异动解读｜Figma盘中上涨5.66%，美银上调目标价叠加软件板块估值修复

行情直击08-27

8月27日，Figma盘中上涨5.66%，报28.93美元/股，成交额1.15亿美元。

消息面上，美银分析师团队近日将Figma目标价从30美元上调至33美元，维持买入评级，理由是软件行业整体估值倍数扩张，以及市场对AI颠覆传统软件公司的担忧正在持续消退。美银此次同步上调了包括ServiceNow、Snowflake、Adobe在内的10只软件股目标价。

板块层面，应用软件行业当日普遍走强，赛富时涨17.53%、新思科技涨5.76%，板块情绪显著回暖。Figma此前Q2财报营收同比增48%至3.70亿美元，超预期并上调全年指引，但AI投入导致亏损扩大曾令股价承压，当前反弹反映市场对其增长前景重新定价。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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