[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-crowdstrike-ceo-competes-on-model-pricing-ours-is-like-three-cents-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":195,"suggestedPosts":272},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},143199,"CrowdStrike CEO就定价模式展开竞争：“我们的（模型）价格大约是三美分”","2026-10-26T21:01:00","2026-10-26T14:34:37","\u003Cp>这为AI实验室提供了巨大的降价空间\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>CrowdStrike 首席执行官 George Kurtz 表示，使用最前沿的网络安全模型进行一次通用修复任务的成本约为 10 美元，而使用 CrowdStrike 自身模型的成本约为三美分。\u003C\u002Fli>\n\n\n\n\u003Cli>这种成本差距使得 CrowdStrike 能够在价格上低于 AI 实验室，同时仍能维持其过去三个财年一直保持的约 75% 的毛利率。\u003C\u002Fli>\n\n\n\n\u003Cli>主要风险在于，随着前沿实验室自身进入网络安全领域，更便宜的模型可能会拉低整个行业的安全产品价格，包括 Palo Alto Networks 和 Zscaler。\u003C\u002Fli>\n\n\n\n\u003Cli>分析师预计，到截至 2029 年 1 月的财年，其收入将接近翻倍，该股目前以 169 倍的前瞻市盈率交易，远高于其三年平均的 103 倍。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">昨天，两个关键的 PHP 漏洞细节在补丁甚至尚未发布之前\u003Ca href=\"https:\u002F\u002Fx.com\u002Ffiveoutofnine\u002Fstatus\u002F2113045722744717360\">就已泄露\u003C\u002Fa>，这些漏洞允许任何人在无需登录的情况下在服务器上运行代码。从美国到日本的机构都要求人们将其系统下线。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">今天，\u003Cstrong>CrowdStrike (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=420347413&tid=613769159\">CRWD\u003C\u002Fa>)\u003C\u002Fstrong> 首席执行官 George Kurtz 在 \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fthe-new-apex-predator-crowdstrike-ceo-george-kurtz-on\u002Fid1668002688?i=1000797598841\">No Priors 播客\u003C\u002Fa>上解释了用 AI 清理此类混乱的成本。他说：\"对于通用修复，如果你使用最高水准的前沿网络安全模型，可能花费你大约 10 美元。我们的（成本）大约是 3 美分。\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这是一个巨大的优势，并且对 CrowdStrike 的利润率最为重要。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR 追踪了 54 位分析师对 CrowdStrike 的看法。有多少人给出了\"买入\"评级？\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看 CrowdStrike 的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预测。超过 50 万投资者使用 TIKR 来研究像这样的股票。\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">查看 CrowdStrike 的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-three-cents-leaves-plenty-of-margin\" class=\"wp-block-heading\">三美分仍留有充足的利润空间\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CrowdStrike 将每美元收入中的约四分之三保留为毛利润。其毛利率在过去五个财年一直保持在 73% 到 75% 之间。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA\" alt=\"来自 TIKR 的 CrowdStrike 毛利率（%）折线图，财年 2022–2026（截至每年 1 月）。\" class=\"wp-post-143199 wp-image-143196\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792677527\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike (CRWD): 毛利率（%），财年 2022–2026（截至每年 1 月）（\u003Cstrong>TIKR\u003C\u002Fstrong>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">其订阅业务在最近一个季度表现更佳。截至 2026 年 7 月 31 日的三个月内，订阅毛利率为 78%，高于一年前的 77%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果使用前沿模型运行 AI 智能体，每项任务成本约 10 美元，将迅速侵蚀其利润率。而三美分的成本，相对于 CrowdStrike 几乎任何收费来说，其计算成本几乎可以忽略不计。因此，它可以低于实验室的价格，同时仍能保留大部分销售收入。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kurtz 表示，成本优势来自于 CrowdStrike 构建其模型的方式。它从 NVIDIA 的开源 Nemotron 模型开始，用其自身超过十年的安全数据进行后训练，并在其自身的框架内运行，他表示这能以低得多的成本获得更好的结果。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，构建这些模型并非免费。在截至 2026 年 1 月的财年中，研发费用占收入的比例从两年前的 26% 上升至 29%，而这项支出并未体现在毛利率中。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-90-agents-per-employee\" class=\"wp-block-heading\">每名员工对应 90 个智能体\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kurtz 表示，CrowdStrike 能够发现公司内部运行的恶意 AI 智能体，并追踪每个智能体从启动那一刻起所做的一切：其子智能体、工具调用、访问的服务器。然后，客户可以设置规则来阻止智能体不应执行的操作。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">接着他阐述了商业案例：\"他们说一名员工可以拥有 90 个不同的智能体，那么，这对我们来说可能是一个比仅仅 EDR 大得多的机会。\"（他认为 90 这个数字是偏低的。）\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果每个智能体都需要像笔记本电脑一样被监控，那么 CrowdStrike 的市场将随着智能体数量的增长而增长，这远比员工数量的增长要快。廉价的模型正是让客户监控所有这些智能体变得负担得起，并且对 CrowdStrike 来说有利可图的关键。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师已经预计其收入将从截至 2026 年 1 月财年的 48.1 亿美元增长到截至 2029 年 1 月财年的 90.2 亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA\" alt=\"来自 TIKR 的 CrowdStrike 收入柱状图，实际值与共识预测，单位十亿美元，财年 2024–2028（截至每年 1 月）。