Workflow
AI应用概念股集体爆发 Twilio(TWLO.US)绩后大涨超15%
Zhi Tong Cai Jing·2025-10-31 14:25

Core Viewpoint - The AI application stocks in the US market experienced a significant surge, driven by strong earnings reports from Twilio and Reddit, indicating robust growth in the sector [1] Group 1: Twilio - Twilio reported Q3 revenue of $1.3 billion, a year-over-year increase of 15%, exceeding analyst expectations [1] - Non-GAAP operating income for Twilio reached $235 million, reflecting a 29% year-over-year growth [1] - The company raised its full-year revenue growth forecast to 12.5% and increased its free cash flow guidance to between $920 million and $930 million [1] Group 2: Reddit - Reddit's Q3 revenue grew by 68% year-over-year to $585 million, surpassing analyst expectations [1] - The company raised its Q4 revenue guidance to between $655 million and $665 million, which is higher than analyst forecasts [1] Group 3: Other AI Application Stocks - Following the earnings reports, other AI application stocks also saw significant gains, with Cloudflare rising over 11%, Palantir increasing nearly 4% to reach a new high, and Applovin gaining over 3% [1]