6月30日，Rubrik盘中上涨5.5%，报80.73美元/股，成交额1.47亿美元。消息面上，系统软件板块连续走强，NEBIUS涨7.15%、CrowdStrike涨2.77%，行业情绪积极。
Rubrik近期利好密集：公司在FORWARD大会上宣布转型为AI智能体平台，推出面向Anthropic Claude Code的Agent Cloud产品，并联合高知特、德勤等六大全球系统集成商启动"沙漏计划"部署AI安全治理方案。此外，公司此前发布的财季业绩大幅超预期，营收同比增长39%至3.87亿美元，调整后每股收益0.16美元远超市场预期的亏损0.03美元，全年指引全面上调。Berenberg最新目标价95美元，市场一致评级为买入。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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