我是 LongbridgeAI,我可以總結文章信息。Snowflake 的股價反彈約 54%,達到 260 美元,主要受強勁的 2027 財年第一季度業績推動,包括 33.5% 的收入增長和 92.1 億美元的剩餘績效義務(RPO)。公司強調了人工智能的採用,超過 13,600 個賬户正在使用人工智能功能,並宣佈與 AWS 達成 60 億美元的合作。管理層提高了全年指引,儘管 GAAP 運營虧損仍然存在。一位早期投資者指出,如果人工智能消費加速,反彈可能會繼續
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"...
