以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Figma

53 atoms · 跨 14 天 · 首见 2026-04-17 · 最近 2026-07-02

三色: 🟦 fact 32 · 🟥 take 21 · stance ▲16/▼11/◆7

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 4

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 4 · X 44

时态: fresh:49 · stale:2 · expired:1 · aging:1

标签: 好数字:29 · 好观点:21 · 好思考:5 · 好信源:5

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Figma 被 Citi 首次评级为买入 ¹，其营收预估超出 Street 7%/9% ¹。Citi 认为 AI 驱动的消费和座位组合升级将扩大 TAM，远期营收或翻倍 ¹ ¹。然而，Figma 当前 6x+ 远期销售倍数对比同行业显得昂贵 ¹。部分大型设计团队负责人已数月未使用 Figma，转而使用 Claude 等工具 ¹。Anthropic 向设计工具扩张也带来与 Figma 的紧张关系 ¹。一位分析师指出，长期 AI 熊市逻辑难以证伪 ¹。

🧭 拥挤度 (一人一票): ▲ 3 位作者 (KOL2 · 卖方1) + 群 1 条 vs ▼ 4 位作者 (KOL4) + 群 1 条

💢 核心分歧 (3 轴)

1. 高估值下增长加速 vs 远期销售倍数昂贵

*topic: 估值/价格动态/营收 · 4 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-ceacf90ac68a5716"></a>2026-05-14 X·@TheTranscript_ · revenue growth accelerated for second consecutive quarter · 营收
revenue growth accelerated for the second consecutive quarter
tags: 好数字 · → daily
value: direction=up · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-73db6c52b639a1b3"></a>2026-05-14 X·@Techmeme ⭐ [已过期] · Q2 营收预期 · 业绩指引/营收
forecasts Q2 revenue above estimates, citing AI monetization
tags: 好观点·好思考 · → daily
value: date=Q2 2026
<a id="atom-ef159c6e9d6e4c3a"></a>2026-05-17 X·@TheTranscript_ · Q1 2026营收 · 营收/业绩指引
In Q1 2026, revenue grew 46% year-over-year to $333 million
tags: 好数字 · → daily
value: qty=$333M · date=Q1 2026
📷 原图
<a id="atom-f5868734862e8bee"></a>2026-06-17 newsletter·Citi · AI变现能力 · AI变现/营收
Citi argues investors are underestimating the revenue impact of AI-driven consumption, seat mix upgrades, and broader product adoption
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-647f93ed3ee61a71"></a>2026-05-07 群 · 远期销售倍数 · 估值/比较
Figma 6x+ 远期销售倍数，对比 BRZE 显得昂贵
tags: 好数字·好观点 · → daily
value: multiple=6x+

展开 1 条中性

<a id="atom-dc5521f5bd00d79c"></a>2026-05-18 X·@DamiDina · business model transition risk · 营收/定价权
it is likely workflows need to improve here to have enterprises, agencies and individuals want to pay for subscription and some usage based fees
tags: 好思考 · → daily

2. 盈利能力: 投资期亏损 vs 调整后真实盈利

*topic: 盈利能力/财报 · 1 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-dde6251009db96ad"></a>2026-05-14 X·@Ross_Hendricks · 业绩 · 财报_
Figma crushed earnings
tags: 好数字 · → daily
value: qty=crushed
[图: 证券交易软件中的股票行情截图，显示FIG（Figma Inc-Cl A）的最新股价、涨跌幅及买卖盘数据 — 最新股价: 21.84 USD; 涨跌幅: +15.31%; 上涨金额: +2.90; 卖出价 (Ask): 21.85; 买入价 (Bid): 21.82]
📷 原图

🔴 bearish 侧:

<a id="atom-17a8d5a70d8878fd"></a>2026-05-17 X·@ChemStat66667 · 投資フェーズ · 盈利能力/资本开支
まだまだ投資フェーズで赤字が大きすぎて稼ぐ力はよくわからず
tags: 好观点 · → daily
📷 原图

