8月13日，Cloudflare盘中上涨3.02%，报320.82美元/股，成交额1.56亿美元。
消息面上，公司此前宣布拟私募发行21.75亿美元2031年到期可转换优先票据，因稀释担忧一度导致股价回落至298美元附近。随着市场逐步消化该融资事件的短期冲击，股价呈现修复态势。支撑反弹的核心逻辑在于：公司8月6日发布的Q2财报表现强劲，营收6.96亿美元同比增长35.8%大幅超预期，调整后EPS为0.29美元超出市场预估，并上调全年指引至EPS 1.25-1.26美元、营收28.6-28.7亿美元。此外，摩根士丹利、瑞穗、Oppenheimer等多家投行集体上调目标价至370-380美元区间，AI代理流量增长前景持续提振市场信心。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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