Snowflake ( NYSE: SNOW ) 的股价近几个月有所反弹，尽管这似乎更多地是由市场情绪而非基本面推动的。 虽然预计 2025 年下半年增长将加速，但该公司的业绩预期过于激进。新产品应该会给公司带来提振，但大环境也可能变得不那么有利。

最引人关注的是，尽管市场对Snowflake的财务数据给予了正面的反馈，许多分析师对其2025年下半年的业绩预期仍显得过于激进。新产品的推出无疑为公司发展带来了机遇，然而，外部环境的变化潜在影响也不容忽视。

announced a new Snowflake connector based on Snowflake Snowpipe Streaming, which is able to ingest data 2x faster than Snowflake Connector for Kafka — one of the options available to move ...

Snowflake's valuation remains relatively high, meaning a failure to meet growth expectations is likely to be punished. Learn ...

announced a new Snowflake connector based on Snowflake Snowpipe Streaming, which is able to ingest data 2x faster than Snowflake Connector for Kafka — one of the options available to move streaming ...

In April, Amazon Data Firehose gained a direct integration with Snowflake Snowpipe Streaming, allowing users to stream clickstream, application, and AWS service logs from multiple sources to ...

I was particularly drawn to Snowflake's innovative approach to handling ... I've found that using tools like DBT models and ...