8月27日，Cloudflare盘中上涨3.28%，报297.0美元/股，成交额9296.9万美元。消息面上，Cloudflare亚太区高管近日公开披露，AI智能体产生的流量过去一年激增逾1700%，目前约占总流量的60%，为公司网络安全与边缘计算业务带来显著增量需求。
该数据进一步验证了二季度财报中"AI代理驱动增长"的逻辑——Q2营收6.96亿美元超预期4.7%，全年EPS指引上调至1.25-1.26美元。Oppenheimer此前将目标价上调至380美元，认为AI代理流量增长尚未充分反映在估值中。
（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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