$PANW
这只股票

Chip Stock Investor 对 $PANW 的判断变化

频道资料 →共 2 条
2026-09-18看跌
《The AI Agent Problem No One's Pricing In Yet》
因估值偏高/透支而减持 PANW 仓位，但因平台化趋势而保留敞口。

这就是我们投资 CyberArk 的原因，它现在已是 Palo Alto Networks 的一部分。

This is why we invested in CyberArk, now part of Palo Alto Networks.

或者 Palo Alto 在平台化上做同样的事，

or Palo Alto doing the same thing with platformization,

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03:55
2026-09-02
《Palo Alto Networks (PANW Stock) 1,400% In 10 Years -- What Comes Next In the AI Era》
PANW估值偏高（接近每股自由现金流70倍），且盈利能力受到稀释/收购的压力；建议耐心等待。

我们将特别讨论Palo Alto Networks。它们是三者中最大的，股票代码为PANW。我们实际上即将持有这只股票十年了。所以，这是对2026财年第四季度财报的回顾，但也可以说是十年后的回顾。

尤其是现在，自3月、4月初以来，股价上涨了超过100%，当时正值云神话时刻，投资者认为网络安全将成为AI的主要受益者，而不是被AI颠覆的软件行业。

We're going to talk about Palo Alto Networks in particular. They are the biggest of the three, ticker symbol PANW. We're coming up actually on a decade of owning this stock. So, this is a bit of an earnings review after Q4 fiscal year 2026, but let's call it like a 10 years later review on this.

Especially now, shares are up well over 100% since March, early April, around the time of the cloud mythos moment and investors deciding actually cybersecurity is going to be a major beneficiary of AI, not a top disrupted software industry by AI.

看原视频00:20
美股听风