投资管理软件制造商Clearwater Analytics Holdings, Inc.（股票代码：CWAN）今日盘前大涨7.63%，引起市场广泛关注。
据路透社报道，Clearwater Analytics周二发布的最新数据显示，由于利率上升促使企业转向收益率更高的国库券，美国企业的现金配置自2021年以来减少了一半。这一数据反映了公司在行业趋势分析方面的专业性，可能是推动股价上涨的主要原因。
具体而言，Clearwater的报告涵盖了约800家美国企业客户，这些客户的资产总额达1.3万亿美元。数据显示，现金（包括硬通货、货币市场基金和90天期国库券）配置的中位数从2021年的40%降至7月底的20%，创下Clearwater系统至少八年来的最低水平。与此同时，如果不包括极短期国库券，同期美国国债配置的中位数从3%激增至20%。Clearwater的研究主管Matthew Vegari表示，许多公司正在持有这些债券直至到期，以在高利率环境下获得更高的收益。这些数据不仅展示了Clearwater Analytics在市场分析方面的专业能力，也凸显了其在当前经济环境下为客户提供有价值见解的能力。
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