Generative AI Backed Cybersecurity Stocks Cloudflare, Okta Have Near-Term Upside: Analyst
Generative AI Backed Cybersecurity Stocks Cloudflare, Okta Have Near-Term Upside: Analyst
支持生成性人工智能的网络安全概念股票cloudflare和okta在短期内有上升潜力：分析师
Morgan Stanley analyst Keith Weiss noted that cybersecurity remains a top spending priority for organizations globally.
摩根士丹利分析师基思·韦斯指出，网络安全仍然是全球组织的首要支出优先事项。
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.
韦斯指出，随着近期技术进步（如人工智能、公共云）扩大了攻击面，长期的顺风因素仍然存在，这为确保人工智能和利用人工智能自动化安全操作创造了新的产品机会。
In the near term, the analyst flagged risks investors might not fully appreciate heading into 2025.
在短期内，分析师警告投资者在进入2025年时可能未能充分认识到的风险。
Also Read: This Analyst Downgrades Upstart But Says SoFi Tech Could Become 'American Express' Of Fintech
另请阅读：这位分析师将upstart评级下调，但表示SoFi科技可能会成为金融科技的'美国运通'。
While the spending environment is showing signs of stability post-US elections, budgets remain tight, with CIOs and CISOs looking...
尽管支出环境在美国选举后显示出稳定的迹象...
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