今天我想談談兩只個股，頭一個是Tenable網絡安全公司，它也是今年第三家上市的網絡安全公司。這家公司位于馬里蘭州的哥倫比亞，它的軟件能幫助企業網絡抵御黑客襲擊。在它之前，今年3月和5月分別IPO的兩家網安公司Zscaler和Carbon Black的股票也同樣表現搶眼。Tenable的表現更是有過之而不及，交易首日便突破30美元每股，市值上漲近三分之一，幾乎好得不能再好了。

確實，網絡安全市場目前還有沒有任何停滯的跡象。Tenable公司CEO阿米特·尤蘭也對CNBC財經頻道表示：“只要網絡安全還是我們這個時代的一個基本問題，我們相信，市場對我們的服務就會有很大胃口，因為我們理解你們的風險點和漏洞是什么。”雖然尤蘭此言有些王婆賣瓜的意味，但這番話也并非空口無憑。

反過來再看看Facebook。就在Tenable公司IPO的前一天，Facebook的股票市值出現大幅下跌。7月底Facebook發布的財報顯示，該公司的用戶和收入增長放緩，可以預見，其增長形勢并不樂觀。受驚的股民一股腦地拋掉了1000多億美元的Facebook股票。隨之而來股價的大跳水，使得Facebook今年以來在股市上的所有收益都打了水漂。

隨著假新聞、“賣數據”等丑聞持續發酵，加之歐洲通用數據保護條例的出臺，這一年對于扎克伯格和他的Facebook公司來說并不好過。在筆者看來，無論Tenable的高歌猛進，還是Facebook的灰頭土臉，都說明網絡安全和網絡隱私問題已經成為消費者考量一家企業的重要指標。兩家公司股票走勢的南轅北轍，也說明了企業絕不能繼續忽視數據保護問題。那些“打碎盆盆罐罐”快速謀發展的企業，現在必須彎下身子，把他們打碎的東西從地上重新撿起來。

Facebook和Tenable的股市表現，對于接下來等著IPO的CrowdStrike、 Tanium和Cylance等幾家網絡安全公司來說無疑是個好事，他們的IPO都備受股民期待。隨著一些大公司相繼在數據安全問題上惹出麻煩，股民對數據保護公司的熱情也是水漲船高。市場這只“看不見的手”就這樣再次發揮了作用。（財富中文網）

譯者：樸成奎

Today, I share a tale of two stocks. First, there’s Tenable Network Security ($TENB), the third cybersecurity firm to go public this year. This Columbia, Md.-based company, whose software helps defend corporate networks from digital attacks, follows Zscaler’s terrific market debut in March and Carbon Black’s equally admirable coming out party in May. Like its predecessors, which popped upon their introductions, Tenable made a stunning entrée on its first day of trading: shares surged by nearly a third to just above $30 per share on Thursday. One couldn’t hope for a better reception.

Indeed, the cybersecurity market rally shows no signs of flagging. As Tenable CEO Amit Yoran told CNBC, “As long as cybersecurity remains one of the foundational issues of our time, we believe that there will continue to be tremendous appetite in the market for understanding what your risk and exposure looks like.” There’s something to Yoran’s conviction, even if he is simply talking his own book.

Now, the counterpoint: the collapse of Facebook’s market value just a day prior to Tenable’s IPO. The media titan issued a weak earnings report on end of July, revealing slowed user and revenue growth and warning of chilled expectations for the foreseeable future. Investors, spooked, fled, wiping well over $100 billion off the company’s market cap. The ensuing nosedive erased all of the stock’s gains year-to-date.

What with fake news, the Cambridge Analytica scandal, GDPR—you name it—it’s been a rough year for Zuckerberg & Co. To this columnist’s eye, Facebook’s travails and Tenable’s triumph serve to remind that cybersecurity, and its close cousin privacy, are gaining in the estimation of consumers. The trajectory of these two stocks—one soaring, the other spiraling—demonstrates how businesses cannot ignore data protection without repercussions any longer. Those who have moved fast and broken things must stoop now to pick smashed pieces off the floor.

These market trends are good news for cybersecurity firms gearing up for the next highly anticipated IPOs: CrowdStrike, Tanium, and Cylance, among them. Investors’ enthusiasm for data-protecting businesses seems to swell even as the wrath loosed on companies that foul up amplifies. Mark the markets’ invisible hand, for it gestures.