异动解读 | 阿克迈盘前大涨6.25%,强劲财务预期和人工智能需求推动股价上扬

异动解读
Nov 07, 2025

周五盘前,阿克迈(Akamai)股价大涨6.25%,延续了周四夜盘的强劲涨势,引发市场广泛关注。这一显著涨幅主要受公司发布的乐观财务预期推动,特别是第四季度销售额预计将超过华尔街分析师预期。

据报道,阿克迈预计第四季度营收将在10.7亿美元至10.9亿美元之间,中值高于分析师平均预期的10.7亿美元。公司首席执行官汤姆·莱顿表示,人工智能对公司业务几乎全方位有利。这一积极展望,加上公司第三季度的强劲业绩,推动投资者信心大增,导致股价在盘前交易中继续攀升。

值得注意的是,阿克迈还上调了2025年全年收入预期,目前预计销售额在41.8亿美元至42.0亿美元之间。尽管公司传统的内容分发网络(CDN)业务面临竞争压力,但其云计算和安全业务表现出色。第三季度云计算收入增长8%,达到1.8亿美元,显示出公司在新兴技术领域的强劲表现。这种业务结构的转变和人工智能需求的增长,使投资者对阿克迈的未来发展前景充满信心,推动股价在盘前继续上涨。

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