我多年来一直在买入 CrowdStrike，因为我喜欢它的 Falcon Cloud 平台和威胁图谱；在经常性收入创纪录地同比增长 51% 之后，我预计网络安全将增长更快，而 CrowdStrike 处于极佳位置，能够抓住这一增长的很大一部分。
逐段跳播
这就是过去几年我一直在买入CrowdStrike股票的原因。它的股票代码是CRWD。我喜欢CrowdStrike的主要原因是它的Falcon Cloud平台，该平台由三个主要部分组成。
它包含一个云模块库，用于病毒扫描、防火墙管理和恶意软件防护等任务。他们还有一个特殊的威胁图谱，用于追踪人、其设备以及他们可访问的网络之间的连接关系。
That's why I've been buying shares of CrowdStrike for the past few years. Its stock exchange symbol is CRWD. The main reason I like CrowdStrike is its Falcon Cloud platform, which consists of three main parts.
It contains a library of cloud modules for tasks such as virus scanning, firewall management, and malware protection. They also have a special threat graph that tracks the connections between people, their devices, and the networks they can access .
它有点类似于Palantir的本体，但专门为企业网络设计。这使他们能够将实际网络流量与该图谱进行比对，并在出现任何差异时立即加以处理。
It is somewhat similar to Palantir's ontologies, but is specifically designed for enterprise networks. This allows them to compare actual network traffic with this graph and address any discrepancies as soon as they appear.
CrowdStrike的威胁图谱现在每天处理超过一万亿次安全事件。他们通过“Falcon”代理获取这些数据，这是一款运行在每台设备上的小型软件，负责将数据发送给“CrowdStrike”，以便他们知道何时激活那些云单元并更新威胁图谱。
CrowdStrike's threat graph now processes more than a trillion security events daily. They obtain this data via the "Falcon" proxy, a small piece of software that runs on each device to send data to " CrowdStrike" so they know when to activate those cloud units and update the threat map.
一个月后，CrowdStrike公布了创纪录的新增经常性收入，同比增长51%。该股随后迎来了有史以来表现最好的一个交易日。
One month later, CrowdStrike announced record new recurring revenues, up 51% year-over-year. The stock then had its best trading day ever.
我预计网络安全行业的增长速度会更快，而CrowdStrike处于极佳的位置，能够抓住这一增长中的很大一部分。
I expect the cybersecurity sector to grow at an even faster pace, with CrowdStrike in an excellent position to capture a large part of that growth.