异动解读｜Atlassian盘中上涨5.02%，AI按量计费变现逻辑持续强化叠加财报超预期支撑

行情直击07-10

7月10日，Atlassian Corporation PLC盘中上涨5.02%，报89.76美元/股，成交额9977万美元，逆势跑赢应用软件板块多数个股。

消息面上，近期市场持续关注企业AI成本激增问题，多家大型企业因AI月度开销上升而限制高阶模型使用，间接验证Atlassian引入AI按量计费模式的商业逻辑，企业AI使用量增长为其带来增量收入空间。此外，公司上季度财报大幅超预期，调整后EPS为1.75美元，超市场预期32.6%，营收17.87亿美元同样高于预期，基本面支撑稳固。Oppenheimer维持跑赢评级，目标价上调至110美元。

（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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