云计算及网络安全公司Cloudflare, Inc.（股票代码：NET）在周二夜盘交易时段股价大幅上涨15.57%，表现十分强劲。
此次股价大幅上涨主要得益于公司发布的强劲季度财报及乐观的未来业绩指引。财报显示，Cloudflare第四季度每股盈余为0.28美元，营收达到6.145亿美元，双双超出市场预期。更关键的是，公司对2026财年的营收指引中值达到27.9亿美元，高于分析师此前的预期，显示出管理层对未来增长的强大信心。
此外，人工智能技术的快速发展被视为推动此次上涨的另一核心动力。公司首席执行官表示，向人工智能和代理的转变代表了互联网的根本性重新平台化，这显著推动了对Cloudflare各项服务的需求。市场认为，AI代理（如OpenClaw）的普及将增加对该公司云计算和网络安全工具的需求，从而为公司带来新的增长机遇。
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.