异动解读 | Snowflake盘后大涨近30%,与AWS签60亿美元AI协议及财报超预期提振股价

异动解读
May 28

Snowflake(SNOW)今日盘后股价大幅上涨29.81%,引发了市场的强烈关注。

消息面上,Snowflake与亚马逊旗下亚马逊云科技(Amazon Web Services)签署了一项价值高达60亿美元的战略合作协议,该投资将用于支持AWS的Graviton处理器及人工智能芯片基础设施,旨在共同加速企业级智能体(Agentic)人工智能的广泛采用与部署进程。这一重大合作显著增强了市场对Snowflake在AI领域竞争力和未来增长潜力的信心。

此外,Snowflake于盘后发布了2027财年第一季度财报,业绩表现超出市场普遍预期,成为推动股价跳涨的另一关键因素。公司同时宣布拟收购Natoma公司,以强化其数据云平台,为自主化企业提供安全连接解决方案。多项积极进展共同作用,驱动了此次股价的强劲表现。

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