异动解读 | 获瑞穗列为财报季首选股，Atlassian(TEAM.US)盘中大涨5.01%

异动解读04-15

Atlassian Corporation PLC (TEAM) 今日盘中股价大幅上涨5.01%，引起了市场广泛关注。

消息面上，瑞穗证券（Mizuho Securities）发布研究报告，将Atlassian列为2026年第一季度财报季中最值得持有的软件股票之一。该机构维持对Atlassian的“跑赢大盘”评级，并指出考虑到此前实施的合作伙伴利润率调整等因素，预期Atlassian将实现非常强劲的业绩表现，其订阅收入有望连续第二个季度实现显著加速增长。

瑞穗证券的分析师团队在报告中表示，尽管软件行业近期经历估值回调，但当前的风险回报比已显现出吸引力。除了Atlassian，Cloudflare和ServiceNow也被该机构列为本财报季的软件股首选。

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