异动解读 | SAP SE盘前大涨6.98%,Q1业绩超预期、云业务与商业AI驱动增长

异动解读
Apr 24

SAP SE今日盘前股价大幅上涨6.98%,引发了市场的广泛关注。

消息面上,SAP SE公布了2026年第一季度财务报告,业绩表现强劲,超出市场预期。财报显示,公司第一季度总营收同比增长12%,GAAP每股收益和调整后每股收益均超过分析师预测。尤为亮眼的是,得益于商业AI深度嵌入云产品组合,公司云业务收入按固定汇率计算同比增长27%,当前云业务积压订单也实现了25%的强劲增长,运营利润同比增长24%。

公司首席执行官表示,商业AI持续为业绩提供支撑,公司增速远超市场平均水平,并正在通过AI解决方案赢得市场份额。SAP维持了2026年全年的强劲业绩指引,增强了投资者对公司云转型战略和未来增长潜力的信心,这被认为是推动股价在盘前交易中上涨的主要原因。

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