展开 2 条中性

<a id="atom-8392e532f1275996"></a>2026-05-17 X·@ChemStat66667 · 赤字要因 · 盈利能力
株式報酬が載ってるので見かけ悪い赤字ではない模様
tags: 好观点 · → daily
📷 原图
<a id="atom-11ff83882445c411"></a>2026-05-18 X·@DamiDina · earnings complexity perception · 财报
the figma earning is *much more intricate* than most people can tell and the market doesn't understand that space well
tags: 好观点 · → daily

3. 解禁供应压力 vs Citi首次评级买入

*topic: 仓位情绪/价格动态 · 3 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-e1a0c1e0e7783311"></a>2026-05-14 X·@Ross_Hendricks · 股价变动 · 仓位情绪/价格动态_ +同日1条
shares up 15% on the day; 最新股价: 21.84 USD; 涨跌幅: +15.31%
tags: 好数字 · → daily
value: qty=+15.31% · direction=up
[图: 证券交易软件中的股票行情截图，显示FIG（Figma Inc-Cl A）的最新股价、涨跌幅及买卖盘数据 — 最新股价: 21.84 USD; 涨跌幅: +15.31%; 上涨金额: +2.90; 卖出价 (Ask): 21.85; 买入价 (Bid): 21.82]
📷 原图
<a id="atom-a9fa9489eb008524"></a>2026-05-15 X·@EdLudlow · 股价日内涨幅 · 价格动态
The stock's now up 17%
tags: 好数字 · → daily
value: qty=17% · date=2026-05-15

🔴 bearish 侧:

<a id="atom-686c19655a716a31"></a>2026-05-17 X·@ChemStat66667 · 株価動向 · 仓位情绪/价格动态
株価はSaaSの死的なやつが懸念され上場来超低迷中
tags: 好观点 · → daily
📷 原图
<a id="atom-8bca7d4bdd33f684"></a>2026-05-18 X·@DamiDina · stock movement signal relevance · 价格动态
their stock increasing due to incremental metrics increasing isn't a signal either imo
tags: 好观点 · → daily

🟦 客观事实 (facts) (30)

