US Stock Market Move | Internet security concept stocks surged, with CrowdStrike (CRWD.US) rising nearly 5%.

On Tuesday, the concept stocks of cybersecurity were up across the board, with CrowdStrike (CRWD.US) and Zscaler (ZS.US) rising nearly 5%, Palo Alto Networks (PANW.US) and Okta (OKTA.US) up over 4%, and Datadog (DDOG.US) and Fortinet, Inc. (FTNT.US) up over 2%. In terms of news, the cybersecurity sector has recently experienced a cumulative 25% decline due to the impact of AI, but Morgan Stanley pointed out that this is a structural misjudgment: the incremental security demand generated by AI is as high as $220 billion, several times the market share of the disrupted risk market, and the net market size of cybersecurity software is expected to expand by approximately 10%. After the panic, this may be a good opportunity for investment.