[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio76a8ed2e":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio76a8ed2e","财报爆表引发华尔街狂欢：Snowflake(SNOW)飙涨16%，大行集体上调目标价","\u002Fdoc\u002Fdcio76a8ed2e","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，在公布了超预期的2027财年第二季度财报后，云数据平台Snowflake(SNOW)股价周四大涨逾16%，并引发华尔街集体上调目标价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>杰富瑞分析师Brent Thill在致投资者的报告中表示，\"CoCo已成为SNOW的杀手级AI能力，推动产品营收连续第二个季度超预期幅度超过5%，增长连续第三个季度加速，并实现创纪录的营业利润率，\"\"第三财季产品营收增速达37%-38%，2027财年指引上调5个百分点至36%，均远超市场预期。CoCo季度环比新增逾2000个账户，在正式发布(GA)两个季度后已覆盖超过60%的安装基数，管理层称其为SNOW有史以来最易销售的产品。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Snowflake CoCo(亦称Cortex Code)是一款数据原生的AI编码代理，旨在简化并加速数据开发生命周期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>杰富瑞维持其\"买入\"评级，并将目标价从385美元上调至430美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>同样，Evercore ISI维持其\"跑赢大盘\"评级，并将目标价从360美元上调至430美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Evercore分析师Kirk Materne在周四的报告中表示，\"管理层还颇有意味地指出，对模型选择的需求是一个关键需求驱动因素，且其背后动因是成本优化;尽管这看似是SNOW的竞争优势而非阻力，因为其自动路由最佳模型的能力实际上正在拉动增量需求，\"\"最后，营业利润率约为15%，远高于约12.5%的指引，体现出管理层在实现中高30%增长速度的同时，具备释放经营杠杆的能力。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，BTIG重申其\"买入\"评级，并将目标价从340美元上调至424美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\"总体而言，我们认为这又是一个出色的季度，\"BTIG分析师Gray Powell和Trevor Rambo在报告中表示。\"此次产品营收较指引中点高出7400万美元，创下公司历史上相对指引的最大超预期幅度。此外，SNOW产品营收环比净增1.58亿美元，超越了上季度刚刚创下的1.08亿美元纪录，标志着连续第二个季度环比美元增长创历史新高。AI正驱动着将数据整合到SNOW平台的紧迫性;CoCo和CoWork正获得更广泛的采用与变现，AI用户在核心平台上的消耗量也显著提升。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根大通重申其\"增持\"评级，并将目标价从285美元大幅上调至426美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\"2027财年产品营收指引提升至60.7亿美元，即同比增长36%，较市场共识高出约2.13亿美元，这其中现已包含管理层对第三财季产品营收增速将较第二财季小幅加速的信心，\"摩根大通分析师Samik Chatterjee在报告中表示。\"此外，上调后的全财年产品营收指引意味着，在强劲的第三财季之后，第四财季产品营收增速将出现小幅放缓，我们认为这体现了管理层的保守态度，为在本财年后续时段进一步大幅上调指引留下了空间。\"\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在Snowflake最新财报发布后，其他多家金融机构也上调了该股的目标价。Oppenheimer将目标价从400美元上调至475美元；Piper Sandler从320美元上调至450美元；花旗从395美元上调至490美元；富国银行将目标价从500美元小幅上调至525美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-09-04T13:03:21","2026.09.04","2026\u002F09\u002F04",47988,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]