\" class=\"wp-post-143199 wp-image-143197\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792677525\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike (CRWD): 收入，实际值与共识预测，单位十亿美元，财年 2024–2028（截至每年 1 月）（\u003Cstrong>TIKR\u003C\u002Fstrong>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这意味着每年超过 20% 的增长。一次采访不会改变这些预测，但智能体安全业务若出现在 CrowdStrike 的业绩中，则会产生影响。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-cheap-cuts-both-ways\" class=\"wp-block-heading\">廉价模型是一把双刃剑\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，廉价模型将影响所有人。OpenAI 和 Anthropic 已经通过 Daybreak 和 Mythos Access 等项目向经过审查的防御者提供其模型访问权限。如果实验室的模型变得足够便宜，客户将期望为整体安全支付更少的费用。\u003Cstrong>Palo Alto Networks (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=25460099&tid=208663871\">PANW\u003C\u002Fa>)\u003C\u002Fstrong> 和 \u003Cstrong>Zscaler (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=58838228&tid=553393970\">ZS\u003C\u002Fa>)\u003C\u002Fstrong> 也面临同样的风险。本周，Zscaler 加入了 CrowdStrike 的行列，支持 NVIDIA 用于保护智能体的新架构，而 CrowdStrike \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcrowdstrike-gains-3-6-on-expanded-nvidia-ai-agent-security-deal-setting-the-standard\">扩大了与 NVIDIA 在 AI 智能体安全方面的合作\u003C\u002Fa>。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kurtz 的答案是数据：\"不存在 CrowdStrike 安全数据的 Reddit。\" 他表示，合成数据无法替代 CrowdStrike 及其托管检测与响应服务十多年来收集的攻击链。实验室可以降低价格，但必须从零开始构建那段历史。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">此外：Kurtz 希望将实验室的模型也放在 CrowdStrike 的平台上，供偏好它们的客户使用。这样 CrowdStrike 可以销售任意一种。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-market-is-already-paying-up\" class=\"wp-block-heading\">市场已经给出了高溢价\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">投资者已经注意到了这一点。截至 10 月 21 日，CrowdStrike 以 169 倍的前瞻市盈率交易。这远高于其三年平均的 103 倍，并且距离其 10 月 6 日 198 倍的峰值不远。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA\" alt=\"来自 TIKR 的 CrowdStrike 前瞻（NTM）市盈率折线图，过去 3 年。\" class=\"wp-post-143199 wp-image-143198\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792677515\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike (CRWD): 前瞻（NTM）市盈率，过去 3 年（\u003Cstrong>TIKR\u003C\u002Fstrong>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">我的看法是：以每项任务三美分的成本，CrowdStrike 可以在智能体安全领域进行价格竞争并保持其利润率。这正是 169 倍市盈率的股票所需要的。但在这样的估值倍数下，我希望在支付高溢价之前，能在财报数字中看到智能体安全带来的收入。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当然，三美分是 Kurtz 自己给出的数字。接下来的验证将是 CrowdStrike 截至 10 月 31 日的第三财季业绩，以及 Palo Alto Networks 和 Zscaler 是否会开始以同样的方式为其自身的 AI 产品定价。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-crowdstrike-stock-actually-worth\" class=\"wp-block-heading\">那么 CrowdStrike 股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR 让你能在一分钟内预测任何股票的未来价格。只需在 TIKR 的估值模型中输入几个假设，就能看到 CrowdStrike 可能的价值。可以从华尔街共识预测开始，或者调整输入参数以反映你对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为 CrowdStrike 估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非旨在提供来自 TIKR 或我们内容团队的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测来创建内容。我们的分析可能未包含最新的公司新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1080,"zh","\u002Fblog\u002Fcrowdstrike-ceo-competes-on-model-pricing-ours-is-like-three-cents","crowdstrike-ceo-competes-on-model-pricing-ours-is-like-three-cents","images\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699325\u002Fimages\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"CrowdStrike CEO Competes on Model Pricing: “Ours Is Like Three Cents”","cyano66 from Getty Images and Petrovich9 from Getty Images Signature via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Roxanna Maglangit","roxtikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Michael Douglass","MichaelDouglass","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"That’s a lot of room to undercut the AI labs",{"title":188,"description":189,"twitterTitle":188,"twitterDescription":189,"author":168,"articlePublisher":190,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":191,"twitterData1":192,"ogTitle":188,"ogDescription":189,"ogUrl":160,"ogImage":163,"ogImageWidth":193,"ogImageHeight":194,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"CrowdStrike CEO Competes on Model Pricing: “Ours Is Like Three Cents”","That’s a lot of room to undercut the AI labs","TIKR.com","预计阅读时间","3 minutes",1200,630,[196,213,228,242,257],{"id":183,"title":197,"date":198,"excerpt":199,"wordCount":200,"uri":201,"slug":202,"cloudinaryAssetId":203,"featuredImageOriginalUrl":204,"featuredImageMetadata":205,"author":206,"categories":210,"relatedPosts":212},"Marvell股价正从近9%的跌幅中反弹。