美股详情

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AI应用软件

1,559.21

-10.7909-0.69%

涨家数：12

跌家数：26

平家数：- -

市盈率：- -

高：1,570.99

开：1,569.89

低：1,548.86

收：1,570.01

成交量：2.56亿

成交额：280.94亿

市值：2.24万亿

流通市值：1.99万亿

数据加载中...

Rubrik, Inc.盘中异动快速上涨5.00%

AI应用软件股盘初走强 SnowflakeQ2业绩超预期

美股异动 | AI应用软件股盘初走强 Snowflake(SNOW.US)Q2业绩超预期

美股AI应用软件股盘初走强Snowflake绩后大涨近15%Datadog涨近5%MongoDB涨超4%Applovin

雪花公司（Snowflake）股价上涨10.7%此前公司上调其年度产品营收预期。

Benepass获选为Workday战略健康合作伙伴，助力优化现代福利体系

分析师：初请数据强劲，凸显美国劳动力市场保持韧性

派珀・桑德勒（Piper Sandler）将 Snowflake 公司（Snowflake Inc.）的目标股价从 21

Snowflake美股盘前续涨近15%上调26财年全年营收至43.95亿美元；CrowdStrike跌近4%预计Q3营收

沃尔玛取消与TTD的独家合作，对程序化广告意味着什么？

国海研究 | 贝壳-W/多邻国—晨听海之声0828

国海证券研究

美股异动｜Snowflake夜盘涨超12.8% 次季业绩超预期并上调全年营收预测

绩后大涨！Snowflake(SNOW.US)Q2业绩及财年营收指引齐超预期为AI软件股注入强心针

Veeva Systems因CRM业务胜利提升业绩展望

Veeva Systems Inc 报告截至 7 月 31 日的季度业绩 - 收益摘要

Veeva Systems Inc 报告截至 7 月 31 日的季度业绩 - 收益摘要

Veeva Systems Inc.第二季度营收7.891亿美元超预期7.684亿美元

Snowflake Q2营收同比增长32%超预期，并上调全年营收指引

老虎资讯综合

AI应用软件股Snowflake盘后大涨超12%公司2026财年Q2营收11亿美元同比增长32%高于市场预期并上调全年营

Snowflake预计三季度产品收入大约11.3亿美元

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14:11","pubTimestamp":1756361467,"startTime":"0","endTime":"0","summary":"文/刀客doc一8月份，据行业媒体The Information报道，沃尔玛结束了与The Trade Desk 长达四年的独家合作关系。此前，任何想要调用沃尔玛消费者数据的广告主，都必须通过TTD的DSP来购买广告。沃尔玛和TTD的合作不具备这样的条件，它既没有自己的流量，也没有订阅业务，必须依赖平台费维持运营。TTD股价今年以来已经下跌超过50%，上周因下调增速预期一天内大跌35%。沃尔玛和TTD的合作，正是诞生在这种背景下。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1756220139236496402","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0417517546.SGD","LU2125154935.USD","LU0096362180.USD","LU1988902786.USD","LU2471134523.USD","LU0256863902.USD","LU2750360997.AUD","LU1066051811.HKD","LU1585245621.USD","BK4504","BK4534","WMT","LU2592432038.USD","LU0545039389.USD","LU2750360641.GBP","LU1430594728.SGD","LU2430703178.SGD","LU2264538146.SGD","LU0238689110.USD","LU0738911758.USD","LU1720051017.SGD","LU1674673691.USD","LU0256863811.USD","LU2430703251.USD","LU0348723411.USD","LU0640476718.USD","TTD","LU1720051108.HKD","LU2360032135.SGD","GB00BDT5M118.USD","BK4533","LU1066051498.USD","LU2461242641.AUD","LU0661504455.SGD","LU1778281490.HKD","BK4597","BK4613","BK4528","LU0175139822.USD","BK4550","BK4155","IE0034235188.USD","BK4596","LU0314104364.USD","LU1069347547.HKD","LU2505996681.GBP","LU1116320737.USD","LU2125154778.USD","LU1366192091.USD","LU0265550946.USD"],"gpt_icon":1},{"id":"2563506480","title":"国海研究 | 贝壳-W/多邻国—晨听海之声0828","url":"https://stock-news.laohu8.com/highlight/detail?id=2563506480","media":"国海证券研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2563506480?lang=zh_cn&edition=fundamental","pubTime":"2025-08-28 09:58","pubTimestamp":1756346289,"startTime":"0","endTime":"0","summary":"依托ACN网络，贝壳与第三方品牌展开合作，2025H1，非链家活跃门店数同比增加36.8%，非链家活跃经纪人数同比增加近24%。逐步布局房屋居住全产业链，多元增长格局凸显。继续回购股份彰显信心。同时扩大延长股份回购计划，回购授权从30亿美元提升至50亿美元，并延期至2028年8月31日。基于此，维持公司“买入”评级。2Q2025实现归母净利润0.45亿美元，yoy+83.90%。预计全年营收10.11-10.19亿美元，经调整EBITDA 2.88-2.96亿美元，上限上调0.12亿美元，对应margin 28.5%-29.0%，上限上调0.5pct。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250828100821a7003cd7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Systems因CRM业务胜利提升业绩展望","url":"https://stock-news.laohu8.com/highlight/detail?id=1171524256","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171524256?lang=zh_cn&edition=fundamental","pubTime":"2025-08-28 06:21","pubTimestamp":1756333307,"startTime":"0","endTime":"0","summary":"Veeva Systems于2025年8月27日公布了2026财年第二季度业绩，实现营收7.89亿美元，并将全年账单指导上调3500万美元。本季度的亮点包括与艾昆纬达成战略解决方案、Vault CRM在前20大制药客户中快速普及，以及行业专用AI代理的加速发展。以下洞察突出了最重要的发展及其对投资者的长期影响。Veeva预计在2027财年之前不会有显著的AI相关收入，但随着品类领导地位的巩固，预测Vault CRM迁移将加速，以Crossix为主导的商业增长将持续。