8月27日，Snowflake盘中上涨3.06%，报325.88美元/股，成交额1.12亿美元。
消息面上，花旗当日将Snowflake目标价上调至395美元，此前一周内瑞银、美银、杰富瑞、Truist、TD Cowen等多家机构密集上调目标价并维持买入评级，其中瑞银目标价最高达425美元。核心逻辑在于：软件板块整体估值倍数扩张，市场对AI颠覆性影响的担忧持续缓解；同时Snowflake AI产品CoCo编程智能体及Snowflake Intelligence使用率持续提升，机构预计Q2产品收入约14.7亿美元，同比增长超34%，高出市场共识3%-4%。公司将于9月2日公布财季业绩。
（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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