[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciofd1868d1":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},"dciofd1868d1","AI有望强化增加逻辑！Truist唱多Snowflake(SNOW)与MongoDB(MDB)等一众美股基础设施软件股","\u002Fdoc\u002Fdciofd1868d1","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，过去几个月，多只基础设施软件股出现反弹，部分归因于人工智能(AI)相关的利好因素，这促使投行Truist上调了对多家公司的目标股价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据悉，Truist将Snowflake(SNOW)的目标价从300美元上调至375美元，将MongoDB(MDB)的目标价从400美元上调至475美元，并维持两只股票的“买入”评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>由Miller Jump领衔的Truist分析师团队在周四发布的一份深度投资者报告中表示“在财报发布期间，JFrog(FROG)和Datadog(DDOG)均强调，在AI利好因素的推动下，公司营收增速仍在持续加快。”“随着近期整个板块股价大幅上涨，我们认为，那些拥有可信AI加速增长逻辑的公司，在短期风险回报环境更加严峻的情况下，仍最有可能实现跑赢大盘的表现。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师进一步表示“尽管Snowflake已经是市场共识中的热门标的，但我们认为该股仍有继续上涨的空间。过去90天里，我们与客户及合作伙伴的交流表明，Snowflake正在受益于‘让数据为AI做好准备’这一投资周期，而CoCo的采用正在加速云迁移项目。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师补充称“尽管我们仍然认为MongoDB是AI长期受益者，但目前几乎没有证据表明，AI工作负载将在本季度显著加快其增长。因此，在近期股价大幅上涨之后，我们对该股潜在的波动持谨慎态度。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Truist还将GitLab(GTLB)的目标价从30美元上调至40美元，并将Atlassian(TEAM)的目标价从160美元上调至185美元。尽管上调了GitLab的目标价，Truist仍维持对该股的“持有”评级。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>GitLab将于9月1日公布财报，市场共识预计其调整后每股收益为0.18美元，营收为2.7236亿美元。分析师指出“我们预计GitLab的业绩将符合市场共识预期。尽管2027财年第一季度业绩在基本面上表现稳健，但我们并不认为这一季度的表现能够实质性缓解投资者目前对于按席位计费业务收缩以及核心需求趋势可持续性的担忧。”“不过，GitLab在季度期间提供了一次业务更新，我们认为这进一步澄清了公司的情况，并且对整个业务潜在的扭转趋势而言是一个积极信号。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>其他获得目标价上调的公司还包括Elastic(ESTC)，Truist将目标价从80美元上调至100美元;PagerDuty(PD)的目标价也被从11美元上调至13美元。Truist均维持对这两只股票的“买入”评级。\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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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"]