Stifel：不利因素放缓，上调Snowflake评级至“买入”

智通财经2023-05-08

5月8日，投行Stifel发布研报，将Snowflake评级从“持有”上调至“买入”。分析师Brad Reback指出，微软等公司评论可能表明，优化方面的不利因素开始放缓，下半年的比较结果可能会更容易，收入增长可能稳定在30%左右。此外，Snowflake的纪律应该有助于提高利润率和自由现金流“有意义的提高”。Reback认为，Snowflake很可能成为生成式人工智能市场增长的“净受益者”，因为...

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