03/14/2025, 05:10 AM UTC
Snowflake：第二季度的预期可能难以实现Snowflake: Second-Half Expectations Could Be Difficult To Fulfill
1. 近期投资者对Snowflake的信心有所提升，可能是因为对竞争和开放数据格式的担忧。2. 公司预计其核心业务将保持稳定，新产品将在下半年推动增长加速。3. 在当前环境下实现增长具有挑战性，尤其是如果金融市场疲软，而SNOW的高估值意味着未能达到预期可能会受到惩罚。1. Investor sentiment towards Snowflake has improved recently, likely due to concerns about competition and open data formats. 2. The company expects its core business to remain stable, with new products driving growth acceleration in the second half of the year. 3. Achieving growth in the current environment is challenging, especially if financial markets weaken, and SNOW's high valuation means failure to meet expectations could be penalized.---
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