每經AI快訊，中(zhong)(zhong)信(xin)證券研(yan)報(bao)指出，近年來，信(xin)息安(an)(an)全(quan)(quan)(quan)行(xing)業(ye)(ye)持(chi)續火熱，平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)化(hua)(hua)成為行(xing)業(ye)(ye)發展(zhan)趨勢，平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)型安(an)(an)全(quan)(quan)(quan)廠商(shang)(shang)(shang)(shang)(shang)市(shi)值增長迅(xun)猛，在總體(ti)市(shi)場中(zhong)(zhong)占比超過61%。安(an)(an)全(quan)(quan)(quan)廠商(shang)(shang)(shang)(shang)(shang)推(tui)動平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)化(hua)(hua)建(jian)設主(zhu)要受網絡環境嚴峻、云化(hua)(hua)、MFA趨勢、安(an)(an)全(quan)(quan)(quan)產品冗雜等(deng)(deng)因素(su)推(tui)動。平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)化(hua)(hua)建(jian)設策(ce)略包括硬(ying)(ying)件(jian)功(gong)能整(zheng)(zheng)合、軟件(jian)方(fang)案整(zheng)(zheng)合、架構整(zheng)(zheng)合和數據整(zheng)(zheng)合。預計平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)化(hua)(hua)趨勢將(jiang)重(zhong)塑安(an)(an)全(quan)(quan)(quan)行(xing)業(ye)(ye)格局，市(shi)場將(jiang)從分散走(zou)向集中(zhong)(zhong)。利(li)好廠商(shang)(shang)(shang)(shang)(shang)包括軟硬(ying)(ying)一體(ti)化(hua)(hua)平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)廠商(shang)(shang)(shang)(shang)(shang)以(yi)及云原生安(an)(an)全(quan)(quan)(quan)平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)廠商(shang)(shang)(shang)(shang)(shang)。相對(dui)而(er)言，平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)化(hua)(hua)進(jin)展(zhan)緩慢的廠商(shang)(shang)(shang)(shang)(shang)的市(shi)場份額將(jiang)被侵蝕。投(tou)資策(ce)略上，新(xin)一代(dai)防(fang)范策(ce)略如ZNTA、SASE等(deng)(deng)迅(xun)速滲透，一體(ti)化(hua)(hua)安(an)(an)全(quan)(quan)(quan)平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)占據資源(yuan)技術優(you)勢，市(shi)場份額將(jiang)持(chi)續擴大。我們(men)建(jian)議關注平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)化(hua)(hua)進(jin)展(zhan)順利(li)的安(an)(an)全(quan)(quan)(quan)廠商(shang)(shang)(shang)(shang)(shang)，包括軟硬(ying)(ying)一體(ti)化(hua)(hua)廠商(shang)(shang)(shang)(shang)(shang)，以(yi)及云原生平(ping)(ping)(ping)(ping)(ping)(ping)臺(tai)(tai)(tai)廠商(shang)(shang)(shang)(shang)(shang)。