看多 (0)
该周期暂无看多观点。
NET
- 最新收盘
- $341.89
- +54.7% 自 2025-10-09
- 观点
- 9
- 观点倾向
- 看多 9看空 0
行情与观点
- 看多
- 看空
- 双向
美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
观点概览
2026-10-03 – 2026-10-09
看空 (0)
该周期暂无看空观点。
Agent時代需要新的Agent身份、API管理和安全體系，NET是我認為更直接受益的公司，因為它更接近Agent時代的互聯網入口。
With Cloudflare's exceptional growth and improving profits, well, it's hard to argue that this company doesn't have a lot of long-term potential, even at the priciest multiple on the list.
I do like the shares there, not as a cybersecurity company but for Cloudflare routing company AI agents to cheaper models, which I think shines over the next 6 months to a year.
