消息面上,Snowflake所在的互联网服务与基础架构板块今日集体走强,Twilio涨超23%,Cloudflare涨超14%,板块联动效应显著。同时,近期多家投行密集上调Snowflake目标价:BTIG上调至340美元,瑞银上调至370美元,加拿大皇家银行上调至313美元并维持"跑赢大市"评级。此外,Snowflake近期推出Cortex AI Gateway等AI安全创新功能,叠加竞争对手Databricks估值跃升至1880亿美元推动AI数据平台板块整体价值重估,为股价修复提供支撑。
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