Snowflake（SNOW）今日夜盘股价大跌7.89%，市场反应强烈。
消息面上，公司公布的第三财季营收虽超预期（12.1亿美元，同比增长29%），但第四财季调整后营业利润率指引仅为7%，显著低于分析师预期的8.5%。这一疲软展望引发投资者对其人工智能工具盈利能力的质疑。尽管公司同时宣布与Anthropic达成2亿美元AI合作，市场焦点仍集中在利润率压力上。
此外，竞争对手Databricks潜在1300亿美元估值带来的竞争压力，以及市场对AI领域投资回报的普遍担忧，进一步加剧了股价下行压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.