异动解读 | MongoDB夜盘大涨21.32%，业绩超预期及谷歌AI生态驱动股价飙升

异动解读12-02

MongoDB Inc.（MDB）在夜盘交易中大涨21.32%，成为市场焦点。这一显著涨幅反映了投资者对公司近期业绩及未来增长潜力的高度认可。

消息面上，MongoDB公布的第三季度财报显示，调整后每股收益为1.32美元，远超预期的0.81美元；营收达6.283亿美元，高于预期的5.938亿美元。公司同时上调了全年业绩指引，预计2026财年调整后每股收益为4.76至4.80美元，营收为24.3至24.4亿美元。其核心产品Atlas云服务的客户数量同比增长19%，成为业绩增长的主要驱动力。

此外，MongoDB深度融入谷歌AI生态，其Atlas平台与Google Cloud的Vertex AI等服务的集成，使其在AI算力需求激增的背景下成为核心受益者。谷歌云平台34%的营收增长及Gemini系列AI产品的爆发，进一步强化了MongoDB在数据管理领域的竞争优势。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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