异动解读 | 业绩超预期且获AMD战略投资,Nutanix夜盘大涨18.18%

异动解读
Feb 26

云计算软件提供商Nutanix Inc.(NTNX)今日夜盘股价大幅上涨18.18%,市场表现异常强劲。

消息面上,Nutanix公布的2026财年第二季度业绩超出分析师预期,调整后每股收益及营收均高于市场普遍预测,显示出公司稳健的业务表现与增长潜力。

与此同时,公司宣布与超微半导体(AMD)达成一项多年战略合作伙伴关系。根据协议,AMD将对Nutanix进行1.5亿美元的股权投资,并额外提供至多1亿美元用于联合工程与市场推广。双方将共同致力于开发一个开放的全栈人工智能(AI)基础设施平台,旨在加速企业AI应用的部署与创新。此项战略合作显著增强了市场对Nutanix未来在AI及混合多云领域增长前景的信心。

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