据WoofunAI消息，Block(XYZ.US)在发布财报后正式上调2026年业绩预期，其核心驱动力在于人工智能技术已深度渗透至几乎所有的代码修改环节，彻底重构了研发流程。
第二季度财务数据全面超预期，毛利润同比增长25%至31.7亿美元，调整后营业利润达8.55亿美元。WoofunAI整理数据显示，调整后稀释每股收益录得1.02美元，显著高于华尔街此前预期的0.87美元，展现出强劲的单季盈利能力。
基于此，Block将全年毛利润指引从123.3亿美元上调至125.1亿美元，调整后营业利润指引从33.4亿美元提升至34.7亿美元。首席财务官阿姆里塔·阿胡贾指出，这一调整既反映了上半年的出色表现，也印证了2026年下半年持续向好的发展势头。
在致股东的信中，Block披露6月份几乎所有代码修改均由代理型AI技术协助完成。早在2月，公司便通过以AI为核心的重组计划裁掉4000名员工。业务负责人欧文·詹宁斯证实，每位工程师处理的代码修改量较年初增长了150%，效率跃升成为组织变革的关键注脚。
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