{"id":562203,"date":"2025-01-05T16:40:11","date_gmt":"2025-01-06T00:40:11","guid":{"rendered":"https:\/\/nai500.com\/?p=562203"},"modified":"2025-01-05T16:40:11","modified_gmt":"2025-01-06T00:40:11","slug":"%e8%b4%b5%e6%9c%89%e8%b4%b5%e7%9a%84%e9%81%93%e7%90%86-%e4%b8%a4%e5%8f%aa-%e7%be%8e%e8%82%a1%e7%bd%91%e7%bb%9c%e5%ae%89%e5%85%a8%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/01\/%e8%b4%b5%e6%9c%89%e8%b4%b5%e7%9a%84%e9%81%93%e7%90%86-%e4%b8%a4%e5%8f%aa-%e7%be%8e%e8%82%a1%e7%bd%91%e7%bb%9c%e5%ae%89%e5%85%a8%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u8d35\u6709\u8d35\u7684\u9053\u7406\uff0c\u5c31\u6bd4\u5982\u8bf4\u8fd9\u4e24\u53ea\u7f8e\u80a1\u7f51\u7edc\u5b89\u5168\u80a1\u7968"},"content":{"rendered":"<p>\u7f51\u7edc\u5b89\u5168\u5a01\u80c1\u65e0\u5904\u4e0d\u5728\uff0c\u5404\u7c7b\u4f01\u4e1a\u90fd\u9700\u8981\u65f6\u523b\u4fdd\u6301\u8b66\u60d5\u4ee5\u4fdd\u62a4\u6570\u636e\u548c\u5ba2\u6237\u9690\u79c1\u3002\u800c\u968f\u7740\u975e\u6cd5\u5206\u5b50\u4e0e\u4e00\u4e9b\u56fd\u5bb6\u5229\u7528\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u6765\u5236\u9020\u66f4\u9ad8\u7ea7\u7684\u5a01\u80c1\uff0c\u62b5\u5fa1\u8fd9\u4e9b\u7f51\u7edc\u653b\u51fb\u7684\u96be\u5ea6\u4e5f\u8d8a\u6765\u8d8a\u5927\u3002\u5e78\u8fd0\u7684\u662f\uff0c\u8bb8\u591a\u4f18\u79c0\u7684\u7f51\u7edc\u5b89\u5168\u516c\u53f8\u6b63\u5728\u52aa\u529b\u5e94\u5bf9\u8fd9\u4e9b\u5a01\u80c1\u3002\u800c\u5bf9\u4e8e\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u7f8e\u80a1\u7684\u6709\u4e9b\u7f51\u7edc\u5b89\u5168\u80a1\u7968\u53ef\u80fd\u6210\u4e3a\u672a\u6765\u5341\u5e74\u7684\u4f18\u79c0\u6295\u8d44\u6807\u7684\u3002<\/p>\n<p>\u8fd9\u662f\u4e00\u4e2a\u5feb\u901f\u589e\u957f\u7684\u5e02\u573a\u3002\u636e Acumen Research and Consulting 2022\u5e74\u7684\u4e00\u9879\u7814\u7a76\uff0c2021\u5e74AI \u9a71\u52a8\u7684\u7f51\u7edc\u5b89\u5168\u5e02\u573a\u89c4\u6a21\u8fbe 149 \u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u5230 2030 \u5e74\u5c06\u8fbe\u5230 1338 \u4ebf\u7f8e\u5143\u3002\u8fd9\u4e3a Palo Alto Networks \u548c CrowdStrike \u8fd9\u4e24\u5927\u7f51\u7edc\u5b89\u5168\u5de8\u5934\u63d0\u4f9b\u4e86\u5de8\u5927\u7684\u53d1\u5c55\u7a7a\u95f4\u3002\u672a\u6765\u51e0\u5e74\uff0c\u51ed\u501f\u521b\u65b0\u4ea7\u54c1\u548c\u5f3a\u52b2\u7684\u5ba2\u6237\u9700\u6c42\uff0c\u8fd9\u4e24\u53ea\u7f8e\u80a1\u7f51\u7edc\u5b89\u5168\u80a1\u7968\u6709\u671b\u5b9e\u73b0\u6301\u7eed\u589e\u957f\u3002<\/p>\n<p>\u867d\u7136\u4f30\u503c\u6709\u70b9\u9ad8\uff0c\u4f46\u4e0d\u8bba\u662f\u8ffd\u6c42\u957f\u671f\u6210\u957f\uff0c\u8fd8\u662f\u5e0c\u671b\u5206\u6563\u6295\u8d44\u7ec4\u5408\u98ce\u9669\u7684\u6295\u8d44\u8005\uff0cPalo Alto \u548c CrowdStrike \u90fd\u662f\u503c\u5f97\u5173\u6ce8\u7684\u597d\u9009\u62e9\u3002<\/p>\n<h2>1. <a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=PANW\">Palo Alto Networks (PANW)<\/a><\/h2>\n<p>Palo Alto Networks \u591a\u5e74\u6765\u4e00\u76f4\u662f\u7f51\u7edc\u5b89\u5168\u9886\u57df\u7684\u91cd\u8981\u53c2\u4e0e\u8005\u3002\u516c\u53f8\u6700\u77e5\u540d\u7684\u4ea7\u54c1\u53ef\u80fd\u662f\u9632\u706b\u5899\uff0c\u4f46\u5982\u4eca\u5b83\u7684\u4ea7\u54c1\u7ec4\u5408\u5df2\u7ecf\u66f4\u52a0\u591a\u5143\u5316\uff0c\u5305\u62ec Prisma \u4e91\u5b89\u5168\u4ea7\u54c1\u548c\u57fa\u4e8e\u4eba\u5de5\u667a\u80fd\u7684 Cortex \u7cfb\u7edf\u7b49\u3002<\/p>\n<p>Palo Alto \u5c45\u4e8e\u884c\u4e1a\u9886\u5148\u5730\u4f4d\uff0c\u62e5\u6709\u8d85\u8fc7 80,000 \u5bb6\u4f01\u4e1a\u5ba2\u6237\u3002\u6839\u636e\u622a\u81f3 2024 \u5e74 10 \u6708 31 \u65e5\u7684 2025 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f 14%\uff0c\u8fbe\u5230 21 \u4ebf\u7f8e\u5143\uff1b\u975e GAAP \u6bcf\u80a1\u644a\u8584\u6536\u76ca\u589e\u957f 13%\uff0c\u8fbe\u5230 1.56 \u7f8e\u5143\u3002\u516c\u53f8\u7ba1\u7406\u5c42\u9884\u8ba1\u8fd9\u4e00\u589e\u957f\u52bf\u5934\u5c06\u6301\u7eed\uff0c2025 \u8d22\u5e74\u5168\u5e74\u8425\u6536\u6307\u5f15\u8d85\u8fc7 91 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u63d0\u5347 14%\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u5bf9\u4e8e\u6295\u8d44\u8005\u6765\u8bf4\uff0cPalo Alto \u6709\u4e00\u9879\u4e0d\u5229\u56e0\u7d20\uff1a\u80a1\u7968\u8f83\u4e3a\u6602\u8d35\u3002\u76ee\u524d\u516c\u53f8\u7684\u9884\u671f\u5e02\u76c8\u7387\uff08Forward P\/E Ratio\uff09\u4e3a 56.8\uff0c\u663e\u8457\u9ad8\u4e8e\u6807\u666e 500 \u6307\u6570\u7684 21.9\u3002\u7136\u800c\uff0cPalo Alto \u5728\u5b89\u5168\u8bbe\u5907\u5e02\u573a\u7684\u5360\u6709\u7387\u8fbe\u5230\u4e86 22\uff05\uff0c\u9886\u5148\u4e8e Fortinet \u548c\u601d\u79d1\u3002\u800c\u4e14\u8fd1\u671f\u7684\u589e\u957f\u8ff9\u8c61\u8868\u660e\uff0cPalo Alto \u4ecd\u6709\u66f4\u5927\u7684\u53d1\u5c55\u6f5c\u529b\u3002<\/p>\n<p>\u5173\u952e\u6570\u636e<\/p>\n<ul>\n<li>\u5f53\u524d\u80a1\u4ef7: 183.25\u7f8e\u5143<\/li>\n<li>\u5e02\u503c: 1200\u4ebf\u7f8e\u5143<\/li>\n<li>\u6bdb\u5229\u7387: 74.17%<\/li>\n<li>52\u5468\u4ef7\u683c\u533a\u95f4: 130.04\u7f8e\u5143 &#8211; 207.24\u7f8e\u5143<\/li>\n<\/ul>\n<h2>2. CrowdStrike (CRWD)<\/h2>\n<p>CrowdStrike \u4e00\u76f4\u5904\u4e8e\u7f51\u7edc\u5b89\u5168\u6280\u672f\u7684\u524d\u6cbf\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u57fa\u4e8eFalcon\u5e73\u53f0\u7684\u4e91\u5b89\u5168\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<p>\u6700\u8fd1\uff0cCrowdStrike \u5bf9 Falcon \u5e73\u53f0\u8fdb\u884c\u4e86\u5347\u7ea7\uff0c\u63a8\u51fa\u4e86 Charlotte AI \u7cfb\u7edf\u3002\u8be5\u4eba\u5de5\u667a\u80fd\u7cfb\u7edf\u5e2e\u52a9\u5b89\u5168\u5206\u6790\u5e08\u5bf9\u5a01\u80c1\u8fdb\u884c\u5206\u7c7b\u548c\u5904\u7406\u3002\u5728\u7b2c\u4e09\u8d22\u5b63\uff08\u622a\u81f3 