网安板块因ZScaler财报爆雷而急跌——公司特定风险与行业系统警报的博弈分析

网安板块因竞争对手财报爆雷而急跌——为何这并非行业警报

Our cyber stocks are falling on a rival's earnings blowup. Why it's not a cause for concern

ZScaler's weak guidance appears to be more of a company-specific problem, not a warning for the industry.

Zscaler tanks 31% for worst day ever on 'prudent' guidance, sales shakeup

Zscaler has shed half its value over the last year.

Mike Khouw：我对 Zscaler 的判断有误——以下是我的交易调整方式

Mike Khouw: I was wrong about Zscaler. Here's how I'm managing the trade

Khouw's thesis this week for a bearish-to-bullish reversal rested on the idea that ZS had been unfairly punished.