数据仓库巨头Snowflake（SNOW）今日盘前股价大幅上涨5.01%，成为市场关注的焦点。
消息面上，Snowflake公布了强劲的业绩指引，其预计截至2027年1月31日的财年产品营收将达到56.6亿美元，高于分析师平均预期的55.0亿美元。同时，公司对第一季度的产品营收预测也超出市场预期。此外，Snowflake宣布已与人工智能领域的领先公司OpenAI及Anthropic签署了多年的模型集成协议，这标志着公司在AI生态系统的布局取得重要进展，增强了投资者对其在云计算和人工智能时代增长潜力的信心。
企业客户正加速将工作负载迁移至云端，并加大投资以开发AI应用，这为Snowflake的核心业务提供了持续的增长动力。尽管市场对传统软件企业在AI时代的竞争能力仍存有担忧，但超预期的财务指引和战略合作显著缓解了这些疑虑，推动了股价在盘前交易中走强。
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