计算机行业周报:FIGMA上市超预期 叠加“AI+”政策走出共振行情

华西证券
Aug 03

本周观点一、Figma 2025 年震撼登陆纽交所,重塑云端协作生态Figma 于2025 年7 月31 日登陆纽交所,首日股价暴涨250%,市值达563 亿美元,创科技IPO 新纪录。作为云端设计协作平台龙头,其1300 万月活用户和AI产品Figma Make 展现强劲增长潜力,但面临Adobe、Canva 竞争及宏观经济等挑战。上市为其带来发展机遇,同时考验其持续创新能力。二、“人工智能+”...

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