美股詳情

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Cloudflare, Inc.

327.23

-3.1300-0.95%

盤後：326.03-1.1970-0.37%19:59 EDT

成交量：318.77萬

成交額：10.46億

市值：1,165.20億

市盈率：-558.18

高：334.60

開：322.12

低：320.50

收：330.36

52周最高：334.60

52周最低：158.83

股本：3.56億

流通股本：3.20億

量比：0.90

換手率：1.00%

股息：- -

股息率：- -

每股收益(TTM):-0.5862

每股收益(LYR):-0.2935

淨資產收益率：-14.43%

總資產收益率：-2.04%

市淨率：71.93

市盈率(LYR):-1,114.87

資料載入中...

總覽公司新聞資訊公告

異動解讀 | 評級利好疊加AI合作，Cloudflare盤中大漲5.08%

Cloudflare Inc(NET)股票4月15日收盤上漲6.17%：背後推手曝光

TradingKey中文

異動解讀 | 評級上調與AI合作雙重利好，Cloudflare盤中大漲5.07%

美國研究綜述-歐特克、花旗集團、富國銀行

瑞穗發布軟件業財報季首選名單：Cloudflare(NET.US)、ServiceNow(NOW.US)與Atlassian(TEAM.US)最值得持有

穩定幣概念股盤前多股持續走強 Circle(CRCL)漲3.65%

異動解讀 | Cloudflare盤中大漲7.20%，受AI智能體平台重大擴展公告推動

Cloudflare Inc(NET)股票4月13日盤中上漲5.41%：關鍵驅動因素揭曉

TradingKey中文

美股穩定幣概念股盤前普跌索尼(SONY)跌2.56%

應用軟件股繼續大跌，Fastly跌超19%，Cloudflare跌超14%

老虎资讯综合

異動解讀 | Anthropic新AI模型威脅網絡安全，Cloudflare被排除在安全項目外，盤中大跌5.19%

Cloudflare Inc(NET)股票4月9日盤中下跌10.70%：釋放什麼信號？

TradingKey中文

美國軟件股因人工智能顛覆擔憂再起而暴跌

異動解讀 | 受人工智能恐慌及行業擔憂衝擊，Cloudflare盤中大跌11.82%

Anthropic新AI模型再燃顛覆憂慮，美國軟件股下跌

BUZZ-美國軟件類股受人工智能恐慌情緒重創

BUZZ-BTIG 下調評級加深痛苦後 Zscaler 業績下滑

AI Agent失控成催化劑，安全軟件股或迎來結構性機會

老虎资讯综合

異動解讀 | AI模型意外泄露引發行業擔憂，Cloudflare盤前大跌5.45%

AI的下一場衝擊：Anthropic新模型意外泄露，網絡安全股開盤大跌

华尔街见闻

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应用安全性。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261787044-market-movers-net-20260415","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NET","LU2286300806.USD","BK4588","LU2065171402.SGD","BK4585","LU2065170008.USD","NETG","BK4548","LU2065169927.USD","NETX","BK4554","BK4613","BK4116","BK4560","LU2065171311.SGD","BK4607","XDAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126645654","title":"異動解讀 | 評級上調與AI合作雙重利好，Cloudflare盤中大漲5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126645654","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126645654?lang=zh_tw&edition=fundamental","pubTime":"2026-04-15 22:13","pubTimestamp":1776262386,"startTime":"0","endTime":"0","summary":"Cloudflare, Inc.  今日盘中大涨5.07%，引起了市场的广泛关注。与此同时，瑞穗证券在最新发布的研究报告中，将Cloudflare列为2026年第一季度财报季中最值得持有的软件股票之一，并维持其“跑赢大盘”的评级。Cloudflare宣布已与谷歌旗下人工智能安全公司Wiz达成合作伙伴关系，旨在消除基础设施中的AI“盲点”，加速AI的采用并优先处理风险。这些战略举措进一步强化了Cloudflare在AI基础设施赛道的布局和竞争力，为股价上涨提供了强劲动力。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627940284","title":"美國研究綜述-歐特克、花旗集團、富國銀行","url":"https://stock-news.laohu8.com/highlight/detail?id=2627940284","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627940284?lang=zh_tw&edition=fundamental","pubTime":"2026-04-15 16:35","pubTimestamp":1776242130,"startTime":"0","endTime":"0","summary":"美国研究综述-欧特克、花旗集团、富国银行路透4月15日 - 华尔街证券分析师周三调整了对几家美国上市公司的评级和目标价，其中包括欧特克、花旗集团和富国银行。要闻 * 欧特克公司ADSK.O：杰富瑞给予买入评级 * 花旗集团C.N：巴克莱将目标价从146美元上调至154美元 * 富国银行 WFC.N：巴克莱将目标价从 113 美元下调至 108 美元以下是路透周三报道的美国公司研究行动摘要。