异动解读 | 雪花公司盘后大涨11.53%,Q2业绩超预期并上调全年指引

异动解读
Aug 28

数据云计算公司雪花(Snowflake)周三盘后股价大涨11.53%,主要受益于强劲的财报业绩和乐观的未来展望。

雪花公司公布的2026财年第二季度业绩显示,营收达到11亿美元,同比增长32%,超出市场预期。该公司还将全年产品营收预期从此前的43.3亿美元上调至44.0亿美元,显示出管理层对未来业务增长的信心。

分析人士指出,雪花公司正从人工智能(AI)应用的加速发展中受益。随着越来越多的企业开始探索自己的生成式AI战略并构建AI驱动的应用程序,雪花公司的数据分析服务需求强劲。该公司的Atlas云服务使用率不断上升,成为寻求简化AI分析堆栈的客户的首选。此外,企业对数据基础设施现代化的支出增加也推动了雪花公司的业务增长。

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