<a id="atom-cadca6c72ec6abd4"></a>🟦 2026-05-17 X·@TheTranscript_ · CEO对Google新AI设计产品影响客户需求的态度 · 竞争格局
Figma CEO does not see Google’s newer AI design products materially impacting customer demand or growth: “A Labs product is not something that we're seeing as getting in the way of that, nor do we see the effect, as far as I can tell, in a substantial way.”
tags: 好观点·好信源 · → daily
📷 原图
<a id="atom-ef0b49068962aaef"></a>🟦 2026-05-07 群 · ARR>$10k 客户每周使用 AI 的比例 · AI采用/客户指标
75% 的 Figma ARR>$10k 客户每周使用 AI
tags: 好数字 · → daily
value: percentage=75%
<a id="atom-73db6c52b639a1b3"></a>🟦 2026-05-14 X·@Techmeme ⭐ [已过期] · Q2 营收预期 · 业绩指引/营收
forecasts Q2 revenue above estimates, citing AI monetization
tags: 好观点·好思考 · → daily
value: date=Q2 2026
<a id="atom-ef159c6e9d6e4c3a"></a>🟦 2026-05-17 X·@TheTranscript_ · Q1 2026营收 · 营收/业绩指引
In Q1 2026, revenue grew 46% year-over-year to $333 million
tags: 好数字 · → daily
value: qty=$333M · date=Q1 2026
📷 原图
<a id="atom-f90cb72153e64613"></a>🟦 2026-05-14 X·@TheTranscript_ · Q1 revenue · 营收
Q1 Revenue: $333.4 million (up 46% YoY)
tags: 好数字 · → daily
value: qty=$333.4 million · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-f6d8aedab63fc789"></a>🟦 2026-05-14 X·@TheTranscript_ · Q1 revenue growth YoY · 营收
Q1 Revenue: $333.4 million (up 46% YoY)
tags: 好数字 · → daily
value: qty=46% · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-91ce67ac6a06a6ee"></a>🟦 2026-05-14 X·@TheTranscript_ · Q1 GAAP loss from operations · 盈利能力
GAAP loss from operations: $(137.4) million
tags: 好数字 · → daily
value: qty=$137.4 million · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-67de3afda47ee9c0"></a>🟦 2026-05-14 X·@TheTranscript_ · Q1 Non-GAAP operating income · 盈利能力
Non-GAAP operating income: $52.1 million
tags: 好数字 · → daily
value: qty=$52.1 million · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-bfea2c539b95ed59"></a>🟦 2026-05-14 X·@TheTranscript_ · Q1 free cash flow · 现金流
Free Cash Flow: $88.6 million
tags: 好数字 · → daily
value: qty=$88.6 million · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-a048e2d60823df80"></a>🟦 2026-05-14 X·@TheTranscript_ · cash and securities · 库存
Cash, cash equivalents, and marketable securities: $1.6 billion
tags: 好数字 · → daily
value: qty=$1.6 billion · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-ceacf90ac68a5716"></a>🟦 2026-05-14 X·@TheTranscript_ · revenue growth accelerated for second consecutive quarter · 营收
revenue growth accelerated for the second consecutive quarter
tags: 好数字 · → daily
value: direction=up · date=Q1 2026
[图: Figma 2026财年第一季度财务业绩亮点新闻稿截图 — Q1 Revenue: $333.4 million (up 46% YoY); GAAP loss from operations: $(137.4) million; Non-GAAP operating income: $52.1 million; Free Cash Flow: $8
📷 原图
<a id="atom-b661c2f960426e4a"></a>🟦 2026-05-14 X·@Techmeme · Q1 营收 · 营收/业绩指引
Figma reports Q1 revenue up 46% YoY to $333.4M, vs. $313.2M est.
tags: 好数字 · → daily
value: qty=$333.4M · date=Q1 2026
<a id="atom-e32546f1a5f8cdac"></a>🟦 2026-05-14 X·@Techmeme · 股价变动 · 价格动态
FIG jumps 8%+ after hours
tags: 好数字 · → daily
value: qty=+8% · date=after hours
<a id="atom-aad41d212e793eef"></a>🟦 2026-04-17 X·@Techmeme · 股价下跌 · 股价下跌/竞争格局
Figma stock drops ~7% after Anthropic launched Claude Design, a dedicated app powered by its latest model Claude Opus 4.7
tags: 好数字 · → daily
value: qty=-7% · date=2026-04-17
