$CRWD

CRWD

CrowdStrike Holdings, Inc.

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截至 09-26
09-19
Christopher Uhl - OVTLYR发布 2026-09-19
《10 Stocks That Could Beat NVDA Next Week》
$CRWD未站边
CRWD 的个股内部结构看起来强劲，但大盘及板块的疲软使其无法达到发出看涨信号所需的水准。

我们接着看CrowdStrike。本周发出了一个带有正向动能的新警报。本周科技板块出现了几个上行动能警告。事实上，我们将在几分钟后对科技板块进行深入分析。所以，请继续关注。再次强调，这只股票的一切看起来都非常强劲，但市场和板块并不太配合。情况开始改善。它还没有达到所需的水平。

Let's move on to CrowdStrike. A new alert with positive momentum was issued this week. Several warnings of upward momentum have emerged this week in the technology sector. In fact, we will be conducting an in-depth analysis of the technology sector in a few minutes.

So, stay with us for that. Again, everything looks very strong in this stock, but the market and sectors are not cooperating much. Things started to improve. It has not yet reached the required level.

看原视频04:29
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09-18
Schwab Network发布 2026-09-18
《The Big 3: CRWD, DELL, AAPL》
$CRWD看涨
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.

看原视频01:59
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Chip Stock Investor发布 2026-09-18
《The AI Agent Problem No One's Pricing In Yet》
$CRWD未站边
CRWD 为推广模块采用而提供价格让利；因估值偏高而减持，但因趋势向好而保留在观察名单中。

这就是为什么 CrowdStrike 在谈 Falcon Flex。他们本质上是在向这些客户提供价格让步，以促使他们采用更多模块，

This is why you have CrowdStrike talking about the Falcon Flex. They're essentially providing price concessions to these customers to adopt more of their modules,

不过，估值仍然重要，所以这就是我们决定减持 Palo Alto 和 CrowdStrike 的原因。估值看起来就是非常高、非常拉伸。但这并不代表它被移出观察名单。由于这一趋势，它们并没有被完全清出投资组合。

Valuation does still matter, though, so that's why we decided to trim Palo Alto and CrowdStrike. Valuations just look very high, very stretched. But it's not off the watchlist.

They're not out of the portfolio entirely because of this trend.

看原视频05:58
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Verified Investing发布 2026-09-18
《BOJ Action Spooks Markets, Yields Rise, Triple Witching, Oil Turns Higher, Gold Holds Strong》
$CRWD看跌
CRWD 是一笔波段交易；尽管趋势线良好，但已超买，预计将回落至 192-188。

Crowd Strike 作为一个波段交易。我喜欢这里这条技术趋势线。这并不意味着它不会涨得更高一点，但我们开始在 AI 交易的网络安全方面进入超买的情形。我在等待最终一波波段交易下跌到 192 到 188。缺口回补、上升趋势线就在那里。

Crowd Strike as a swing trade. I love this technical trend line up here. Doesn't mean it won't go a little bit higher, but we're starting to get into overbought scenarios on the cyber security aspect of the AI trade.

I'm looking for an eventual swing trade drop down to 192 to 188. Gap fill ascending trend line right there.

看原视频19:15
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09-14
Schwab Network发布 2026-09-14
《Bull v. Bear: CRWD Breaks Out to Record Highs in Cybersecurity Rally》
$CRWD看涨
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.

看原视频00:03
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Benzinga发布 2026-09-14
《AI Slowdown Selloff: Dip or Warning Shot? | PreMarket Playbook + Cboe | September 14, 2026》Jim Cramer / George Kurtz
$CRWD看涨
受 AI 威胁推动的网络安全需求上升，CRWD 是必买标的。

另一方面，Crowd Strike Holdings，代码CRWD，在CEO George Kurtz主张机器速度的AI威胁需要更多安全投资、而不是更少开发之后，引起了关注。这一背书也被Jim Kramer称为必须买入的信号。

On the flip side, Crowd Strike Holdings, ticker CRWD, has drawn attention after CEO George Kurtz argued that machine speed AI threats require more security investment, not less development.

An endorsement that Jim Kramer also called a must buy signal.

现在Jim Kramer称Crowdstrike Holdings是一只非常好的网络安全股。他说，在AI威胁不断涌现之际，这只网络安全股是必须买入的，而它实际上就是Crowdstrike，代码CRWD。

Now Jim Kramer calling Crowdstrike Holdings a really good cyber security stock. He says that this cyber security stock is a must buy amid the emerging AI threats and it is in fact Crowdstrike ticker CRWD.

看原视频33:51
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09-12
Parkev Tatevosian, CFA发布 2026-09-12
《The Proliferation of Agentic AI Has Been Great News for Palo Alto Stock Investors | PANW Stock》
$CRWD看跌
CrowdStrike 因长期相对估值偏高，不构成买入推荐。

唯一一个我没有推荐买入的是CrowdStrike，因为在我看来，这只股票相当长一段时间以来都相对昂贵。那只股票的表现也很好，所以我错过了它。

The only one that I hadn't recommended as a buy was CrowdStrike because that one had been relatively expensive for quite some time in my view. Uh that has also performed well, so I missed that one,

看原视频04:11
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09-03
Meet Kevin发布 2026-09-03
《Wall Street is Warning: The Crash of 2027 is Coming: PREPARE.》
$CRWD未站边
对CRWD持乐观态度，但指出其估值偏高；鉴于约0.9%的现金流回报率，需要非常高的增长预期才能证明当前价格的合理性。

然后我们看看 CrowdStrike，我也对其持乐观态度，但其评级非常高。要使这合理，增长预期必须非常高。如你所知，他们的现金流回报率约为 0.9%。

Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.

看原视频20:10
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