云数据仓库公司Snowflake（SNOW）今日盘前大涨5.03%，引发市场关注。这一涨幅突显了SaaS（软件即服务）企业在当前贸易紧张局势下的韧性。
分析认为，Snowflake股价的强劲表现可能与其作为SaaS公司的独特优势有关。在中美贸易摩擦背景下，SaaS行业因其数字化属性和业务模式，正成为投资者眼中的"避风港"。与传统制造业不同，SaaS公司不受供应链中断和关税壁垒的直接影响，展现出较强的抗风险能力。
Snowflake的业务结构可能是推动其股价上涨的另一个因素。据报道，Snowflake 2025财年的美国收入占比高达76.15%，这种以本土市场为主的客户结构有效降低了公司受外部贸易政策波动的影响。此外，作为数据分析和云服务提供商，Snowflake正受益于企业数字化转型和人工智能应用的加速发展，这可能进一步增强了投资者的信心。尽管如此，投资者仍需密切关注公司未来的财务表现和市场动态。
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