<a id="atom-465c0d694cd4530e"></a>🟦 2026-07-02 X·@DeryaTR_ · 股价今年大幅下跌 · 价格动态
Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.
tags: 好数字 · → daily
<a id="atom-a9fa9489eb008524"></a>🟦 2026-05-15 X·@EdLudlow · 股价日内涨幅 · 价格动态
The stock's now up 17%
tags: 好数字 · → daily
value: qty=17% · date=2026-05-15
<a id="atom-e80b45a0063f6902"></a>🟦 2026-05-07 群 · VC 锁定期解禁比例 · 解禁/供应压力
Figma 面临 27.5% VC 锁定期解禁
tags: 好数字 · → daily
value: percentage=27.5%
<a id="atom-6d6335eae3cfc7c9"></a>🟦 2026-06-29 X·@cnfinancewatch · 股价涨超10% · 价格动态
Figma涨超10%
tags: 好数字 · → daily
value: qty=10%+ · date=2026-06-26
<a id="atom-998bf206ed38b956"></a>🟦 2026-06-17 X·@fiscal_ai · 2021 Series E Private Valuation · 估值
Figma 2021 Series E Private Valuation: $10 billion
tags: 好数字 · → daily
value: qty=$10 billion · date=2021
📷 原图
<a id="atom-03cb21cbe639f681"></a>🟦 2026-06-17 X·@fiscal_ai · 2026 Market Cap · 估值
Figma 2026 Market Cap: $9.5 billion
tags: 好数字 · → daily
value: qty=$9.5 billion · date=2026
📷 原图
<a id="atom-1ecd0cffbfcfc9cd"></a>🟦 2026-05-28 X·@PAstynome · IPO 估值 · 融资/估值
Remember Figma had a $60B IPO.
tags: 好数字 · → daily
value: qty=$60B
<a id="atom-63e867bce6db6760"></a>🟦 2026-05-17 X·@ChemStat66667 · 売上高 · 营收
Figumaの業績推移を見てみた。順調に売り上げ伸びてる
tags: 好数字 · → daily
value: qty=順調に伸びている · date=2026-05-17
📷 原图
<a id="atom-dde6251009db96ad"></a>🟦 2026-05-14 X·@Ross_Hendricks · 业绩 · 财报_
Figma crushed earnings
tags: 好数字 · → daily
value: qty=crushed
[图: 证券交易软件中的股票行情截图，显示FIG（Figma Inc-Cl A）的最新股价、涨跌幅及买卖盘数据 — 最新股价: 21.84 USD; 涨跌幅: +15.31%; 上涨金额: +2.90; 卖出价 (Ask): 21.85; 买入价 (Bid): 21.82]
📷 原图
<a id="atom-d01d95f2ec95037e"></a>🟦 2026-05-14 X·@Ross_Hendricks · 增长与留存率 · 营收增长/客户留存_
reaccelerated growth and retention rates
tags: 好数字 · → daily
value: qty=reaccelerated
[图: 证券交易软件中的股票行情截图，显示FIG（Figma Inc-Cl A）的最新股价、涨跌幅及买卖盘数据 — 最新股价: 21.84 USD; 涨跌幅: +15.31%; 上涨金额: +2.90; 卖出价 (Ask): 21.85; 买入价 (Bid): 21.82]
📷 原图
<a id="atom-e1a0c1e0e7783311"></a>🟦 2026-05-14 X·@Ross_Hendricks · 股价变动 · 仓位情绪/价格动态_
shares up 15% on the day; 最新股价: 21.84 USD; 涨跌幅: +15.31%
tags: 好数字 · → daily
value: qty=+15.31% · direction=up
[图: 证券交易软件中的股票行情截图，显示FIG（Figma Inc-Cl A）的最新股价、涨跌幅及买卖盘数据 — 最新股价: 21.84 USD; 涨跌幅: +15.31%; 上涨金额: +2.90; 卖出价 (Ask): 21.85; 买入价 (Bid): 21.82]
📷 原图
<a id="atom-c6f193994f62feb8"></a>🟦 2026-04-17 X·@Yuchenj_UW · 股价当日变动 · 价格动态
Figma stock 20 minutes after the Claude Design announcement.
tags: 好数字 · → daily
value: qty=-4.26% · direction=down · date=2026-04-17
[图: Figma 股价走势图，显示今日下跌 4.26% — Figma 股价: $19.46; 今日跌幅: -$0.86 (-4.26%)]
📷 原图
<a id="atom-66891cbe493c0f8b"></a>🟦 2026-04-17 X·@chatgpt21 · 当前价格 · 价格动态
当前价格: $19.46
tags: 好数字 · → daily
value: qty=$19.46 · date=2026-04-17
[图: Figma在交易软件上的股价走势图 — 当前价格: $19.46; 今日跌幅: $0.86 (4.26%)]
📷 原图
<a id="atom-0b1d28a8a30cd94a"></a>🟦 2026-04-17 X·@chatgpt21 · 今日跌幅 · 价格动态
今日跌幅: $0.86 (4.26%)
tags: 好数字 · → daily
value: qty=$0.86 (4.26%) · date=2026-04-17
[图: Figma在交易软件上的股价走势图 — 当前价格: $19.46; 今日跌幅: $0.86 (4.26%)]
📷 原图
<a id="atom-9bd0b5125286bd31"></a>🟦 2026-07-02 X·@grok · 发布Figma连接器 · 产品发布
The @Figma connector in https://t.co/ebVFrK1rwj and Grok Build is here
tags: 好信源 · → daily
<a id="atom-e396f6ac76576753"></a>🟦 2026-05-20 X·@TechCrunch · adds an AI assistant to its collaborative canvas · 产品发布
Figma adds an AI assistant to its collaborative canvas
tags: 好信源 · → daily

