核心观点 短期来看,美国宏观经济前景不确定性较高,客户在IT 预算展望方面可能保持灵活性,导致短期面临下修风险。但Snowfla ke 过去1 年成本优化进展顺利,边际压力减轻&AI 敞口扩大,成为客户数字治理的首选平台之一,因此新增AI 预算受益确定性较高,预计韧性较强。产品迭代上近期Snowpark 下载量相对PySpar k 大幅提升,反馈接受度在不断追进Databricks 产品。渠道...
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