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260415:nL4S40Y0MY:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KMX","ICE","AZZ","CARR","MCO","COIA","BLK","CBOE","DPZ","CONX","BSVN","GWW","MRNA","PCAR","TYRA","RAL","DT","WAB","JNJ","TKR","ATKR","SBSI","SPHR","C","FLS","JPO","COIN","COIO","SPGI","APH","MNSH","VRT","DDOG","CME","CMI","PEG","WMS","NET","GGG","ADSK","MSCI","PH","WCC","DOGD","CAT","MMM","ETR","COYY","FROG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627092194","title":"瑞穗發布軟件業財報季首選名單：Cloudflare(NET.US)、ServiceNow(NOW.US)與Atlassian(TEAM.US)最值得持有","url":"https://stock-news.laohu8.com/highlight/detail?id=2627092194","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627092194?lang=zh_tw&edition=fundamental","pubTime":"2026-04-15 15:27","pubTimestamp":1776238022,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在 2026 年第一季度财报季拉开帷幕之际，瑞穗证券发布研究报告指出，尽管近期软件行业因市场波动经历了估值的显著回调，但其风险回报比已显现出极佳的投资吸引力。其中Cloudflare、ServiceNow和Atlassian被该机构列为最值得持有的软件股票。瑞穗的行业调研显示，顶级软件企业持续展现出稳健的消费应用数据表现。然而，这些股票中的大部分仍因对人工智能颠覆性冲击的担忧持续承受重压。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260415/32145079.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["TEAM","NET","XDAT","NOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627741946","title":"穩定幣概念股盤前多股持續走強 Circle(CRCL)漲3.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627741946","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627741946?lang=zh_tw&edition=fundamental","pubTime":"2026-04-14 16:51","pubTimestamp":1776156691,"startTime":"0","endTime":"0","summary":"截至发稿，Circle涨3.65%，SoFiTechnologies涨1.75%，Cloudflare涨0.75%，KlarnaGroup涨0.64%。美国银行家协会周一回应称，白宫相关报告存在缺陷，仍坚持稳定币收益可能对社区银行构成风险。另有分析人士认为，稳定币收益争议的实质性消除，标志着银行与加密行业从对立走向务实共存，为CLARITYAct扫清关键障碍。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299147","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4549","BK4560","CRCA","NET","LU0106831901.USD","LU1668664300.SGD","NETX","BK4116","ICRC","NETG","LU1861217088.USD","SOFI","KLAR","LU1861559042.SGD","BK4554","BK4585","LU2360107671.USD","CCUP","BK4535","CRCD","CRCO","LU1791807156.HKD","BK4166","BK4551","BK4613","LU2065171311.SGD","SOFX","BK4227","BK4607","LU1861558580.USD","CRCL","LU2065170008.USD","SOFA","LU2065169927.USD","CRCG","LU1861220207.SGD","LU2065171402.SGD","BK4548","LU2286300806.USD","BK4588","BK4023"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1140009024","title":"異動解讀 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Cloud平台进行重大扩展，推出了旨在促进大规模构建和部署人工智能智能体的新基础设施和开发者工具。这一战略举措将Cloudflare定位为新兴“智能体互联网”的关键基础设施提供商，直接回应了行业对自主AI智能体及其支撑基础设施日益增长的需求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627445999","title":"Cloudflare Inc(NET)股票4月13日盤中上漲5.41%：關鍵驅動因素揭曉","url":"https://stock-news.laohu8.com/highlight/detail?id=2627445999","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627445999?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 22:16","pubTimestamp":1776089767,"startTime":"0","endTime":"0","summary":"• Cloudflare 扩展了 Agent Cloud 平台，旨在支持 AI 智能体的开发与部署。\n• 此举使 Cloudflare 能够更好地把握“智能体互联网”带来的增长机遇。\n• 受 AI 产品发布消息提振，该股股价在日内交易中走高。