其首席运营官表示，公司拥有“全部的需求和供应”能力，明年营收有望达到200亿美元。","2026-10-26 20:45:00","Marvell股价收盘时已跌破华尔街43份目标价中的最低位，此前AI支出与供应担忧冲击了芯片股。其首席运营官表示，已为达成200亿美元年度营收目标锁定了供应。连续五个季度不及预期的自由现金流，将是其面临的考验。",866,"\u002Fblog\u002Fmarvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year","marvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year","images\u002F2-20_1460259e80c\u002F2-20_1460259e80c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046660\u002Fimages\u002F2-20_1460259e80c\u002F2-20_1460259e80c.png?_i=AA",{"altText":197},{"name":207,"slug":208,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":209},"Wiltone Asuncion","wiltonetikr",[],[211],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":214,"date":215,"excerpt":216,"wordCount":217,"uri":218,"slug":219,"cloudinaryAssetId":220,"featuredImageOriginalUrl":221,"featuredImageMetadata":222,"author":223,"categories":225,"relatedPosts":227},"情况不妙：谷歌云正“放弃短期收入”以供养其AI研究人员","2026-10-26 20:31:00","听起来有人在管理预期",1033,"\u002Fblog\u002Fnot-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","not-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","images\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024266\u002Fimages\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746.png?_i=AA",{"altText":214},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":224},[],[226],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":229,"date":230,"excerpt":231,"wordCount":232,"uri":233,"slug":234,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":239,"relatedPosts":241},"Anthropic的IPO将\"吸走AI股巨额资金\"，克莱默警告","2026-10-26 20:13:04","资金总量是有限的",962,"\u002Fblog\u002Fanthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","anthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FAnthropic-1-600x400.png",{"altText":229},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":238},[],[240],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":254,"relatedPosts":256},"Visa股价创下历史新高，尽管面临刷卡费威胁。以下是10月27日需要证明的关键点","2026-10-26 20:05:28","本季度只是小菜一碟。",868,"\u002Fblog\u002Fvisa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","visa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","images\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011294\u002Fimages\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment.png?_i=AA",{"altText":243},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":253},[],[255],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":258,"date":259,"excerpt":260,"wordCount":261,"uri":262,"slug":263,"cloudinaryAssetId":264,"featuredImageOriginalUrl":265,"featuredImageMetadata":266,"author":267,"categories":269,"relatedPosts":271},"Robinhood正同时打造13项业务。10月27日的财报将检验利润率能否支撑这一布局。","2026-10-26 19:56:09","营收增长是容易的部分",919,"\u002Fblog\u002Frobinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","robinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","images\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011641\u002Fimages\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin.png?_i=AA",{"altText":258},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":268},[],[270],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[273,291,306,321,336,351,371,386,400],{"id":183,"title":274,"date":275,"excerpt":276,"wordCount":277,"uri":278,"slug":279,"cloudinaryAssetId":280,"featuredImageOriginalUrl":281,"featuredImageMetadata":282,"author":283,"categories":285,"relatedPosts":290},"迪士尼股价连续10个交易日上涨，同时出价2000万美元竞购Character.AI的技术。