消息面上,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AI数据平台板块整体价值重估。多家投行密集上调Snowflake目标价:瑞银上调至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,指出Databricks估值飙升令Snowflake有望再涨14%。机构共识目标价约299.73美元,当前股价逼近该水平。此外,Snowflake近日推出Cortex AI Gateway等AI安全创新功能,进一步强化其在企业级智能体生态系统中的竞争地位。
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