异动解读 | 阿克迈盘后大涨5.84%,第四季度销售预期超预期,人工智能需求强劲

异动解读
Nov 07, 2025

阿克迈(Akamai)今日盘后股价大涨5.84%,引发市场广泛关注。这一涨幅主要受公司发布的乐观财务预期推动,特别是第四季度销售额预计将超过华尔街分析师预期。

据报道,阿克迈预计第四季度营收将在10.7亿美元至10.9亿美元之间,中值高于分析师平均预期的10.7亿美元。公司首席执行官汤姆·莱顿表示,人工智能对公司业务几乎全方位有利。第三季度,阿克迈云计算收入增长8%,达到1.8亿美元,显示出公司在新兴技术领域的强劲表现。

值得注意的是,阿克迈还上调了年度收入预期的中点,目前预计2025年销售额在41.8亿美元至42.0亿美元之间。尽管公司传统的内容分发网络(CDN)业务面临来自科技巨头的竞争压力,但其安全和计算部门在云技术加速采用的背景下表现出色。第三季度,公司总营收达10.6亿美元,调整后每股收益为1.86美元,均超过分析师预期,进一步增强了投资者信心。

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