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云软件与网络安全
Cloud Software & Cybersecurity05/29/2026, 20:10 NY · 15 clusters · 196 tickers云软件与网络安全
18 个成员置信度中
题材逻辑
企业云软件及网络安全受益于AI和云迁移
催化事件
- 2025超大规模云服务商营收加速增长带动需求
- 2025AI货币化转向使用量定价模式
聚合 KOL
- ★1Earnings WhispersCRWD · PATH · BB · PANW +5×78
- ★1imnotharshNOW · ORCL · MSFT · SNOW +2×44
- ·鲍博士NOW · CRWD · PANW · IBM +7×32.1
- ★1The Kobeissi LetterORCL · S×32
- ★1Walter BloombergS×24
- ·韭泥NOW · CRWD · IBM · MDB +4×22
- ·2StockMKTNewzCRWD · FTNT · NBIS · APLD +3×21
- ★1Cem KarsanNOW · S×18
- ★1First SquawkNOW · SNOW · S×18
- ·👑月生日-韭皇👑Ph.D.IBM · MSFT×18
跨成员新闻
- AI monetization shifts to usage-based pricing
- SentinelOne: Irrational Penalty Box
- SentinelOne: Irrational Penalty Box
- ServiceNow leads software rally as AI fears turn to optimism
- Snowflake Just Signed A 5-Year Check To Its Biggest Competitor
- Snowflake Just Signed A 5-Year Check To Its Biggest Competitor
- What To Do After Dell's Breakout Boosted Hewlett-Packard Enterprise Stock
- Beyond Nvidia: Dell, Micron, And The Expanding AI 'Boom Loop'
- Biggest stock movers Friday: DELL, NTAP, HPE, ESTC, GAP, AEO, and more
- Tracking George Soros's 13F Portfolio - Q1 2026 Update