--- title: "分析师认为,Figma 的 AI 信用货币化策略显示出 “粘性”" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286576459.md" description: "Figma 的第一季度报告显示其自上市以来最大的盈利超预期,分析师称赞其人工智能信用货币化策略。超过 75% 的超出信用额度的用户继续使用信用,表明平台参与度强。RBC 资本市场维持行业表现评级,将目标价下调至 28 美元。Piper Sandler 重申超配评级,将目标价下调至 30 美元,而 Oppenheimer 则维持表现评级,未设定目标价。Figma 的股价在报告发布后上涨了 9%" datetime: "2026-05-15T13:45:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286576459.md) - [en](https://longbridge.com/en/news/286576459.md) - [zh-HK](https://longbridge.com/zh-HK/news/286576459.md) --- # 分析师认为,Figma 的 AI 信用货币化策略显示出 “粘性” Figma's (FIG) first quarter report gave the company its biggest earnings beat since its IPO, and financial analysts were also impressed by its latest AI monetization efforts that went into effect last in the quarter. "FIG implemented AI credit limits for all seats on March 18th," said RBC Capital Markets analysts, led by Rishi Jaluria, in an invest... ### 相关股票 - [FIG.US](https://longbridge.com/zh-CN/quote/FIG.US.md) - [FIGG.US](https://longbridge.com/zh-CN/quote/FIGG.US.md) - [RY.US](https://longbridge.com/zh-CN/quote/RY.US.md) ## 相关资讯与研究 - [FigmaAI 变现能力获华尔街认可 财报远超预期股价逆市涨超 16%](https://longbridge.com/zh-CN/news/286582671.md) - [Figma 一季度业绩超预期,AI 战略驱动强劲反弹](https://longbridge.com/zh-CN/news/286586850.md) - [Figma|8-K:2026 财年 Q1 营收 3.33 亿美元超过预期](https://longbridge.com/zh-CN/news/286461851.md) - [AI 人工智能 ETF 平安交投活跃,机构看好国产算力及其配套产业链](https://longbridge.com/zh-CN/news/286844353.md) - [爱德泰冲刺港股:AI 算力 “隐形卖铲人”,开始收割 800G 红利](https://longbridge.com/zh-CN/news/286517971.md)