瑞穗前瞻软件行业Q3财报季：云服务与AI需求强劲有望交出超预期“答卷”

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智通财经APP获悉，随着财报季的到来，华尔街金融巨头瑞穗的行业调研报告显示，美国软件行业整体在三季度应会实现超预期增长。“我们对三季度的整体调研结果非常稳健，”由格雷格·莫斯科维茨(Gregg Moskowitz)牵头的瑞穗分析师团队在一份深度投资者报告中表示，“公有云/消费类数据表现相当亮眼，人工智能的应用普及率也依然保持强劲势头。网络安全需求态势良好，尽管有部分报告显示存在交易延迟情况。最后，...

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Moskowitz)牵头的瑞穗分析师团队在一份深度投资者报告中表示，“公有云/消费类数据表现相当亮眼，人工智能的应用普及率也依然保持强劲势头。网络安全需求态势良好，尽管有部分报告显示存在交易延迟情况。最后，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1356965.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4612","symbol_name":"AI芯片","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1356965.html","article_id":"2576807008","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2576807008","pubTimestamp":1760940719,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，随着财报季的到来，华尔街金融巨头瑞穗的行业调研报告显示，美国软件行业整体在三季度应会实现超预期增长。此外，瑞穗还预计Atlassian将交出稳健业绩，该公司当前目标价为235美元，同样获得“跑赢大盘”评级。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4612":"AI芯片","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP 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INC"},"translate_title":"Mizuho's forward-looking software industry Q3 earnings season: Strong demand for cloud services and AI is expected to deliver an unexpected \"answer sheet\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.64,"DDOG":0.64},"content_text":"智通财经APP获悉，随着财报季的到来，华尔街金融巨头瑞穗的行业调研报告显示，美国软件行业整体在三季度应会实现超预期增长。“我们对三季度的整体调研结果非常稳健，”由格雷格·莫斯科维茨(Gregg Moskowitz)牵头的瑞穗分析师团队在一份深度投资者报告中表示，“公有云/消费类数据表现相当亮眼，人工智能的应用普及率也依然保持强劲势头。网络安全需求态势良好，尽管有部分报告显示存在交易延迟情况。最后，软件即服务(SaaS)领域展现出韧性，且在一两个细分领域的表现似乎有所改善。”在财报季来临之际，瑞穗认为表现最强劲的软件公司包括以下几家，且这些公司均获得“跑赢大盘”评级：- 微软(MSFT.US)：目标价从625美元上调至640美元;- Datadog(DDOG.US)：目标价从155美元上调至170美元;- Palo Alto Networks(PANW.US)：目标价从210美元上调至220美元;- CyberArk(CYBR.US)：目前正处于被Palo Alto收购的进程中，目标价从500美元上调至520美元。此外，瑞穗还预计Atlassian(TEAM.US)将交出稳健业绩，该公司当前目标价为235美元，同样获得“跑赢大盘”评级。莫斯科维茨指出：“我们对该行业三季度营收的预期为，环比中位数增长约3%，同比增长18%。从环比来看，这比过去两个三季度的强劲环比增长率仅仅低约3个百分点。汇率方面，美元兑欧元汇率环比再贬值3个基点，兑英镑汇率环比贬值1个基点，不过大部分汇率变动发生在管理层给出业绩指引之前。因此，我们预计三季度汇率仅会带来轻微的额外顺风效应。总体而言，我们预计行业平均营收将大概率超出我们的最新预期。”他补充道：“我们本季度对Atlassian的调研结果有所向好，包括其云迁移活动略有改善，我们乐观认为该公司能够在2025财年一季度(F1Q)整体交出不错的业绩。我们对微软Azure的调研结果非常理想，预计Azure的同比增长率(按固定汇率计算)将高于该公司给出的约37%的指引。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"preview","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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瑞穗前瞻软件行业Q3财报季：云服务与AI需求强劲 有望交出超预期“答卷”

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瑞穗前瞻软件行业Q3财报季：云服务与AI需求强劲有望交出超预期“答卷”