Snowflake（SNOW）今日盘中大幅上涨5.05%，引发市场广泛关注。
消息面上，竞争对手Databricks近期完成30亿美元融资，估值跃升至1880亿美元，推动AI数据平台板块整体价值重估。受此带动，多家投行密集上调Snowflake目标价：瑞银上调至370美元，加拿大皇家银行上调至313美元并维持"跑赢大市"评级，德银上调至300美元，杰富瑞维持"买入"评级及310美元目标价，并指出Snowflake有望再涨14%。机构共识目标价约299.73美元，当前股价仍有上行空间。
此外，Snowflake近日推出Cortex AI Gateway等AI安全创新功能，进一步强化其在企业级智能体生态系统中的竞争地位，也为市场情绪提供了额外支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.