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企业软件与网络安全
Enterprise Software & Cybersecurity05/29/2026, 14:11 NY · 16 clusters · 195 tickers企业软件与网络安全
17 个成员置信度强
题材逻辑
受益于AI需求和企业云支出增长的企业软件与安全股
催化事件
- 2025-Q1超大规模云服务商营收加速增长,为Snowflake、MongoDB等提供需求环境
- 2025-Q1AI担忧转乐观,ServiceNow等软件股领涨
聚合 KOL
- ★1Earnings WhispersCRWD · PANW · MDB · OKTA +4×46
- ★1imnotharshNET · NOW · ORCL · MSFT +2×44
- ★1The Kobeissi LetterORCL · MSFT · S×36
- ·鲍博士NET · CRWD · PANW · MDB +6×31.4
- ★1Walter BloombergS×28
- ·2StockMKTNewzAPLD · CRWD · NBIS · FTNT +4×25
- ★1First SquawkNOW · SNOW · S×24
- ★1zerohedgeMDB · PATH · MSFT · SNOW +1×18
- ★1Cem KarsanNOW · S×16
- ★1Jim BiancoS×14.4
跨成员新闻
- 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
- Nebius' 684% Revenue Surge Hides A Risk Nobody's Talking About