股价暴涨33%，“雪花”风头盖过英伟达_老虎社区_美港股上老虎

股价暴涨33%，“雪花”风头盖过英伟达

虎嗅11-22 21:53

本文来自微信公众号：科创板日报（ID：chinastarmarket），作者：朱凌，题图来自：AI生成AI软件公司Snowflake（雪花）在公布财报后，收涨32.71%，涨幅为上市以来最高，远超市场预期，甚至盖过了同样发布财报的英伟达风头。Snowflake股价大涨带动了软件、网络安全概念和云等板块，MongoDB上涨12%，Elastic上涨6%，IBM涨超3%，赛富时涨3%。瑞穗分析师乔丹...

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（ID：chinastarmarket），作者：朱凌，题图来自：AI生成AI软件公司Snowflake（雪花）在公布财报后，收涨32.71%，涨幅为上市以来最高，远超市场预期，甚至盖过了同样发布财报的英伟达风头。Snowflake股价大涨带动了软件、网络安全概念和云等板块，MongoDB上涨12%，Elastic上涨6%，IBM涨超3%，赛富时涨3%。瑞穗分析师乔丹·克莱因对此表示，软件股的表现优于半导体股，这可能是未来几个月的趋势。Snowflake是一家数据库公司，其为自己定位为“人工智能数据云公司”，致力于为客户提供最简单、最具成本效益的企业数据平台。该公司11月20日晚间公布的财报显示，其第三季度业绩大幅超出分析师预期。具体而言，第三季度公司收入达到9.42亿美元，高于预期的8.97亿美元。Snowflake预计第四季度产品收入将介于9.06亿美元和9.11亿美元之间，这意味着年增长率约为23%。Snowflake还上调了今年的产品收入预期，预计2025财年的产品收入将达到34.3亿美元，同比增长29%，这比三个月前管理层给出的33.6亿美元的预测有所提高。同时，Snowflake全年预期调整后营业利润率也上调至5%，高于8月份3%的预期。更值得一提的是，Snowflake的存量合同金额增长了55%，达到57亿美元。截至10月底，Snowflake共有10618名客户，最近一个季度新增了369名客户。Snowflake的大客户同比增长了25%，达到542家。Snowflake管理层在电话会议中表示，他们对新产品和在人工智能市场中的竞争充满信心。他们指出，现在每周有3200个客户使用公司的人工智能和机器学习产品，而上一季度为2500个，一年前基本为零。在公布财报的同时，Snowflake还宣布与大模型初创公司Anthropic建立多年合作关系。Snowflake此前已经允许客户访问Google、Meta Platforms和Mistral AI的开源大模型。但是，Anthropic的Claude大模型在性能和功能方面最接近OpenAI的产品。将Anthropic的LLMs加入其中，可以提高Snowflake在数据科学家和人工智能研究人员心目中的形象，因为他们通常使用的是竞争对手Databricks的产品。银行等Snowflake大客户倾向于使用大模型在靠近其数据存储地的服务器上构建应用程序。增加Anthropic大模型支持可以帮助Snowflake说服客户将其数据保存在其数据库中，而不是转移到亚马逊等云提供商。此外，Snowflake今年还采取了多项举措来提升其人工智能产品，例如推出了用于构建人工智能聊天机器人的工具，企业可以利用内部数据对其进行训练。今年5月，Snowflake收购了TruEra，该公司是一家帮助开发人员评估和监控由大模型驱动的人工智能模型和应用程序的初创公司。天风证券研报指出，AI商业化正在逐步落地，AI相关需求依然强劲。随着美国大选不确定因素落地，后续基本面仍是美股科技中长期走势的核心决定因素，建议持续关注科技公司的AI商业化进度和AI相关硬件供需情况。本文来自微信公众号：科创板日报 （ID：chinastarmarket），作者：朱凌","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}