Erit Research 因增长驱动因素方面的担忧，将 FTNT 连降两级，从买入下调至卖出。FTNT 今年凭借硬件更换、5%至20%的提价以及客户提前采购，涨幅超过100%；这些支撑对今年有帮助，但2027至2028年的增长才是担忧所在。
逐段跳播
让我们把注意力转向 Fordinet，我在16日读到，那是一年来最严重的抛售。而且这还在继续，伴随着下跌箭头和卖出评级。
Let's turn our attention over to Fordinet, which on the 16th, I was reading was the worst selloff in a year. And this continues with the down arrows and a sell rating.
是的。这是 Erit Research 的双重下调，将 Fortnet 连降两档，从买入下调至卖出。担忧在于增长驱动因素。
Yeah, it is. And this is a double downgrade from Erit Research here, downgrading Fortnet two notches from a buy to a sell. Uh the concern is about the growth drivers.
要记住，Fortnet 今年表现强劲。这只股票今年以来上涨了超过100%，或者说同比上涨了约100%。按年初至今计算涨幅超过100%。所以它一直很强劲。
Now, keep in mind, Fortnet has been a strong performer this year. That stock up uh more than 100% on a year or about 100% on a year-over-year basis. More than 100% on a year-to-ate basis. So, it has had strength.
客户一直在更换网络安全硬件。我们关注了这一板块的顺风因素。他们一直受益于5%到20%的涨价。
Customers have been replacing cyber security hardware. We watched the tailwind for this sector. Um they've been benefiting from price increases of between 5 to 20%.
有些客户担心 Arite 担心比计划更早购买。所以这对今年有帮助，但2027年呢？2028年呢？这就是从现在起的担忧所在。
Um some customers are worried about Arite is worried about buying earlier than planned. So that helps this year, but what about 2027? What about 2028? That's the concern from here.