Cyber-Ark软件

我最近一直在思考大模型的价值传播链，当下最稀缺的资产无疑是算力，基础模型。因此芯片商（英伟达，博通，美光等），云厂商（微软，甲骨文，谷歌等），基础模型商（OpenAI，Antropic）抓住了绝大部分当前的价值，从市值/估值的暴涨中可以体现，除非上述基建外，另外跑出来的就是代码赛道了，curso...

网络安全板块领头羊之一 $Palo Alto网络(PANW)$ 由于公布以250亿收购 $Cyber-Ark软件(CYBR)$ ，导致股价从高位下跌15%左右，说明市场并不看好这次收购。不过PANW之前的并购历史挺不错，大大小小的并购超过20个了，基本都成功了。我感觉市场有些担心过度。

$Cyber-Ark软件(CYBR)$ PANW下场收是因为identity的agent故事真的有东西吗？

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-170949  Act: 34  Size: 61 KB 网页链接

$Cyber-Ark软件(CYBR)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001193125-25-224220  Act: 34  Size: 2 MB 网页链接

$Cyber-Ark软件(CYBR)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-005986  Act: 33  Size: 5 KB 网页链接

$Cyber-Ark软件(CYBR)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001104659-25-071959  Act: 34  Size: 391 KB 网页链接

$Cyber-Ark软件(CYBR)$ 6-K Report of foreign issuer [Rules 13a-16 and 15d-16] Accession Number: 0001104659-25-072482  Act: 34  Size: 797 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-170632  Act: 34  Size: 54 KB 网页链接

$Cyber-Ark软件(CYBR)$ SCHEDULE 13G Statement of Beneficial Ownership by Certain Investors Accession Number: 0000315066-25-001994  Act: 34  Size: 11 KB 网页链接

$Cyber-Ark软件(CYBR)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-005900  Act: 33  Size: 11 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-183589  Act: 34  Size: 18 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-173646  Act: 34  Size: 132 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-217467  Act: 34  Size: 29 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-169370  Act: 34  Size: 16 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-169882  Act: 34  Size: 855 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-197276  Act: 34  Size: 21 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-169359  Act: 34  Size: 26 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-170127  Act: 34  Size: 18 KB 网页链接

$Cyber-Ark软件(CYBR)$ 425 Prospectuses and communications, business combinations Accession Number: 0001193125-25-169878  Act: 34  Size: 825 KB 网页链接