异动解读｜Zoom盘中上涨5.24%，Anthropic持仓市值攀升至31.3亿美元提振估值

行情直击08-28

8月28日，Zoom盘中上涨5.24%，报98.74美元/股，成交额2.46亿美元。消息面上，公司披露所持Anthropic股权当前价值已攀升至31.3亿美元，截至7月的六个月内追加投入3.01亿美元，AI领域布局持续扩张。

此前Zoom因Q3利润指引略低于预期（非GAAP EPS 1.46-1.48美元 vs 预期1.50美元）于8月26日下跌逾5%。但公司Q2业绩实际超预期，营收12.8亿美元、调整后EPS 1.55美元均好于市场预估，全年指引亦上调至EPS 6.08-6.12美元。叠加Anthropic持仓浮盈显著、企业业务增速创三年新高、AI功能月活同比增长125%等积极信号，市场情绪修复推动股价反弹。此外，美银给予买入评级及130美元目标价，RBC亦看好AI与企业增长前景。

（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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