Tiger Brokers

盘前异动丨英伟达绩后跌逾1%，绩优股拉升，PSTG大涨超16%

老虎资讯综合
Aug 28

8月28日周四，美股三大指数期货在盘前时段小幅上涨。今日关注，美国第二季度GDP数据、美国上周初请失业金数据。

英伟达盘前跌超1%，二季度数据中心收入不及市场预期，市场认为三季度营收指引不够亮眼，引发对AI巨额支出增速放缓的担忧。

半导体股盘前涨跌不一。截至发稿，台积电跌超1%，AMD跌0.32%，ARM跌0.15%；美光科技涨0.14%，高通涨0.3%，迈威尔科技涨超1%。

Snowflake盘前大涨超14%，Q2营收同比增长32%超预期，并上调全年营收指引。

Pure Storage盘前大涨超16%，第二季业绩及下季展望全面超越预期。

CrowdStrike盘前跌超3%，第二季度净利由盈转亏，本季度营收指引低于市场预期。

金山云盘前涨超5%。瑞银预测金山云第三季收入增长将较去年同期加快至31%，而2025财政年度收入增长将达到22%。该行将其目标价由14美元上调至16.5美元，重申“买入”评级。

涂鸦智能盘前涨近8%，第二季度净利润同比大幅增长302.4%，远超市场预期。

携程网盘前涨超8%。二季度营收同比增长16%，超出市场预期；净利润同比增长26%。携程集团宣布了一项新的股份回购计划，获授权回购总值不超过50亿美元的已发行普通股及/或美国存托凭证。

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