异动解读｜Twilio盘中上涨5.07%，高盛首次覆盖给予买入评级及300美元目标价

行情直击06-30

6月30日，Twilio盘中上涨5.07%，报201.28美元/股，成交额2.56亿美元。

消息面上，高盛近日首次覆盖Twilio，给予"买入"评级，目标价300美元，较当前价格有约63%的上行空间。分析师强调，随着智能体（Agentic AI）开发者需要通信基础设施来触达终端用户，Twilio有望从开发者活动的增长中显著受益。

此前多家机构已持续上调目标价：Tigress Research将目标价从170美元上调至255美元，美银证券从225美元上调至235美元，摩根士丹利上调至200美元。公司一季度营收14.06亿美元、调整后每股收益1.50美元均大幅超预期，并将全年营收增速指引从11.5%-12.5%上调至14%-15%，AI驱动的需求增长趋势明确。

（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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