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261776640-market-movers-net-20260413","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","LU2065171311.SGD","NETG","NETX","XDAT","LU2065171402.SGD","BK4588","LU2065169927.USD","BK4607","BK4548","BK4554","LU2286300806.USD","NET","BK4116","LU2065170008.USD","BK4560","BK4613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627843360","title":"美股穩定幣概念股盤前普跌 索尼(SONY)跌2.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2627843360","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2627843360?lang=zh_tw&edition=fundamental","pubTime":"2026-04-13 16:27","pubTimestamp":1776068868,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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22:30","pubTimestamp":1775831434,"startTime":"0","endTime":"0","summary":"Snowflake、ServiceNow跌超7%。","market":"us","thumbnail":"https://static.tigerbbs.com/b5e339ee6610a793d944481f18242b36","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b5e339ee6610a793d944481f18242b36"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FSLY","NOW","SNOW","PLTR","CRM","NET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100365928","title":"異動解讀 | Anthropic新AI模型威脅網絡安全，Cloudflare被排除在安全項目外，盤中大跌5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100365928","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100365928?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 21:39","pubTimestamp":1775828360,"startTime":"0","endTime":"0","summary":"Cloudflare, Inc.  今日盘中股价大跌5.19%，引起了市场关注。消息面上，此次下跌与人工智能公司Anthropic发布的最新AI模型Mythos有关。值得注意的是，Cloudflare并未被纳入该项目合作名单。分析指出，市场担忧以Cloudflare为代表的传统网络安全服务商的商业模式可能受到冲击。此外，被排除在“Project Glasswing”项目之外，意味着Cloudflare可能无法获得用于加固系统安全的一手信息和工具，这进一步加剧了投资者的悲观情绪。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626137518","title":"Cloudflare Inc(NET)股票4月9日盤中下跌10.70%：釋放什麼信號？","url":"https://stock-news.laohu8.com/highlight/detail?id=2626137518","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626137518?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 03:16","pubTimestamp":1775762188,"startTime":"0","endTime":"0","summary":"• AI技术的进步加剧了投资者对该板块重新定价的担忧。\n• Cloudflare首席执行官的例行减持股票行为放大了市场忧虑。\n• 尽管市场存在担忧，但该公司仍公布了强劲的财报。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261767728-market-movers-net-20260409","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4116","NETX","LU2065171402.SGD","BK4585","BK4554","BK4613","BK4607","LU2286300806.USD","LU2065169927.USD","BK4588","NETG","LU2065171311.SGD","NET","LU2065170008.USD","BK4560","XDAT","BK4548"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626790139","title":"美國軟件股因人工智能顛覆擔憂再起而暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2626790139","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626790139?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 00:24","pubTimestamp":1775751891,"startTime":"0","endTime":"0","summary":"更新版 1-美国软件股因人工智能颠覆担忧再起而暴跌抛售潮蔓延至美国以外，欧洲股市亦受拖累华尔街重新思考其最喜爱的交易之一私人信贷压力进一步恶化市场情绪在第 2-3 段和第 11-17 段添加分析师评论和行业背景；嵌入图表Niket  Nishant/Shashwat Chauhan. 