异动解读｜Figma盘中下跌5.78%，AI投入拖累盈利预期持续承压

行情直击09-09

9月9日，Figma盘中下跌5.78%，报22.725美元/股，成交额2.73亿美元。公司股价自8月初财报发布以来持续走弱。

消息面上，Figma此前发布的第二季度财报虽营收同比增长48%至3.70亿美元、超出市场预期，且上调全年营收指引至14.63亿至14.67亿美元，但AI产品大幅投入导致GAAP经营亏损扩大至1.17亿美元，自由现金流率由去年同期的24%降至14%，盈利前景持续承压。此外，CEO Dylan Field自愿放弃约4600万美元股票奖励，摩根士丹利亦将目标价由38美元下调至33美元。行业层面，AI应用公司普遍面临推理成本高企侵蚀毛利的困境，短期盈利路径仍不明朗，市场情绪偏谨慎。

（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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