Schwab Network 对 $AKAM 的判断变化

频道资料 →本频道有 18 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、Daiwa、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 2 条

2026-09-29

《The Big 3: IONQ, AKAM, STM》

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?

看原视频04:31

2026-09-25看涨

《AKAM & Anthropic Ink $11.6B, 7-Year AI Deal: What it Signals to Tech Trade》

AKAM 与 Anthropic 达成的 116 亿美元交易是一个关键转折点，支撑长期上行空间与营收重新加速；但市场的即时反应弱于盘前表现。

我们回到《Morning Trade Live》，来关注Akamai Technologies的年度走势图。该股去年5月创下25年多来未曾见过的历史新高，但此后已下跌超过30%。

目前我们上涨7.5%。从今年的进展来看，自年初以来我们仍上涨超过50%。我们上涨约40%。所以，尽管从高点回落，这表现并不差。

We're back with " Morning Trade Live" to focus on the annual chart for "Akamai Technologies". The stock reached record highs last May that it had n't seen in more than 25 years, but has since fallen by more than 30% .

We are currently trading up 7.5 percent . Looking at the year's progress, we are still up by more than 50% since the beginning of the year. We are up by approximately 40%. So, it's not a bad performance despite our retreat from the peaks,

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