刚刚，Anthropic 发布代码安全工具 Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头 CrowdStrike 的股价直接原地跌超 6.5%，市 场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI 圈接连不断的地震还没停。昨天的 Gemini 3.1 Pro 刚刚亮相，紧接着就又来新炸弹了 —— 刚刚，Anthropic 发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 听起来，是不是只是一条平平无奇的技术更新？结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta 等安全股瞬间暴跌超 5%，总市值蒸发逾 100 亿美元，一夜就蒸发了百亿市值！ 仔细看，网络安全龙头 CrowdStrike 一度暴跌 6.5%，Cloudflare 重挫超 6%，SailPoint 大跌 6.8%，Okta 下挫 5.7%，Zscaler 跌 3.5%，Global X 网络安全 ETF 下跌 3.8%，年内累计跌幅扩大至 14% 一条 AI 功能更新，直接让 ...

【新智元导读】刚刚，Anthropic发布代码安全工具Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头CrowdStrike的股价直接原地 跌超6.5%，市场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI圈接连不断的地震还没停。 昨天的Gemini 3.1 Pro刚刚亮相，紧接着就又来新炸弹了—— 刚刚，Anthropic发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 CrowdStrike、Cloudflare、Okta等安全股瞬间暴跌超5%，总市值蒸发逾100亿美元，一夜就蒸发了百亿市值！ 听起来，是不是只是一条平平无奇的技术更新？ 结果，消息一出，美股网络安全板块立刻集体跳水。 仔细看，网络安全龙头CrowdStrike一度暴跌6.5%，Cloudflare重挫超6%，SailPoint大跌6.8%，Okta下挫5.7%，Zscaler跌3.5%，Global X网络安全ETF下跌 3.8%，年内累计跌幅扩大至14% 一条AI功能更新，直接让一个千亿级的行业板块原地失血。 这不是波动， ...

新智元报道 编辑：Aeneas 定慧 刚刚，Anthropic发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 【新智元导读】刚刚，Anthropic发布代码安全工具Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头CrowdStrike的股价直接原地 跌超6.5%，市场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI圈接连不断的地震还没停。 昨天的Gemini 3.1 Pro刚刚亮相，紧接着就又来新炸弹了—— 听起来，是不是只是一条平平无奇的技术更新？ 结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta等安全股瞬间暴跌超5%，总市值蒸发逾100亿美元，一夜就蒸发了百亿市值！ 仔细看，网络安全龙头CrowdStrike一度暴跌6.5%，Cloudflare重挫超6%，SailPoint大跌6.8%，Okta下挫5.7%，Zscaler跌3.5%，Global X网络安全ETF下跌 3.8%，年内累计跌幅扩大至14% 一条AI功能更新，直接让一个千 ...

Core Insights - Anthropic has launched Claude Code Security, an AI-driven tool designed to autonomously identify software vulnerabilities and suggest fixes, moving beyond traditional scanners that rely on known patterns [1][2] - The tool utilizes Anthropic's Opus 4.6 model, which has already detected over 500 previously unknown high-severity vulnerabilities in open-source projects [2] - Claude Code Security is positioned as a defensive measure in the cybersecurity landscape, where AI is increasingly used by attackers to exploit vulnerabilities [3] Product Features - The tool analyzes complete codebases, tracing data flow and inspecting component interactions, while providing severity ratings and human-readable explanations for identified issues [5] - Despite its advanced capabilities, the tool requires human intervention for applying fixes, ensuring that all changes are reviewed and approved by developers [5] Market Impact - The announcement of Claude Code Security led to a sell-off in cybersecurity stocks, as investors considered the implications of AI encroaching on a market traditionally dominated by specialized security vendors [4] - The competitive landscape is intensifying, with other companies like OpenAI also introducing automated cybersecurity tools, challenging established players such as CrowdStrike and Palo Alto Networks [6]

An upstart seems to be challenging the fundamental business model of cybersecurity businesses.Artificial intelligence (AI) is indisputably a disruptive technology. On fears that one currently strong industry it'll disrupt is cybersecurity, investors traded out of titles in the sector on Friday. One of the victims of this trend was Palo Alto Networks (PANW 1.52%), which saw its shares slide by 1.5% that trading session.Is Claude coming for them?These worries aren't new, but they were given some oxygen on Fri ...