异动解读12-04 22:35
云计算数据分析公司Snowflake(SNOW)今日盘中大跌9.69%，引发市场广泛关注。
消息面上，Snowflake预计第四季度产品收入增长率将放缓至27%，低于第三季度的29%，部分原因是公司为大额长期合同提供了折扣优惠。此外，公司给出的第四季度调整后营业利润率指引仅为7%，显著低于分析师平均预期的8.5%，这引发了市场对其新型人工智能(AI)工具盈利能力的担忧。
尽管Snowflake第三季度营收达12.1亿美元，超出预期，且与Anthropic达成了价值2亿美元的AI合作协议，但投资者更关注其未来增长动能减弱及利润率压力。公司股价今年已累计上涨超70%，此次回调反映了市场对高估值股票业绩预期的重新评估。
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