8月5日，Atlassian盘中上涨5.42%，报109.335美元/股，成交额2.11亿美元。
消息面上，公司将于8月6日盘后发布年报，市场存在业绩预期博弈。此前受OpenAI上线Presence服务引发AI颠覆传统软件商业模式担忧，Atlassian曾累计大幅下跌，7月31日单日跌幅超5%。当前恐慌情绪逐步消退，SaaS板块集体上攻，机构指AI应用板块已切换至基本面驱动行情。此外，公司此前已在Jira中推出AI原生开发能力，整合Claude Code、Cursor等编码智能体，Oppenheimer维持跑赢大盘评级及110美元目标价，认为公司长期受益于企业AI工作流工具采用趋势。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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