Schwab Network 对 $CRWD 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 5 条
2026-09-18看涨
《The Big 3: CRWD, DELL, AAPL》
CRWD 具备看涨的技术形态(上升通道),其驱动来自企业自持 AI 并需要为该知识产权提供安全防护这一基本面主题。

是的,首先你必须喜欢这张图。你应该喜欢这些数字,而当你考虑安全问题时,有一个我在这些股票中谈过很多次的想法,那就是很多公司都希望拥有自己的人工智能。他们想把它引入内部。我们已经看到,我想,美国第二大律师事务所,以及一些会计师事务所,他们正在引入人工智能,而不是付钱给OpenAI、Anthropic等公司。

他们自己拥有它。如果你想一想,如果他们所有的知识产权和一切都在那里,他们就需要保护它。这正是CrowdStrike发挥作用的地方,我认为这张图正体现了这一点。我的意思是,今天我们有“四巫日”。

今天是个相当奇怪的日子,但在过去两个月里,回到Rick在图表上看到的东西,它曾是市场上最强势的股票之一。

Yes, I mean first and foremost you have to like the graph. You should like the numbers, and when you think about security, there's something I've talked about a lot in these stocks, and that's the idea that a lot of people, or I should say a lot of companies, are looking to own their own intelligence.

They want to bring it in. We have seen, I think, the second largest law firm in the country, you know , and some of these accounting firms . They are bringing in artificial intelligence instead of paying companies like OpenAI, Anthropic, and others .

They own it themselves. And if you think about it, if they have all their intellectual property and everything there, they need to protect it. This is where CrowdStrike comes in, and I think the chart represents that.

I mean, today we have "Quad Witching" . It's a rather strange day today, but over the past two months , going back to what Rick is looking at in the chart here. It was one of the strongest stocks out there.

2026-09-14看涨
《Bull v. Bear: CRWD Breaks Out to Record Highs in Cybersecurity Rally》
CRWD在网络安全领域是明确的领导者,ARR与利润率持续增长,叠加AI带来的助力,支撑其光明的前景展望。

网络安全类股票今天处于赢家一方,投资者纷纷涌入 CrowdStrike,背后是对人工智能发展速度和安全性存有疑问。

Cyber security names are on the winning end today as investors pile into crowd strike amid questions over the pace and safety of artificial intelligence.

所有这些噪音在打压其他股票的同时,为网络安全板块带来了买盘,CrowdStrike 有望在今天创下收盘纪录。是的,该股今天真正实现了稳健的突破。正如你提到的,创下52周新高。涨幅约为15%。而这还是在 NASDAQ 下跌的情况下实现的。

All the noise while deflating other names put a bid into cyber security with Crowd Strike on pace to set a record close today. Yeah, real solid breakout today in in the stock. Uh, as you mentioned, 52- week high.

Uh, it's up about 15%. And that's with the NASDAQ being down.

2026-09-02
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2026-09-01看涨
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2026-08-31
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