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Airbus: aerospace giant should beware geeks bearing gifts
Lex专栏:空客应谨慎对待软件业务投资

Diversifications into cyber security are tricky for defence investors to assess
如果空客这样的国防投资者要在网络安全领域进行多样化投资,估值是一大难题。

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.

乌克兰战争使发达国家重新面临常规冲突的威胁。这提振了空客(Airbus)参与的国防产业。但这家总部位于图卢兹的公司据称有兴趣投资法国软件公司Atos的网络安全和大数据部门,这有点蹊跷。网络战争是与物理战争截然不同的活动。

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