Snowflake（SNOW）今日盘后股价大跌9.06%，引发市场关注。
消息面上，公司公布的截至1月份的季度调整后营业利润率预期为7%，低于分析师平均预期的8.5%。这一疲软的利润率预期引发了投资者对其基于人工智能的新工具盈利能力的担忧。尽管公司本季度营收为12.1亿美元，同比增长29%，且产品收入（11.6亿美元）超出预期，但利润率展望仍成为股价下跌的主因。
此外，Snowflake宣布与Anthropic PBC达成2亿美元合作协议，将Claude AI模型集成至其平台。但市场焦点仍集中在利润率压力上。分析师指出，尽管新任CEO注重创新，但核心市场竞争加剧（如对手Databricks估值超1300亿美元）可能进一步挤压Snowflake的盈利空间。
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