路透4月9日 - 美国软件股周四暴跌，因为在Anthropic公司最近发布最新消息后，人们对人工智能进步带来的破坏性影响的担忧再次成为焦点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260409:nL4T40S1I8:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1582987324.SGD","LU1670710588.SGD","LU0130518102.USD","GB00BDT5M118.USD","LU1815333072.USD","LU1934455194.USD","LU0061474705.USD","LU0208291251.USD","NETX","LU1066051811.HKD","ADBE","IE0009G5SDU7.USD","LU1974910355.USD","IE00BKPKM429.USD","LU1037948897.HKD","LU0957791311.USD","IE00BGHQF748.EUR","IE000MB6IJN5.SGD","LU0965509283.SGD","LU0149725797.USD","LU1003077747.HKD","LU2092937148.SGD","LU0096362180.USD","BK4503","SG9999017495.SGD","IE00B3QW5Z07.USD","LU2360106780.USD","LU0787776722.HKD","LU1923623000.USD","LU1366192091.USD","LU1366333091.USD","LU0128525689.USD","LU1935042215.USD","LU2361044949.HKD","LU2403377893.USD","LU2746668974.SGD","LU2286300806.USD","IE00B19Z3B42.SGD","IE00B19Z8X17.USD","LU2023250504.SGD","LU1989773731.SGD","LU2271345857.HKD","BK4588","BK4533","LU1623119135.USD","LU1670711123.USD","LU0310799852.SGD","MSFU","BK4527","LU0276348264.USD","LU1316542783.SGD","LU1119994496.HKD","BK4550","LU2125909593.SGD","SG9999018857.SGD","TEAM","LU0757359368.USD","LU0553294199.USD","LU2168564149.EUR","LU0823417653.USD","LU2420271590.USD","LU0545562505.USD","LU1116320737.USD","LU1429558221.USD","LU0314106906.USD","GB00B4QBRK32.GBP","LU0061474960.USD","LU2592432038.USD","IE00BK4W5L77.USD","LU1244550577.SGD","LU1697837992.HKD","LU2298321311.HKD","LU1232071149.USD","LU0795875169.SGD","LU1778281490.HKD","MSFL","LU1506573853.SGD","LU2433249047.HKD","LU2092937221.SGD","LU0109391861.USD","LU1032466523.USD","IE0009356076.USD","IE00BSNM7G36.USD","LU1989772923.USD","LU0528227936.USD","LU1571399168.USD","LU0690374615.EUR","SG9999000418.SGD","LU2317271919.USD","GOOX","IE0004445239.USD","LU1228905037.USD","LU0079474960.USD","LU0456855351.SGD","LU2750360997.AUD","LU2237443549.SGD","BK4135","IE00B1XK9C88.USD","LU2087621335.USD","BK4577","LU2247934214.USD","SG9999015341.SGD","CRWD","LU0690374961.EUR","LU1064131342.USD","LU2097344357.USD","LU2517655374.HKD","SGXZ81514606.USD","IE000BZT7R73.USD","LU1934455277.USD","LU0795875086.SGD","LU1066051225.USD","LU1181866309.USD","SGXZ31699556.SGD","IE0004086264.USD","LU0210528500.USD","LU1983260115.SGD","LU2860962120.EUR","LU0070217475.USD","LU0289960550.SGD","LU0057025933.USD","LU2106854487.HKD","BK4504","LU2275660780.HKD","LU2471134952.CNY","BK4576","LU1228905540.USD","LU0203201768.USD","LU0316494557.USD","BK4525","LU0342679015.USD","LU0345768153.USD","LU2487616109.SGD","LU0784384876.USD","LU1235295455.SGD","LU2092627202.USD","LU1894683348.USD","BK4023","LU2065171402.SGD","LU1221951046.USD","IE0003U64NQ7.SGD","LU2361045086.USD","SG9999015358.SGD","LU2347655073.USD","LU1261432733.SGD","LU1551013342.USD","LU0354030511.USD","LU1803068623.USD","IE00BFMHRM44.USD","LU1582986359.USD","LU0511384066.AUD","BK4539","LU2108987350.USD","LU1564329461