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शोधा (बातम्या)

市道回暖|2025年網安併購涉925億美元 巨頭壟斷成市場新常態
全球網安業界的併購活動在 2025 年有復甦跡象,昔日那種「我全都要」的小型收購潮已成過去,取而代之的是一場由科技巨頭主導的「重磅整合」遊戲。根據最新市場數據顯示,雖然整體的併購交易數量只有小幅度回升,但交易總金額的增長卻有驚喜。這種轉變對企業的採購策略有一定影響,日後在選擇網安服務時,隨時面臨被單一平台「鎖死」的風險。 收購涉及總額 年增逾八成 在 2025 年,網安併購市場共錄得 426 宗交易,較 2024 年微升約 5%,雖然未能重返 2022 年 455 宗的高峰,但在已揭露金額的 74 宗交易中,涉及總額高達 925 億美元,按年激增約82%。這股強勁的增長動力源於幾宗備受矚目的天價交易,當中包括 Google 擬以巨額收購雲端安全獨角獸 Wiz,以及 Palo Alto Networks、ServiceNow 等大型企業接連出手,收購多家資安公司。這些交易反映買家不再滿足於填補欠缺的技術,而是透過收購成熟的中型企業,直接擴充其平台版圖,因此每宗交易的金額亦相對大增。 在地域分佈上,美國依然是併購遊戲的主場,全年度錄得約 288 次交易,佔整體約 67%,穩坐龍頭位置。與此同時,英國以 60 多宗交易維持第二,而以色列則強勢重回第三,顯示出網安技術的整合呈現出更明顯的全球化趨勢。從資本流向分析,市場資金主要集中在 1 億至 9.99 億美元的估值區間,顯示買家更偏好選擇有穩定收入及成熟產品的中型公司,減少押注初創企業。值得留意的是,全年共有 11 宗交易突破 10 億美元大關,反映未來的網安功能將有可能高度集中於幾間科技巨頭手中。 專家建議 須評估供應商的長期整合策略 在產業領域方面亦出現了明顯的轉變,GRC(治理、風險與合規)相關的併購案達到 82 宗,創下五年新高;而涉及資料保護如加密、備份及私隱技術的交易亦從 44 宗躍升至 63 宗,這種轉變相信跟企業面對日益嚴謹的安全法規有關,因而越來越重視合規與風險管理。 此外,身分管理(Identity)領域亦從低谷反彈至 43 宗,雖然 AI 安全目前的交易基數較小,但亦由 8 [...]
2026-03-04 01:59:47

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बातम्या
全球網安業界的併購活動在 2025 年有復甦跡象,昔日那種「我全都要」的小型收購潮已成過去,取而代之的是一場由科技巨頭主導的「重磅整合」遊戲。根據最新市場數據顯示,雖然整體的併購交易數量只有小幅度回升,但交易總金額的增長卻有驚喜。這種轉變對企業的採購策略有一定影響,日後在選擇網安...
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