CrowdStrike和Palo Alto上涨,而AI股下跌。华尔街正在定价一种不同的AI交易
· insidermonkey.com
9月14日的AI抛售产生了一个奇怪的赢家:网络安全。在前沿AI领袖呼吁放缓发展后,芯片股下跌,而CrowdStrike Holdings, Inc.和Palo Alto Networks却上涨。
The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Hold...