5月29日，Cloudflare盘中上涨3.23%，报235.42美元/股，成交额1.85亿美元。
消息面上，RBC Capital Markets重申对Cloudflare跑赢大盘评级及240美元目标价，认为公司在AI代理领域处于有利地位，多个前沿大模型正利用其服务，公司有望提前实现2028年50亿美元营收目标。此外，公司将于6月9日举行分析师日，市场预期届时将释放代理驱动生产力的进一步指引，对短期股价形成提振。此前公司因裁员争议及二季度指引不及预期一度下跌4.2%，当前股价已修复并突破前期跌幅。
Cloudflare所在的互联网服务与基础架构行业中，Okta涨24.87%，Snowflake涨5.62%，板块整体表现分化。
（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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