消息面上,系统软件板块当日集体走强,CrowdStrike涨7.17%、NEBIUS涨6.87%、ServiceNow涨4.0%,行业整体情绪积极。Rubrik近期利好密集:公司此前在FORWARD大会上宣布转型为AI智能体平台,推出面向Anthropic Claude Code的Agent Cloud产品,并联合高知特、德勤等六大全球系统集成商启动"沙漏计划"部署AI安全治理方案。此外,公司Q1财报大幅超预期,营收同比增39%至3.87亿美元,调整后每股收益0.16美元远超市场预期的亏损0.03美元,全年指引亦全线上调。多家机构持续上调目标价,Berenberg最新目标价95美元,市场一致评级为买入。
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