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← @artofspecuycky

$NET

BULLISH2026-08-04
Price around the call
↑ 2026-08-04
By horizon✗ miss-3.3%
1d
✗ -2.8%
5d
✓ +6.0%
21d
✗ -3.3%
Original post
Art of Speculation · 2026-08-04

周四想看看 Cloudflare($NET) 的财报。这两天公司提前释放了一条利好消息:Cloudflare推出 Programmable Stablecoin Wallets(可编程稳定币钱包),允许 AI Agent 自动支付 API 和在线内容费用。我觉得这条消息意义在于AI Agent 开始具备自主支付能力,Cloudflare 正在从网络基础设施进一步切入 AI Agent 基础设施。 技术面 Cloudflare周线已经完成了一个大型 Cup & Handle(杯柄) 突破,目前市场给这次财报定价约 ±10%。如果财报继续超预期,并且管理层进一步强化 AI、Workers、R2、AI Gateway 等业务的增长,我认为这次突破有机会得到确认。反之,即使出现回调,我也更倾向于把它视为对周线突破的回踩买入机会。

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