云数据平台公司Snowflake（SNOW）今日夜盘股价大幅上涨36.37%，引起了市场的广泛关注。
消息面上，此次股价飙升主要受到两大积极因素的共同驱动。首先，Snowflake宣布与亚马逊旗下亚马逊云科技（AWS）签署了一项价值高达60亿美元的多年期战略合作协议，该投资将用于支持AWS的Graviton处理器及人工智能芯片基础设施，旨在共同加速企业级智能体（Agentic）人工智能的广泛采用。
其次，Snowflake于盘后发布了2027财年第一季度财报，业绩表现全面超出市场预期。公司第一季度营收达13.9亿美元，同比增长33%，高于分析师预估。同时，Snowflake上调了全年产品营收预期，并给出了强劲的第二季度业绩指引。与AWS的深度合作结合超预期的财务表现，显著增强了市场对公司未来在AI时代增长潜力的信心，从而推动了股价的强劲上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.