6月15日，Snowflake盘中上涨3.21%，报244.22美元/股，成交额5.13亿美元。消息面上，公司所在的互联网服务与基础架构板块当日集体走强，CoreWeave涨6.15%、Applied Digital涨6.16%、Cloudflare涨4.26%、DigitalOcean涨7.43%，板块买盘充沛。
基本面方面，Snowflake近期宣布与AWS签署五年60亿美元战略合作协议，采购Graviton计算资源及GPU加速AI基础设施，为迄今最大规模云端支出承诺。同时，多家投行密集上调目标价：德意志银行上调至300美元、瑞银上调至370美元，均维持买入评级；奥本海默指出公司向智能体AI平台战略转型具备长期变现机会。此外，公司一季度收入同比增长33.48%至13.91亿美元，净亏损同比收窄31.25%，强劲财报叠加AI战略落地持续提振市场信心。
（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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