袭击美国大部,航空,旅游板块承压。 周一,美股低开低走,软件与金融板块领跌。上周五美国最高法院裁定特朗普政府对进口商品征收的全 面关税违宪后,白宫随即发出新一轮贸易威胁,市场再度陷入关税政策的迷雾。截至收盘,道指跌 821.91点,跌幅1.66%,报48804.06点,纳指跌1.13%,报22627.27点,标普500指数跌1.04%,报6837.75 点。衡量市场波动性的芝商所恐慌指数VIX大涨11.05%,报21.20。 | 道琼斯工业平均 纳斯达克 | 标普500 | | --- | --- | | 48804.06 22627.27 | 6837.75 | | -821.91 -1.66% -258.80 -1.13% -71.76 -1.04% | | 【热门股表现】 明星科技股跌多涨少,英伟达涨0.91%,苹果涨0.60%,谷歌跌1.02%,亚马逊、Me ...
关税恐慌再现!道指大跌超800点,金融软件板块重挫,白银逼近90美元
Di Yi Cai Jing· 2026-02-24 00:25
*三大股指重挫,纳指,标普跌超1%; *中长期美债收益率回落,10年期美债逼近4%关口; 黄金夺回5200美元,VIX狂飙11%。 *风暴袭击美国大部,航空,旅游板块承压。 周一,美股低开低走,软件与金融板块领跌。上周五美国最高法院裁定特朗普政府对进口商品征收的全 面关税违宪后,白宫随即发出新一轮贸易威胁,市场再度陷入关税政策的迷雾。截至收盘,道指跌 821.91点,跌幅1.66%,报48804.06点,纳指跌1.13%,报22627.27点,标普500指数跌1.04%,报6837.75 点。衡量市场波动性的芝商所恐慌指数VIX大涨11.05%,报21.20。 | 道琼斯工业平均 纳斯达克 | 标普500 | | --- | --- | | 48804.06 22627.27 | 6837.75 | | -821.91 -1.66% -258.80 -1.13% -71.76 -1.04% | | 【热门股表现】 明星科技股跌多涨少,英伟达涨0.91%,苹果涨0.60%,谷歌跌1.02%,亚马逊、Meta、特斯拉和微软跌 超2%。 | 名称 现价◆ -- 涨跌幅= ---- 涨跌 ▶ | | --- | | ...
美股三大股指齐跌,道指大跌超800点,金融软件板块重挫,白银逼近90美元
Di Yi Cai Jing Zi Xun· 2026-02-23 23:41
作者 |第一财经 樊志菁 2026.02.24 本文字数:1917,阅读时长大约3分钟 软件相关企业受AI颠覆担忧拖累重挫4.0%,DoorDash和赛富时跌超5%,甲骨文跌4.59%。网络安全股 低迷,CrowdStrike ,Datadog 和Zscaler 跌幅达到两位数。 纳斯达克中国金龙指数跌0.95%,拼多多涨0.78%,京东跌0.66%,阿里巴巴跌1.10%,百度跌1.42%,网 易跌1.76%。 一场强冬季风暴席卷美国大部,东北部交通陷入瘫痪,航空与旅游休闲板块分别暴跌3.7%与4.0%,道 琼斯运输指数下跌2.9%。 医疗保健指数上涨近1%,受礼来股价大涨4.86%%提振 ——其竞品诺和诺德的减肥药CagriSema 在头对 头试验中表现不及礼来的Zepbound。 美国最高法院上周五裁定特朗普政府的紧急关税政策无效,特朗普随即迅速宣布对所有美国进口商品加 征10%新关税,周六又将税率上调至15%。新关税依据1974年《贸易法》第122条(Section 122 of the Trade Act of 1974)实施。 周一,美股低开低走,软件与金融板块领跌。上周五美国最高法院裁定特朗普政府 ...
JPMorgan maintains 2026 expense outlook; ROTCE target at 17%
Reuters· 2026-02-23 21:25
JPMorgan maintains 2026 expense outlook; ROTCE target at 17% February 23, 20269:25 PM UTCUpdated ago By Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Business Hims & Hers forecasts 2026 revenue above estimates February 23, 2026 · 9:15 PM UTCHealthcare & Pharmaceuticalscategory · · ago JPMorgan Chase logo is seen in this illustration taken January 22, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab NE ...
CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch
Reuters· 2026-02-23 20:52
Core Viewpoint - The launch of Anthropic's AI tool, Claude Code Security, has led to a significant decline in shares of various cybersecurity companies, as investors assess its potential impact on the industry [1]. Group 1: Market Reaction - Shares of CrowdStrike, Datadog, and Zscaler fell approximately 11%, while Fortinet and Okta experienced declines of around 6%. Palo Alto Networks dropped by 3%, and SentinelOne was down by 5% [1]. - The selloff is characterized as a "panic-driven, narrative-led" reaction, according to an analyst from Robert W. Baird [1]. Group 2: Product Features and Limitations - Claude Code Security is designed to detect high-severity vulnerabilities in open-source software repositories and provide patches, but it does not perform real-time security tasks such as detecting live intrusions or stopping ongoing attacks [1]. - Some analysts believe the market's reaction is an overreaction, driven by a simplistic narrative suggesting that AI could replace existing cybersecurity solutions [1]. Group 3: Industry Developments - Nvidia announced a partnership with Akamai, Forescout, Palo Alto Networks, Xage Security, and Siemens to enhance real-time cybersecurity for industrial control systems [1].
CrowdStrike stock: 3 simple reasons why AI can't disrupt it
Invezz· 2026-02-23 17:21
providers can't replicate overnight.Analysts like [Dan Ives of Wedbush argue] that AI actually expands CrowdStrike's total addressable market by creating new vulnerabilities that only a comprehensive platform can solve.As AI lowers the barrier for hackers to launch attacks, the need for battle-tested, AI-native solution like Falcon becomes an essential utility rather than a luxury – making CRWD shares all the more attractive as a long-term holding on the current toned down valuation.Related News Stock marke ...
CrowdStrike大跌超10%
Ge Long Hui A P P· 2026-02-23 17:05
格隆汇2月24日|CrowdStrike一度大跌超10%;网络安全股正受到Wedbush Securities的Dan Ives所称 的"人工智能幽灵交易"的冲击。 ...