云计算及网络安全公司Cloudflare, Inc.（股票代码：NET）今日盘前股价大幅上涨15.29%，表现十分强劲。
此次股价大幅上涨主要得益于公司发布的强劲季度财报及乐观的未来业绩指引。财报显示，Cloudflare第四季度营收同比增长33.6%至6.145亿美元，调整后每股收益为0.28美元，双双超出市场预期。更关键的是，公司对2026财年第一季度的营收指引中值以及全年营收指引中值均高于分析师预期，显示出管理层对未来增长的强大信心。
此外，人工智能技术的快速发展被视为推动此次上涨的另一核心动力。公司首席执行官表示，向人工智能和代理式AI智能体的转变代表了互联网的根本性重组，这显著推动了对Cloudflare连接云服务与网络安全技术的强劲需求。市场认为，AI代理（如OpenClaw）的普及将增加对该公司云计算和网络安全工具的需求，从而为公司带来新的增长机遇。与此同时，多家华尔街券商在财报发布后上调了该公司的目标价，进一步提振了市场情绪。
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