消息面上,近期公司高管密集减持对市场情绪形成持续压制:董事Frank Slootman于5月29日集中出售逾43万股普通股,董事Michael L Speiser于6月5日通过10b5-1计划减持逾5.2万股,加权均价约245.21美元,高管连续获利了结释放负面信号。与此同时,公司所在的互联网服务与基础架构板块当日整体承压,Cloudflare跌3.45%、阿克迈跌3.4%,板块回调拖累个股表现。尽管此前公司宣布与AWS签署五年60亿美元战略合作协议、一季度收入同比增长33.48%等利好已部分反映在股价中,短期获利回吐压力仍主导盘面走势。
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