异动解读|Samsara盘中上涨5.03%,应用软件板块持续走强叠加机构看多催化

行情直击
Jul 01

7月1日,Samsara盘中上涨5.03%,报34.37美元/股,成交额3225.5万美元。公司股价延续近期反弹势头,应用软件板块整体走强,同行业Palantir Technologies涨6.72%,Strategy涨8.47%,AppLovin涨7.81%,赛富时涨4.80%。

消息面上,加拿大皇家银行近期发布研报,指出Samsara凭借数万亿级专有数据点和庞大车辆网络构建"复合数据飞轮"效应,新推出的一次性蓝牙追踪标签有望拓展全新客户群体,维持跑赢大盘评级及41美元目标价。此外,公司上季度营收4.79亿美元,同比增长30%,全年调整后EPS指引上调至0.70-0.72美元,均超市场预期,基本面支撑延续。

(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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