Cloudflare, Inc. (NET) 今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，RBC Capital Markets重申了对Cloudflare的“跑赢大盘”评级及240美元的目标价，认为公司在AI代理领域处于有利地位，多个前沿大模型正利用其服务，公司有望提前实现2028年50亿美元营收目标。此外，公司将于6月9日举行分析师日，市场预期届时将释放代理驱动生产力的进一步指引，对短期股价形成提振。
此前，公司曾因裁员争议及二季度指引不及预期一度下跌，当前股价已修复并突破前期跌幅。此次盘中大涨反映了市场对Cloudflare在AI领域布局及未来增长潜力的积极预期。
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