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This sector is cheap now and no one likes it

越王剑 2026-02-09 15:28:39 ( reads)

I think we can find some really good companies here. I don't believe they will be totally left out in the AI race.

跟帖(11)

桃花源里人家

2026-02-09 15:36:07

可以考虑Service NoW

越王剑

2026-02-09 15:42:05

IGV and HACK 比较安全一些

三心三意

2026-02-09 15:42:19

我觉得首选是Cloud Security。 OpenCloud/Manus 做的一套,会对网络/数据安全要求更高

三心三意

2026-02-09 15:43:09

但我不懂哪一家可以长期投资

CTYJ66

2026-02-09 15:47:34

CRWD, and PANW?

凊荷

2026-02-09 16:35:39

Adobe?

三心三意

2026-02-09 17:25:34

ADBE is not cloud security

凊荷

2026-02-09 17:38:39

哦,没往上看,就看到问哪一个值得投资了

越挫越勇2

2026-02-09 16:36:12

FTNT?

BigMountain6

2026-02-09 20:47:12

FTNT和PANW是不是和一般软件公司一样,都被认为受AI严重冲击?

长流天际12

2026-02-09 21:13:46

也在看,顺便请AI作图~