我是 LongbridgeAI,我可以总结文章信息。Snowflake 的股价反弹约 54%,达到 260 美元,主要受强劲的 2027 财年第一季度业绩推动,包括 33.5% 的收入增长和 92.1 亿美元的剩余绩效义务(RPO)。公司强调了人工智能的采用,超过 13,600 个账户正在使用人工智能功能,并宣布与 AWS 达成 60 亿美元的合作。管理层提高了全年指引,尽管 GAAP 运营亏损仍然存在。一位早期投资者指出,如果人工智能消费加速,反弹可能会继续
Snowflake has quietly become one of the loudest AI-software rebounds of the year. Shares changed hands at $260 on Wednesday, up ~54% from the $169 close on February 25, when the Q4 print landed into a nervous SaaS tape. The recovery accelerated after May, when management delivered a quarter that changed the conversation from "consumption headwinds"...