以下是其到2030年的潜在走向","2026-10-26 21:00:00","迪士尼股价在三周内上涨了11%，其中包括连续10个交易日收涨，同时该公司已基本锁定破产的Character.AI的大部分工程师。目前，31个州和华盛顿特区对此次出售规则提出异议。10月份的涨幅几乎全部来自市盈率倍数的提升，因此11月17日的财报必须提供盈利支撑。",926,"\u002Fblog\u002Fdisney-stock-rose-10-sessions-in-a-row-while-bidding-20-million-for-character-ais-technology-heres-where-it-could-go-by-2030","disney-stock-rose-10-sessions-in-a-row-while-bidding-20-million-for-character-ais-technology-heres-where-it-could-go-by-2030","images\u002F7-16_1460307b672\u002F7-16_1460307b672","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046759\u002Fimages\u002F7-16_1460307b672\u002F7-16_1460307b672.png?_i=AA",{"altText":274},{"name":207,"slug":208,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":284},[],[286],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":292,"date":293,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"辉瑞股价在2026年上涨近21%，其远期市盈率从约9倍攀升至11倍。以下是11月3日的情况。","2026-10-26 20:55:00","辉瑞股价在10月攀升至华尔街平均目标价之上，尽管其远期每股收益预期有所下调。11月3日发布的第三季度财报将是检验这一更高估值倍数能否维持的首个考验。",862,"\u002Fblog\u002Fpfizer-rose-nearly-21-in-2026-as-its-forward-p-e-climbed-from-about-9-to-11-times-heres-what-november-3-has-to-show","pfizer-rose-nearly-21-in-2026-as-its-forward-p-e-climbed-from-about-9-to-11-times-heres-what-november-3-has-to-show","images\u002F6-15_1460299f0d2\u002F6-15_1460299f0d2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046762\u002Fimages\u002F6-15_1460299f0d2\u002F6-15_1460299f0d2.png?_i=AA",{"altText":292},{"name":207,"slug":208,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":302},[],[304],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":307,"date":308,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"Pinterest在最近五次财报发布中，有四次出现股价下跌。以下是10月29日财报需要展现的关键点","2026-10-26 20:53:00","Pinterest在其过去五份财报中有四份发布后股价下跌，尽管其中四个季度的营收都超出了预期。该公司的下一季度业绩指引与股价走势关联更为紧密，其首席执行官将新任首席财务官的寻聘与在Pinterest自有应用之外销售广告的计划联系起来。",872,"\u002Fblog\u002Fpinterest-has-fallen-after-4-of-its-last-5-earnings-reports-heres-what-october-29-needs-to-show","pinterest-has-fallen-after-4-of-its-last-5-earnings-reports-heres-what-october-29-needs-to-show","images\u002F5-16_1460283708d\u002F5-16_1460283708d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046769\u002Fimages\u002F5-16_1460283708d\u002F5-16_1460283708d.png?_i=AA",{"altText":307},{"name":207,"slug":208,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":317},[],[319],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":333,"relatedPosts":335},"星巴克股价两周内上涨11%。以下是其10月29日财报需要证明的关键点","2026-10-26 20:50:00","星巴克股价在两周内上涨11%，而花旗和瑞穗却下调了目标价。7月财报电话会议解释了这种分歧：门店关闭和外卖业务贡献了近半数的同店销售额增长，且关税退税效应不会重演。以下是10月29日（财报发布日）需要证明的关键点。",954,"\u002Fblog\u002Fstarbucks-stock-rose-11-in-two-weeks-heres-what-its-october-29-report-has-to-prove","starbucks-stock-rose-11-in-two-weeks-heres-what-its-october-29-report-has-to-prove","images\u002F4-20_1460272a253\u002F4-20_1460272a253","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046772\u002Fimages\u002F4-20_1460272a253\u002F4-20_1460272a253.png?_i=AA",{"altText":322},{"name":207,"slug":208,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":332},[],[334],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":337,"date":338,"excerpt":339,"wordCount":340,"uri":341,"slug":342,"cloudinaryAssetId":343,"featuredImageOriginalUrl":344,"featuredImageMetadata":345,"author":346,"categories":348,"relatedPosts":350},"Riot 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12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":372},{"name":362,"slug":363,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":382},[],[384],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":387,"date":373,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":387},{"name":362,"slug":363,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":396},[],[398],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":401},{"name":362,"slug":363,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":411},[],[413],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[]]