宕机后遗症？10亿收入的隐忧 CrowdStrike(CRWD)辉煌与危机并存的细节

2025-03-05

美国股市周二(3月4日)延续跌势，虽然科技股试图反弹，但道指两日跌幅累计超过1300点反映出经济风险担忧愈加严重。个股方面，今天想和大家来分析的是新鲜出炉的网络安全巨头CRWD的最新财报。一方面可以看看网络安全行业的投资前景，另一方面也想好好看看之前一直提到的Windows大规模宕机事件，到底给CRWD有没有带来负面影响？

特朗普宣布加增关税！TACO又来了？

最热美联储主席人选生变，打击市场的降息预期。特朗普近期宣布将对8个欧洲国家加10%关税，市场不确定性增加。【大家觉得这次是否又是TACO策略？本周大盘看跌or看涨？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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尖沙咀啵嘴
2025-03-05
尖沙咀啵嘴
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