德意志银行分析师参加了Snowflake于10月15日在纽约举行的世界巡展活动，并与公司高管、客户及合作伙伴进行交流，整体对后续增长机会更为乐观：核心数据平台业务势头延续，并日益得到CoCo与CoWork的支撑。主题演讲中，公司强调其雄心已超出数据平台的原有定位，现场演示显示CoCo/CoWork不仅用于数据分析，还用于辅助决策、生成交付物、发送邮件并在业务中采取行动；管理层正面回应市场对AI智能体的担忧，认为应通过身份、策略、授权与治理等控制机制加以规范而非回避AI，同时宣布Snowflake Postgres的数据镜像功能正式可用。渠道调研显示，客户仍将数据现代化置于优先位置，CoCo与编码智能体显著降低迁移摩擦、大幅缩短项目周期，并可能长期改变系统集成商的角色。CoCo以较具竞争力的定价、对平台的上下文感知以及细粒度权限配置形成差异化；
We attended the New York stop of Snowflake's World Tour on Thursday, October 15th, and had the opportunity to hear from senior executives and engage with customers and partners. We came away better appreciating the opportunity ahead, with continued momentum in the core business increasingly bolstered by CoCo and CoWork. At the keynote, management emphasized Snowflake's ambition beyond its roots as a data platform, illustrated by a live demo in which CoCo/CoWork were used not just to analyze data but to make decisions, create deliverables, send emails and take action across the business. Management acknowledged broader fears around AI agents and framed the solution as having the right controls in place — identity, policies, authorization and governance — rather than avoiding AI altogether, and announced GA of Data Mirroring for Snowflake Postgres. Partner conversations were supportive of the core business: data modernization remains a priority and migration friction has fallen materiall