Snowflake(SNOW)今日盘中大涨5.09%，引起了市场的广泛关注。
消息面上，公司所在的互联网服务与基础架构板块当日集体走强，板块买盘充沛，为股价上涨提供了良好的市场环境。
基本面方面，Snowflake近期宣布与AWS签署了为期五年、价值60亿美元的战略合作协议，采购Graviton计算资源及GPU加速AI基础设施，这是公司迄今最大规模的云端支出承诺，彰显了其在AI基础设施领域的战略投入。同时，多家投行密集上调其目标价并维持买入评级，认为公司向智能体AI平台战略转型具备长期变现机会。此外，公司一季度财报表现强劲，收入同比增长33.48%，净亏损同比大幅收窄31.25%，AI战略的落地持续提振了市场信心。
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