EXCLUSIVE: Stephanie Link On The Next Big Disruptors In Cybersecurity
EXCLUSIVE: Stephanie Link On The Next Big Disruptors In Cybersecurity
As the cybersecurity industry evolves, new disruptors are emerging that could reshape the landscape.
随着网络安全行业的发展，新兴的颠覆者正在出现，这可能会重新塑造格局。
Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors, shared some exclusive insights with Benzinga, highlighting the key challenges and opportunities for investors.
Hightower Advisors的首席投资策略师和投资组合经理Stephanie Link与Benzinga分享了一些独家见解，突出了投资者面临的主要挑战和机遇。
Generative AI, Quantum Computing & Consolidation
生成式人工智能、量子计算和整合
Three significant disruptors are poised to impact the cybersecurity sector:
有三个重要的颠覆者即将影响网络安全板块:
- Generative AI
- Quantum computing
- Consolidation.
- 生成式人工智能
- 量子计算概念
- 整合。
"Generative AI has become a race," Link notes, with companies like CrowdStrike Holdings Inc (NASDAQ:CRWD), Palo Alto Networks Inc (NASDAQ:PANW), Forntinet Inc (NASDAQ:FTNT), SentinelOne Inc (NASDAQ:S), International Business Machines Corp (NASDAQ:IBM), Google's parent Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), and Amazon.com Inc (NASDAQ:AMZN) actively expanding their use of AI in products and systems.
"生成式人工智能已经成为一场竞赛，" Link指出，像CrowdStrike Holdings Inc（NASDAQ:CRWD），Palo Alto Networks Inc（NASDAQ:PANW），Forntinet Inc（NASDAQ:FTNT）， SentinelOne Inc（NASDAQ:S），International Business Machines Corp（NASDAQ:IBM）， Google的母公司Alphabet Inc（NASDAQ:GOOG）（NASDAQ:GOOGL）和Amazon.com Inc（NASDAQ:AMZN）正在积极扩张他们的人工智能在产品和系统中的应用。
"Time will tell who the major winners will be in this space," she adds.
“时光会告诉我们这个领域的主要赢家将会是谁，”她补充道。
Quantum computing threatens traditional encryption methods, with leaders like IBM, Google, Amazon, and Microsoft Corp (NASDAQ:MSFT) at the forefront of this technology. "This could pose a threat to current cybersecurity protocols," warns Link.
量子计算威胁着传统的加密方法，像IBm、Google、Amazon和Microsoft Corp（NASDAQ:MSFT）这样的领导者处于这项技术的前沿。Link警告道：“这可能对当前的网络安全协议构成威胁。”
Consolidation is another factor, as big players like Google, Amazon, Meta Platforms Inc (NASDAQ:META), and Microsoft eye smaller cybersecurity firms to enhance their offerings.
整合是另一个因素，像Google、Amazon、Meta Platforms Inc（NASDAQ:META）和Microsoft等大公司正在关注更小的网络安全公司，以增强他们的服务。
"They are not afraid to spend money to increase their market share," Link observes.
Link观察到：“他们不怕花钱来增加他们的市场份额。”
Read Also: Palo Alto, CrowdStrike, Zscaler 'Will Only Get Bigger' Says Expert: Cybersecurity Market Projected To Hit $2 Trillion By 2030
阅读也可以：Palo Alto、CrowdStrike、Zscaler资深专家认为这些公司"只会变得更大"：预计到2030年网络安全市场总规模将达到20万亿美元。
How Investors Can Position Themselves
投资者如何定位自己
Link emphasizes the importance of staying informed in this rapidly changing industry. "These changes are happening rapidly, and there are many companies to track," she advises. "Owning the best operators has always been a favorite strategy of ours."
Link强调，在这个快速变化的行业中保持了解的重要性。她建议说：“这些变化正在快速发生，有很多公司需要追踪。拥有最好的操作商一直是我们最喜欢的策略。"
By focusing on leading companies and emerging technologies, investors can capitalize on the opportunities presented by these disruptors.
通过关注领先的公司和新兴技术，投资者可以利用这些颠覆者带来的机遇。
- Jim Cramer Joins Multiple Analysts Calling The Bottom In CrowdStrike Stock
- Jim Cramer加入多个分析师，称CrowdStrike股票已经触底
Photo: Song_about_summer via Shutterstock
照片：Song_about_summer通过Shutterstock。