消息面上,RBC Capital Markets重申对公司跑赢大盘评级及240美元目标价,认为Cloudflare在AI代理领域处于有利地位,多个前沿大模型正利用其服务,公司有望提前实现2028年50亿美元营收目标,且6月9日分析师日有望释放代理驱动生产力的进一步指引。此前一日公司因裁员争议及二季度指引不及预期下跌4.2%,当前上涨部分受投行积极展望及超跌修复推动。Cloudflare所在的互联网服务与基础架构行业中,Snowflake涨33.3%,MongoDB涨7.88%,板块整体表现强势。
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