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1548497426.USD","LU1804176565.USD","LU0267386448.USD","LU0820562030.AUD","LU0238689110.USD","LU1046421795.USD","LU0477156797.USD","LU0057025933.USD","LU1989764748.USD","LU0353189680.USD","LU0234570918.USD","LU2264538146.SGD","LU0742534661.SGD","LU0130517989.USD","LU0211327993.USD","LU1720051017.SGD","BK4534","LU0354030438.USD","LU0557290698.USD","LU0006306889.USD","LU0124676726.USD","LU0689472784.USD","LU0477156953.USD","LU0170899867.USD","BK4167","LU1267930490.SGD","BK4543","BK4527","IE00B19Z8W00.USD","BK4504","LU0130103400.USD","IE00BQXX3F31.USD","BK4581","LU0820561818.USD","LU1201861249.SGD","BK4561","LU0187121727.USD","IE00BJTD4N35.SGD","LU2244417387.USD","LU0354030511.USD","CRM","LU0820561909.HKD","LU1267930813.SGD","IE00B19Z8X17.USD","LU0980610538.SGD","LU1791710582.SGD","LU0648000940.SGD","LU1814569148.SGD","LU0251142724.SGD","BK4585","LU0792757196.USD","LU1496350502.SGD","BK4505","LU0943347566.SGD","BK4535","LU0511384066.AUD","IE00BQXX3C00.GBP","LU0528227936.USD","LU0289739699.SGD","LU0130518102.USD","LU0719512351.SGD","LU0642271901.SGD","LU2361045086.USD","LU0472753341.HKD","IE00BZ1G4Q59.USD","IE00BKVL7J92.USD","BK4608","LU0127658192.USD","LU0889566641.SGD","LU0130102774.USD","LU0058720904.USD","LU1791710400.SGD","LU0889565833.HKD","LU1551013425.SGD","BK4579","LU1989764664.SGD","IE00BJTD4V19.USD","VEEV","IE00B19Z9505.USD","LU0106261372.USD","LU0198837287.USD","LU0211328371.USD","BK4530","LU0048573561.USD","LU2236285917.USD","LU2361044865.SGD","LU1496350171.SGD","BK4538","LU1316542783.SGD","LU2458330169.SGD","BK4023","LU2461242641.AUD","LU0689626769.HKD","LU2265009873.SGD","BK4567","BK4607","LU0109392836.USD","BK4121","BK4598","IE00BQXX3D17.EUR","LU0289739343.SGD","LU0069063385.USD","LU1823568750.SGD","LU2087625088.SGD","BK4588","LU0353189763.USD","LU2357305700.SGD","LU1951198990.SGD","LU1551013342.USD","LU2756315664.SGD","BK4548","LU1261432733.SGD","BK4550","LU2361044949.HKD","LU1951200564.SGD","LU0082616367.USD","LU0251131958.USD","LU1720051108.HKD","LU0266013472.USD","LU0648001328.SGD","LU1923623000.USD","LU2247934214.USD","LU2756315318.SGD","LU0081259029.USD","BK4613","LU1988902786.USD","LU2286300806.USD","LU1064131342.USD","LU0234572021.USD","LU1201861165.SGD","LU0882574055.USD","LU0310799852.SGD","BK4528","IQV","LU1803068979.SGD","LU0289961442.SGD","LU2458330243.SGD","BK4532"],"gpt_icon":1},{"id":"2562778619","title":"Veeva Systems Inc 报告截至 7 月 31 日的季度业绩 - 收益摘要","url":"https://stock-news.laohu8.com/highlight/detail?id=2562778619","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2562778619?lang=zh_cn&edition=fundamental","pubTime":"2025-08-28 05:00","pubTimestamp":1756328445,"startTime":"0","endTime":"0","summary":"Veeva Systems Inc 报告截至 7 月 31 日的季度业绩 - 收益摘要Veeva Systems Inc VEEV.N 公布的截至 7 月 31 日的季度调整后每股收益为 1.99 美元，高于去年同期的每股收益 1.62 美元。华尔街预期为每股收益 1.88 美元至 1.93 美元。Veeva Systems Inc公布的本季度每股收益为1.19美元。公司报告的季度净收入为 2.0031 亿美元。Veeva Systems Inc 本季度股价下跌了 0.5%，今年迄今为止上涨了 36.3%。华尔街对 Veeva Systems Inc 的 12 个月目标价中位数为 300.00 美元，比其最新收盘价 293.59 美元高出约 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收益摘要","url":"https://stock-news.laohu8.com/highlight/detail?id=2562778618","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2562778618?lang=zh_cn&edition=fundamental","pubTime":"2025-08-28 05:00","pubTimestamp":1756328445,"startTime":"0","endTime":"0","summary":"Veeva Systems Inc 报告截至 7 月 31 日的季度业绩 - 收益摘要Veeva Systems Inc VEEV.N 公布的截至 7 月 31 日的季度调整后每股收益为 1.99 美元，高于去年同期的每股收益 1.62 美元。华尔街预期为每股收益 1.88 美元至 1.93 美元。Veeva Systems Inc公布的本季度每股收益为1.19美元。公司报告的季度净收入为 2.0031 亿美元。Veeva Systems Inc 本季度股价下跌了 0.5%，今年迄今为止上涨了 36.3%。华尔街对 Veeva Systems Inc 的 12 个月目标价中位数为 300.00 美元，比其最新收盘价 293.59 美元高出约 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