El riesgo del modelo Anthropic provoca pánico en el mercado, el sector de ciberseguridad cae en su totalidad

智通财经APP获悉，美股网络安全板块周五集体承压下行，CrowdStrike(CRWD.US)、Palo Alto Networks(PANW.US)和Zscaler(ZS.US)股价均下跌逾5%，Cloudflare(NET.US)跌约3.2%。
Meanwhile, the Global X Cybersecurity ETF(BUGG.US) once dropped 6.1%, with a cumulative decline of over 20% year-to-date.
此次市场下跌源于一份媒体报道引发的担忧。
The market decline was triggered by concerns arising from a media report.
报道称，Anthropic正在测试的一款人工智能模型可能被黑客利用，以绕过现有网络安全防御体系。
The report stated that an AI model being tested by Anthropic could be exploited by hackers to bypass existing cybersecurity defenses.
报道援引一份尚未发布的博客草稿称，该公司认为该模型“可能带来前所未有的网络安全风险”。
The report cited an unpublished blog draft stating that the company believes the model “could pose unprecedented cybersecurity risks.”
该草稿因技术原因被公开访问，Anthropic随后确认确实在测试新模型，但未就更多细节作出回应。
The draft was made publicly accessible for technical reasons, and Anthropic subsequently confirmed that it is indeed testing a new model, but did not respond to further details.
据悉，该模型名为“Claude Capybara”，目前仅向少数早期用户开放测试。
It is reported that the model is named “Claude Capybara” and is currently open for testing to only a few early users.
Anthropic计划在正式发布前分享相关测试结果，以帮助安全公司提前强化防御能力。
Anthropic plans to share relevant testing results before the official release to help security companies strengthen their defenses in advance.
分析人士指出，AI技术的快速演进正在改变网络攻防格局。
Analysts point out that the rapid evolution of AI technology is changing the landscape of cyber offense and defense.
Bernstein分析师Peter Weed表示，Anthropic此举旨在防止其产品被恶意利用，是“必要且合理的安全措施”。
Bernstein analyst Peter Weed stated that this move by Anthropic is aimed at preventing its products from being maliciously exploited and is a “necessary and reasonable security measure.”
值得注意的是，今年早些时候已有安全事件暴露相关风险。
It is worth noting that earlier this year, there were security incidents that exposed related risks.
有黑客利用Anthropic聊天机器人对墨西哥政府机构发动攻击，窃取税务及选民数据。
Hackers used the Anthropic chatbot to launch attacks on Mexican government agencies, stealing tax and voter data.
Anthropic随后表示已采取措施阻止相关行为并封禁涉事账户。
Anthropic subsequently stated that it has taken measures to prevent such actions and has banned the accounts involved.
这已不是Anthropic相关消息首次引发网络安全板块波动。
This is not the first time news related to Anthropic has caused fluctuations in the cybersecurity sector.
此前该公司发布一款可扫描代码漏洞并提供修复建议的工具，也曾导致包括CrowdStrike和Palo Alto Networks在内的安全股普遍下跌。
Previously, the company released a tool that scans for code vulnerabilities and provides repair suggestions, which also led to a general decline in security stocks including CrowdStrike and Palo Alto Networks.
不过，部分华尔街机构对板块前景仍持积极态度。
However, some Wall Street firms remain optimistic about the sector’s prospects.
分析师认为，市场可能对相关消息“过度解读”，当前回调反而提供了布局机会。
Analysts believe that the market may be “overinterpreting” the related news, and the current pullback actually provides an opportunity for positioning.
Equity Armor Investments基金经理Joe Tigay表示，如果AI确实带来新的安全威胁，那么对领先网络安全公司的需求反而会进一步提升。
Equity Armor Investments fund manager Joe Tigay stated that if AI indeed brings new security threats, the demand for leading cybersecurity companies will further increase.