Snowflake(SNOW)今日盘中大涨5.02%，引起了市场的广泛关注。
消息面上，多家投行近期发布积极评级，为股价提供了强劲支撑。中金公司维持Snowflake“跑赢行业”评级，目标价280美元，并指出其AI驱动收入增长提速，27财年Q1收入同比增长33%超预期。此外，德银和瑞银也分别上调目标价至300美元和370美元，均维持“买入”评级。
与此同时，Snowflake在人工智能领域的商业化进程持续加速。公司与Anthropic深化合作，旨在加速企业AI落地；其Cortex AI及CoCo平台也持续获得Thomson Reuters、Cognizant等大型客户的采纳。AI产品的快速商业化，叠加ARK等机构的近期大举加仓，共同构成了市场对该股的看多共识，从而推动了股价的显著上涨。
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