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.
隨着網絡安全行業的發展，新興的顛覆者正在出現，這可能會重新塑造格局。
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的首席投資策略師和投資組合經理Stephanie Link與Benzinga分享了一些獨家見解，突出了投資者面臨的主要挑戰和機遇。
Generative AI, Quantum Computing & Consolidation
生成式人工智能、量子計算和整合
Three significant disruptors are poised to impact the cybersecurity sector:
有三個重要的顛覆者即將影響網絡安全板塊:
- Generative AI
- Quantum computing
- Consolidation.
- 生成式人工智能
- 量子計算概念
- 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.
"生成式人工智能已經成爲一場競賽，" 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）正在積極擴張他們的人工智能在產品和系統中的應用。
"Time will tell who the major winners will be in this space," she adds.
“時光會告訴我們這個領域的主要贏家將會是誰，”她補充道。
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.
量子計算威脅着傳統的加密方法，像IBm、Google、Amazon和Microsoft Corp（NASDAQ:MSFT）這樣的領導者處於這項技術的前沿。Link警告道：“這可能對當前的網絡安全協議構成威脅。”
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.
整合是另一個因素，像Google、Amazon、Meta Platforms Inc（NASDAQ:META）和Microsoft等大公司正在關注更小的網絡安全公司，以增強他們的服務。
"They are not afraid to spend money to increase their market share," Link observes.
Link觀察到：“他們不怕花錢來增加他們的市場份額。”
Read Also: Palo Alto, CrowdStrike, Zscaler 'Will Only Get Bigger' Says Expert: Cybersecurity Market Projected To Hit $2 Trillion By 2030
閱讀也可以：Palo Alto、CrowdStrike、Zscaler資深專家認爲這些公司"只會變得更大"：預計到2030年網絡安全市場總規模將達到20萬億美元。
How Investors Can Position Themselves
投資者如何定位自己
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強調，在這個快速變化的行業中保持了解的重要性。她建議說：“這些變化正在快速發生，有很多公司需要追蹤。擁有最好的操作商一直是我們最喜歡的策略。"
By focusing on leading companies and emerging technologies, investors can capitalize on the opportunities presented by these disruptors.
通過關注領先的公司和新興技術，投資者可以利用這些顛覆者帶來的機遇。
- Jim Cramer Joins Multiple Analysts Calling The Bottom In CrowdStrike Stock
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Photo: Song_about_summer via Shutterstock
照片：Song_about_summer通過Shutterstock。