目前在我的关注名单上的三只股票是Apple、CrowdStrike和AbbVie。但我目前不会买入其中任何一只。原因与它的业务活动无关,完全在于它的市场估值。
The three stocks currently on my watch list are Apple, CrowdStrike, and AbbVie. But I am not buying any of them at the moment. The reason has nothing to do with her business activities. It's all about its market valuations.
话虽如此,我们来看第二只股票CrowdStrike,它在交易所的代码是CRWD。就这家公司而言,我很喜欢它的成长故事。我对网络安全板块一直非常坦率,我说过它可能比人工智能更具吸引力、更有前景。
到目前为止,这一预测完全准确。网络安全是我认为未来数年仍将极其重要的结构性增长市场之一。每家公司都越来越依赖数字化。云计算的采用持续扩大。人工智能提高了生产率,但它也带来了新的网络安全风险。
Having said that, let's move on to the second stock, CrowdStrike, whose symbol on the stock exchange is CRWD. Now, as for this company, I love its growth story. I have been very frank about the cybersecurity sector, stating that it may be more attractive and promising than artificial intelligence.
So far, this prediction has been completely accurate. Cybersecurity is one of the structural growth markets that I believe will remain extremely important for years to come. Every company is becoming more reliant on digitalization.
The adoption of cloud computing continues to expand. Artificial intelligence increases productivity, but it also creates new cybersecurity risks.