5月27日，Cloudflare盘中下跌4.2%，报210.15美元/股，成交额1.02亿美元。
消息面上，公司此前发布一季度财报，营收同比增长34%至6.398亿美元、Non-GAAP每股收益0.25美元均超市场预期，但二季度营收指引略低于一致预期，对短期股价形成压制。此外，公司宣布全球裁员约20%并全面推行AI优先运营模式，相关裁员争议持续发酵，进一步打压市场情绪。尽管RBC Capital Markets维持跑赢大盘评级及240美元目标价，认为公司在AI代理领域处于有利地位、有望提前实现2028年50亿美元营收目标，但短期内指引疲软与裁员争议的双重拖累仍主导盘面走势。
Cloudflare所在的互联网服务与基础架构行业中，CoreWeave跌4.29%，DigitalOcean跌4.88%，MongoDB跌2.89%，板块整体承压。
（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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