2024 \u5e74 10 \u6708 31 \u65e5\uff09\u7684\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u5f53\u4e2d\uff0c\u7ba1\u7406\u5c42\u8868\u793a\uff0cCharlotte AI\u7684\u5e94\u7528\u9700\u6c42\u5b9e\u73b0\u4e86\u4e09\u4f4d\u6570\u7684\u589e\u957f\uff0c\u539f\u56e0\u662f\u8fd9\u4e00\u5de5\u5177\u5e2e\u52a9\u7528\u6237\u8282\u7701\u4e86\u65f6\u95f4\u5e76\u5b9e\u73b0\u5de5\u4f5c\u6d41\u7a0b\u7684\u81ea\u52a8\u5316\uff0c\u5927\u5e45\u63d0\u5347\u6548\u7387\u3002<\/p>\n<p>CrowdStrike \u7684\u8425\u6536\u589e\u957f\u975e\u5e38\u4eae\u773c\u3002\u5728\u7b2c\u4e09\u5b63\u5ea6\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u589e\u957f 29%\uff0c\u8fbe\u5230 10 \u4ebf\u7f8e\u5143\uff1b\u975e GAAP \u6bcf\u80a1\u644a\u8584\u6536\u76ca\u4e5f\u540c\u6bd4\u589e\u957f13%\u81f3 0.93 \u7f8e\u5143\u3002\u7136\u800c\uff0cCrowdStrike \u7684\u80a1\u7968\u4f30\u503c\u4e5f\u8f83\u9ad8\uff0c\u9884\u671f\u5e02\u76c8\u7387\u8fbe\u5230 78.4\u3002\u4e0d\u8fc7\uff0c\u8be5\u80a1\u80a1\u4ef7\u8fc7\u53bb\u516d\u4e2a\u6708\u4e0b\u8dcc\u4e86\u7ea6 8\uff05\uff0c\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u4e00\u4e2a\u4e70\u8dcc\u7684\u673a\u4f1a\u3002<\/p>\n<p>\u5173\u952e\u6570\u636e<\/p>\n<ul>\n<li>\u5f53\u524d\u80a1\u4ef7: 359.02\u7f8e\u5143<\/li>\n<li>\u5e02\u503c: 880\u4ebf\u7f8e\u5143<\/li>\n<li>\u6bdb\u5229\u7387: 75.15%<\/li>\n<li>52\u5468\u4ef7\u683c\u533a\u95f4: 200.81\u7f8e\u5143 &#8211; 398.33\u7f8e\u5143<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u7f51\u7edc\u5b89\u5168\u5a01\u80c1\u65e0\u5904\u4e0d\u5728\uff0c\u5404\u7c7b\u4f01\u4e1a\u90fd\u9700\u8981\u65f6\u523b\u4fdd\u6301\u8b66\u60d5\u4ee5\u4fdd\u62a4\u6570\u636e\u548c\u5ba2\u6237\u9690\u79c1\u3002\u800c\u968f\u7740\u975e\u6cd5\u5206\u5b50\u4e0e\u4e00\u4e9b\u56fd\u5bb6\u5229\u7528\u4eba\u5de5\u667a\u80fd\uff08A [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":489918,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2235,2155,2137],"class_list":["post-562203","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2235","tag-2155","tag-2137","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/562203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=562203"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/562203\/revisions"}],"predecessor-version":[{"id":562208,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/562203\/revisions\/562208"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/489918"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=562203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=562203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=562203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}