异动解读｜Figma盘中下跌5.37%，应用软件板块集体承压叠加AI成本隐忧

行情直击09-28 21:44

9月28日，Figma盘中下跌5.37%，报19.775美元/股，成交额2912.31万美元。

消息面上，近期有报道指出亚马逊、微软、Figma、Workday等大型软件公司正提供AI折扣以对抗Anthropic和OpenAI的竞争，引发市场对AI应用公司定价能力和利润空间的担忧。Figma此前二季报虽营收同比增长48%至3.70亿美元、超预期并上调全年指引，但AI投入激增导致GAAP经营亏损扩大至1.17亿美元，自由现金流率从24%降至14%，盈利路径延迟成为持续压制因素。当日应用软件板块整体走弱，赛富时跌4.66%，Adobe跌4.36%，Figma跟随板块承压。

Figma, Inc.于2012年在特拉华州注册成立，是团队聚集在一起将创意转化为数字产品和体验的协作设计平台。

（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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