ZS 16-17%的增长指引是保守的；预计在零信任安全需求上升的推动下将重新加速。
逐段跳播
稍后，我们将看到像Zscaler这样的公司公布财报，这不仅涉及AI建设，还涉及保持所有这些网络安全的安保措施。
And then later on, we'll see names like Zscaler reporting, which tie not only the AI buildout, but the security associated with keeping all these networks secure.
让我们也谈谈Zscaler。他们的增长前景只有大约16%到17%，我记得当他们给出这个指引时，有很多人质疑这是否是保守的指引，或者其中是否有令人担忧的地方。
And let's talk about Zscaler, too. I mean, their growth outlook was only about 16% to 17%, and I remember when they gave that guidance, there were many flags about whether or not that was conservative guidance or whether there was something concerning in there.
你是认为这只是管理层为了格外谨慎而给出的保守指引，还是可能确实存在需要更认真对待的放缓？我认为这是保守的指引。你知道，Jay在经营公司时带有工程思维。我认为他是保守的。
Are you looking at this as just conservative guidance from management to be extra careful, or is there perhaps a slowdown that needs to be more taken more seriously? I think it's conservative guidance. You know, Jay's a very, you know, brings an engineering mindset to the way he runs his companies. I think he's being conservative.
网络中所需的零信任安全量正在迅速增加。不幸的是，前沿模型使得渗透网络变得越来越容易，而零信任是保护网络的最佳方式之一，Zscaler拥有最好的平台之一。所以，我们认为这是一个保守的指引，而且我们认为你会看到重新加速。
The amount of zero trust security needed in networks is rapidly accelerating. The frontier models are unfortunately making it easier and easier to penetrate networks, and zero trust is one of the best ways to protect your network, and Zscaler has one of the best platforms to do that. So, we think it was a conservative guide, and we think you'll see re-acceleration.
这个频道对 $ZS 的历次判断
Schwab Network 在这只股票上只有这一条判断。