Snowflake（股票代码：SNOW）今日盘中大幅上涨5.13%，表现显著强于大盘。
消息面上，英伟达首席执行官黄仁勋公开发声，明确表示人工智能（AI）不会取代软件公司，而是将成为企业软件的使用者，这一表态有力缓解了近期华尔街对“AI冲击订阅制软件（SaaS）商业模式”的普遍焦虑。市场认为，黄仁勋的言论为包括Snowflake在内的整个企业软件生态提供了信心支持，促使投资者重新评估软件股的长期价值。
分析指出，尽管SaaS商业模式面临结构性压力，但具备强大数据壁垒和深度业务嵌入能力的公司，仍有望在AI时代获得溢价。此次股价上涨反映了市场对优质软件公司前景的乐观情绪回温。
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