受益于AI需求激增，Datadog一季度业绩超预期并大幅上调全年指引

环球市场播报05-08

云安全服务商Datadog（DDOG.O）周四上调了全年业绩指引。受益于人工智能应用的日益普及，市场对其云安全产品的需求持续走强，该公司第一季度业绩显著超出华尔街预期。受此利好提振，公司股价在早盘交易中大幅上涨近36%。　　随着生成式人工智能的兴起及企业向云端迁移进程的加速，Datadog旗下的监控与安全工具需求不断攀升。该公司目前预计，2026年全年营收将介于43.0亿至43.4亿美元之间，...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2633455544?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-08 19:55","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2633455544","market":"fut","top_or_hot":-1,"title":"受益于AI需求激增，Datadog一季度业绩超预期并大幅上调全年指引","media":"环球市场播报","content":"<div>\n<p>云安全服务商Datadog（DDOG.O）周四上调了全年业绩指引。受益于人工智能应用的日益普及，市场对其云安全产品的需求持续走强，该公司第一季度业绩显著超出华尔街预期。受此利好提振，公司股价在早盘交易中大幅上涨近36%。\n　　随着生成式人工智能的兴起及企业向云端迁移进程的加速，Datadog旗下的监控与安全工具需求不断攀升。该公司目前预计，2026年全年营收将介于43.0亿至43.4亿美元之间，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-08/doc-inhxewcz7560949.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>受益于AI需求激增，Datadog一季度业绩超预期并大幅上调全年指引</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n受益于AI需求激增，Datadog一季度业绩超预期并大幅上调全年指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-08 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-08/doc-inhxewcz7560949.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云安全服务商Datadog（DDOG.O）周四上调了全年业绩指引。受益于人工智能应用的日益普及，市场对其云安全产品的需求持续走强，该公司第一季度业绩显著超出华尔街预期。受此利好提振，公司股价在早盘交易中大幅上涨近36%。\n　　随着生成式人工智能的兴起及企业向云端迁移进程的加速，Datadog旗下的监控与安全工具需求不断攀升。该公司目前预计，2026年全年营收将介于43.0亿至43.4亿美元之间，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-08/doc-inhxewcz7560949.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-08/doc-inhxewcz7560949.shtml","article_id":"2633455544","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633455544","pubTimestamp":1778241300,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"云安全服务商Datadog周四上调了全年业绩指引。受益于人工智能应用的日益普及，市场对其云安全产品的需求持续走强，该公司第一季度业绩显著超出华尔街预期。受此利好提振，公司股价在早盘交易中大幅上涨近36%。　　随着生成式人工智能的兴起及企业向云端迁移进程的加速，Datadog旗下的监控与安全工具需求不断攀升。　　Datadog的客户群涵盖了三星、纳斯达克、康卡斯特、壳牌以及PayPal等知名企业。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","AIPO":"Defiance AI and Power Infrastructure ETF","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4548":"巴美列捷福持仓","DDOG":"Datadog","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4551":"寇图资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","BK4607":"DeepSeek概念股","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4561":"索罗斯持仓","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4023":"应用软件","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","DOGD":"2倍做多DDOG ETF-Tradr","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","AGIX":"通用人工智能 ETF-AGIX","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4585":"ETF&股票定投概念","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4528":"SaaS概念","BK4613":"AI应用软件","BK4535":"淡马锡持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"translate_title":"Benefiting from surging AI demand, Datadog beats expectations in Q1 and sharply raises full-year guidance","themeId":"7e0b6888bb618d0fc39cd880e2d16946","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"AGIX":1.5,"DOGD":0.6,"DDOG":1.5,"ARTY":1.5,"AIPO":1.5},"content_text":"云安全服务商Datadog（DDOG.O）周四上调了全年业绩指引。受益于人工智能应用的日益普及，市场对其云安全产品的需求持续走强，该公司第一季度业绩显著超出华尔街预期。受此利好提振，公司股价在早盘交易中大幅上涨近36%。\n　　随着生成式人工智能的兴起及企业向云端迁移进程的加速，Datadog旗下的监控与安全工具需求不断攀升。该公司目前预计，2026年全年营收将介于43.0亿至43.4亿美元之间，高于此前预测的40.6亿至41.0亿美元。\n　　此外，公司预计全年调整后每股收益将在2.36美元至2.44美元之间，此前预期则为2.08美元至2.16美元。\n　　总部位于纽约的Datadog主要提供云端监控与分析平台，助力企业实现软件及服务器运行状况的集中可视化管理。伦敦证券交易所集团（LSEG）汇总的数据显示，该公司第一季度营收同比增长32%至10.1亿美元，远超市场预期的9.613亿美元；当季调整后每股收益为60美分，高于预期的51美分。\n　　首席执行官奥利维尔·波梅尔（Olivier Pomel）表示：“我们正致力于协助各行各业、不同规模的客户部署现代化、基于云端且支持人工智能的解决方案。”\n　　公司预计，第二季度营收将在10.7亿至10.8亿美元之间，远高于市场预期的9.613亿美元；调整后每股收益预计在57美分至59美分之间，同样高于预期的50美分。\n　　Datadog的客户群涵盖了三星、纳斯达克、康卡斯特、壳牌以及PayPal等知名企业。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：龙运翔","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633455544","isCrawlerRequest":true}