异动解读|Atlassian盘中上涨5.02%,AI按量计费变现逻辑持续强化叠加财报超预期支撑

行情直击
Jul 10

7月10日,Atlassian Corporation PLC盘中上涨5.02%,报89.76美元/股,成交额9977万美元,逆势跑赢应用软件板块多数个股。

消息面上,近期市场持续关注企业AI成本激增问题,多家大型企业因AI月度开销上升而限制高阶模型使用,间接验证Atlassian引入AI按量计费模式的商业逻辑,企业AI使用量增长为其带来增量收入空间。此外,公司上季度财报大幅超预期,调整后EPS为1.75美元,超市场预期32.6%,营收17.87亿美元同样高于预期,基本面支撑稳固。Oppenheimer维持跑赢评级,目标价上调至110美元。

(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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