异动解读 | Figma盘中大涨5.54%,Q1业绩超预期叠加AI板块轮动

异动解读
May 19

Figma今日盘中大涨5.54%,引起了市场的广泛关注。

消息面上,公司此前公布的第一季度财报表现强劲,营收同比增长46%至3.334亿美元,调整后每股收益0.10美元,均大幅超出市场预期;付费客户同比增长54%至约69万名,AI功能商业化进展显著,新转用Pro Team付费方案的用户同比增长逾150%。公司同步上调全年营收指引至14.22亿至14.28亿美元,较此前上调5500万美元。

此外,同日美股AI应用软件板块集体拉升,ServiceNow涨超6%、赛富时涨超4%,板块轮动效应进一步支撑Figma股价走强。

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