谈股论金

IGV 跳空击穿。割肉。
二世 - 02/23/26 09:46

高科技股不能做。

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appleton - 02/23/26 13:35

近期会因为关税的裁决产生的后续反应而动荡一阵子?

二世 - 02/23/26 14:45

乱套了。下面进入动荡期。持币观望吧。

lovNordstrom - 02/23/26 10:45

美股会不会再来一次2009/2002?

It's about time.

二世 - 02/23/26 11:19

应该还没到哪里。但是跌15%还是很正常的。

二世 - 02/23/26 09:55

MSFT 带头去找新底。太难了。微软这一跌要去365 以下了。ORCL 跌CRWV涨说明ORCL是被IGV 带跌的。 

今天新闻只有这个,被认为是AI safe 的网络安全也被砸盘了:

  • CrowdStrike shares plunged nearly 8% as investors reacted to new AI-driven security tools disrupting cybersecurity sentiment.
  • Anthropic’s Claude Code Security sparked fears that AI could undercut parts of the cyber software value chain.
  • The selloff spread across the sector, with multiple cybersecurity stocks falling sharply in a single session.
  • Attention now turns to CrowdStrike’s March 3 earnings for clarity on AI strategy and future growth outlook.
Company Ticker Today's Price (Approx.) Today's Change Key Focus
CrowdStrike CRWD $388.60 -7.95% Endpoint protection & threat intel
Palo Alto Networks PANW $148.70 -1.52% Firewalls & Prisma Cloud security
Zscaler ZS $159.75 -5.47% Zero Trust & cloud web gateways
Fortinet FTNT $79.92 -2.04% Network security & SD-WAN
Okta OKTA $74.29 -9.18% Identity & access management
SentinelOne S $12.95 -4.54% AI-powered endpoint security
Cloudflare NET $85.50 -6.00% Web performance & edge security