CRWD 是重大做空标的，因 Anthropic 相关消息对行业造成颠覆、带来持续疲软。
逐段跳播
事实上，看起来，自从 Anthropic 的消息之后，Crowd Strike、PaloAlto、Zcaler，所有这些名字，它们正在变成大规模的空头标的。
In fact, it looks like, you know, since the anthropic news, Crowd Strike, PaloAlto, Zcaler, all these names, they're turning into massive shorts.
我相信是 Microsoft，他们要和 Anthropic 直接合作做点什么，为他们的所有产品打造一个网络安全层。我认为这现在正在撼动那个行业，而那个行业曾经，网络安全的名字，你知道，Crowd 是最著名的那个，曾经是不可攻破的。
它一直是一个逢跌买入的操作。他们不仅看到巨大的疲软，而且是持续的疲软。
I believe it was Microsoft um they're going to be working on um something directly with um Anthropic to create a cyber security layer uh for all of their products. And I I think that is now shaking up that industry which at one point you know uh cyber security names that you know crowd is the most notable one were unpenetrable. it was always a buy the dip maneuver.
Uh they are not only seeing massive weakness but sustained weakness.
Crowd 麦当劳。
Crowd McDonald's.
这个频道对 $CRWD 的历次判断
Benzinga 在这只股票上共 2 条判断，这里只列相邻的几条。