异动解读 | Snowflake盘中暴涨39.18%,Q1财报超预期及与AWS签署60亿美元AI协议成主因

异动解读
May 29

数据分析公司Snowflake(SNOW)今日盘中股价大幅上涨39.18%,引起了市场的广泛关注。

消息面上,此次股价飙升主要受到两大积极因素的共同驱动。首先,Snowflake公布了2027财年第一季度强劲的财务业绩,营收达13.9亿美元,同比增长33%,调整后每股收益为0.39美元,均超出市场预期。同时,公司上调了全年产品营收指引至58.4亿美元,显示出管理层对业务前景的乐观信心。

其次,Snowflake宣布与亚马逊云科技(AWS)签署了一项价值高达60亿美元的五年期战略合作协议。根据协议,Snowflake将采用AWS的Graviton处理器及AI相关GPU资源,共同加速企业级AI的大规模部署。这一深度合作不仅巩固了Snowflake在AWS生态系统中的地位,也显著增强了市场对其在人工智能时代增长潜力的预期,从而共同推动了股价的强劲上涨。

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