道明科文公司将SNOWFLAKE目标价从270美元下调至255美元。 来源：滚动播报 ...

Group 1 - The core viewpoint of the article highlights that Snowflake's (SNOW.US) pre-market stock price fell by 1.07% to $167.4, despite the company exceeding Wall Street's expectations for product revenue forecasts for fiscal year 2027 and benefiting from ongoing demand for artificial intelligence (AI) [1] - Concerns persist in the market regarding whether traditional software companies can maintain growth momentum in the AI era, contributing to a general skepticism among investors towards all software companies [1] - Snowflake's stock has declined approximately 23% year-to-date, reflecting widespread apprehension about the software industry's prospects in the AI landscape [1] Group 2 - Analyst Gil Luria from D.A. Davidson noted that while investors are currently skeptical about all software companies, he believes that as Snowflake continues to accelerate growth throughout the remainder of the year, investors will eventually recognize the company's significant benefits from AI growth [1]

格隆汇2月26日｜Raymond James将数据仓库巨头Snowflake的目标价从250美元下调至200美元。Piper Sandler将其目标价从285美元下调至230美元。 ...

All three major U.S. stock indexes advanced, with the Nasdaq, powered by chips, enjoying the largest ‌percentage gain as markets ⁠near the ⁠end of a tumultuous month that was marked by concerns over massive investment in AI infrastructure and the extent to which it could disrupt myriad industries.Nvidia, at the forefront of the AI revolution, reported fourth-quarter revenue of $68.13 billion, beating analyst estimates. Its shares were up about 3% in extended trading.The Philadelphia SE Semiconductor index ...

Group 1 - The article discusses the impact of AI on the job market, particularly the fear of a significant loss of white-collar jobs due to advancements in AI technology [2][4][10] - Citron Research's report titled "The 2028 Global Intelligence Crisis" suggests a bleak future for white-collar workers, predicting massive unemployment and economic downturns [2][4] - Despite initial market reactions to the report, the market has shown resilience, with the Dow gaining 308 points and the S&P advancing by 0.8% [3] Group 2 - Salesforce reported strong earnings but faced a decline in stock price due to conservative full-year earnings forecasts, despite announcing a $50 billion buyback plan [6][7] - The article highlights a dichotomy in the market, where Salesforce trades at 15 times earnings, indicating a potential undervaluation compared to other software companies [7][12] - Concerns about enterprise software companies are noted, with the potential for earnings degradation but not extinction, as they adapt to AI advancements [11][12][18] Group 3 - NVIDIA is highlighted as a key player in the AI boom, reporting a 75% growth in its data center business and providing better-than-expected guidance, which positively impacted its stock [21][22] - The article argues that AI will create more jobs than it destroys, countering the narrative of a job apocalypse [15][23][24] - The overall sentiment is optimistic about the future of AI and its role in the economy, suggesting that while some companies may face challenges, the industry as a whole will adapt and thrive [20][27][28]

财报显示，Snowflake预计截至2027年1月31日的财年产品营收将达到56.6亿美元，高于分析师平均预期 的55.0亿美元。公司对第一季度的产品营收预测也超出市场预期，预计在12.6亿至12.7亿美元之间，而 分析师此前预计为12.3亿美元。 目前，企业客户正越来越多地将工作负载迁移至云端，并加大投资以开发AI应用，这为Snowflake等公 司带来了持续增长动力。 Snowflake主要提供用于在云端组织、分析和存储企业数据的软件。首席执行官Sridhar Ramaswamy一直 致力于扩展公司的产品矩阵，尤其是在其平台内增加能够对存储数据运用AI技术的工具。 据Ramaswamy透露，去年11月推出的Snowflake Intelligence智能代理平台目前已拥有超过2500家客户， 公司还签下了"史上最大单笔交易"，金额超过4亿美元，但未透露客户名称。 在与AI独角兽Databricks的竞争中，Snowflake近期采取了一系列战略举措。公司已与AI公司OpenAI和 Anthropic分别签署了为期多年、价值2亿美元的协议，将其先进模型整合到自身平台中，以推动企业AI 应用。同时，Snowf ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker6Good afternoon, everyone. My name is Layla, and I will be your conference operator today. At this time, I would like to welcome you to the Salesforce Fourth Quarter and Full Year Fiscal 2026 conference call. This conference is being recorded, and all lines have been placed on mute to prevent any background noise. After the speakers' prepared remarks, there will be a question and answer session. At this time, I would like to tu ...

作为专注早期投资的合伙人，Lin在红杉期间押注过多家知名公司，包括OpenAI、爱彼迎(ABNB.US)、 DoorDash(DASH.US)以及预测市场平台Kalshi。他与负责成长期投资的Pat Grady共同领导红杉，覆盖从 初创到成熟阶段的企业布局。 谈及投资理念，Lin强调红杉并不追逐短期市场情绪，而是长期支持创始人和企业的发展愿景。他以英 伟达(NVDA.US)和Snowflake(SNOW.US)为例指出，这些公司并非一蹴而就，而是在多年甚至数十年的 持续投入中成长起来。 "真正能长期存活的公司，都是在一条长期旅程中前行的企业，"Lin说，"它们是在用几十年的时间打磨 自己的愿景。" 过去几个月，围绕AI可能重塑行业格局的担忧持续冲击软件股。本周，Citrini Research的一份报告再度 引发华尔街对"AI冲击交易"的紧张情绪，软件板块承压明显。 这是Lin去年11月出任红杉资本联席负责人以来为数不多的公开露面之一。他透露，红杉当前的核心策 略，是利用AI放大人类现有工作的价值，而不是单纯追求"机器取代人"。他以红杉近期投资的 Rowspace AI为例称，该公司为金融服务行业提供统一的数 ...