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Airbus: aerospace giant should beware geeks bearing gifts
Lex專欄:空巴應謹慎對待軟體業務投資

Diversifications into cyber security are tricky for defence investors to assess
如果空巴這樣的國防投資者要在網路安全領域進行多樣化投資,估值是一大難題。

The Ukraine war has revived the threat of conventional conflicts for developed nations. That has boosted the defence sector, in which Airbus participates. But the interest the Toulouse-based group is reportedly taking in the cyber security and big data arm of Atos is incongruous. Cyber warfare is a different activity to the physical sort.

烏克蘭戰爭使發達國家重新面臨常規衝突的威脅。這提振了空巴(Airbus)參與的國防產業。但這家總部位於土魯斯的公司據稱有興趣投資法國軟體公司Atos的網路安全和大數據部門,這有點蹊蹺。網路戰爭是與物理戰爭截然不同的活動。

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