异动解读｜Okta Inc.盘中上涨6.67%，软件板块AI叙事反转叠加财报后多家投行上调目标价

行情直击06-01

6月1日，Okta Inc.盘中上涨6.67%，报133.01美元/股，成交额1.48亿美元。消息面上，公司此前Q1财报盈利营收双超预期（调整后EPS 0.91美元超预期0.85美元，营收7.65亿美元超预期7.52亿美元），并上调全年展望。与此同时，Snowflake财报大超预期引发软件板块AI叙事反转，市场重新定价"AI应用落地受益股"，Okta作为身份安全核心标的获板块联动提振。贝伦贝格将其目标价上调至135美元，摩根士丹利重申增持，Agentic AI推动身份安全需求激增的逻辑持续获验证。

（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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