Cloudflare, Inc. (NET) 今日盘中股价大幅上涨5.13%，引起了市场的广泛关注。
消息面上，此次上涨主要受到投行积极展望及超跌修复的推动。RBC Capital Markets重申对Cloudflare的“跑赢大盘”评级，并给予240美元的目标价。该投行认为，Cloudflare在AI代理领域处于有利地位，多个前沿大模型正利用其服务，公司有望提前实现2028年50亿美元的营收目标。此外，即将于6月9日举行的分析师日，有望释放关于代理驱动生产力的进一步指引，增强了投资者的信心。
值得注意的是，此前一日，公司因裁员争议及第二季度业绩指引不及预期，股价曾下跌4.2%。因此，今日的强劲表现也被视为一次技术性的超跌反弹，叠加了行业板块整体走强的积极氛围。
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.