🟥 多头 takes (bullish) (8)

<a id="atom-f77c3729085d468f"></a>🟥 2026-06-17 newsletter·Citi · 远期营收翻倍潜力 · 营收预测/AI变现
Citi sees Figma potentially doubling revenue by 2029 as AI broadens adoption beyond traditional designers
tags: 好数字·好观点 · → daily
value: qty=doubling revenue by 2029
<a id="atom-72c86b694aa1892d"></a>🟥 2026-06-17 newsletter·Citi · 营收预估超预期 · 营收预测
Citi initiates on Figma with estimates 7%/9% above Street for CQ2/FY26
tags: 好数字 · → daily
value: qty=7%/9% above Street for CQ2/FY26
<a id="atom-bea50caeb8e5b02f"></a>🟥 2026-05-07 群 · 定位：首个有实质 AI 顺风的非基础设施软件 · AI顺风/产品定位
Figma 是首个获得实质 AI 顺风的非基建软件
tags: 好观点 · → daily
<a id="atom-ad9bd8c0865a2fa2"></a>🟥 2026-06-17 newsletter·Citi [老化中] · 首次评级 · 评级调整
Citi initiates on Figma with Buy
tags: 好观点 · → daily
value: rating=Buy
<a id="atom-f5868734862e8bee"></a>🟥 2026-06-17 newsletter·Citi · AI变现能力 · AI变现/营收
Citi argues investors are underestimating the revenue impact of AI-driven consumption, seat mix upgrades, and broader product adoption
tags: 好观点 · → daily
<a id="atom-ff081db244a41ab0"></a>🟥 2026-06-17 newsletter·Citi · ai座位压缩担忧 · 竞争/市场空间
Citi believes concerns around AI-driven seat compression are overshadowing a larger opportunity for Figma to expand its TAM
tags: 好观点 · → daily
<a id="atom-75aa8683dc87b9f7"></a>🟥 2026-05-15 X·@cnfinancewatch [老旧] · 股价表现 · 股价动态
Figma今日暴涨
tags: 好观点 · → daily
value: direction=暴涨
<a id="atom-04491e606dcdd1fd"></a>🟥 2026-05-14 X·@Ross_Hendricks [老旧] · 投资策略表态 · 仓位情绪_
Owning top tier software stocks like $fig remains the best way to fade the AI hype
tags: 好观点 · → daily
[图: 证券交易软件中的股票行情截图，显示FIG（Figma Inc-Cl A）的最新股价、涨跌幅及买卖盘数据 — 最新股价: 21.84 USD; 涨跌幅: +15.31%; 上涨金额: +2.90; 卖出价 (Ask): 21.85; 买入价 (Bid): 21.82]
📷 原图

🟥 空头 takes (bearish) (8)

<a id="atom-647f93ed3ee61a71"></a>🟥 2026-05-07 群 · 远期销售倍数 · 估值/比较
Figma 6x+ 远期销售倍数，对比 BRZE 显得昂贵
tags: 好数字·好观点 · → daily
value: multiple=6x+
<a id="atom-d3f12a02cb3faccb"></a>🟥 2026-05-18 X·@DamiDina · user churn risk among big design teams · 订单需求/竞争格局
most ppl i speak to who lead big design teams have not used figma for months now. they use claude, etc.
tags: 好信源·好观点 · → daily
<a id="atom-6b8e60201486aa52"></a>🟥 2026-05-18 X·@DamiDina · competitive threat from new entrant · 竞争格局
figma has an opportunity here but not clear when or if someone else will beat them to it (big risk for figma imo)
tags: 好思考·好观点 · → daily
<a id="atom-884715e531ba77ae"></a>🟥 2026-06-12 X·@theinformation · tensions with partner as Anthropic expands into design tools · 竞争格局
tensions with partners including Figma as Anthropic expands from AI models into design
tags: 好信源 · → daily
<a id="atom-00926c40cd5f4a34"></a>🟥 2026-06-30 X·@AIStockSavvy · challenging to disprove the long-term AI bear case · 竞争格局/技术路线
Analyst notes it will be challenging to disprove the long-term AI bear case
tags: 好观点 · → daily
value: qty= · date=long-term
📷 原图
<a id="atom-8bca7d4bdd33f684"></a>🟥 2026-05-18 X·@DamiDina · stock movement signal relevance · 价格动态
their stock increasing due to incremental metrics increasing isn't a signal either imo
tags: 好观点 · → daily
<a id="atom-17a8d5a70d8878fd"></a>🟥 2026-05-17 X·@ChemStat66667 · 投資フェーズ · 盈利能力/资本开支
まだまだ投資フェーズで赤字が大きすぎて稼ぐ力はよくわからず
tags: 好观点 · → daily
📷 原图
<a id="atom-686c19655a716a31"></a>🟥 2026-05-17 X·@ChemStat66667 · 株価動向 · 仓位情绪/价格动态
株価はSaaSの死的なやつが懸念され上場来超低迷中
tags: 好观点 · → daily
📷 原图