.SGD","LU2746668461.USD","LU2237443382.USD","LU2089283258.USD","LU0957808578.USD","CG","IE00BN8TJ469.HKD","NETG","LU0187121727.USD","LU1823568750.SGD","LU0210533765.USD","IE00BWXC8680.SGD","IE000ITXATA3.USD","LU0444971666.USD","LU0689626769.HKD","LU1670710661.SGD","LU2417539215.USD","LU2242650005.HKD","LU0211328371.USD","LU1914381329.SGD","HK0000304805.HKD","LU0788109477.HKD","LU2430703251.USD","CRM","LU0964807845.USD","LU1400636491.USD","LU1564329115.USD","LU0077335932.USD","BK4505","LU2381873111.SGD","BK4551","SG9999004303.SGD","LU1221951129.SGD","HK0000914660.USD","LU1720051108.HKD","LU0426412945.USD","IE00BHPRN162.USD","MSFT","LU2463028550.USD","LU0095938881.EUR","LU2491050071.SGD","LU1868837136.USD","LU1564329628.SGD","LU2430703178.SGD","LU2065169927.USD","LU0820561818.USD","LU0949170772.SGD","LU2404859741.USD","LU0894485498.HKD","IE00B3SWFQ91.USD","LU1934455863.HKD","LU0215105999.USD","SG9999014914.USD","LU2413666699.HKD","LU1267930227.SGD","LU2505996509.AUD","LU0097036916.USD","LU1868837300.USD","LU1582987597.SGD","LU0792757196.USD","LU0310800379.SGD","LU0124676726.USD","LU1732800096.USD","LU0312595415.SGD","LU1201861249.SGD","SGXZ23171101.USD","LU0061475181.USD","LU1564329032.USD","LU2517655291.USD","LU2191332357.HKD","IE00BJTD4V19.USD","LU2041044095.USD","LU2023250330.USD","LU0648001328.SGD","LU2237443622.USD","LU1267930573.SGD","LU0472753341.HKD","LU0784383803.USD","LU1496350502.SGD","BK4514","BK4598","LU0345768740.USD","LU2362541513.USD","LU2063271972.USD","LU0006306889.USD","BK4538","LU1035773651.USD","LU0251131958.USD","LU1935043023.USD","LU2471134796.USD","IE00B3S45H60.SGD","LU0203347892.USD","BK4613","IE00BJJMRY28.SGD","LU1244550494.USD","BK4532","IE00BJLML261.HKD","LU1718418525.SGD","LU246124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| 受人工智能恐慌及行業擔憂衝擊，Cloudflare盤中大跌11.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113042854","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113042854?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 23:31","pubTimestamp":1775748698,"startTime":"0","endTime":"0","summary":"Cloudflare, Inc.  今日盘中股价大幅下挫11.82%，成为市场关注的焦点。投资者对人工智能模型的快速发展可能颠覆传统软件商业模式感到恐慌。特别是，Anthropic公司本周早些时候暂缓广泛发布其新的AI模型“Claude Mythos”，该模型已发现数千个隐藏的网络安全漏洞，这加深了市场对包括Cloudflare在内的传统网络安全公司所面临威胁的担忧。此外，券商BTIG在调降竞争对手Zscaler评级时指出，Cloudflare已成为更可信的竞争对手，这反映了网络安全行业竞争加剧以及市场对需求前景的谨慎态度。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626313655","title":"Anthropic新AI模型再燃顛覆憂慮，美國軟件股下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2626313655","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626313655?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 23:25","pubTimestamp":1775748349,"startTime":"0","endTime":"0","summary":"Anthropic新AI模型再燃颠覆忧虑，美国软件股下跌路透4月9日 - 由于担心强大的人工智能模型可能暴露隐藏的网络安全漏洞，Anthropic公司暂缓广泛发布该模型，加深了投资者对传统软件公司面临的威胁的担忧，美国软件股周四暴跌。Anthropic 本周早些时候表示，它只允许包括微软和谷歌在内的约 40 家公司访问其 \"Claude Mythos \"模型，因为该模型已经发现了数千个漏洞，包括各大操作系统和网络浏览器中的一些漏洞。Zscaler 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NOW.N下跌5.2%。