异动解读 | Zoom股价盘中大涨6.58%,强劲财报及AI业务增长推动

异动解读
Aug 22

视频会议巨头Zoom(股票代码:ZM)今日盘中股价大涨6.58%,引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第二季度财报以及对未来业务增长的乐观展望。

根据Zoom公布的财报,公司第二季度总营收达到12.17亿美元,同比增长4.7%,超过分析师预期。值得注意的是,Zoom的企业业务部门表现尤为出色,营收同比增长7.0%至7.307亿美元,展现了公司在企业市场的持续竞争力。

更令投资者振奋的是,Zoom上调了2026财年的全年指引。公司预计全年总营收将达到48.3亿美元左右,调整后每股收益预期上调至5.81美元至5.84美元区间。此外,Zoom的AI业务也呈现强劲增长势头,其AI Companion功能的月活跃用户较上年增长了四倍,显示出公司在人工智能领域的创新正获得用户认可。分析师普遍认为,这些积极因素综合推动了Zoom股价的显著上涨,反映了市场对公司未来增长前景的信心增强。

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