Atlassian Corporation PLC (TEAM) 今日夜盘交易时段大跌5.14%，引发市场关注。
消息面上，公司于盘后发布了2026财年年报。此前市场预期每股收益为0.32美元，年报落地后资金抛压显现。值得注意的是，公司股价此前已从7月末因OpenAI上线Presence服务引发的AI颠覆担忧低点大幅反弹，逼近Oppenheimer给出的110美元目标价附近，短期技术面存在获利回吐压力。
此外，应用软件板块整体走弱，AppLovin、赛富时、Datadog等纷纷下跌，行业情绪偏空进一步加剧了Atlassian的夜盘跌幅。公司此前已在Jira中推出AI原生开发能力，整合Claude Code、Cursor等编码智能体，中长期AI工作流工具采用趋势仍待后续业绩验证。
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