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260409:nL4T40S1BU:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1429558221.USD","LU2272731600.USD","NETX","LU2065169927.USD","NETG","BK4116","LU1823568750.SGD","LU2106854487.HKD","LU1551013425.SGD","LU1153585028.USD","BK4581","LU0348723411.USD","LU1917777945.USD","LU2023250843.SGD","LU1267930730.SGD","LU1435385759.SGD","LU0820561909.HKD","LU2543165471.USD","LU2089283258.USD","PLTG","BK4608","LU0345770993.USD","LU2125909593.SGD","LU0994945656.USD","BK4023","LU2111349929.HKD","BK4550","BK4566","LU1551013342.USD","NTSK","PLYY","LU1691799644.USD","BK4554","PLTD","PLTW","LU1121112475.USD","LU1116320737.USD","IE00B19Z9P08.USD","PLOO","LU0354030438.USD","LU0265550946.USD","LU2125909759.SGD","ZS","IE00BMPRXR70.SGD","LU1989764664.SGD","LU1235294995.USD","LU0011850046.USD","LU0266013472.USD","LU2087625088.SGD","PLTI","BK4135","LU2326559502.SGD","BK4528","BK4548","LU2125910179.SGD","LU0109391861.USD","LU2271345857.HKD","LU0889565833.HKD","IE00BZ9MQY76.HKD","BK4097","PLTA","LU0823434740.USD","LU2264538146.SGD","LU2063271972.USD","LU1974910355.USD","LU1803068623.USD","LU2125909916.SGD","BK4543","PTIR","LU0672654240.SGD","LU0823434583.USD","LU2065171402.SGD","LU0820561818.USD","IE00B19Z9Z06.USD","LU0109392836.USD","LU1804176565.USD","LU1043141396.HKD","LU2125910336.SGD","PLT","BK4503","LU1989772840.SGD","LU0426412945.USD","LU0719512351.SGD","LU1923623000.USD","LU1989772923.USD","LU2023251221.USD","LU0265550359.USD","LU2286300806.USD","LU2238339852.HKD","NET","LU0354030511.USD","LU2458330169.SGD","PLTY","LU1989764748.USD","LU0353189763.USD","LU0426417589.USD","LU0320765059.SGD","LU1064131342.USD","LU0689472784.USD","BK4560","LU0107464264.USD","LU1861559042.SGD","LU0081259029.USD","LU1923621640.USD","LU1803068979.SGD","ADSK","LU0390134368.USD","LU1923622614.USD","LU2089284900.SGD","LU0345774391.USD","LU0708995401.HKD","LU2023250504.SGD","LU1939255532.USD","LU2458330243.SGD","LU1951198990.SGD","LU2065170008.USD","LU1043141123.HKD","LU0158827948.USD","LU2272731782.SGD","LU2298064838.USD","LU1046421795.USD","BK4613","LU0082616367.USD","LU2265009873.SGD","LU0943347566.SGD","BK4585","PLTU","NOWL","BK4534","LU1988902786.USD","LU1861558580.USD","LU1951200564.SGD","NOW","LU2065171311.SGD","LU0323240290.USD","LU2125909247.SGD","IE00B894F039.SGD","BK4547","LU0316494557.USD","LU0323239441.USD","LU0345770308.USD","LU2433249047.HKD","PLTR","BK4607","LU1323610961.USD","LU1116320901.HKD","LU0353189680.USD","LU1923622291.USD","LU0345774631.USD","LU2028103732.USD","LU0158827781.USD","LU1721428933.USD","LU1992135399.USD","PLTZ","IE00BMPRXN33.USD","LU1992135472.HKD","BK4588","LU2247934214.USD","LU1983260115.SGD","LU2381873111.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626138088","title":"BUZZ-BTIG 下調評級加深痛苦後 Zscaler 業績下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2626138088","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626138088?