PALO ALTO NETWORKS WKN: A1JZ0Q ISIN: US6974351057 Forum: Aktien Thema: Hauptdiskussion

'The development caught some on Wall Street by surprise, with Bernstein analyst Peter Weed questioning in a Wednesday note whether it was “real or fake news.” Many of the listed firms have low exposure to China, Weed wrote. For Palo Alto Networks, management has indicated less than 0.5% of total revenue comes from China. Fortinet has a slightly bigger presence likely in the “low-to-middle single digits,” according to Weed, as the company has hardware firewalls available locally and an existing relationship with Chinese tech conglomerate Alibaba. While not mentioned in the report, Cloudflare is another candidate for potential restrictions, Weed mentioned. The company has a relationship with JD.com to offer security services and edge network capabilities in China.' https://www.marketwatch.com/story/these-cybersecurity-stocks-are-falling-as-u-s-china-tensions-hit-a-new-corner-of-the-tech-industry-26420321?mod=mw_quote_news

Mal eine blöde Frage. Wenn Meta, Alphabet und Amazon knapp 500 Mrd Capex in Rechenzentren investieren wollen und die Chiphersteller ein Feuerwerk abliefern, was ist dann mit Palo Alto? Die Rechenzentren sind ja wohl nicht stand alone. Eigentlich müsste die Aktie doch mal mit anspringen, oder?

Cypersec graede genauso wichtig wie Rüstungsaktien , Zukunftsmarkt wie KI- leider würdigt der Markt alle 3 Branchen ( mal wieder) nicht richtig- kommt halt in Zyklen - investiert bleiben in Angstzeiten!