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FINWIRES

奧本海默公司稱，Cloudflare股票拋售潮為買入良機，Glasswing專案的擔憂「被誇大了」。

-- 奧本海默週五表示，Cloudflare (NET) 的股價拋售提供了買入良機，而圍繞 Project Glasswing 的擔憂被“誇大了”，因為這家雲端服務公司有望受益於人工智慧應用預計的指數級增長。 奧本海默對 Cloudflare 的樂觀展望正值其股價週四暴跌 8.6% 之際。該券商將股價下跌歸因於 Anthropic 的 Project Glasswing 計畫引發的競爭擔憂以及整體市場的疲軟。週五下午晚些時候，Cloudflare 股價下跌 13%，使其今年迄今的跌幅接近 15%。 Anthropic 在聲明中表示，Project Glasswing 是一個跨產業聯盟，旨在「保護全球最關鍵的軟體」。該聯盟將採用 Anthropic 公司尚未發布的 Claude Mythos 前沿模型，成員包括亞馬遜網路服務 (AMZN)、蘋果 (AAPL)、博通 (AVGO)、思科 (CSCO)、CrowdStrike (CRWD)、Alphabet 旗下的Google (GOOG, GOOGL)、摩根大通 (JPMPAN)、微軟電話 (JPM) 和皮達 (WFTOG)、英達偉 Cloudflare 不屬於該聯盟。 奧本海默分析師 Param Singh 和 Jake Heimowitz 週五在一份致客戶的報告中表示，對 Project Glasswing 的擔憂“被誇大了”，Cloudflare 的股價拋售提供了一個“戰術性買入機會”。他們表示，Claude Mythos 將「主動發現並修復關鍵基礎設施中的漏洞」。 分析師寫道：“我們想強調的是，Cloudflare 的安全產品銷售與其物理網絡息息相關，而物理網絡對於引導數據流量至關重要。” “我們認為，隨著前沿模型日趨成熟，Cloudflare 將成為受益者。這將推動智能體人工智能應用呈指數級增長，並使 Cloudflare 在交付、安全和計算方面都受益。” 分析師表示，Cloudflare 處理全球約 20% 的網路流量，Oppenheimer 認為該公司將成為市場份額成長者和受益者，受益於「日益智慧化的網路」。報告指出，智能體人工智慧預計將以超過 20% 的複合年增長率推動數據流量成長。 這家對 Cloudflare 股票給予“跑贏大盤”評級的券商表示，其調查顯示，隨著“安全模組和計算能力的提升”，客戶在 Cloudflare 的支出正在加速增長。

Price: $167.26, Change: $-25.79, Percent Change: -13.36%

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