异动解读 | 获机构买入评级叠加AI代理前景看好，Cloudflare盘中大涨5.04%

异动解读06-01

Cloudflare, Inc. (NET) 今日盘中大涨5.04%，引起了市场的广泛关注。

消息面上，William O'Neil发起对Cloudflare的买入评级，据FactSet统计，分析师对该股给予平均增持评级。此外，RBC Capital Markets此前重申跑赢大盘评级，认为公司在AI代理领域处于有利地位，多个前沿大模型正利用其服务，有望提前实现2028年50亿美元营收目标。

同时，Cloudflare所在的互联网服务与基础架构行业板块整体表现强势，也进一步推动了股价的上涨。

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