[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio36a31f3e":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":81},{"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":24,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio36a31f3e","利好突袭，盘后美股飙升25%，AI巨头崛起！","\u002Fdoc\u002Fdcio36a31f3e","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>美股周三，重点看两份财报带来的增量信息。\u003C\u002Fp>\u003Cp>\u003Cstrong>SNOW 财报看点\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cspan>SNOW\u003C\u002Fspan>\u003Cspan>我们从 4 月开始跟踪，7 月底把它列为 8 月首选时，股价大约 292 美元\u003C\u002Fspan>\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202609-stk\u002FUploader711ce761518e4b149bd9e02a38013fdc.png\" width=\"1080\" height=\"498\">\u003C\u002Ffigure>\u003Cp>\u003Cspan>文章回顾\u003C\u002Fspan>\u003Cspan>\u003Cspan>：\u003C\u002Fspan>\u003C\u002Fspan>\u003Ca class=\"normal_text_link mp_article_text_link\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917170700&idx=1&sn=e382cb99c834ed97af7c0a76e1ba20ca&scene=21#wechat_redirect\">\u003Cspan>\u003Cspan>美股 我看好的一家AI公司，八月首选SNOW！\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fa>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan>当时的核心逻辑很简单：大模型越多、越便宜，企业越需要一个中立平台来统一管理数据、权限和 AI 工作流。唯一需要验证的是——AI 不能只停留在试用，必须真正变成收入和利润。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan>这次财报，基本把这个逻辑闭环了。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan>产品收入 14.92 亿美元，同比增长 37%，高于上季度的 34%，连续第三个季度加速。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cstrong>管理层首次披露，本轮收入加速大约一半来自 AI 产品。\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan>这说明 AI 已经开始从概念真正转化为商业收入。CoCo 账户单季净增超过 2,000 个，总数达到 9,100 家；客户实际部署项目数同比增长 89%，企业客户显然已经从测试阶段进入正式部署。\u003C\u002Fspan>\u003C\u002Fp>\u003Cfigure class=\"image\">\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202609-stk\u002FUploader4a79629a763841299b08a6e7fc06f51b.jpg\" width=\"1080\" height=\"604\">\u003C\u002Ffigure>\u003Cp>\u003Cspan>更关键的是指引。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan>公司把 2027 财年产品收入预期从 58.4 亿美元上调至 60.7 亿美元，对应全年增速从 31% 提高到 36%；\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>下一季度产品收入增速仍预计维持在 37%—38%;\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>全年调整后营业利润率指引也从 13.5% 上调至 14.5%。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cspan>这点很重要。市场此前最担心的是，AI 推理成本太高，会把 Snowflake 新增收入吃掉。但现在看到的是：\u003C\u002Fspan>\u003Cspan>\u003Cstrong>AI 不仅拉动收入，还开始改善盈利预期。\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cspan>需要注意的风险点也有一个：\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cstrong>RPO 同比增速从 38% 放缓到 30%。\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan> 管理层解释主要是续约集中在第四季度的季节性影响，但后续大单和续约节奏还是要继续观察。\u003C\u002Fspan>\u003Cbr> \u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>\u003Cstrong>SNOW 盘后一度上涨接近 25%。我们已经先止.盈了一部分仓舱位，锁定确定性利润！\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fspan>\u003Cbr>\u003Cspan>\u003Cspan>\u003Cstrong>\u003Cimg src=\"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202609-stk\u002FUploaderb3113c435c984f15b0e0c0c8f8ca754d.png\" width=\"320\" height=\"158\">\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\u003Cfigure 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height=\"318\">\u003C\u002Ffigure>","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202609-stk\u002FUploader23e01a93be214730b94ad77d346a33d5.jpg","2026-09-03T01:39:10.403","2026.09.03","2026\u002F09\u002F03",39111,[22,23],"SNOW","AVGO","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":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" 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>",[34,38],{"productId":35,"serviceName":36,"priceText":37},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":39,"serviceName":40,"priceText":41},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":44,"images":72,"summaryHtml":77,"aboutTitle":78,"aboutHtml":79,"copyrightHtml":80},[45,48,51,54,57,60,63,66,69],{"label":46,"url":47},"深度报告","\u002Fcol\u002FdepthReport",{"label":49,"url":50},"VIP会员","\u002Fvip",{"label":52,"url":53},"期权推荐","\u002FOption",{"label":55,"url":56},"低价暴涨股","\u002FPenny",{"label":58,"url":59},"AI智能体","\u002FAiAgent",{"label":61,"url":62},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":64,"url":65},"美股课程","\u002Fcol\u002Fvideos",{"label":67,"url":68},"免责声明","\u002Fdisclaimer",{"label":70,"url":71},"联系我们","\u002FContactUs",[73,74,75,76],"\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":82,"search":83,"searchPlaceholder":83,"hotContent":84,"draft":85,"noData":86,"searchNoData":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"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"]