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 22:09","pubTimestamp":1775743758,"startTime":"0","endTime":"0","summary":"BUZZ-BTIG 下调评级加深痛苦后 Zscaler 业绩下滑4月9日 - ** 云安全公司Zscaler ZS.O股价创下近三年来最低，最新跌幅为9.2%。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260409:nL4S40S18S:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2065171311.SGD","BK4613","NETX","BK4585","LU2065171402.SGD","BK4588","BK4554","NETG","BK4097","ZS","LU2125909916.SGD","NET","LU2125909759.SGD","BK4560","LU2286300806.USD","LU2065169927.USD","LU1923622291.USD","BK4548","LU2065170008.USD","BK4607","LU0390134368.USD","BK4116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194177081","title":"AI Agent失控成催化劑，安全軟件股或迎來結構性機會","url":"https://stock-news.laohu8.com/highlight/detail?id=1194177081","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194177081?lang=zh_tw&edition=fundamental","pubTime":"2026-04-01 14:00","pubTimestamp":1775023254,"startTime":"0","endTime":"0","summary":"AI失控催生刚需，安全软件逆势突围近期，以ServiceNow、Salesforce为代表的软件巨头股价普遍承压，市场对AI颠覆传统软件商业模式的担忧持续发酵。然而，守护代理的兴起为安全软件细分领域带来结构性机会。随着企业加速部署AI代理，监控与治理需求同步攀升，安全软件有望成为AI产业链中确定性较高的受益环节。此前因AI颠覆担忧而遭抛售的软件板块，正迎来结构性分化——安全软件股或率先获得估值修复。","market":"us","thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NET","OKTA","CRM","SHOP","PANW","ZS","CYBR","FTNT","NOW","SNOW","MNDY","WDAY","BUG","CSCO","CRWD","S","DT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1192623782","title":"異動解讀 | AI模型意外泄露引發行業擔憂，Cloudflare盤前大跌5.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192623782","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192623782?lang=zh_tw&edition=fundamental","pubTime":"2026-03-27 21:43","pubTimestamp":1774619004,"startTime":"0","endTime":"0","summary":"Cloudflare, Inc.今日盘前大跌5.45%，引起了市场的广泛关注。消息面上，Anthropic一款尚未发布的新AI模型“Claude Mythos”因数据泄露意外曝光，引发市场对AI颠覆网络安全行业的担忧再度升温。泄露文件中提及该模型可能带来“前所未有的网络安全风险”，市场担心AI能力的跃升可能冲击传统网络安全厂商，导致网络安全板块股价盘前全线下挫。此次事件折射出市场对AI替代传统安全产品的结构性担忧，投资者顾虑企业客户对传统网络安全产品的需求可能萎缩，进而压制相关厂商的营收增长和定价能力。这一逻辑在盘前流动性偏低的环境中加剧了板块的集中抛售。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["NET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622822231","title":"AI的下一場衝擊：Anthropic新模型意外泄露，網絡安全股開盤大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2622822231","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622822231?lang=zh_tw&edition=fundamental","pubTime":"2026-03-27 21:33","pubTimestamp":1774618430,"startTime":"0","endTime":"0","summary":"Anthropic最强AI模型\"Claude Mythos\"因草稿文件意外暴露于公开数据库而提前曝光，公司称其为\"阶跃式突破\"，泄露文件更直指该模型可能带来\"前所未有的网络安全风险\"。消息一出，CrowdStrike、Palo Alto等网络安全巨头开盘集体重挫逾4%。","market":"sg","thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768605","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"AI的下一场冲击：Anthropic新模型意外泄露，网络安全股开盘大跌","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["OKTA","PANW","BK4588","CRWD","BK4585","NET"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":10,"pageCount":10,"totalSize":200,"code":"91000000","status":"200"}]}}