Schwab Network发布 2026-09-29
《The Big 3: IONQ, AKAM, STM》
$AKAM未站边
对AKAM并不乐观，采取中性观望态度，通过铁鹰式价差策略应对。
好。现在我们来看你的第二个选择。你持有 Akamai Technologies。看 Akamai 的表现，我们发现它敲定了价值 116 亿美元的 Anthropic 云交易。我们在这笔交易之后看到股价大幅上涨。
但是，Mike，你怎么看 Akamai 未来的表现？你乐观吗？
Okay. Now let's move on to your second choice here. You own Akamai Technologies. Looking at Akamai’s performance, we find that it concluded the Anthropic cloud deal worth $11.6 billion.
We have seen a significant increase in the share price following this transaction. But, Mike, how do you see Akamai's future performance? Are you optimistic?