异动解读|Atlassian盘中上涨5.29%,AI按量计费变现逻辑持续发酵叠加财报超预期支撑

行情直击
Jul 13

7月13日,Atlassian Corporation PLC盘中上涨5.29%,报93.565美元/股,成交额7480.66万美元,延续近期强势表现。

消息面上,市场持续关注企业AI成本激增趋势,多家大型企业因AI月度开销上升而限制高阶模型使用,间接验证Atlassian引入AI按量计费模式的商业逻辑。据悉,包括Atlassian在内的多家软件公司已开始对客户AI使用量额外收费,截至去年底已有79家公司采用类似模式,较前一年翻倍以上。此外,公司上季度财报大幅超预期,调整后EPS为1.75美元,超市场预期32.6%,营收17.87亿美元同样高于预期。Oppenheimer维持跑赢大市评级并将目标价上调至110美元,认为公司已展现AI变现能力,估值具备吸引力。

(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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