Generative AI Backed Cybersecurity Stocks Cloudflare, Okta Have Near-Term Upside: Analyst
Generative AI Backed Cybersecurity Stocks Cloudflare, Okta Have Near-Term Upside: Analyst
支持網絡安全概念的生成型人工智能股票cloudflare和okta在短期內有上漲空間：分析師
Morgan Stanley analyst Keith Weiss noted that cybersecurity remains a top spending priority for organizations globally.
摩根士丹利分析師基思·韋斯指出，網絡安全仍然是全球組織的首要支出優先事項。
Weiss noted longer-term tailwinds are intact as recent technological advancements (GenAI, Public Cloud) expand the attack surface area, creating new product opportunities for securing AI and leveraging AI to automate security operations.
韋斯指出，隨着近期技術進步（如人工智能、公共雲）擴大了攻擊面，長期的順風因素仍然存在，這爲確保人工智能和利用人工智能自動化安全操作創造了新的產品機會。
In the near term, the analyst flagged risks investors might not fully appreciate heading into 2025.
在短期內，分析師警告投資者在進入2025年時可能未能充分認識到的風險。
Also Read: This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech
另請閱讀：這位分析師將upstart評級下調，但表示SoFi科技可能會成爲金融科技的'美國運通'。
While the spending environment is showing signs of stability post-US elections, budgets remain tight, with CIOs and CISOs looking...
儘管支出環境在美國選舉後顯示出穩定的跡象...
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