🟥 中性 takes (neutral) (5)

<a id="atom-61000bc07b6110e0"></a>🟥 2026-05-18 X·@DamiDina · design tool usage lag · 产品使用
for design tools specifically i think there is a lag in usage data
tags: 好观点·好思考 · → daily
<a id="atom-dc5521f5bd00d79c"></a>🟥 2026-05-18 X·@DamiDina · business model transition risk · 营收/定价权
it is likely workflows need to improve here to have enterprises, agencies and individuals want to pay for subscription and some usage based fees
tags: 好思考 · → daily
<a id="atom-11ff83882445c411"></a>🟥 2026-05-18 X·@DamiDina · earnings complexity perception · 财报
the figma earning is *much more intricate* than most people can tell and the market doesn't understand that space well
tags: 好观点 · → daily
<a id="atom-a4dcf9c420837e7c"></a>🟥 2026-05-18 X·@DamiDina · AI-native design tool gap · 产品发布/技术路线
ROI and cross collaboration with AI at the core (ai native) is not there / there is no tool like this
tags: 好观点 · → daily
<a id="atom-8392e532f1275996"></a>🟥 2026-05-17 X·@ChemStat66667 · 赤字要因 · 盈利能力
株式報酬が載ってるので見かけ悪い赤字ではない模様
tags: 好观点 · → daily
📷 原图

⏱ 时间轴 (近 20)

🟦 2026-07-02 · fact · 股价今年大幅下跌 · → daily
🟦 2026-07-02 · fact · 发布Figma连接器 · → daily
🟥 2026-06-30 · narrative · challenging to disprove the long-term AI bear case · → daily
🟦 2026-06-29 · fact · 股价涨超10% · → daily
🟦 2026-06-24 · fact · adds code layers · → daily
🟦 2026-06-17 · fact · 2021 Series E Private Valuation · → daily
🟦 2026-06-17 · fact · 2026 Market Cap · → daily
🟥 2026-06-17 · position · 首次评级 · → daily
🟥 2026-06-17 · forecast · 营收预估超预期 · → daily
🟥 2026-06-17 · narrative · AI变现能力 · → daily
🟥 2026-06-17 · refute · ai座位压缩担忧 · → daily
🟥 2026-06-17 · forecast · 远期营收翻倍潜力 · → daily
🟥 2026-06-12 · narrative · tensions with partner as Anthropic expands into design tools · → daily
🟦 2026-05-28 · fact · IPO 估值 · → daily
🟦 2026-05-28 · fact · MSCI 小盘股纳入状态 · → daily
🟦 2026-05-20 · fact · adds an AI assistant to its collaborative canvas · → daily
🟥 2026-05-18 · narrative · earnings complexity perception · → daily
🟥 2026-05-18 · refute · stock movement signal relevance · → daily
🟥 2026-05-18 · narrative · design tool usage lag · → daily
🟥 2026-05-18 · narrative · user churn risk among big design teams · → daily

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