8月27日，Zeta Global盘中上涨5.7%，报29.652美元/股，成交额2587.55万美元。
消息面上，美银近期将Zeta Global目标价从29美元上调至34美元，并确认"买入"评级。美银分析师指出，此轮调升反映了投资者在部分基础设施软件公司交出亮眼财报后，愿意为软件业务支付更高溢价的意愿，AI应用转化为实际收入的前景受到青睐。
基本面方面，公司Q2营收4.43亿美元，同比增长43.6%，超出市场预期的4.21亿美元；同时上调全年营收指引至18.11亿至18.24亿美元，高于市场预期的17.9亿美元。此外，公司此前与Palantir达成战略合作共建企业级AI基础设施，预计将带来超1亿美元增量收入，进一步巩固成长预期。
Zeta Global是领先的全渠道数据驱动云平台，为企业提供消费者智能和营销自动化软件，覆盖电子邮件、社交媒体、CTV及视频等可寻址渠道。
（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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