这能说明啥？只能说国_老虎社区_美港股上老虎

这能说明啥？只能说国外的资本在围剿我们的头部企业，做空我们的头部企业。

Wedbush调整AI 30名单：SK海力士与Datadog入选，阿里巴巴与Shopify出局

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":566983056767936,"tweetId":"566983056767936","gmtCreate":1779462088360,"gmtModify":1779462312687,"author":{"id":3537421869894391,"idStr":"3537421869894391","authorId":3537421869894391,"authorIdStr":"3537421869894391","name":"wolimei","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>这能说明啥？只能说国外的资本在围剿我们的头部企业，做空我们的头部企业。</p></body></html>","htmlText":"<html><head></head><body><p>这能说明啥？只能说国外的资本在围剿我们的头部企业，做空我们的头部企业。</p></body></html>","text":"这能说明啥？只能说国外的资本在围剿我们的头部企业，做空我们的头部企业。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/566983056767936","repostId":2637122314,"repostType":2,"repost":{"id":"2637122314","kind":"news","pubTimestamp":1779455446,"share":"https://www.laohu8.com/m/news/2637122314?lang=zh_CN&edition=full","pubTime":"2026-05-22 21:10","market":"sh","language":"zh","title":"Wedbush调整AI 30名单：SK海力士与Datadog入选，阿里巴巴与Shopify出局","url":"https://stock-news.laohu8.com/highlight/detail?id=2637122314","media":"智通财经","summary":"此次调整中，企业级软件公司Datadog与韩国存储芯片巨头SK海力士双双入选，与此同时，阿里巴巴以及Shopify则被移出名单。Wedbush表示，SK海力士与美光一道，是超大规模云服务商资本开支浪潮“最直接的受益者”，也是AI革命的核心赢家。Datadog：AI革命的间接受益者与SK海力士代表AI基础设施层不同，Datadog作为AI革命的间接受益者入选。","content":"<html><head></head><body><p>5月22日，在人工智能(AI)革命持续深化、科技巨头资本开支不断攀升的背景下，华尔街知名投行Wedbush于近日对其备受关注的AI 30赢家名单进行了新一轮调整。此次调整中，企业级软件公司<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>(DDOG.US)与韩国存储芯片巨头SK海力士双双入选，与此同时，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)以及<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>(SHOP.US)则被移出名单。</p><p><strong>SK海力士：“史无前例的存储超级周期”正在全面展开</strong></p><p>Wedbush分析师团队在致客户的报告中指出，近期实地调研与第一季度财报季所呈现的最强劲主题之一，是一场“史无前例的存储超级周期”正在全面展开。</p><p>报告称，AI基础设施对HBM(高带宽存储器)、DRAM及NAND的需求已达到前所未有的水平，随着各大超大规模云服务商竞相扩大算力容量，AI工作负载对存储的需求远超传统云工作负载。在此背景下，存储厂商正迎来过去十年来最强的定价权，DRAM与NAND价格在2026年下半年有望出现显著上行拐点。</p><p>Wedbush认为，SK海力士正是这一存储超级周期的核心受益者之一，也是当前市场上最重要的AI投资标的之一，“华尔街至今仍严重低估了这一周期的持续时间和量级”。</p><p>SK海力士作为全球最大的HBM供应商，在AI存储需求的推动下，业绩正以惊人的速度攀升。公司2026财年第一季度财务数据显示，单季营业收入首次突破50万亿韩元大关，达52.58万亿韩元，营业利润高达37.61万亿韩元，同比增长405%，营业利润率飙升至72%，净利润率77%，均创公司成立以来最高纪录。公司的HBM供应已全面售罄，2026年全部DRAM、HBM及NAND产能均已被客户长单锁定。公司首席财务官早在2025年10月便确认2026年HBM供应已全部售罄，管理层随后更是预警供应短缺可能延续至2027年。在2026年的HBM市场中，SK海力士出货市占率预计约为52%，以销售额计算，HBM营收有望达59.5亿美元，稳居全球第一。</p><p>Wedbush表示，SK海力士与<a href=\"https://laohu8.com/S/MU\">美光</a>(MU.US)一道，是超大规模云服务商资本开支浪潮“最直接的受益者”，也是AI革命的核心赢家。这一判断的宏观背景是，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)及<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)计划在2026年共计投入7250亿美元用于AI领域。美光此前也预计，HBM潜在市场总规模将从2025年的350亿美元增长至2028年的1000亿美元，年复合增长率约40%。</p><p><strong>Datadog：AI革命的间接受益者</strong></p><p>与SK海力士代表AI基础设施层不同，Datadog作为AI革命的间接受益者入选。Wedbush指出，Datadog在企业对AI工作负载的监控、安全和优化需求中脱颖而出，随着AI和云工作负载持续扩大，公司越来越有能力把握这一多年的产业变革机遇。</p><p>据了解，Datadog在AI可观测性领域的布局动作频频：2026年3月正式推出MCP Server，将实时可观测数据接入AI编码代理，帮助团队在Codex、Claude Code、Cursor等工具中直接进行生产环境调试;同月还发布了Cloud SIEM的AI安全分析师功能，可将传统需要数小时的安全调查压缩至30秒以内，平均解决时间缩短超90%;4月又宣布推出GPU Monitoring产品，为企业提供跨AI堆栈的统一可见性，帮助企业优化GPU支出并加速AI项目交付。</p><p>财务层面，Datadog最新季度财报显示营收达10.1亿美元，同比增长32.1%，超出市场预期的9.6亿美元;每股收益0.60美元，同样高于预期的0.51美元。多家华尔街机构近期上调其目标价，Oppenheimer从200美元上调至220美元，RBC从161美元上调至219美元并给予“跑赢大盘”评级，<a href=\"https://laohu8.com/S/EVR\">Evercore</a>则给出225美元的目标价。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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\">\nWedbush调整AI 30名单：SK海力士与Datadog入选，阿里巴巴与Shopify出局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1445265.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月22日，在人工智能(AI)革命持续深化、科技巨头资本开支不断攀升的背景下，华尔街知名投行Wedbush于近日对其备受关注的AI 30赢家名单进行了新一轮调整。此次调整中，企业级软件公司Datadog(DDOG.US)与韩国存储芯片巨头SK海力士双双入选，与此同时，阿里巴巴(BABA.US)以及Shopify(SHOP.US)则被移出名单。SK海力士：“史无前例的存储超级周期”正在全面展开...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445265.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4532":"文艺复兴科技持仓","BK4605":"半导体精选","BK4581":"高盛持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4512":"苹果概念","BK4543":"AI","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4531":"中概回港概念","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global 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