AI应用软件股盘初走强 Snowflake(SNOW.US)Q2业绩超预期

Core Viewpoint - The strong performance of AI application software stocks in the U.S. market, particularly Snowflake's impressive earnings report, has alleviated concerns about potential impacts from economic slowdown and competition from new AI companies [1] Company Performance - Snowflake's Q2 results showed a net loss of $298 million, equating to a loss of $0.89 per share, while revenue reached $1.144 billion, representing a 32% increase year-over-year, surpassing analyst expectations of $1.09 billion [1] - The non-GAAP earnings per share were reported at $0.35, exceeding analyst predictions of $0.27 [1] Market Reaction - Following the earnings report, Snowflake's stock surged nearly 15%, with other AI application software stocks like Datadog, MongoDB, and Applovin also experiencing gains of approximately 5%, over 4%, and over 3% respectively [1] Outlook - Snowflake provided an optimistic outlook for future performance, which has helped to mitigate fears regarding the software sector's vulnerability to economic challenges and competition from emerging AI firms [1]