Snowflake（SNOW）今日盘中股价大幅上涨5.53%，引发市场广泛关注。
消息面上，AI数据平台板块迎来重大催化。竞争对手Databricks近期完成30亿美元融资，估值跃升至1880亿美元，推动整个AI数据平台板块价值重估。受此影响，多家华尔街投行密集上调Snowflake目标价：瑞银将目标价上调至370美元，加拿大皇家银行上调至313美元并维持“跑赢大市”评级，德银上调至300美元，杰富瑞维持“买入”评级及310美元目标价。机构指出，Databricks估值飙升令Snowflake股价仍有进一步上行空间，机构共识目标价约为299.73美元。
此外，公司此前向首席执行官授予100万份业绩挂钩限制性股票单位，解锁条件与股价阶段性目标深度绑定，进一步彰显了管理层对长期市值增长的信心。
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