德银分析师参加Snowflake于10月15日在纽约举行的世界巡展，并与公司高管、客户及合作伙伴交流。报告认为，在CoCo与CoWork持续放量的支撑下，公司核心业务动能延续，后续机会值得看好。主题演讲中，产品负责人强调Snowflake正从数据平台向更广领域延伸，现场演示显示CoCo/CoWork不仅用于数据分析，还可用于辅助决策、制作交付物、发送邮件及跨业务执行；管理层主张通过身份、策略、授权与治理等控制手段管理AI智能体风险，而非回避AI，并宣布Data Mirroring for Snowflake Postgres正式可用。核心业务方面，客户仍优先推进数据现代化，迁移摩擦明显下降，原需数月的迁移项目周期大幅缩短，合作方亦反映单项目人力需求减少。CoCo凭借对平台的整体上下文感知与细粒度权限配置形成差异化，用例覆盖应收账款、开票及交付物制作等；
Deutsche Bank attended the New York stop of Snowflake's World Tour on 15 October and met with senior executives, customers and partners. The team came away more positive on the opportunity ahead, with momentum in the core business increasingly bolstered by CoCo and CoWork. At the keynote, management emphasised Snowflake's ambition to extend beyond its roots as a data platform; a live demo showed CoCo/CoWork being used not only to analyse data but also to make decisions, create deliverables, send emails and take action across the business. Management acknowledged fears around AI agents but framed the solution as putting the right controls in place - identity, policies, authorization and governance - rather than avoiding AI, and announced GA of Data Mirroring for Snowflake Postgres. On the core business, customers continue to prioritise data modernisation and migration friction has fallen materially, with projects previously slated for many months now completed far faster and partners ci