PANW是网络安全领域的领导者；对其持强烈看涨情绪。
逐段跳播
这条视频里关于 $PANW 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
因为里面还有 Palo Alto Networks。
because they've got PaloAlto Networks in there as well.
Palo Alto Networks 首席执行官预测，一旦数据中心和电力供应赶上需求，被称为 NeoClouds 的专业 GPU 云提供商的价格将大幅下跌。他认为，他们的高估值依赖于市场狂热来资助大规模资本支出模式，当供应平衡时，这种模式可能会动摇。
Palo Alto network CEO predicts a specialized GPU specialized GPU cloud providers known as NeoClouds will see prices drop sharply once data centers and power supply catch up demand. He argues their high valuations rely on market euphoria to fund massive capex model that could falter when supply balances out.
是的，对于 Palo Alto Networks，我其实没有异议。这在我们的 Alpha 报告中几乎每天都会提到。是的，那是 Palo Alto Networks 的首席执行官。这很有趣。
Yeah, Palo Alto Networks I don't really disagree with that. It's literally on our alpha report like on daily basis. Yeah, it is the CEO of PaloAlto Networks. That is interesting.
好的，所以 Palo Alto Networks 的首席执行官说，NeoClouds 是一项资本支出和投资者关系业务。当供需找到平衡时，股权价值将回归正常。用股权为资本支出融资只在市场狂热时才有效。
两年后，你将能够以低于它们今天筹集的资金购买一家 NeoCloud。只是说说而已。
Okay, so the CEO of PaloAlto Networks, Neoclouds are a capex and IR business. When supply and demand finds a balance, equity will normalize. Equity to fund capex only works in euphoric market. Two years from now, you will be able to buy a NeoCloud for less than they raise today. Just saying.
NeoClouds 是一项资本支出和投资者关系业务。当供需找到平衡时，股权价值将回归正常。用股权为资本支出融资只在市场狂热时才有效。两年后，你将能够以低于它们今天筹集的资金购买一家 NeoCloud。只是说说而已。
Neoclouds are a capex and IR business. When supply and demand finds a balance, equity will normalize. Equity to fund capex only works in euphoric market. Two years from now, you will be able to buy a NeoCloud for less than they raise today. Just saying.
我们喜欢 Palo Alto。因此我们非常看好该板块。下周我们将迎来 Palo Alto 和 Rubric 的活动。
We love PaloAlto. And so we're very bullish the sector. We've got Palo Alto and Rubric both coming on in the next week.
CrowdStrike 和 Palo Alto 是该俱乐部里的两位领导者。
And Crowd Strike, Palo Alto are the two leaders in the clubhouse there.
这个频道对 $PANW 的历次判断
Meet Kevin 在这只股票上只有这一条判断。