Cybersecurity stocks are often considered defensive during market crashes, but it’s not a simple yes-or-no answer. Defensive stocks typically belong to sectors like utilities, consumer staples, or healthcare, which provide essential services that remain in demand regardless of economic conditions. Cybersecurity, while increasingly critical, doesn’t fit the traditional defensive mold perfectly, as it’s tied to technology, a sector that can be volatile during downturns. However, there are strong arguments for why cybersecurity stocks can act as a defensive play during market crashes, alongside some caveats.
Why Cybersecurity Stocks Can Be Defensive Persistent Demand: Cyber threats don’t stop during economic downturns; if anything, they often increase as bad actors exploit vulnerabilities during times of disruption. Companies and governments prioritize cybersecurity to protect sensitive data, intellectual property, and critical infrastructure, making the sector relatively resilient. Recurring Revenue Models: Many cybersecurity firms, like CrowdStrike, Palo Alto Networks, or Fortinet, operate on subscription-based models with long-term contracts. This provides predictable revenue streams, a hallmark of defensive stocks, as opposed to cyclical businesses dependent on discretionary spending. Critical Infrastructure Protection: Cybersecurity is increasingly seen as a necessity, akin to utilities, especially for industries like finance, healthcare, and government. During a market crash, budgets for cybersecurity are less likely to be cut compared to other tech spending. Historical Performance: During past market downturns, such as the 2020 COVID-19 crash, cybersecurity stocks like CrowdStrike and Zscaler showed resilience compared to broader tech indices. For instance, while the NASDAQ dropped significantly in March 2020, many cybersecurity firms recovered faster due to heightened demand for remote work security solutions.
今天加仓女大，最低在175.83，理由如下，给自己做个记录，若错了，再纠正我的操作：
1.VIX 没有7.31和8.1涨的那么猛
2. 8.27 季报肯定非常好
3. 我投的mutual fund manager T row price Science & Technology Fund在7月加仓女大，提升了3%，价位在160-180之间，据我观察，它们出手，标的至少要赚30%才会卖，那么就是200以上，现在aggressive 一点还是值得的。
以上，哈哈，我很屌吧。
风险：
女大和比特币日线顶分型都出现了，所以我想这周要把今天买的找机会卖掉。
还有谷歌也可以，至少靠谱。 不想小扎的财报，看着害怕。
1. 狗财报，它涨一轮
2. 脸财报，它又涨一轮
3. H20开禁，涨一轮
4. H20追加订单，又涨一轮
这财报季一开始就跟风来了四轮涨，我想财报好也就这样了吧。除非逆天的数据
Cybersecurity stocks are often considered defensive during market crashes, but it’s not a simple yes-or-no answer. Defensive stocks typically belong to sectors like utilities, consumer staples, or healthcare, which provide essential services that remain in demand regardless of economic conditions. Cybersecurity, while increasingly critical, doesn’t fit the traditional defensive mold perfectly, as it’s tied to technology, a sector that can be volatile during downturns. However, there are strong arguments for why cybersecurity stocks can act as a defensive play during market crashes, alongside some caveats.
Why Cybersecurity Stocks Can Be Defensive Persistent Demand: Cyber threats don’t stop during economic downturns; if anything, they often increase as bad actors exploit vulnerabilities during times of disruption. Companies and governments prioritize cybersecurity to protect sensitive data, intellectual property, and critical infrastructure, making the sector relatively resilient. Recurring Revenue Models: Many cybersecurity firms, like CrowdStrike, Palo Alto Networks, or Fortinet, operate on subscription-based models with long-term contracts. This provides predictable revenue streams, a hallmark of defensive stocks, as opposed to cyclical businesses dependent on discretionary spending. Critical Infrastructure Protection: Cybersecurity is increasingly seen as a necessity, akin to utilities, especially for industries like finance, healthcare, and government. During a market crash, budgets for cybersecurity are less likely to be cut compared to other tech spending. Historical Performance: During past market downturns, such as the 2020 COVID-19 crash, cybersecurity stocks like CrowdStrike and Zscaler showed resilience compared to broader tech indices. For instance, while the NASDAQ dropped significantly in March 2020, many cybersecurity firms recovered faster due to heightened demand for remote work security solutions.