[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe389a6a1":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},"dcioe389a6a1","AI编码助手引爆增加!-Snowflake(SNOW)豪掷全年指引超预期，盘后飙上涨20%","\u002Fdoc\u002Fdcioe389a6a1","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，云数据平台Snowflake(SNOW)在周三盘后交易中大幅走高，股价一度跃升超过20%，因公司宣布上调全年产品销售指引，显著超出华尔街共识预期，并重点展示了其AI辅助编码工具CoCo的快速渗透能力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>季度业绩细节方面截至7月的第二财季，产品收入同比增长37%至14.9亿美元，高于彭博汇编的普遍预期14.2亿美元。总收入达到$15.5亿，同比增长35%;不过，剩余履约义务(RPO，即未来合同金额的衡量指标)录得90亿美元，略低于市场预期的93.7亿美元。Non-GAAP营业利润率达到了15.3%，营业利润为$2.37亿。自由现金流为$8,380万(利润率5.4%)，调整后的自由现金流达到$9,230万(利润率6.0%)。公司新增692家净客户(同比增长32%)，使得过去12个月产品收入超过$100万的客户总数达到828家(同比增长27%),《福布斯》全球2000强客户增至829家。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>部分分析师指出，RPO的短暂落后可能与合同续签节奏及部分大客户转向按需消费模式有关，并非需求疲软信号。公司同时强调，当期新增大型企业客户数保持双位数增长，客户留存率与净收入保留率均维持在健康区间。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>根据公司发布的2026财年第二季度财报(截至2025年7月)，Snowflake预计截至2026年1月的全年产品收入将达到约60.7亿美元，较5月时给出的前值有所提升，同时远超分析师平均预测的58.6亿美元。产品收入(主要包括云数据仓库、数据湖及AI平台订阅服务)占公司总营收约95%，是衡量其核心业务增长的关键标尺。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI产品线成为本季最大亮点。 公司透露，其内嵌的AI编程助手CoCo在季度内新增超过2000个企业客户账户使用，使累计使用账户总数达到9100个。Snowflake正将生成式AI深度整合至数据治理、查询优化和自动化开发流程中，旨在让非技术用户也能通过自然语言交互完成复杂数据分析。管理层在电话会议中强调，CoCo的采用率不仅体现在客户数量上，更反映在消费量的环比加速，这证明AI功能已从“尝鲜”转向实际生产级部署。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>市场背景与竞争格局本次上调指引正值数据基建领域竞争白热化之际。Snowflake的最大竞争对手Databricks于上月完成新一轮融资，估值达到1900亿美元，并宣布其年化营收运行率已突破70亿美元，第二季度同比增长超过80%。相比之下，Snowflake当前约60.7亿美元的年化产品收入指引虽显“追赶”态势，但其聚焦于平台易用性、多云部署和AI原生生态的策略仍获多数机构看好。Benchmark Co.分析师Yi Fu Lee在财报前瞻报告中写道“市场对Snowflake的期望值已实质性提高，投资者接下来将高度关注AI驱动消费趋势的持久性——这比单季超预期更具决定性意义。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至常规交易时段收盘，Snowflake报收305.84美元，年内累计涨幅约39%。盘后交易中股价迅速突破370美元，反映出市场对管理层AI变现逻辑的阶段性认可。公司首席财务官在问答环节表示，尽管宏观环境仍存不确定性，但企业客户对“数据+AI”一体化平台的预算优先级持续上升，为下半年的季节性旺季提供了支撑。\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> 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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"]