Go homepage(回首页) Upload pictures (上传图片) Write articles (发文字帖)
The author:(作者)qqpublished in(发表于) 2015/6/6 7:32:43 United States Government was hacked， data breach who benefited the most？ ，
According to the online edition of the Wall Street Journal reported that the United States recently confirmed its 4 million government employees ' information was leaked at the White House , which is only a microcosm of the many network security events. With large network security events more and more, also ushered in the dawn of network security industry, related company stocks all rose . Consultancy Gartner expects network security spending this year will reach $ 77 billion by 2020, would increase to $ 150 billion.
Silicon Valley security company FireEye held its analyst day meeting on Wednesday, strongly to these for customers to display their stock recommendations of Wall Street analysts . Dannier·aiweisi, analyst at investment firm FBR (Daniel Ives) FireEye, said the prospect was "very optimistic", he suggested that the company's heavyweight clients (for example, Visa), and benefit from the "network vulnerabilities more and more compelling event."
Such statements may be somewhat conservative. United States Government has recently published a report saying record United States federal personnel management to millions of government workers information, earlier in the year against hacker attacks. Public information, this is the United States Government data is one of the biggest security holes: 4 million government employees ' personal information could be revealed.
For network security companies has brought positive impact this attack, many company shares rose . FireEye Friday rose 4%, other peers are also on the rise, rising CyberArk Software 7.41%, Infoblox rose 4.52%,Splunk rose 5%,ProofPoint 6.15%. Even large Internet companies such as Juniper Networks (Juniper Networks) are also rising.
PureFunds investment company's CEO andelu·qianning (Andrew Chanin) that whenever when burst when large-scale attacks, all of these stocks will come up . Last November, Channing to launch Internet security companies ETF (Exchange traded funds), its performance also confirms the network security industry is gradually developing. At present, the ETF assets under management of $ 830 million, while only 100 million dollars in January. So far, the Fund has gained about 25%.
Johnny said, it is difficult to identify exactly which companies benefit from the network vulnerability, because customers, such as government agencies, did not want to publicize his is using which software or services which company. "In the network security industry, the essence of the game is deception", Johnny said. However, relatively speaking, can be sure of is, network security spending will increase network security consulting business companies like FireEye will be the beneficiary.
Addition to be sure of is that data security spending will increase. In February this year, only United States Government arranged for a $ 14 billion in spending on network security. Although the network security industry's development path is not entirely bright dances but some projections suggest that by 2020, global network security spending as much as $ 150 billion. Gartner says one thing is certain: "a lot of organizations still lack the necessary means of protection, implemented and appropriate level of data protection and privacy controls."
赞